By Seth Greene
5
33 ratings
The podcast currently has 194 episodes available.
Tom Wall has spent the entirety of his 21-year career positioning whole life insurance and competing against his alternative. Starting in college as an award-winning advisor with Northwestern Mutual before moving his practice to MassMutual, he subsequently grew his career in prominent home office roles in sales and marketing leadership. In those roles, he developed into a renowned storyteller and product expert at perennial company conferences and firm meetings nationwide.
Tom’s Ph.D. is in retirement income planning, with original research on Whole Life as a Fixed Income Alternative under the advisement of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. His focus on academic integrity and decades of sales experience combine to make him a uniquely credible and
inspirational voice in the life insurance space.
Tom now coaches and consults with financial advisors, hosts the Whole Life Masterminds study group, and has published his first book titled Permission to Spend: Maximize Your Retirement with the Best Kept Secret in Personal Finance, a Wall Street Journal Best Seller and Amazon International Best Seller.
Listen to this insightful RIA episode with Tom Wall about educating advisors for a better financial future.
Here is what to expect on this week’s show:
- How advisors face challenges due to opaque fee structure and misinformation surrounding whole life insurance, making it difficult to convey benefits.
- Why the financial industry’s lack of academic research on whole life insurance adds to advisors’ difficulties in building trust and credibility with clients.
- How the spread of misinformation poses a significant challenge for advisors trying to educate clients about the value of whole life insurance.
- How Whole Life Mastermind connects advisors with industry experts, enhancing their knowledge and providing practical solutions for clients.
- How Whole Life Mastermind aims to revive the culture of actuarial science and planning, offering comprehensive support for advisors in the whole life insurance sector.
Connect with Tom:
Links Mentioned:
wholelifemasterminds.com
linkedin.com/in/tomwall
Learn more about your ad choices. Visit megaphone.fm/adchoices
Introducing 170. 9 Rules For Scaling Any Business with Justin Williams from Millionaire University.
Follow the show: Millionaire University
Want to turn your side hustle into a thriving, scalable business? In this episode, Justin sits down with Nick Loper of The Side Hustle Show to discuss exactly that! Together, they cover the nine powerful rules that helped Justin scale multiple ventures, from flipping houses to building a successful podcast, and everything in between. You'll get insider strategies around working with intention, eliminating distractions, automating and delegating tasks to accelerate growth, and more (no matter the industry). Plus, don’t miss the exclusive preview of Millionaire University's new Build My Money Machine program, designed to help entrepreneurs turn their ideas into seven-figure businesses!
+ Nine rules for scaling any business
+ Importance of clear intention
+ Eliminate, automate, delegate
+ Risk mitigation strategy
+ The 60/20/3 rule for pricing
+ Marketing flywheel for customer acquisition
+ Velocity of money and growth
+ Marginal gains for compounding success
+ Preview of Build My Money Machine program
And follow us on:
Tik Tok
Youtube
To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors.
Want to hear from more incredible entrepreneurs? Check out all of our interviews here!
Learn more about your ad choices. Visit megaphone.fm/adchoices
DISCLAIMER: Please note, this is an independent podcast episode not affiliated with, endorsed by, or produced in conjunction with the host podcast feed or any of its media entities. The views and opinions expressed in this episode are solely those of the creators and guests. For any concerns, please reach out to [email protected].
With more than a decade of experience in the financial services industry, Jake Falcon is committed to helping clients pursue their financial goals, navigate the markets through both good and uncertain times, and preserve their legacies.
Jake works closely with clients to develop sophisticated, yet clear, strategies to help them achieve their objectives. He monitors both the retirement planning and investment landscape to stay up to date on the latest trends to help optimize appropriate financial solutions for clients. Additionally, he is responsible for the oversight of Falcon Wealth Advisors’ culture and is committed to providing clients with an excellent experience.
Jake earned his bachelor's degree in business administration from the University of Texas at San Antonio. He holds the Chartered Retirement Planning Counselor® (CRPC®) designation and has completed the Investment Strategies and Portfolio Management Executive Education Program at The University of Pennsylvania’s Wharton School of Business. In 2016, Jake was featured in Ingram’s Magazine’s prestigious “40 Under 40” list. He was also listed in the Forbes 2018, 2019 and 2020 list of America’s Top Next-Gen Wealth Advisors. Additionally, Jake was included in Forbes’ list of Best-In-State Wealth Advisors for Kansas in 2021, 2022, and 2023.
Listen to this insightful RIA episode with Jake Falcon about scaling financial literacy.
Here is what to expect on this week’s show:
- How Falcon Wealth Advisors stands out for its 24-hour response time, client-centered ensemble approach, and focus on individual stocks, bonds, and options without using investment products.
- Why building strong client relationships through personal interaction and consistent service contributes to referrals.
- How delegating managerial tasks to team leaders allows business owners to scale their company.
- Why being actively involved in the community is crucial for your business.
- How Retiring Right was written because many existing retirement books are outdated or product-heavy.
Connect with Jake:
Links Mentioned:
falconwealthadvisors.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Freddie Rappina is a Financial Advisor and a Chartered Financial Consultant as well as an Accredited Investment Fiduciary™ who founded Opta Financial. Freddie helps clients examine their current financial situation, financial goals, completes a financial analysis, provides recommendations, implements and reviews plans for clients.
In addition to experience in the financial services industry, Freddie also has experience in law enforcement and is retired from The Fairfax County Police Department in Virginia. Freddie is originally from Long Island, New York and enjoys coaching baseball.
Listen to this insightful RIA episode with Freddie Rappina about his transition from police officer to wealth advisor.
Here is what to expect on this week’s show:
- How Opta Financial aims to bring advanced wealth-building strategies to the middle class.
- Why it’s important to transition from middle-class financial strategies to wealth-building ones.
- How the biggest differentiator between middle-class financial strategies and wealth-building strategies is the attitude towards debt.
- How Opta Financial also caters to clients who want to further advance their wealth through strategic investments.
- How compound interest is oversold to the middle class as a primary wealth-building tool.
Connect with Freddie:
Links Mentioned:
playingthewealthgame.com
optafinancial.com
facebook.com/OptaFinancial
linkedin.com/company/opta-financial
Learn more about your ad choices. Visit megaphone.fm/adchoices
Lisa Hutter is a Partner and Client Advisor with IronOak Wealth, serving clients all over the country with offices in Austin, TX. Lisa works with active and retired business owners, multi-generational families and those going through transition (earning capabilities, divorce, inheritance). She welcomes those seeking a change in their financial advisor or who have never worked with an advisor.
Lisa’s approach is different than most in how she supports her clients and learns about their passions, fears, dreams and principles to help ensure they are reflected in their financial pursuits. By looking at all of the pieces together she is able to uncover opportunities to make the lives of each client easier and their legacies stronger. As a result, Lisa has often been described as a financial coach and even a consigliere.
Lisa works side by side with her clients to create a financial plan. This plan acts as a north star and informs the customized approach she takes to managing investments and determining where and how insurance and annuities have a place in helping her clients attain their goals. She also offers fee based only financial planners for clients who manage their own investments or don’t have liquid investments needing a professional money manager. In addition, she can provide trustee services and fractional family office services.
Listen to this insightful RIA episode with Lisa Hutter about creating a better client experience with independent RIAs.
Here is what to expect on this week’s show:
- How creating deep relationships with your clients is an important part of comprehensive financial planning.
- Why having in depth conversations is vital and allows financial planners to focus more on their clients goals and less on investment performance.
- How providing excellent customer service leads to getting more clients through referrals.
- How being an independent RIA allows you to freedom to work with any client and to provide tailored financial planning without extra fees.
- How the ability to offer unique and creative investment strategies differentiates IronOak Wealth from other firms.
Connect with Lisa:
Links Mentioned:
ironoakwealth.com
[email protected]
Learn more about your ad choices. Visit megaphone.fm/adchoices
Introducing 160. How to Start a $30K per Month Video Production Company (Without Making Any Videos) With Ryan Atkinson from Millionaire University.
Follow the show: Millionaire University
Ryan Atkinson was no expert when it came to video, but that didn't stop him from building a six-figure video production company! In this episode, host Justin Williams interviews Ryan on his journey as a 25-year-old entrepreneur and founder of Spacebar Visuals — the business he scaled to $30,000 per month in just 18 months. Ryan shares his straightforward approach to business, from identifying market needs to implementing a successful cold email outreach strategy that any entrepreneur can replicate. He also discusses his passion for entrepreneurship, the lessons learned from hosting the UpFlip Podcast, and offers actionable advice for those looking to start their own ventures. Want to build your own video production company with no video background whatsoever? Tune in to this episode that teaches you exactly how it's done!
+ Building a $30k per month video production company
+ Effective cold email outreach strategy
+ Affordable, high-quality video packages for startups
+ Reverse-engineering metrics for predictable revenue
+ Transitioning from HubSpot to entrepreneurship
+ Leveraging LinkedIn and cold calling for client acquisition
+ Hiring a BDR to scale sales efforts
+ Insights from hosting the UpFlip Podcast
+ Taking action and overcoming business fears
+ Balancing work, life, and preventing burnout
Instantly - a cold email automation tool that helps businesses scale their outreach efforts while protecting their main domain.
LinkedIn Helper - an automation tool that streamlines LinkedIn outreach, enabling businesses to efficiently connect with potential clients through personalized messaging campaigns.
Check out Spacebar Visuals at SpacebarVisuals.com and UpFlip at UpFlip.com.
Connect with Ryan on LinkedIn or at [email protected]!
Watch the video podcast of this episode!
Sign up for our FREE Business Course - over 300+ new business ideas, also includes the 7 Phases of a business, so you know where you are now and where you need to go next. You'll also get 7 of the most popular marketing strategies and 31 stay-on-track hacks that successful millionaires follow to grow and automate their businesses.
Go to https://www.millionaireuniversity.com/training.
And follow us on:
Tik Tok
Youtube
To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors.
Want to hear from more incredible entrepreneurs? Check out all of our interviews here!
Learn more about your ad choices. Visit megaphone.fm/adchoices
DISCLAIMER: Please note, this is an independent podcast episode not affiliated with, endorsed by, or produced in conjunction with the host podcast feed or any of its media entities. The views and opinions expressed in this episode are solely those of the creators and guests. For any concerns, please reach out to [email protected].
Michael Cannivet, CFA, is the founder, president, and chief investment officer of Silverlight Asset Management, LLC, an RIA based in Newport Beach, California, that serves high-net-worth private clients. Mr. Cannivet has been a Forbes contributor since 2017 and Forbes Books recently published his latest book, The Four Minute Retirement Plan: Preserve Your Past, Secure Your Future, Live For Today. The book debuted as the #1 new release for the money management category and is endorsed by several top industry practitioners, including Ken Fisher, Joel Greenblatt, Keith McCullough, and Vincent Deluard.
Listen to this insightful RIA episode with Michael Cannivet about investing insights.
Here is what to expect on this week’s show:
- How it’s important to invest by focusing on supply and demand dynamics and investor psychology.
- Why active investing and a tailored, original approach is the key to outperforming market prices.
- How Silver Light Asset Management crafts personalized narratives that align with their client’s core values and life goals
- How there are four essential components to retirement planning: savings, investing, lifestyle, and legacy.
- Why risk management is the cornerstone of successful investing, especially during volatile market conditions.
Connect with Michael:
Links Mentioned:
silverlight.us
Learn more about your ad choices. Visit megaphone.fm/adchoices
Introducing 125. How to Start and Grow a Vending Machine Business with Little to No Money with Mike Hoffman from Millionaire University.
Follow the show: Millionaire University
Building a lucrative income stream through vending machines is the discussion for today's podcast. Mike Hoffman from mrpassive.com shares how he transitioned from a career in sports science and real estate to managing 25 vending machines that yield significant monthly profits. The conversation covers the initial investment, operational strategies, and the high profitability of vending machines compared to stocks and real estate. Mike also emphasizes the growing potential of the vending industry, especially with technology advancements and market saturation ripe for disruption. Listeners can learn about the ease of starting and scaling a vending machine business, hiring strategies, and the long-term financial benefits and equity-building potential of this venture.
+ Meet Mike Hoffman: From Sports to Vending Machines
+ The Journey to Vending Machine Success
+ Why Vending Machines Over Real Estate?
+ Earning Potential and Location Strategy
+ Getting Started with Vending Machines
+ Stocking and Managing Your Vending Machines
+ Hiring and Scaling Your Vending Business
+ The Importance of Technology in Vending
+ Disrupting the Vending Industry
+ Buying and Valuing Vending Routes
+ Expanding Vending Operations
+ Vending in Hotels and Remote Management
+ Time Commitment and Profitability
+ Challenges and Liabilities in Vending
+ Future of the Vending Industry
+ Final Thoughts and Advice
A BIG thank you to Mike for sponsoring today's episode and for sharing so much value! To learn more about starting your own vending machine business, go to Mr.Passive.com.
And to connect with Mike check him out on Instagram and Youtube.
To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors.
Sign up for our FREE Millionaire University Business Course - Understand the 7 Phases of A business, so you know where you are now and where you need to go next! Go to https://www.millionaireuniversity.com/training.
Wanna get social? Click on any of the links below to connect with us.
Instagram, Twitter, Facebook, Youtube, TikTok and LinkedIn. We'd love to hear from you!
And if you want us to answer your business questions on an upcoming episode, drop us a line at [email protected].
Learn more about your ad choices. Visit megaphone.fm/adchoices
DISCLAIMER: Please note, this is an independent podcast episode not affiliated with, endorsed by, or produced in conjunction with the host podcast feed or any of its media entities. The views and opinions expressed in this episode are solely those of the creators and guests. For any concerns, please reach out to [email protected].
Eric B. Watchorn, the visionary founder of Watchorn Risk & Wealth Management Corp., is renowned for his expertise in achieving absolute returns on the NASDAQ, NYSE, and LSE. He skillfully integrates a deep understanding of human nature with risk management to enhance wealth-management strategies.
Eric offers practical investment and insurance advisory services, guiding clients toward financial success. Based in Victoria, BC, he balances his professional life with personal interests like scuba diving and yoga, embodying a holistic approach to success.
Listen to this insightful RIA episode with Eric Watchorn about decoding financial blindspots.
Here is what to expect on this week’s show:
- How Watchorn Risk & Wealth Management serves professionals and small to mid-sized business owners.
- Why using referrals to attract new clients allows you to leverage your network and reputation.
- How many people are concerned about market timing and investment safety given the prolonged bull market.
- Why Financial Blindspots aims to illuminate common overlooked aspects of personal finance and investment
- How helping people create safe, progressive financial strategies without significant risks is highly rewarding.
Connect with Eric:
Links Mentioned:
wrwmcorp.com
facebook.com/watchornriskandwealth
linkedin.com/in/eric-b-watchorn-77136937
Learn more about your ad choices. Visit megaphone.fm/adchoices
Introducing 159. Balancing Love, Business, and Family with Tara and Justin Williams from Millionaire University.
Follow the show: Millionaire University
You've heard Justin and Tara talk about their journey as entrepreneurs, but have you heard about how they struggled to stay married while owning a business and having 3 kids along the way? Running a business together can test any marriage, but Justin and Tara have found ways to thrive. They share the secrets behind their strong partnership, both in life and in business, and how they’ve achieved their financial goals without compromising their relationship. So join us in this engaging episode, where Brian Ondrako interviews Justin and Tara about their journey from college dropouts to successful entrepreneurs. They delve deep into the importance of taking control of your life, the trials and triumphs of building a business, and maintaining a strong marriage amidst challenges. They also share valuable advice on parenting and nurturing the entrepreneurial spirit in their children.
+ The Catalyst Moment: When Dropping Out Became the Best Decision
+ Building the Business Dream: Choosing your type of 'hard' in life, knowing that doing hard things often brings long-term financial benefits.
+ Financial Struggles and the Art of Risk-Taking: Battling Tara's fear of losing money and Justin's tolerance for high-risk ideas
+ Parenting Insights: Raising the Next Generation of Entrepreneurs
+ Marriage and Business Partnership: Strength in Unity - The significance of open communication, emotional intelligence, and supporting each other's strengths.
+ Advice for Aspiring Entrepreneurs: How to take control of one's life and deal with the uncertainty in the epic entrepreneurial journey.
Talker steps (sharer of feelings):
1- How have they gotten better at the behavior that upset you?
"I want to begin by thanking you for...."
2-How were they possibly innocent because other factors influenced their behavior, such as their upbringing and circumstances?
"And I want to acknowledge that..."
3- What did you do that may have influenced their hurtful behavior? How is your reaction intensified from wounds or values in your past?
"I also want to acknowledge that..."
4- Express your complaint without "you" or "always/never," along with your core needs.
"There's been a pattern of __________ and it's made me feel __________ and it taps into my core need for __________."
Listener steps:
1- Summarize their complaint to ensure you heard it correctly. "So, what I hear you saying is __________." (50% rule)
2- Take ownership of the part you're owning without excuses starting with "I know that l've had a tendency to...."
3- Make an empathy statement on how the part you're owning probably made them feel.
"I can see how my tendency to __________ would make you feel __________."
4- Make a sincere apology on the part you're owning. "I'm really sorry that my tendency to __________has made you feel __________."
5- Make amends by offering something that could make the other person feel better and ask for their feedback. "Moving forward, how about I__________? What else would you prefer?"
BIG thank you to Fundrise and Monarch Money for sponsoring the show!! To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors.
If you enjoyed this episode, let us know by clicking on any of the links below to send a quick shout-out: Instagram, Twitter, Facebook, Youtube, TikTok and LinkedIn. We'd love to hear from you!
Want 300+ ideas for your business, check out our FREE Business Training where we include all of these!
💡"Doing hard things is hard, but not doing them is harder." - Justin Williams
Learn more about your ad choices. Visit megaphone.fm/adchoices
DISCLAIMER: Please note, this is an independent podcast episode not affiliated with, endorsed by, or produced in conjunction with the host podcast feed or any of its media entities. The views and opinions expressed in this episode are solely those of the creators and guests. For any concerns, please reach out to [email protected].
The podcast currently has 194 episodes available.