In this episode, we sit down with Broc Buckles – Co-Founder at BC Brokerage, an insurance company partnering with fee-only financial planners to help them with life insurance, disability insurance, annuities, and more.

We get deep into the insurance industry – why they decided to partner with fee-only advisors, how the insurance world is changing, and how advisors can introduce the insurance conversation into client discussions without it feeling overwhelming and complex.

For more on BC Brokerage, head to: https://www.bc-brokerage.com/

For more on the webinar mentioned, hear here: https://zoom.us/webinar/register/WN_1DODs8ZfQtaUMI0Ti2AgXQ

Bringing it back to the begining, in this episode, we talk through the launch of Seven Group and the biggest learnings we've had so far building this business and the five biggest learnings we've had with this experience, including: 

1. Developing Your Gap-Filling Value Prop

2. Building the Right Team

3. Launching Before You're Ready

4. Creating a Transparent Sales Process

5. Embracing the Process

To learn more about Seven Group, head to: https://www.thesevengroup.com

In this episode, we welcome back Dasarte Yarnway for a second time on the podcast. Dasarte is the founder of Berknell Financial Group, Head of Community at Altruist, and Co-Founder of Onyx Advisor Network – a network for minority advisors who are looking for more resources, community to help them grow their practice. We dive into his journey, why he launched Onyx, and what equity means to him.

For more on onyx, head to: https://www.onyxadvisornetwork.com/

In this episode, we sit down with Marc Butler, President and COO of Skience, a wealth management consulting and technology platform that focuses on helping advisors automate and operate tasks within their practice. Marc and I dive into the role of leadership and what it will take for advisors to lead over the next several years. Marc shares his 3-point framework on how advisors can lead your teams in the future.

To learn more about Skience, visit: https://skience.com/

With all the news and headlines surrounding the RIA acquisition market, I wanted to cover a 2022 update, so in this episode, we welcome Nathan Kubik, CEO of Transform Wealth, a $1.8B RIA headquartered in Denver. Transform has been very focused on both organic growth and acquisition growth, and the perspective Nathan has is invaluable. We dive into what makes a sound acquisition opportunity, how not to disrupt culture, and what smaller advisors can do to grow into a merger opportunity.

More on Transform: https://transformwealth.com/

In this episode, we sit down with Ben Cruikshank, Head of Flourish, a digital-first platform that brings solutions to advisors that are not easily accessible. The Flourish platform is used by over 420 RIAs managing over $1.1T in assets. Flourish recently launched Flourish Crypto, and since we’ve been on a bit of a crypto kick lately, we wanted to have Ben on to talk through why they launched it, what they’re hearing from advisors around crypto, and how advisors can bring their clients along in the education journey when it comes to where crypto fits in.

Check out Flourish at flourish.com.

In this episode, we sit down with Julie Littlechild – Founder and CEO of Absolute Engagement. Julie and her platform are all about the client experience and client referrals, so I wanted to pick her brain around how advisors can build out an ecosystem that enables more referrals. We dive into having client conversations, prepping clients for meetings, and surveying clients to capture information and generate more word of mouth. This is our conversation with Julie Littlechild.

Check out https://absoluteengagement.com/

Follow Julie on Twitter: @jlittlechild

With the year kicking-off,  how are you going to hit your goals? In this episode, we break down a four point framework for what you can do to 1. understand where growth came from in 2021 2. what channels drove the most growth 3. what channels you should focus on in the year ahead and 4. how you need to map the right tactics to those channels. 

Check out www.thesevengroup.com to learn more. 

In this episode, we sit down with Steven Jarvis, Co-Founder, CEO and Head CPA at Retirement Tax Services – a tax planning platform that enables financial advisors to better communicate, engage, and educate their clients around taxes. Steven and I get into the experience of building his business so far – how he went narrow on both audience and topic, what he’s learned about the model as he’s scaled, and how advisors can integrate more tax planning content and services into their business.

Check them out: https://retirementtaxservices.com/

Check us out: https://www.thesevengroup.com/ 

In this episode, we sit down Luis Rosa, Founder of Build a Better Financial Future, an RIA that partners with Gen X and Gen Y. He’s also a co-founder of the BLX internship program, an internship program for aspiring Black and Latinx financial planners. In this discussion, we dive into how you can cut through the noise with Gen X and Gen Y and why going digital first, sharing your own experiences is the way to go.

To check out the internship, head to https://blxinternship.org/