2017 was another phenomenal year for “Between Now and Success,” and I’m very grateful to all of my guests who took time to discuss the financial advisory business, best practices, technology, self-improvement, and a variety of other topics.
If you’re catching up on past episodes, or looking to revisit some of the big ideas we talked about as you’re setting your 2018 goals, this list of my ten most-downloaded podcasts from the past year is a great place to start.
Top 10 Most Popular Podcasts for 2017
Dyanasty Financial Partners is one of the companies that’s providing RIAs with a modern platform to differentiate and grow. Shirl Penney discussed the core services that RIAs have to provide their clients to remain independent.
Dr. Thomas Stanley, literally wrote THE book on how and why affluent people accumulate wealth, “The Millionaire Next Door” (1996). Today, his daughter, Sarah Fallaw, is using her doctorate in applied psychology to create analytics and metrics that carry on Dr. Stanley’s study of wealth-building habits at the company she founded, DataPoints. You’ll learn the individual wealth behaviors and activities that are scientifically proven to impact people’s ability to generate wealth over time.
Nobody can accurately and consistently predict the future but by observing and curating ideas, you can uncover accelerating trends, see things other people miss, and position your business to profit from these upcoming opportunities. Rohit publishes a yearly book called “Non-Obvious: How to Think Different, Curate Ideas and Predict the Future,” and we had a great conversation about accelerating trends he sees happening right now, and how to apply those trends to the work financial advisors do.
Gail Graham is one of those rare people who have worked in the top echelon of two major companies–Fidelity Investments and United Capital–and helped shaped their strategies that led to massive growth and industry accolades. Today, Gail is the founder of Graham Strategy, and works with companies to figure out where the gaps are between their strategy and how they’re running their company. We discussed the evolution of advisor marketing and Gail’s advice on how to fill the gaps in your marketing, content, and advisory strategies to grow your business.
AdvicePeriod is not shy about stating their take on the financial advisory business. “We’re reinventing wealth management. The old model is totally outdated,” says the bold headline at the top of their website. Larry Miles, a Principal and shareholder at AdvicePeriod, discussed how his company is doing things differently and how they raised billions of dollars in just a few short years.
Michael Nathanson is the chairman, CEO, and president of the Colony Group, a wealth management firm with several billion dollars in assets under management and with offices across the United States. But Michael thinks his most important title is one that isn’t listed on his business card: CIO, “Chief Inspiration Officer.” Michael offered tips on creating inspiration, innovation, and growth in your business, and also shared memories of a couple of his Harvard Law School classmates whose names you’ll definitely recognize (hint: think President and Supreme Court Justice).
Ben Jones is the Managing Director of Intermediary Distribution for BMO Global Asset Management and host of BMO’s excellent “Better Conversations Podcast.” We talked about how financial advisors can engage in better conversations that lead to better outcomes for your clients.
When Brent Brodeski co-founded Savant Capital Management in 1992, he believed that most advisory firms weren’t prescribing the correct financial medicine to treat clients and prospects. Brent looked to the Mayo Clinic for lessons on team-building and diagnosis that helped expand Savant to nearly $5 billion in assets under management, and 13 offices throughout the Midwest.
Talk about a multi-hyphenate: Stephanie Sammons is the Founder and CEO of SammonsWealth, a best-selling author, a Certified Financial Planner, a speaker, a business coach … and a singer-songwriter who just released a new EP! And for good measure, her 20+ years of financial advisory experience also includes successful runs at Merrill Lynch and UBS. We discussed how Stephanie channeled her diverse experience into creating her new firm, her way.
As one of the top financial advisors in the country, Erin Botsford is the founder and CEO of the Botsford Financial Group, which has nearly $1 billion in assets under management. She has appeared on Barron’s list of the Top 100 Women Financial Advisors and Top 100 Independent Financial Advisors multiple times. And she’s also an author who just released her second book, “Seven Figure Firm.” Erin was very candid about the hardships she’s had to overcome in her life, and how she built her “seven figure firm” from scratch.
Thank you so much for listening to Between Now and Success in 2017. I look forward to providing you with more outstanding conversations with innovative leaders and thinkers in the year ahead.
CLICK HERE to review the 2015 list of my 10 most popular podcasts.
CLICK HERE to review the 2016 list of my 10 most popular podcasts.
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Steve Sanduski, CFP®
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