FutureProof Advisor Podcast5 Huhti 2023

Expert Tips For Transformational Growth In Your Financial Services Firm with Brian Carney

In today's episode, we hear from Brian Carney, a well-known advisor who shares his non-traditional journey into the wealth management industry and his proactive steps to grow his financial firm.

Brian Carney is a CFP®, AIF®, ChFC®, CDFA®, and CEO at RiversEdge Advisors, LLC. Today he joins us as a guest on this episode of Bridging The Gap.

Brian shares his passion for building relationships with clients and understanding why money makes them feel a certain way. Brian and Matt also dive into the importance of creating a streamlined process that helps advisors effectively grow their wealth management businesses, how to improve operations within the firm, and how we can entice more young professionals to migrate to the financial services industry.

Brian Carney Bio:

Brian Carney is the co-founder and face of RiversEdge Advisors, LLC. From helping clients with business development to volunteering in the community, his passion and zeal for financial planning shines through in all that he does.

Beginning in 2001, Brian has spent his entire career in the financial services industry, working two local firms prior to merging his practice with RiversEdge Advisors in 2014. Not only has this merger allowed Brian to continue providing purely independent and conflict-free financial advice but has given him the opportunity to truly hone his craft and share that with each and every one of his clients. As his experience has evolved, Brian has found his niche serving business owners and entrepreneurs seeking comprehensive planning services.

A lifelong Delawarean, Brian graduated from the Tatnall School and Ursinus College. He has earned various industry designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), Certified Divorce Financial Analyst™ (CDFA™), Accredited Investment Fiduciary® (AIF®), and Certified Exit Planning Advisor (CEPA®). Simplifying the complex, obtaining the seemingly unobtainable, and empowering his clients to feel financially confident are what motivate him on a regular basis. On any given day, you can find Brian going above and beyond to make sure his clients are well taken care of. As a gentleman with a positive attitude and proactive demeanor, Brian is heavily involved with client relations. His personality and dedication enhance the RiversEdge client experience from start to finish.

Brian is married to his college sweetheart, Kristen, and together they have three children. As a family, they spend a lot of time exploring and making long-lasting memories together. Brian is a volunteer coach for his sons' football, basketball and baseball teams, and loves any chance he gets to spend with his family. Passionate about animals, their family regularly fosters dogs through Out of the Woods Rescue in Medford, New Jersey. With Kristen leading the way, Brian’s family fostered and helped 13 dogs find forever homes over the past 2 years. When he isn’t dedicating his time to his family, sports, or animals, Brian is heavily involved with his alma mater, the Tatnall School, in Wilmington, Delaware.

Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:

www.mattreiner.com

YouTube

Twitter

Mentioned in this episode:

Benjamin

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(200)

Q & A: The AI Blueprint for RIA's

The questions advisors are asking about AI right now reveal something important: most firms aren't struggling with access to tools — they're struggling with intention. In this episode of The FuturePro...

26 Kesä 25min

Digital Workers & Robots: What Advisors Should be Watching

The pace of AI development isn't slowing down — and for wealth management firms, the implications are arriving faster than most are prepared for. In this episode of The FutureProof Advisor, I break do...

12 Kesä 22min

The Biggest AI Questions Advisors Are Asking

The questions advisors are asking about AI right now aren't abstract — they're urgent, practical, and coming from every corner of the industry. In this episode of The FutureProof Advisor, I sit down w...

28 Touko 32min

How AI Is Quietly Transforming Wealth Managment

The AI story has shifted — and the shift matters for how we think about both our firms and our clients' portfolios. In this episode of The FutureProof Advisor, I explore how the biggest names in techn...

21 Touko 24min

The Invisible Rules Running Your Firm

Every firm has two operating systems. The one that's documented — and the one that actually runs the place. In this episode of The FutureProof Advisor, I explore what I call shadow systems: the unwrit...

14 Touko 24min

Why Dunbar's Number Doesn't Define Your Capacity

We've been told there's a ceiling on how many deep client relationships an advisor can maintain — that human cognition has hard limits, and trying to exceed them means sacrificing quality for quantity...

7 Touko 24min

Your CRM Knows Everything

Data tells you what clients have. It rarely tells you why it matters to them. In this episode of The FutureProof Advisor, I explore the gap between personalization and purpose — and why confusing the ...

30 Huhti 27min

The Questions You Are Not Asking

The most valuable conversations advisors can have with clients rarely start with the questions we were trained to ask. In this episode of The FutureProof Advisor, I explore why the financial services ...

23 Huhti 31min