How to Navigate Financial Services Compliance in 2024
Leila Shaver knows compliance for a wealth management company is not a simple task and requires specialized knowledge. That’s why she founded My RIA Lawyer, an outsourced agency focused on navigating ...
24 Jan 202418min
How to Focus Your Energy to Create a Career of Abundance
Kristin Harad, an experienced marketing coach for independent financial advisors and planners, is driven by her passion for empowering her clients to achieve self-driven financial freedom. After trans...
17 Jan 202430min
Building a Community Around Your Story and Lessons You’ve Learned
Jully-Alma Taveras, aka Investing Latina, is an award-winning financial expert who gained popularity through Instagram by sharing her personal story. Born in the Dominican Republic and raised by immig...
10 Jan 202430min
Encore Episode: Identifying Purpose to Achieve Success with Christine Beckwith
In this episode, we sat down with Christine Beckwith, president and COO of 20/20 Vision for Success Coaching. With over 30 years of experience in the mortgage vertical, Christine was able to leverage ...
3 Jan 202431min
Cybersecurity: How to Stay Proactive In Outsmarting Cyber Threats For Your Financial Services Firm
As Valmark Financial Group’s Chief Information Officer, Geoff Moore leads technology and cybersecurity for the home office and field advisors. Emphasizing the significance of staying proactive, Geoff ...
27 Dec 202321min
Encore Episode: Create A Standout Hiring Process
Stephanie Roberts, owner of Humans Being Resources, a “full-life cycle recruitment” firm specializing in finding professional talent for the financial services industry, has firsthand insight about ho...
20 Dec 202321min
Why Your LinkedIn Profile Matters in Building Your Personal Brand to Connect with Clients
Karen Yankovich, hailed as the “LinkedIn Queen,” stands out as a digital strategist extraordinaire. With a proven track record in online marketing, Karen is driven by a mission to empower professional...
13 Dec 202326min
Encore Episode: Promoting Financial Literacy for the Next Generation with Mac Gardner
Mac Gardner is a CFP® professional turned founder and chief education officer at FinLit Tech. With 20+ years in the industry, Mac has presented over 4,000 financial plans. Amidst his extensive experie...
6 Dec 202322min
