Permission to Succeed

Revealing major industry influences, the challenges faced by investors, and his unwavering passion for helping clients succeed. #advisors 

Legaspy’s journey through the financial industry as he navigated fraud claims, created his own firm, and found success at the end of it all. #advisor

In this episode, Doug & Regina discuss her journey – both into financial services and after the passing of her husband. #advisor

In today’s episode, Doug and Kimberly talk about the importance of marketing and what it means to be a Chief Marketing Officer. #marketing #revenue

Doug & Ashley talk about how her upbringing, her experience as an athlete, and the fact that she fell in love with New York City. #success #advisors

Envestnet’s creative marketing campaign that meshes a beloved money-loving cartoon character with planning and investing in an informative way.

Rikin's his approach to client management and how he approaches integrating insurance in his clients’ accounts. #insurance #advisor

AJ joined Doug to talk about what it means to be a CMO in the modern world of integration and startups. #marketing #startup

The process of preparing for relative wealth transfers and building relationships with those of the new generation. #estate

How Kingswood Family Office began from a shared commitment to growth and a great introduction. #familyoffice #advisors

Mary Ellen Dugan’s philosophy when it comes to marketing and connecting with clients and prospects. #marketing #success 

Doug and Becca talk about her journey through financial services marketing and how the role of marketing has evolved. #CMO

Danielle Mariano of DeFreze Financial Services is part of the next generation of financial advisors stepping up to lead their firms into the future. 

How marketing has evolved and what the future holds for this important element of company success. #marketing #revenue #business

Kate and Matt talk about her work to attract a diverse population into our industry and some resources available to help people who want to learn more

Doug and Amy talk about how these women evolved from a traditional female role within their families to being true leaders. #women

How their #passion for personalized stories, good journalism and good social media helps their messages rise above the noise.

How his commitment to doing what’s right and taking a longer, more holistic view of clients led him to going independent.

There was no option but success drove Michael to build the partnerships required to grow and evolve his business. #business #success

How financial advisors have responded to and evolved as the COVID-19 virus forced acceleration in all areas of their business.

Why we are seeing so many advisors moving seats and/or breaking away this year and three things advisors should consider as break away

The importance of having confidence and listening to your inner compass to find the next right step for you. #financialadvisors

How people work to keep the food supply chain safe, other trends within his industry, how he helps others evaluate and invest in opportunities.

What actions financial advisors should be taking, and how to put lessons learned into action in the time of COVID-19. #financialadvisors

Despite having the odds stacked against them on an uneven playing field, smaller asset managers can set themselves apart by telling their story

How Financial Advisors Can focus on being a leader and creative force within their company, how to set themselves up for exponential growth.

Finding the lessons that make you a better person, and how JT came to believe that everyone has a story worth telling. #storytelling

How the current turmoil is actually an opportunity for Financial Advisors to pause and discuss strategies with your clients. #opportunity #success

How evolving investor needs are driving financial advisors to adapt & consider new approaches to meet those needs. #wealthmanagement

A dedication to solving the obvious has innovated the way companies view and leverage benefits to ensure a better quality of life.

How FinTech is playing catch-up to investor expectations in a world of Alexa and rideshare apps. #fintech #technology #wealthmanagement

How do I create success?

Diversity of Thought

Advisors Can Adapt Through Education

Make Your Foray Into the Digital World an Evolution

The Value of Self Reflection in Times of Change

Why they focus on active investing and seek out value in non-saturated industries with room to grow. #investing #growth

Thriving in Volatile Times

How Artificial Intelligence Can Change the Game for Financial Advisors

How Technology Can Help Advisors Master the Client Journey

They explore the status of today’s business world through stories from Ray’s personal and work experiences. #business

Why it’s imperative for advisors to get out of the mundane, and whether technology could ever meet all of millennials’ needs 

In this conversation, they uncover FinTech’s newest advancements and consider whether regulation will ever happen. #fintech #financialadvisors

There is a whole new emerging wealth out there for the taking, but this group wants a different advisor experience. #fintech

Are you an evolving advisor that can attract and retain the new age investor? #financialasvisor #success #newage #planning

The current state of the real estate market, the birth of Virtus, and how major demographic trends are affecting the market.

Are you up on the latest, game-changing trends in the finance industry? #financialadvisors #financialservices #valueproposition