The Focused Advisor Podcast
by Ryan Ross - Independent Financial Advisor Marketing
Latest episode
Derrick Kinney
Derrick Kinney
About this podcast
Building An Enduring Independent Financial Advisor Practice
Episodes
The newest 20 of 22 episodes
- Derrick Kinney · 1 h 1 minDerrick Kinney is a Crowd-favorite speaker & storyteller helping advisors make more money + meaning. He is a Former Top 1% Advisor, and has been featured on FOX, CNBC & top…
- Don Connelly on Storytelling · 55 minSummary In this conversation, Ryan Ross and Don Connelly explore the significance of storytelling in financial advisory, emphasizing how effective communication can build trust…
- Jake Robinson , Founding Partner of Roy Matlock Jr. Advisory · 56 minWhat do acting, database marketing, and one of the biggest names in financial radio have in common? Jake Robinson. In this episode, I sit down with Jake—financial advisor…
- Victor Medina of Palante Wealth Advisors · 42 minVictor Medina is aPresident & Founder at Palante Wealth Advisor. He is also the Founder of Medina Law Group which serves Palante Wealth Advisors exclusively. Victor on Linkedin…
- Sam Shepler: Testimonials Work So Well They Were Banned. · 21 minSam Shepler is the CEO at Testimonial Hero. CONTACT US TODAY: Independent Financial Advisor Marketing Website: https://ifamktg.com Email: [email protected] Phone: (973) 738…
- Branding For Independent Financial Advisors · 1 h 1 minGreg Yates and Kirti Naik are global branding and marketing experts. Kirti has build global brands across financial services, at Citi, Oppenheimer Funds, Russel Investments, BNY…
- Drones, DOGE, Interest rates & Hand Shakes · 37 min• In this episode of the Focus Advisor Podcast, host Ryan Ross sits down with Peter Dizdar of Palumbo Wealth Management to dissect the year that was and peer into the crystal…
- AI for Independent Financial Advisors: Eden Ovadia, Co-founder of FINNY · 43 minIn this episode, we dive into the future of the advisory world with Eden Ovadia, co-founder of FINNY, a revolutionary platform that’s transforming how independent financial…
- Financial Advisor Branding: Mastering Chaos and Differentiation with April Rudin · 34 minIn this episode of The Focused Advisor Podcast, Ryan Ross hosts April Rudin, founder of The Rudin Group, a marketing powerhouse specializing in wealth management and financial…
- The 5 Key Elements Of A Webinar · 32 minThis episode of the focused advisor podcast is a cameo episode - i went on the concierge medical marketing podcast with my friend Steven Schwartz who runs concierge medical…
- Investing In Pro Sports & Other Alts with Patrick Kennedy · 47 min00:00 Introduction to Patrick Kennedy and His Journey 02:54 Transitioning to Independence in Financial Advisory 05:57 Understanding Alternative Investments 09:04 Accessing…
- Kyrill Asatur: Co-Founder & CEO of Centerfin · 43 minKyril Asatur is the Co-Founder & CEO of Centerfin Capital, a platform for Independent Financial Advisors to help them get a better view of their alternative investments. Connect…
- What Is Your Goal? Answers from NAIFA's Level Up Conference · 12 minNAIFA’s Level Up conference was last week in New Jersey. About 70 advisors were there, a few keynote speakers, and one of the speakers, Walter Bond, former NBA player who now is…
- All About Local Service Ads for Advisors · 31 min• Google Local Services has been live in major markets for years, are under-utilized by financial advisors. Join this webinar to learn: • Why Local Service Ads is a no-brainer…
- Google Notebook LM Summarized My Book · 15 minGoogle Notebook LM helps you create summaries of large files of text. Lets see how it does with The Book On Digital Marketing For Independent Financial Advisors…
- Carmine Corino: CEO of Cornerstone Planning Group · 59 minCarmine shares his journey from working in a constrained environment at an insurance company to establishing his own independent advisory firm. He discusses the importance of…
- 5 Steps To Starting A Podcast · 37 minI recently was a guest on another podcast called The Concierge Medical Marketing Podcast, and shared 5 tips for starting a podcast. If you're an Independent Financial Advisor…
- Paul Hatch: Advisory Industry Oracle · 54 minPaul Hatch has been in the advisory industry for over 40 years and has seen it from all angles. First as a wirehouse advisor, then in the highest levels of management and then…
- How To Focus On A Niche w/ Alex Goldstein · 46 minThis week I speak with Alex Goldstein, Vice President of Wealth Management at Chesapeake Asset Management. Alex shares his journey in the industry and the differences between…
- A Brief History Of RIAs · 7 minThis episode explores the history of registered investment advisors (RIAs) and how the RIA industry has evolved over the years. It starts with the early 20th century when…
