Podcast terbaik Generational Wealth Accelerator (2024)

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Trailer 5:38

1d ago5:38

5:38

Welcome to Moving the Needle, a podcast that explores how innovators and problem solvers are doing transformative work in cities and rural communities to create new pathways for generational wealth creation. Our goal is to lift up solutions that are giving us hope and light the way for policymakers, community leaders, philanthropists, private inves…

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Matthew Gray: How NextGen Advisors Are Elevating Client Impact and Strengthening Teams 32:43

1d ago32:43

32:43

In this episode of The Purpose Focused Advisor, Rob Brown sits down with Matthew Gray, a NextGen financial planner from Larson Wealth Management. Matthew shares pivotal milestones from his career and reveals how mentorship has shaped his journey. He discusses the power of collaboration and why younger advisors are helping reshape the financial plan…

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The Tax Goddess' Smart Strategies to Minimize Audits and Build Generational Wealth with Shauna Wekherlien 25:36

3d ago25:36

25:36

Shauna Wekherlien, the Tax Goddess, is a two-time published author and the Founder of Tax Goddess Business Services, a fully digital firm with a skilled team worldwide that have saved their clients over $1 billion in taxes - a testament to her meticulous approach and the trust she's built in the industry. Shauna shares her incredible journey from s…

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Living with Intention: Stepping Off the Hamster Wheel with Arlene Miller 1:10:40

3d ago1:10:40

1:10:40

Uncover the unexpected truth about gratitude practices for a fulfilling life. It's not just about being grateful for the big moments but finding simplicity in everyday blessings. Dive into the power of gratitude as a tool for living intentionally and breaking free from the hamster wheel of life. Let's explore the transformative journey from running…

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How to Create an Elevated Community that Supports Your Next Level Growth 42:09

3d ago42:09

42:09

In this episode we’re breaking down the barriers that keep Christian Entrepreneurs from creating an Elevated Community that Supports their Next Level Growth. We discuss topics like: How to get elevated when you’re always doing the elevating Ideas to level up your thinking to attract your ideal community Tips to break down the silos of doing busines…

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Jack Heintzelman: Bridging the Generational Gap in Financial Planning 38:46

9d ago38:46

38:46

In this episode of The Purpose-Focused Advisor, Rob talks with Jack Heintzelman, a NextGen financial planner from Boston Wealth Strategies. They explore Jack's unique journey into financial planning. Jack discusses his passion for mentorship, focused growth, and the changing dynamics between senior and younger advisors. His dedication to building p…

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Prayers For Your Business: SURRENDER! 25:14

9d ago25:14

25:14

Prayers For Your Business: SURRENDER! Surrendering is one of THE most important leadership traits that's required to Crack The C.O.D.E.S. to Create Generational Wealth. But -- exactly how do you do that, especially if you're a Type A CEO who struggles to release control??? In today's episode I share some heart jewels and activations to help you emb…

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Dr. Brennan Spiegel (Cedars-Sinai): AI in healthcare: Will AI help humans to thrive? 22:41

9d ago22:41

22:41

In this episode of #InAIWeTrust, Dr. Brennan Spiegel, Cedars-Sinai Director of Health Services Research and Chair of Digital Health Ethics, discusses his use of AI for increased efficiencies and to improve patient care, including co-founding Xaia, an AI mental health tool. He talks about the importance of human-centered design and how AI can enable…

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024-How to Sell Your Business with M&A Expert, Jeff Snell 26:51

9d ago26:51

26:51

Summary: How can you successfully sell your business and ensure a smooth transition? In this episode Scale to Sell, Steve Burton speaks with Jeff Snell, a mergers and acquisitions expert, to discuss the nuances of selling a business. Together, they dive into the importance of business valuations, the current landscape of business sales, and strateg…

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Second Homes to Private Islands: The Elite Network Revolutionizing Luxury Travel and Property Investment with Wade Shealy 27:07

10d ago27:07

27:07

Have you been thinking it's time to sell your second home investment for a new location? Before you do, you'll want to listen to this episode of the Real Estate Lowdown. Join us for this groundbreaking discussion on luxury vacation home ownership with our guest Wade Shealy, leader in resort real estate development and visionary founder behind THIRD…

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Healing Your Inner Child: A Journey to Self-Worth with Alicia Farricielli 1:18:04

11d ago1:18:04

1:18:04

Have you heard these myths about inner child work for adults? 1. Inner child work is only for people with severe trauma. 2. Inner child work is just a new age fad. 3. Inner child work is too time-consuming and doesn't show results. Join Alicia Farricielli and me in a riveting conversation where she shares the truth behind these myths, but are you r…

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Freeman Linde: Building Greater Autonomy and Freedom in Your Advisory Practice 41:35

16d ago41:35

41:35

In this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra sit down with Freeman Linde, a successful financial advisor, co-founder of La Crosse Financial Planning, and founder of AccelRIA. Freeman shares his journey from struggling in a traditional broker-dealer setup to breaking free and building his own thriving Registered Inves…

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Coffee with Bill: Billion-Dollar Dreams and Boutique Standards: How First Lien Capital Continues to Scale Without Compromise 28:09

17d ago28:09

28:09

Every morning starts with my beloved Nespresso, a ritual that has become a metaphor for the quality I strive to maintain in every aspect of my life and business. From my beginnings in the film industry to my current role in real estate investing, I've learned that prioritizing high standards of excellence over rapid expansion can lead to more meani…

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That Can't Be Right!: How Outdated Advice Failed Me with Dwight Heck 33:03

18d ago33:03

33:03

Does this sound familiar? Have you ever received professional advice that didn't quite hit the mark? Maybe you followed outdated guidance from a trusted professional, only to end up feeling frustrated, emotionally drained, and financially burdened. If you can relate, you're not alone. Let's dive into the impact of outdated professional advice and e…

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Daniel Allgaier: Reimagining Financial Advice for High-Tech Professionals 27:43

23d ago27:43

27:43

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Daniel Allgaier, the founder of Equity Compensation FP, to explore a fresh perspective on financial planning for young professionals in the tech industry. Daniel, a NextGen advisor, discusses his approach to working with clients in their 30s and 40s, especially those dealing w…

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023-Are You Ready to GROW or EXIT Your Business? 28:55

23d ago28:55

28:55

Summary: How do you assess your business’s value and plan for a smooth exit? How do you ensure your business thrives even in your absence? Join Adam and Steve Burton as they dive into the crucial self-assessment questions every business owner should ask to determine their current status and future goals. You'll learn about the importance of underst…

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Finding Your Unique Edge & Funding Any Deal with Mike Merrigan & Bo Kort 31:42

24d ago31:42

31:42

Join us as we welcome long-time business partners and best friends, Mike Merrigan and Bo Kort, to share their perspective on how to find your unique edge in the real estate industry and some secrets behind utilizing that edge to fund any real estate deal. You'll gain actionable insights into personal branding, exceptional service and unforgettable …

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The Practical Playbook to Accelerating Your Career with Sally Ivester 54:09

25d ago54:09

54:09

Hey, Give A Heck audience are you ready for a game-changing twist in career growth strategies? You won't believe how Sally Ivester's practical guide to corporate success has revolutionized the way professionals navigate the corporate world. It's not just about climbing the ladder; it's about personal growth and self-improvement. But here's the unex…

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Mastering the Fundamentals of Investing in Your Business for Maximum Return 54:24

26d ago54:24

54:24

Do you feel like you’re throwing spaghetti against the wall when it comes to investing in your business? I’ve heard this being said time and time again from both new and season entrepreneurs. It can be a struggle deciding where to put your dollars to maximize your return in business. That’s why in today’s episode we are shifting gears to focus on “…

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Tyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship Approach 47:43

30d ago47:43

47:43

In this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra talk with Tyson Ray and Kim Cochenour from FORM Wealth Advisors about their unique approach to financial advising, centered on building "Total Relationships" with clients. Tyson and Kim discuss their personal journeys and the philosophy that drives their success—prioritizi…

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Conferences as Catalysts: Accelerating Portfolio Growth Through Personal Connections with Gina Gallutia 38:22

1M ago38:22

38:22

Tune in to this episode of Real Estate Lowdown as we reveal powerful straightforward strategies for genuine connection-building at industry events. Learn how to effortlessly grow your network and boost your portfolio through authentic interactions. Gina Gallutia, Executive Director of Memberships at Five Star Institute joins me on the podcast to sh…

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What Animal Are You? Personality Tests for Self-Discovery with Eric Gee 1:12:26

1M ago1:12:26

1:12:26

Hey, do you ever feel like you're just not clicking with certain people, no matter how hard you try? You've probably been told to just change yourself to fit in, but it's frustrating, right? It's like trying to force a square peg into a round hole and feeling the pain of not being understood. If you're tired of feeling like you're always the one ma…

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Health, Wealth, and Societal Well-Being 41:12

1M ago41:12

41:12

This conversation aims to delve into the intricate relationship between health, wealth, and societal well-being, emphasising the necessity of a holistic approach for achieving lasting outcomes. Through strategic leadership and concerted efforts, policies can be devised to foster economic development, mitigate inequality, and ensure equitable access…

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Innovative Approaches to Literacy: How Leaders Can Foster a Love for Reading 35:52

1M ago35:52

35:52

In today's rapidly changing world, literacy remains a foundational skill essential for personal, educational, and economic development. However, fostering a love for reading goes beyond teaching basic literacy skills—it involves creating an environment where reading is both valued and enjoyable. Leaders play a crucial role in this effort, and their…

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Priming Yourself to Achieve Your Sales Goals 45:39

1M ago45:39

45:39

In this episode we talk discuss practical strategies to Prime Yourself to Achieve Your Sales Goals. Gone are the days of falling short, feeling stuck, and motivated when it comes to sales. We go deep on: Reframing Your Perspective around sales Establishing success habits Becoming a person of value Practicing gratitude with an affirming "why stateme…

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Prayers For Your Business: Embrace Micro-Wins Daily! 44:23

1M ago44:23

44:23

Did you know that 92% of entrepreneurs have fallen off of their goals by now, and only 8% are still on track? And have you ever wondered what's the secret sauce that keeps that 8% going strong even though the journey feels a bit weary at times? In today's Prayers For Your Business I share practical tips to help you finish the year strong by "Embrac…

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Duncan MacPherson: How to Build a Business That Endures and Creates Lasting Impact 36:17

1M ago36:17

36:17

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Duncan MacPherson, a renowned industry leader, coach, and speaker. Duncan shares his journey from an unexpected start in the financial services industry to building the highly respected Pareto Systems. He discusses the importance of being purpose-driven and offers valuable ins…

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022- The 5 Stages of Value Acceleration 28:23

1M ago28:23

28:23

Scale to Sell 5 Stages to Scale and Sell Your Business (Ep. 22) Summary: Scaling and selling a business can be a daunting task, but with the right strategies, it can lead to a successful and profitable exit. How do you identify and protect the value of your business? How do you build and harvest that value to ensure a smooth exit on your terms? Thi…

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Blockchain Breakthroughs: How Tokenization is Shaping Real Estate Investments with Johnney Zhang 50:06

1M ago50:06

50:06

Johnney Zhang is CEO of Primior, a real estate asset management firm with over $1 billion AUM, developing $500M+ luxurious properties in SoCal. Johnney joins me on the Real Estate Lowdown to share his remarkable journey from his teenage years in Wuhan, China to becoming a powerhouse in the US real estate market. This episode is a masterclass in the…

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Programming Your Subconscious for Wealth, Freedom and Balance with Joseph Drolshagen 1:23:19

1M ago1:23:19

1:23:19

If you're feeling like you're trapped in a never-ending cycle of work and stress, striving for success but never truly feeling fulfilled, then you are not alone! Trying to climb the ladder of success while feeling constantly burnt out and unfulfilled is a common struggle for many business owners. But what if I told you there's a way to break free f…

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Who's Your Naomi: Identify Your Power Partner in Business 28:26

1M ago28:26

28:26

Who's Your Naomi: Identify Your Power Partner in Business EVENTS: GROWTH ALLIANCE CENTER learn more → www.growthalliancecenter.com The GAC is a Premier Business Network that provides a hybrid experience of masterminds, collaboration, coworking, and business strategy with high-achieving business leaders who are elevating one another through reciproc…

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From Clicks to Progress: Youth Digital Pathways for Sustainable Development 30:00

1M ago30:00

30:00

The radio talk show for August, in honour of International Youth Day 2024 focuses on the crucial role of youth in leveraging digital technologies to drive sustainable development. The theme, "From Clicks to Progress: Youth Digital Pathways for Sustainable Development," will delve into how young people can use digital tools to innovate, advocate, an…

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Alex Neri: Accelerate Your Practice with a Growth Focused Mindset 38:50

1M ago38:50

38:50

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Alex Neri, CFP®, ChFC®, RICP®, Advisor with SixPoint Financial Partners, and host of the Roadmap to Retirement podcast. Alex shares his journey from an unexpected start in finance to becoming a passionate advocate for financial literacy. Alex brings fresh insights into the evo…

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Prayers For Your Business: RENEWING YOUR VISION! 30:36

1M ago30:36

30:36

Prayers For Your Business: RENEWING YOUR VISION! EVENTS: GROWTH ALLIANCE CENTER learn more → www.growthalliancecenter.com The GAC is a Premier Business Network that provides a hybrid experience of masterminds, collaboration, coworking, and business strategy with high-achieving business leaders who are elevating one another through reciprocity and p…

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How Climate Change is Reshaping Mortgage Practices and Policies with Courtney Thompson 37:59

1M ago37:59

37:59

This episode welcomes Courtney Thompson, EVP of Servicing at CMG Financial and Founder of Consigliera, to discuss the intricate relationship between climate change and the mortgage industry. We explore the challenges the mortgage industry faces in embracing climate change, reflecting on the personal and societal impacts of these issues, and conside…

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The Power of Vulnerability with Matt O'Neill 1:19:00

2M ago1:19:00

1:19:00

Does this sound familiar? You've been told to always put on a brave face, even when life gets tough. But let's face it, that facade can be exhausting, and it's not getting you the results you truly desire. It's time to break free from the pain of pretending and unlock the power of vulnerability for real growth and deeper connections. Isn't it time …

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A VISION FULFILLED (Big announcement) 30:19

2M ago30:19

30:19

A VISION FULFILLED (Big announcement) In today’s episode I share my story of where I started 9 years ago and the testimony of how that vision is being fulfilled in this season. The doors that God is opening in this season is truly a testament of His faithfulness to fulfill His purpose and plans. I pray that as you listen to this episode you will be…

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Prayers For Your Business: KINGDOM INFLUENCE! 16:19

2M ago16:19

16:19

Are you focusing your time, talent, and resources in places that will increase your influence, impact and income? Or are you spreading yourself thin serving people that are not your assignment, thereby limiting the impact of your influence. In today’s episode we talk about how “being the yeast” in your business can increase your influence. Tap in a…

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Rob Schultz: Mastering the Challenges of Serving Physicians from Residency through Retirement 29:36

2M ago29:36

29:36

In this episode, Rob Schultz, a Certified Financial Planner with NWF Financial Advisory Group and a specialist in working with physicians, shares how he chose this niche and achieved success. He delves into the unique challenges physicians face at different career stages, including managing debt, buying a home, and dealing with burnout. Rob undersc…

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A Guide to Ethical Debt Management in the Modern Economy with David Gordon 25:35

2M ago25:35

25:35

Ever wondered how to ethically manage defaulted mortgage debt while navigating the volatile real estate market? In this episode we tackle these complex issues and more head-on. Join us as Dave Gordon, Managing Director at ARC, brings his unique expertise at analyzing, buying and selling investment opportunities. We promise you'll gain a newfound un…

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Breaking Toxic Cycles: Healing from Generational Wounds with Gao Motsemme  1:16:21

2M ago1:16:21

1:16:21

Discover the surprising truth behind why we're drawn to toxic relationships and how our triggers can be breakthroughs, not setbacks. This engaging topic sheds light on the unexpected ways our past influences our present, and how we can use triggers as opportunities for growth. In this episode, you will be able to: Heal from generational toxic relat…

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Jeff Concepcion: Expert Tips for Financial Advisors to Succeed and Scale 26:08

2M ago26:08

26:08

In this episode of The Purpose-Focused Advisor, Rob and Phil are joined by Jeff Concepcion, founder and CEO of Stratos Wealth Partners. Jeff provides insights into nurturing an entrepreneurial mindset as a financial advisor and emphasizes the significance of supported independence. He explains how firm leaders should enhance their focus on core str…

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021- Jonathan Sheeley - Mission Statements 39:58

2M ago39:58

39:58

Summary: Are you looking to strengthen your business mission statement and see a significant impact on growth? This week on Scale to Sell, Adam Burton chats with Jonathan Sheeley, Executive Consultant at Sheeley Executive Consulting, to explore how the principles of creating a powerful mission statement, often used in nonprofits, can be effectively…

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Coffee with Bill: Harnessing Opportunities of Change in the Quest for Excellence 26:42

2M ago26:42

26:42

Join me on this inaugural episode of the "Coffee with Bill" series, where I share personal and industry insights that promise to educate, inspire, and cultivate innovation to accelerate your journey of growing your investment portfolio and generational wealth. In this first episode, I'm reflecting on the inevitability and benefits of change, sharin…

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The Grit Behind Greatness: An Ex-Marine's Journey From Hardship to Balance with Richard Walsh 1:39:52

2M ago1:39:52

1:39:52

Have you heard the myths about work-life balance for entrepreneurs? Some say it's about having equal time for work and personal life, others believe it's about completely separating the two, and there's also the myth that achieving work-life balance means sacrificing career growth. But what if I told you that these myths are holding you back from t…

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Prayers For Your Business: THE POWER OF KINGDOM ALLIANCES 26:00

2M ago26:00

26:00

Today we are celebrating 100 EPISODES!!! There's no better time than to talk about The Power of Kingdom Alliances! Over my 9 years of being in business one thing I've learned is there truly is power in Kingdom Alliances! The right alliances can make your business go further faster. In this episode I walk you through an activation to help you examin…

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David Brown: Elevating Financial Planning with a Differentiated Family Advocacy Approach 31:02

2M ago31:02

31:02

In this engaging episode of the Purpose-Focused Advisor, Rob reconnects with David Brown, a seasoned financial professional on the Business Development team at Davidson Investment Advisors. David explains why advisors should transform financial planning from a mundane task into a meaningful and memorable client experience. He shares practical strat…

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CPA to Real Estate Investor: Insights on Market Misconceptions, Investment Structures, and Timeless Strategies for Building Wealth with Stewart Heath 26:49

2M ago26:49

26:49

Stewart Heath, CEO of Harvard Grace Capital and a seasoned CPA, is on the podcast to reveal his interesting journey from being a CPA with a portfolio of real estate investing clients and a heavy dose of skepticism about real estate to being a passionate real estate investor himself. And he's sharing how interactions with his clients transformed his…

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Clearing Unconscious Blocks for Healthy, Happy Relationships with Katarina Polonska  1:08:11

2M ago1:08:11

1:08:11

Hey there! Tired of feeling stuck in the same unhealthy relationship patterns? You know, the ones that leave you feeling unfulfilled and drained? Maybe you've been told to just think positive or put yourself out there more, but the pain of repeating the same cycle is getting to you. It's time to unpack those core wounds and discover the real keys t…

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Brad Williams: Transforming Financial Advice with Dynamic Client Engagement 36:03

2M ago36:03

36:03

In this episode, Rob sits down with Brad Williams, a financial advisor who transitioned from a bank setting to launching an independent firm, Highlands Wealth Group. Brad shares his insights on creating a dynamic, comprehensive financial planning experience for clients, leveraging social media to grow his business, and maintaining a healthy work-li…

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