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Hosted by Unknown Host · 🇺🇸 US · EN · 35 episodes
Established thought leaders with verified media credentials.
Tune in to "What Works" hosted by Don Patrick where we tap into 2,500+ years of experience in running financial advisory practices. In each episode, Don sits down with an experienced financial planner, uncovering the unique insights and experiences that have shaped their careers. From navigating market fluctuations to building successful client relationships, Don and his guests share invaluable business tips and strategies for financial planners looking to thrive in the industry. Join us every other Thursday, as we explore the wealth of knowledge accumulated from over 2500+ years of combined experience in financial planning.
Unknown Host hosts What Works - 2,500+ Years of Experience in Financial Planning, a business show with 35 episodes published.
What does it look like to build an advisory business with a clear identity, a strong partnership, and a client experience rooted in planning? In this episode, Alyson Burkett of 21 Goats Financial Planning in Roswell, Geo
What does it look like to grow into the financial advisory business while honoring the legacy of a successful family practice? In this episode, Daniel Lee of Karen Lee and Associates in Atlanta, Georgia, shares how he fo
What does it take to build a financial advisory firm that can grow beyond its founders while staying deeply focused on client relationships? In this episode, Kim DeProspero and Hank Cleare, partners at Financial Strategi
What does it really take to build a successful financial advisory business while staying grounded in your values and your clients’ best interests? In this episode, Brett Bringuel of Cast Ahead Wealth Management shares hi
What if the secret to exceptional financial planning isn't better investment management, but understanding people on a deeper level? In this episode, Morris and Morgan Shank reveal the systems, philosophy, and personal a
What does it take to build a long-term career in financial planning when life doesn’t go according to plan? In this episode, Steve Reents, Senior Financial Advisor at Gaynes Financial Services, opens up about his journey
What happens when two engineers walk away from decades in 24/7 manufacturing environments and apply that same discipline to financial planning? In this episode, Thomas Barnes and Derek Keeney of Nida Financial Group shar
What does it actually take to build a financial advisory business that lasts, especially when you’re starting from scratch in uncertain times? In this episode, William Black of WHB Wealth Management Group shares the real
What does it really take to build a financial advisory business that supports both your clients and your life? In this episode, Melissa Ekeberg, AIF®, and Chase Gunter share how they’ve built a thriving, independent weal
What happens when someone spends decades in the investment world before becoming a financial advisor later in their career? In this episode, Troy DeCastro shares his unconventional journey from actuarial science and inve
How do great advisors turn strategy into real, lasting security for their clients? Today, I’m joined by Gary Alpert, Principal & Financial Advisor at Gary Alpert Financial Strategies, who shares his journey from navigati
What does it really take to build a financial advisory business that changes lives instead of just balancing portfolios? In this episode, Terrell Boone, Partner and Wealth Advisor at Highlands Wealth Group, shares how hi
What does it take to prepare the next generation of advisors to lead a firm forward? In this episode, brothers Chris and Nicholas Rios from Financial Strategies Group share how their firm is building for the future—throu
What if the most challenging moments in your life were the ones that prepared you best for your purpose? In this episode, we sit down with Temp Davis, a financial planner whose journey from a successful corporate career
What does it really take to build a lasting financial advisory practice that clients can trust through every season? In this episode, Alan Bratic, President of ThompsonBaker Financial, shares the journey that shaped his
What does it take to grow a financial planning practice while staying true to your values and clients? In this episode, Rebekah Fero, Principal, Financial Planner at Fero Financial, shares how human behavior and psycholo
Today I'm joined by John Franklin of Franklin Watkins Financial Group, who shares how his upbringing and life experiences inspired his mission to help others make sound financial choices. John talks about how he built a
What does it really take to build a thriving wealth management firm from the ground up? In this episode, Robert Day and Justin Burgess of Madison Financial & Associates share their personal journeys into the financial ad
What does it really take to build a financial advisory firm that lasts across generations? In this episode, John Collins, MBA, CES, and Tim Fail, RICP®, of Collins Wealth Management, share their journey of growing a mult
Today, we sit down with Cindy Skaggs, CFP®, to hear her firsthand experience of having her business acquired. From deal structure to client communication, Cindy shares exactly how she navigated the transition, as well as
Chris Rios
CX Executive Recruiter · Financial Strategies Group
1 appearance on this show
John Franklin
Comedian and The Circle's · Franklin Watkins Financial Group
1 appearance on this show
Robert Day
Chief Executive Orphan · Madison Financial & Associates
1 appearance on this show
John Collins
veteran CEO, global operator, Vistage Chair · Collins Wealth Management
1 appearance on this show
Karen Lee
Overcoming MS Program Facilitator, retired intensive care nurse, nutritionist, author, recipe developer · Karen Lee and Associates, LLC
1 appearance on this show
Robert Davis
Chair of the Board of Directors and Tax Partner · Pinnacle Wealth Management
1 appearance on this show
Alyson Burkett
21 Goats Financial Planning
1 appearance on this show
Daniel Lee
Karen Lee and Associates
1 appearance on this show
Kim DeProspero
Financial Strategies Group
1 appearance on this show
Brett Bringuel
Cast Ahead Wealth Management
1 appearance on this show
Steve Reents
Gaynes Financial Services
1 appearance on this show
Thomas Barnes
Nida Financial Group
1 appearance on this show
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What Works - 2,500+ Years of Experience in Financial Planning is hosted by Unknown Host. The show is categorised under Business (investing) and has published 35 episodes.
What Works - 2,500+ Years of Experience in Financial Planning has published 35 episodes.
What Works - 2,500+ Years of Experience in Financial Planning regularly covers Business, Investing. It sits in the Business category, with a investing focus.
What Works - 2,500+ Years of Experience in Financial Planning is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
What Works - 2,500+ Years of Experience in Financial Planning hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of What Works - 2,500+ Years of Experience in Financial Planning average 68 minutes, giving guests a long-form format with plenty of time to expand on their expertise.
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