The Focused Advisor Podcast

<p>Greg 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 Mellon, and others. Greg is the former...

<p>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 ball of 2025. As the financial services...

<p>In 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 advisors grow their businesses.</p>...

<p>In 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 services. April shares her journey of...

<p>This 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 marketing. </p> <p><br /></p> <p>I share...

<p>00:00 Introduction to Patrick Kennedy and His Journey 02:54 Transitioning to Independence in Financial Advisory 05:57 Understanding Alternative Investments 09:04 Accessing Institutional Investment Opportunities 12:14...

<p>Kyril 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. </p> <p><br /></p> <p>Connect with Kyril on...

<p>NAIFA’s Level Up conference was last week in New Jersey. <br /> About 70 advisors were there, a few keynote speakers, and one of the speakers, Walter Bond, former NBA player who now is a speaker who energizes people...

<p>Google Local Services has been live in major markets for years, are under-utilized by financial advisors. Join this webinar to learn:</p> Why Local Service Ads is a no-brainer for most Independent Financial Advisors...

<p>Google Notebook LM helps you create summaries of large files of text. </p> <p>Lets see how it does with The Book On Digital Marketing For Independent Financial Advisors. </p> <p><br /></p> <p>go.ifamktg.com/book</p>

<p>Carmine 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 culture, coaching, and personal...

<p>I recently was a guest on another podcast called The Concierge Medical Marketing Podcast, and shared 5 tips for starting a podcast.</p> <p><br></p> <p>⁠If you're an Independent Financial Advisor with clients who...

<p>Paul 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 the in the Independent space. </p>...

<p>This 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 working at Wirehouses and being...

<p>This 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 investment advice was given informally and...