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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.
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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Darrin Bearden, MBA, is the Founding Partner of Clear Blue Wealth, and he joins the show today to share his unconventional journey from manufacturing and teaching English in Mexico to becoming a financial advisor. From t
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Today we sit down with Karen Lee, founder of Karen Lee and Associates, as she shares her incredible journey from architecture to financial services. Karen discusses the challenges and triumphs she faced, her shift into f
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What does it take to build a successful financial planning business while staying deeply connected to your clients? In this episode, Josh Donley, founder of Mosaic Capital Management, shares his entrepreneurial journey,
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Ever wondered how technology and strategic delegation can revolutionize a financial advisory practice? In this episode, Gerald Craig shares his journey from trust management to becoming an independent financial planner,
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What does it take to succeed in financial planning while navigating career transitions and building meaningful client relationships? In this episode, host Don Patrick speaks with Robert Davis and Micah Valentine of Pinna
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What Works - 2,500+ Years of Experience in Financial Planning is hosted by Unknown Host. The show is categorised under General and has published 0 episodes.
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Episodes of What Works - 2,500+ Years of Experience in Financial Planning average 66 minutes, giving guests a long-form format with plenty of time to expand on their expertise.
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