Tag Archives: #DougHeikkinen

Episode 45 – Take Your Ego Out of Your Business – with Erin Botsford

Financial, Investing, Permission To Succeed, Uncategorized, , , , , , ,

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This episode of Permission to Succeed features Doug Heikkinen and Erin Botsford, Creator of the Elite Advisor Success System™, a training platform for financial advisors and their assistants.  A Barron’s Top 100 Advisor, Erin was in the financial services business for over 30 years and recently executed a successful exit. Today Erin invites advisors to model her success by learning what works when it comes to marketing for new business, closing on the first appointment, hiring and training staff, and building a firm that runs without the day to day involvement of the advisor.  Erin teaches advisors how to focus on being the leader and creative force within their company, how to set themselves up for exponential growth, and when the advisor is ready, a successful exit.

In this podcast, you will hear:

  • Erin’s career journey from being a “recipe for disaster” in her first job as a stockbroker,  to starting her own firm and becoming a Barron’s Top 100 Producer, to setting her firm up for a successful sale, to how she’s now giving back.
  • Why it is important to take your ego out of your business and make sure your firm can run without you
  • How you can prepare in advance to make your firm attractive to buyers
  • How to reassure your clients in today’s environment by making yourself available

Click here to download a free copy of Erin’s book, Seven Figure Firm: How to Build a Financial Services Business that Grows Itself.

Click here to learn more about Erin’s training program for financial advisors. Mention you heard her on IRIS.xyz to receive a special discount.

RESOURCES:  Erin Botsford

Episode 43 – Everyone Should Write and Publish Their Book – with J.T. McCormick

Financial, Investing, Permission To Succeed, Uncategorized, , , , ,

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Everyone has a story. In today’s new reality, inspirational stories about how individuals work to overcome adversity are especially important. In this episode of Permission to Succeed, Doug Heikkinen talks with JT McCormick, President & CEO of Scribe Media about his journey, the importance of focusing on the positive and finding the lessons that make you a better person, and how he came to believe that everyone has a story worth telling – even you.

About JT McCormick

Abuse, discrimination, poverty, and neglect were once the major themes of JT McCormick’s childhood. As an adult, JT drew on those experiences to write the next chapter of his life—one of success.

JeVon Thomas McCormick was raised in the slums of Dayton, Ohio by his father, a black pimp and drug dealer, and a white orphaned mother. Determined not to be a victim of his circumstances, JT received his GED and found his first job cleaning toilets in a San Antonio Restaurant.

From those humble beginnings, JT worked his way up from being the lowest-paid employee at a software company, to the President of the company. During his tenure, he helped grow the business to a multimillion-dollar, 100-plus person company that was repeatedly ranked as one of the best places to work in all of Texas.

JT McCormick currently serves as the President and CEO of Scribe Media, a publishing company that helps individuals from a variety of backgrounds write, publish, and market their books. Scribe Media has worked with more than 1600 authors, including members of The Nobel Peace Prize Committee and David Goggins, and was recently ranked the #1 Top Company Culture in America by Entrepreneur Magazine.

JT is passionate about conscious entrepreneurship and creating opportunities for at-risk youth. He has mentored young men and women in the juvenile justice system, as well as those in lower economic communities. He lives in Austin, Texas, with his wife, Megan, and their four children Ava, Jaxon, Elle and Jace.

Resources: Scribe | Scribe Book School

Episode 42 – Focus on Your Core Strengths. Outsource the Rest. – with Barrett Ayers

Financial, Investing, Permission To Succeed, Uncategorized, , , , , ,

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This episode of Permission to Succeed (recorded on March 10, 2020) features Doug Heikkinen and Barrett Ayers, President of Adhesion Wealth, discussing how your P&L benefits when you build a deep understanding of your clients’ needs and goals, and how the current turmoil is actually an opportunity to pause and discuss strategies with your clients.

In this podcast, you will learn about:

  • The importance of focusing on your core strengths and outsourcing the rest of your tasks
  • Things you should consider when evaluating technology stacks for your firm, including putting everything out to RFP and hiring a consultant to make sure you get the solution you need
  • The value of saying no – a lot – so that you can say yes to things that are really important
  • Barrett’s life-long passion for fee-based independent advisors, and why he believes now may be the best time for fee-based advice in history

RESOURCES: Adhesion Wealth

Episode 41 – Empowering Employees through Human Capital Risk Management- with Hugh O’Toole

Financial, Impact 2019, Investing, MarketCounsel Summit, Permission To Succeed, Uncategorized, , , , , ,

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This episode of Permission to Succeed features Doug Heikkinen and Hugh O’Toole, Chief Executive Officer at Innovu, discussing how Hugh’s dedication to solving ‘the obvious’ has innovated the way companies view and leverage benefits to ensure a better quality of life for their employees.

In this podcast, you will learn about:

  • What is Human Capital Risk Management?
  • The challenge presented by the current siloed approach to benefits management, and how companies are moving toward a holistic approach.
  • The current trend of private money pouring in to figure out how to aggregate the employee benefits data silos and build a complete picture of employees
  • How Hugh’s journey led him to financial services, and how listening gets him unstuck

 

RESOURCES: Innovu 

Episode 39 – Can Financial Technology Catch Alexa? – with Doug Fritz

Financial, Investing, Permission To Succeed, Uncategorized, , , , , ,

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This episode of Permission to Succeed features Doug Heikkinen and Doug Fritz, founder & CEO of F2 Strategy, discussing financial technology and how financial advisors should be thinking about it, evaluating their options, and planning for the future. They also talk about how Doug’s passion for helping people led him to found F2 Strategy, and advice he has for others looking to make the leap and start their own companies.

In this podcast, you will hear:

  • How FinTech is playing catch-up to investor expectations in a world of Alexa and rideshare apps
  • How to know if you have good technology in place
  • The importance of purposefully making and adapting to change to build the muscle memory necessary to do it again and again
  • Key points to consider when evaluating new technology solutions

 

RESOURCES:  F2 Strategy 

Episode 38 – Success is Built on “We” with Ross Marino

Financial, Impact 2019, Investing, MarketCounsel Summit, Permission To Succeed, Uncategorized, , , , , ,

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This episode of Permission to Succeed features Doug Heikkinen and Ross Marino, a financial planner and the Founder & CEO of Advisor2X, discussing how advisors are excited about transitioning many aspects of their businesses to grow and stay relevant.

In this podcast, you will learn about:

  • The reversal of traditional planning relationships – yes, clients still need help with their portfolios, but planners are focusing more on their clients’ life events and meeting their needs at each stage. 
  • The greying of advisors is not necessarily forcing them out. Excitement around new ways of business is keeping them engaged.
  • How Ross’s commitment to helping Advisors learn led him to start Advisor2X.
  • Why you should consider attending the Retirement & Longevity Conference.

 

RESOURCES:  Advisor2X | Retirement & Longevity Summit

Episode 37 – The Importance of Diversity of Thought – with Michael Saliba

Financial, Impact 2019, Investing, MarketCounsel Summit, Permission To Succeed, Uncategorized, , , , , , ,

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Recorded live at IMPACT 2019®, this episode of Permission to Succeed features Doug Heikkinen and Michael Saliba, Director of Marketing at Baillie Gifford, discussing Baillie Gifford’s history, their commitment to creating a culture of diversity of thought, and how that benefits Advisors.

In this episode, you will learn:

  • Baillie Gifford’s story – it may be new to you, but it has been around for more than 100 years;
  • The advantage of hiring people who think beyond and outside the financial services industry;
  • How following innovation can help make the world a better place and provide good investment opportunities for advisors.

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IRIS Media Works recorded 16 Permission to Succeed podcasts from our pop-up podcast “studio” in the Discovery Data booth at IMPACT 2019. Fueled by coffee and the conference energy swirling around us, we had a great time talking to leaders from across the financial services industry. Thank you to Discovery Data and to our guests for participating in this grand experiment. We hope you enjoy and learn from these conversations as much as we did.

 

RESOURCES: Baillie Gifford| Actual Investors| Baillie Gifford LinkedIn | Discovery Data

Episode 32 – Thriving in Volatile Times – with Kevin Guerette

Financial, Impact 2019, Investing, Permission To Succeed, , , , , , ,

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Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Kevin Guerette, President at Ultimus Fund Solutions, discussing trends he sees in the industry, what is going on at Ultimus Fund Solutions, and what they do to help smaller funds get started.

In this episode, you will learn:

  • Why active managers thrive in times of volatility.
  • Why there is disparity in the top 50 ETF producers.
  • Why mutual funds are less expensive to administer than ETFs.
  • Kevin’s advice for people thinking about starting an asset management firm.

——————————————————————————

IRIS Media Works recorded 16 Permission to Succeed podcasts from our pop-up podcast “studio” in the Discovery Data booth at IMPACT 2019. Fueled by coffee and the conference energy swirling around us, we had a great time talking to leaders from across the financial services industry. Thank you to Discovery Data and to our guests for participating in this grand experiment. We hope you enjoy and learn from these conversations as much as we did.

RESOURCES: Ultimus Fund Solutions | Ultimus Fund Solutions LinkedIn | Discovery Data

Episode 30 –– Helping Clients Achieve Goals Through Charitable Giving – with Kim Laughton

Financial, Impact 2019, Investing, Permission To Succeed, , , , , , , , , , , , , ,

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Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Schwab Charitable President Kim Laughton discussing Charles Schwab’s laser focus on doing what’s right for the client, Schwab Charitable’s 20-year history, and how proud they are to help advisors and their clients meet both financial and philanthropic goals.

In this episode, you will learn:

  • Why advisors should offer charitable solutions as part of their practice
  • How donor-advised funds have democratized charitable giving
  • How Kim’s journey led her to financial services, and how she sees the industry becoming more diverse.

——————————————————————————

IRIS Media Works recorded 16 Permission to Succeed podcasts from our pop-up podcast “studio” in the Discovery Data booth at IMPACT 2019. Fueled by coffee and the conference energy swirling around us, we had a great time talking to leaders from across the financial services industry. Thank you to Discovery Data and to our guests for participating in this grand experiment. We hope you enjoy and learn from these conversations as much as we did.

RESOURCES: Schwab Charitable | Schwab Charitable LinkedIn | Kim Laughton LinkedIn | Discovery Data