Tag Archives: #investors

Episode 70 – From Shiny Objects to Solid Strategies with Mike Nakanishi



Mike Nakanishi is a seasoned advisor based in Honolulu, Hawaii, currently bringing his skills to Kingswood Wealth Advisors LLC.

In this podcast, Michael delves into his 20-year career, revealing major industry influences, the challenges faced by investors, and his unwavering passion for helping clients succeed in their financial endeavors.

They also discussed:

  • The major influences in Michael’s career, such as co-workers, managers, industry events, and clients, and how these experiences transformed his perspective and practice.
  • How Mike has adapted his business over the years to meet the evolving needs of clients.
  • Understanding client’s relationship with money, emphasizing the importance of full disclosure and realistic expectations.
  • The benefits and drawbacks of being an independent financial advisor, compared to being an employee in a larger financial institution.
  • The significance of record-keeping, organization, and calendar management in effectively managing a financial advising business.
  • His recent move to Kingswood Wealth Advisors LLC and the factors that led him to join a new firm.

 

Resources: 

Kingswood U.S.


Episode 27 – Leveraging FinTech to Help Clients Manage Financial Wellness – with Larry Shumbres



Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Larry Shumbres, CEO of Totum Risk, discussing the evolution of FinTech, the role data plays in helping Advisors plan for their clients’ financial wellness throughout their lifecycle, and the highs and lows of being an entrepreneur in this industry.

In this episode, you will learn:

  • How technology and advice are consolidating into single platforms across the industry.
  • How improvements in cybersecurity allow the flow of data to be transferrable and easy.
  • How Advisors are consolidating data from multiple sources to calculate financial wellness over the totality of their clients’ lives.
  • Larry’s advice for fellow entrepreneurs coming into this industry.

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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: Totum Risk |Totum Risk LinkedIn | Discovery Data

HASHTAGS FOR PUBLISHING: #IRISMediaWorks #PowerYourAdvice, #PermissiontoSucceed #TotumRisk #LarryShumbres #DiscoveryData #SchwabIMPACT # risk, #fintech, #investors, #investments, #risktolerance, #capacity