Tag Archives: #PermissiontoSucceed

Episode 54 – Finding Her Voice and Creating a Legacy – With Amy Hart-Clyne

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Amy Hart Clyne has dedicated her career to helping prosperous families fulfill the promise and potential of their legacies and achieve wealth momentum. As Chief Knowledge and Learning Officer, Amy brings more than 25 years of experience in the ultra-wealth space

She recently co-authored a book, Finding her Voice and Creating a Legacy: Portraits of Pioneering Women Leading Wealthy Families, in which she interviewed a large number of women from prominent families and shares their stories

In this episode of Permission to Succeed, Doug and Amy talk about some of the stories shared with Amy – how these women evolved from a traditional female role within their families to being true leaders and shaping the future for generations to come. 

Resources: Pitcairn | Finding Her Voice and Creating a Legacy: Portraits of Pioneering Women Leading Wealthy Families

 

Episode 53 – Helping People Rise Above the Noise – With Amelia Garland and Courtney McQuade

Financial, Investing, MarketCounsel Summit, Permission To Succeed, , , , , , , , ,

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Today we are joined by Amelia Garland, head of Professional Buyer Sales, and Courtney McQuade, head of Audience Development and Citywire Studios, both from Citywire RIA, a Citywire publication in which all news, views and analysis is aimed at those individuals who decide their firms’ investment proposition and manage client portfolios. 

In this episode of Permission to Succeed, guest host Matt Halloran talks with Amelia and Courtney about how they got their starts, how they ended up in financial services, and how Citywire’s passion for personalized stories, good journalism and good social media helps their messages “rise above the noise.”

Recorded at the MarketCounsel Summit

Resources: Citywide USA | FP Transitions

Episode 52 – Building a Business Based on Trust – With Joseph R. Biondo

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Joseph R. Biondo is the founder & senior portfolio manager of Biondo Investment Advisors, a boutique wealth management firm offering comprehensive financial services and personalized advice to individuals and businesses to help them achieve financial well-being and live their most inspired life. 

In this episode of Permission to Succeed, Doug & Joe discuss his professional path, and how his commitment to doing what’s right and taking a longer, more holistic view of clients led him to going independent.

Resources: Biondo Investment Advisors

Episode 51 – There’s No Option but Success – With Michael Nessim

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Michael Nessim is the Chief Executive Officer and Managing Partner of Kingswood U.S., one of the fastest-growing advisor platforms in the country. In this episode of Permission to Succeed, learn how his early experiences led to his belief that there was room for a new broker dealer, and how his conviction that, for him, there was no option but success drove him to build the partnerships required to grow and evolve his business. 

Resources: Kingswood U.S.

Episode 50 – Manage Your Clients’ Assets With Intention – With Luke Winskowski

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Luke Winskowski is Head of Thrivent Advisor Network, a hybrid RIA platform launched in late 2019 that works with advisors interested in aligning their clients’ resources with their values. He is one of WealthManagement.com’s 10 to Watch in 2021.  In this episode of Permission to Succeed, he and Doug Heikkinen discuss how financial advisors have responded to and evolved as the COVID-19 virus forced acceleration in all areas of their business.  They also discuss:

  • Existing in the world of being remote
  • Key trends in 2020 that will drive action in 2021
  • What a purpose-driven advisor is, and how they add value to their clients’ lives
  • How mentors and personal stories have shaped Luke and his career in financial services
  • Why Luke is excited for 2021
  • Advice Luke has for those just starting out in financial services

Resources: Thrivent | Thrivent Advisor Network 

Episode 49 – Financial Advisors Should Bet on Themselves – with Mike Hlavek

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Mike Hlavek is the Chief Operating Officer and Founding Partner of Concurrent Advisors, an advisor-owned partnership of independent advisors affiliated with Raymond James Financial Services, Inc., who work together to realize a common vision of creating a superior client experience while growing their own practices. 

In this episode of Permission to Succeed, he and Doug Heikkinen discuss why Mike created Concurrent and what is driving the amazing growth of their collaborative network of advisors. They also discuss:

  • How the Concurrent model supports its advisors’ businesses
  • Why we are seeing so many advisors moving seats and/or breaking away this year
  • Three things advisors should consider as they start the process of breaking away
  • Mike’s advice for anyone starting out on their own

Resources: Concurrent Advisors

Michael Hlavek
Financial Advisor, RJFS

Raymond James is not affiliated with and does not endorse the opinions or services of Permission to Succeed or Doug Heikkinen. Opinions expressed in this podcast are those of the speaker and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice.

Episode 48 – Achieve Balance by Firing Yourself – With Julia Carlson

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Julia Carlson is the founder & president of Financial Freedom Wealth Management Group, which she founded at 23. In this episode of Permission to Succeed, she and Doug Heikkinen discuss how she grew Financial Freedom into a multi-million dollar business, and how a family emergency forced her to let go, trust her team, and learn how to create boundaries to achieve work/life balance.  They also discuss:

  • The importance of investing in yourself to drive personal and professional growth
  • How creating a niche target audience can allow your firm to really focus and develop deep expertise
  • How Financial Freedom has reinvented their digital client journey in the COVID era to continue to bring in new clients
  • The importance of having confidence & listening to your inner compass to find the next right step for you

Disclosure: Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

Financial Freedom Wealth Management Group, LLC is a member of the SmartVestor program. The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Financial Freedom Wealth Management Group or LPL.

Resources: Financial Freedom Wealth Management Group

Episode 47 – Turn Your Failures Into Strengths with Brandon Hernandez

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Food safety and the food supply chain are things we are all thinking about more often. Brandon Hernandez is a co-founder of Whole Brain Consulting and has decades of experience in the food supply chain services industry.

In this episode of Permission to Succeed, Doug Heikkinen and Brandon discuss how people work to keep the food supply chain safe, other trends within his industry, how he helps others evaluate and invest in opportunities, and advice that Brandon has for entrepreneurs.

  • How demand skewed the food supply chain at the beginning of COVID-19, and how businesses were forced to respond
  • How current space allocation on trucks to meet demand is going to affect small brands going forward
  • How the caloric density of nutritional food is going to drive food development as the population continues to increase
  • How Whole Brain Consulting works with private equity firms to evaluate potential investment opportunities in this industry
  • Brandon’s tips for moving past a “plateau phase” to grow a sustainable, thriving business

Resources: Whole Brain Consulting | Whole Brain Twitter Feed

Episode 46 – Stay Humble & Play Your Role – with Derek Bruton

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

As a former collegiate & professional basketball player, Derek Bruton, the new CEO of Kingswood Holdings, U.S., understands that everyone on a team plays a specific role to drive its success. The challenge is to deeply understand your role and have the humility to play it to the best of your ability. 

In this episode of Permission to Succeed, Doug Heikkinen and Derek also discuss working from home, actions he thinks financial advisors should be taking, and how to put lessons learned into action in the time of COVID-19.

About Derek Bruton:

Derek Bruton is CEO of Kingswood Holdings U.S. He brings a unique combination of M&A, RIA, RIA custodian, and B/D experience to the financial advisors he serves at Kingswood. 

A proven strategic and sales leader in the financial services industry for 30 years, Bruton has served in executive positions with leading RIA custodians such as Charles Schwab, TD Ameritrade, and LPL Financial.  He has led the recruiting of over 5,000 financial advisors in his career, and has assisted with the strategy and growth of over 15,000 advisor businesses. 

Bruton graduated from Stanford University, and has completed executive business management course work at Harvard University.  He lives in San Diego, CA with his wife, Helen, and their two girls.  Bruton played collegiate basketball for Stanford, and professional basketball in Japan.  He has FINRA licenses 7, 8, 24, 63, and 65.

 

RESOURCES: Kingswood Group

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

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

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