Tag Archives: #wealthmanagement

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

August 8, 2023Financial, Investing, Permission To Succeed, Uncategorized#Advisorpedia, #Clients, #DougHeikkinen, #FinancialAdvisors, #investors, #Kingswood, #MikeNakanishi, #PermissiontoSucceed, #wealthmanagementJulia Smollen

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

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 68 – Managing the Seasons of Life With Regina Faison

October 31, 2022Financial, Investing, Permission To Succeed, Uncategorized#Advisorpedia, #DerrickFaisonFoundation, #DougHeikkinen, #FaisonWealthStrategy, #FinancialAdvisors, #PermissiontoSucceed, #ReginaFaison, #Resiliency, #wealthmanagementpermissiontosucceedpodcast

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Regina Faison is the owner & CEO of Faison Wealth Strategy, an advisory firm focused on helping clients manage the seasons of their financial lives. Her story of putting her & her children’s lives back together after her husband passed away unexpectedly gives her a unique perspective and an uncanny ability to empathize with her clientele.

In this episode, Doug & Regina discuss her journey – both into financial services and after the passing of her husband.

What led her to financial services, and what was it like to be a woman working for a wirehouse
How she got herself & her children through the dark years, with all them re-emerging stronger and more resilient
How her experience gives her a unique perspective when working with her clients
Why she founded the Derrick Faison Foundation, and how it aims to make a positive difference in the lives of families by reducing the number of deaths each year from Sudden Cardiac Arrest and by empowering youth and young adults to reach their highest potential in life.
Why she chooses to work with Kingswood U.S
What she is excited about in the future, both for her firm and for herself.

Resources: Kingswood U.S. | Faison Wealth Strategy | Derrick Faison Foundation

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

December 7, 2019Financial, Impact 2019, Investing, Permission To Succeed#capitalgains, #charitablededuction, #charitablegiving, #complexassets, #DiscoveryData, #donoradvisedfunds, #DougHeikkinen, #IRIS, #KimLaughton, #PermissiontoSucceed, #philanthropy, #PowerYourAdvice, #SchwabCharitable, #SchwabIMPACT, #wealthmanagementpermissiontosucceedpodcast

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

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