The Focused Advisor Podcast

Derrick Kinney is a Crowd-favorite speaker & storyteller helping advisors make more money + meaning. He is a Former Top 1% Advisor, and has been featured on FOX, CNBC & top podcasts. We delve into the art of effective communication and branding specifically for financial advisors. We talk about strategies to build trust and credibility with clients, enhance your personal brand, and communi...

Summary In this conversation, Ryan Ross and Don Connelly explore the significance of storytelling in financial advisory, emphasizing how effective communication can build trust and enhance client relationships. They discuss the importance of understanding client emotions, the art of storytelling, and strategies for crisis communication. Connelly shares insights on avoiding burnout in the advisory...

What do acting, database marketing, and one of the biggest names in financial radio have in common? Jake Robinson. In this episode, I sit down with Jake—financial advisor, software builder, and behind-the-scenes catalyst for Dave Ramsey’s early radio career—to explore one of the most unconventional and compelling journeys in the advisory world. Jake shares how a pizza shift turned into a speaking...

Victor Medina is aPresident & Founder at Palante Wealth Advisor. He is also the Founder of Medina Law Group which serves Palante Wealth Advisors exclusively. Victor on Linkedin CONTACT US TODAY: Independent Financial Advisor Marketing Website: https://ifamktg.com Email: ryan@ifamktg.com Phone: (973) 738 - 9308 FOLLOW US ON SOCIALS: Facebook:   https://www.facebook.com/profile.php?id=6156589660...

Sam Shepler is the CEO at Testimonial Hero. CONTACT US TODAY: Independent Financial Advisor Marketing Website: https://ifamktg.com Email: ryan@ifamktg.com Phone: (973) 738 - 9308 FOLLOW US ON SOCIALS: Facebook:   https://www.facebook.com/profile.php?id=61565896600772 LinkedIn:   https://www.linkedin.com/company/ifamktg/ Instagram:  https://www.instagram.com/ifa_mktg/

Greg Yates and Kirti Naik are global branding and marketing experts. Kirti has build global brands across financial services, at Citi, Oppenheimer Funds, Russel Investments, BNY Mellon, and others. Greg is the former CMO of Institutional Investor. This is a wide ranging conversation that will also give you a great understanding of how Independent Financial Advisors can build their brands in 2025....

In this episode of the Focus Advisor Podcast, host Ryan Ross sits down with Peter Dizdar of Palumbo Wealth Management to dissect the year that was and peer into the crystal ball of 2025. As the financial services industry grapples with technological disruption, regulatory shifts, and evolving client expectations, advisors are at a crossroads. How can they navigate this changing landscape while sta...

In this episode, we dive into the future of the advisory world with Eden Ovadia, co-founder of FINNY, a revolutionary platform that’s transforming how independent financial advisors grow their businesses. 👨‍💻 The Problem : With traditional client acquisition methods eating up to 70 hours per lead, the financial advisory space is overdue for innovation. How can advisors break free from the ineffi...

In this episode of The Focused Advisor Podcast , Ryan Ross hosts April Rudin , founder of The Rudin Group , a marketing powerhouse specializing in wealth management and financial services. April shares her journey of starting her business during the 2008 financial crisis, offering invaluable lessons on how financial advisors can build resilient and impactful brands in uncertain times. The conversa...

This episode of the focused advisor podcast is a cameo episode - i went on the concierge medical marketing podcast with my friend Steven Schwartz who runs concierge medical marketing. I share some of the things i've learned after being involved in over 1000 webinars, including the 5 things I believe are elements of a good webinar. And these are as relevant for financial advisors as they are for co...

00:00 Introduction to Patrick Kennedy and His Journey 02:54 Transitioning to Independence in Financial Advisory 05:57 Understanding Alternative Investments 09:04 Accessing Institutional Investment Opportunities 12:14 Exploring Different Types of Alternative Investments 14:55 The Rise of Litigation Finance 18:13 Investing in Infrastructure and Its Benefits 21:04 The Business of Pro Sports Investmen...

Kyril Asatur is the Co-Founder & CEO of Centerfin Capital, a platform for Independent Financial Advisors to help them get a better view of their alternative investments. Connect with Kyril on Linkedin: https://www.linkedin.com/in/kyrill-asatur/ Connect with Ryan on Linkedin: https://www.linkedin.com/in/ryanrossnow/

NAIFA’s Level Up conference was last week in New Jersey. About 70 advisors were there, a few keynote speakers, and one of the speakers, Walter Bond, former NBA player who now is a speaker who energizes people to reach a potential they weren’t aware they could hit.  The conference was all about “leveling up”, and I believe that in order to level up, you need to know where that level is. You need to...

Google Local Services has been live in major markets for years, are under-utilized by financial advisors. Join this webinar to learn: Why Local Service Ads is a no-brainer for most Independent Financial Advisors How you can jump on board (if you have not already) What it takes to rank in the top 3 results How you can take advantage of high quality leads at low CPL and maximize your ROI to truly WI...

Google Notebook LM helps you create summaries of large files of text. Lets see how it does with The Book On Digital Marketing For Independent Financial Advisors. go.ifamktg.com/book

Carmine shares his journey from working in a constrained environment at an insurance company to establishing his own independent advisory firm. He discusses the importance of culture, coaching, and personal development in achieving success, as well as the impact of physical fitness on mental clarity. The conversation also touches on the challenges of attracting clients and advisors, the evolution...

I recently was a guest on another podcast called The Concierge Medical Marketing Podcast, and shared 5 tips for starting a podcast. ⁠If you're an Independent Financial Advisor with clients who might need some concierge medical attention, get in touch with Steve, he has a great network of Concierge Medical doctors. https://open.spotify.com/show/6yFIgLCz8AkyEt28viWxy3⁠

Paul Hatch has been in the advisory industry for over 40 years and has seen it from all angles. First as a wirehouse advisor, then in the highest levels of management and then the in the Independent space. In this conversation, Paul Hatch discusses the changes in the advisory business over the years, the strengths and weaknesses of the independent and Wirehouse spaces, and the breakdown of the ind...

This week I speak with Alex Goldstein, Vice President of Wealth Management at Chesapeake Asset Management. Alex shares his journey in the industry and the differences between working at Wirehouses and being independent. He emphasizes the importance of having a targeted niche and a well-defined process to differentiate oneself in the competitive advisory business. Goldstein discusses the use of Lin...

This episode explores the history of registered investment advisors (RIAs) and how the RIA industry has evolved over the years. It starts with the early 20th century when investment advice was given informally and without much regulation. The pivotal moment came in 1940 with the passing of the Investment Advisers Act, which required RIAs to register with the SEC and introduced the fiduciary standa...

In this conversation, Ryan interviews Peter Dizdar, a successful advisor at Palombo Wealth Management. Peter shares his journey from investment banking to wealth management and discusses how he is growing his firm to $1B AUM. Chapters 00:00 Introduction and Background 02:28 Building Relationships and Cold Calling 07:08 The Benefits of Being Independent 12:47 Serving Labor Union Employees as a Nich...

Mike Ross is a long-time financial advisor with a range of experiences in the business. He emphasizes the role of a financial advisor as the client's first call for anything financial, and believes in maintaining objectivity and being on call at all times. He has built a team of assistants and other staff members to support his practice. Mike focuses on enhancing the value of his business and...