What Works - 2,500+ Years of Experience in Financial Planning

What does it take to build lasting success in wealth management? In this episode, we’re joined by Bain Nickels, President and Wealth Manager of Nickels Wealth Management, who shares his journey from graduating with a degree in risk management, insurance, and financial planning at Mississippi State University to becoming a leading financial advisor. With CFP™ and CKA designations, Bain discusses th...

How do you build a successful niche marketing financial planning practice from the ground up? In this episode, we feature Mike Tarrant, the founder of Tarrant Financial Advisors in Atlanta, Georgia. Mike shares his journey from an administrative assistant to a seasoned financial planner with a thriving practice. He discusses his strategic approach to client acquisition, the importance of niche mar...

How do you strategically engage clients to foster long-term relationships and business growth? This episode features Rich Lombardi, founding partner of Integrated Wealth Strategies in Atlanta, Georgia, who shares his approach to client communication and strategic business development. Rich discusses his unique methods for ensuring that every client interaction is meaningful and how he built a rela...

How do you build a successful financial advisory firm from the ground up? This episode features Mark Cross, founding partner of Highland Trust Partners in Athens, Georgia, sharing his journey from the financial industry to creating a thriving independent firm. Mark discusses the importance of a uniform process for all team members, whether opening new accounts or managing trades. Listen in as he e...

How do you strike the balance between enjoying life today and securing your future? This episode dives into this crucial question with Brad Williams, CFP and Financial Planner at Highlands Wealth Group. Brad shares how his idea of financial planning has evolved over the years, the steps his team takes when a new client arrives, and the importance of turning financial ideas into specific goals. Lis...

Are business partnerships harder than marriages? Join Dan Miller and Jerrí Hewett Miller, Owners of Wealth Horizon, as they share their unique journey in business and life. Discover how their partnership transcends traditional boundaries, from client management strategies to the seamless integration of lifestyle choices into their business model.  You will learn firsthand about their client-centri...

Curious about the benefits and challenges of outsourcing business operations? Join us as we sit down with Paul Peeler, Financial Advisor with Integrated Financial Group (IFG) and Founder of The Preparedness Project, to hear about his unique approach, having outsourced nearly 90% of his business operations. Discover what works and what doesn't, as Paul explains the strategies and systems that have...

Have you ever wondered about the practicalities of owning your office space versus leasing or renting it? Today, we sit down with Matt Carpinelli, President and Wealth Manager at AFC Wealth, to explore just that. With over two decades of experience helping clients navigate their financial journeys, Matt shares his expertise on the pros and cons of each approach. From the financial considerations t...