Ep 386: Turning Impostor Syndrome Anxiety Int...

Clients often don't fully realize the depth of value their advisory team provides—unless that value is clearly articulated and demonstrated throughout the year. This episode explores how a thoughtfully designed client service calendar can both strengthen client retention and incr ...  Afficher plus

Income-focused investing may seem old-school in a world dominated by total-return portfolios and model ETF allocations—but for some retirees, predictable cash flow is the key to peace of mind. This episode explores how a differentiated investment philosophy, rooted in individual ...  Afficher plus

Matt Linklater is the owner of Link Business Solutions. He lives a passion for helping business owners create Financial Freedom by giving them a roadmap for success. He has over 18 years of experience meeting and interviewing over 13,000 financial advisors to bring to you a uniqu ...  Afficher plus

Rich Lesser, Global Chair of BCG

Rich didn't start his career in management consulting. We explore how he decided to give up his plum engineering job at Procter & Gamble to join Boston Consulting Group as a consultant. He shares how he rose thro ...

Derik has been a serial entrepreneur for over 20 years. He started his venture capital firm 3F Management in 2002. During that time, he has built and sold over 30 companies.; all of which he exited in the 7, 8, and 9-figure exit ranges. He was born into poverty, had no one to ...

In this episode of The Kelly Roach Show, Kelly explores the concept of role clarity in entrepreneurial relationships with the dynamic couple Kyle and Ariel Tresch from Couplepreneurs. The discussion dives deep into the challenges and rewards of managing both a marria ...