A Conversation with Nate Schelhass — Head of Business Owner Segment at Principal Financial Group
This week, AdvisorHub’s CEO, Tony Sirianni talks with Nate Schelhass — Head of Business Owner Segment at Principal Financial Group. The two discuss how valuable risk products are, delayed returns on insurance products, creating business valuations to protect owners and their business, being part of something bigger when it comes to culture, uncomplicating problem solving, and making your client base sticker.
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21:14
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21:14
A Conversation with Steven Condon — President, D.A. Davidson Trust Company
This week, AdvisorHub’s CEO, Tony Sirianni talks with Steven Condon — President, D.A. Davidson Trust Company. The two discuss strategies and best practices for distributing assets among various trust vehicles to meet clients’ legacy goals, building confidence and transparency with clients, irrevocable life insurance trusts, U.S. states with the most beneficial tax rates, and positioning trusts to attract new clients.
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20:26
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20:26
A Conversation with Julie Kelly, Financial Advisor and Principal at Edward Jones
This week, AdvisorHub’s CEO, Tony Sirianni talks with Julie Kelly — Financial Advisor and Principal at Edward Jones. The two discuss creating efficiencies with time management, eliminating personal guilt from running your business, thinking big picture about the long career journey you are on, creating effective service models for individual clients, and slowing down in order to speed up.
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24:00
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24:00
A Conversation with Tad Edwards — CEO, and Todd Brandstadt — Director of Branches at Benjamin F. Edwards
This week, AdvisorHub’s CEO, Tony Sirianni talks with Tad Edwards — CEO, and Todd Brandstadt — Director of Branches at Benjamin F. Edwards. The three discuss the advisor industry post-Covid, the firm’s history of 130+ years and six generations, nurturing client relationships and growing your business, and retaining traditional values.
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22:34
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22:34
A Conversation with Fernando De Leon — Founder & CEO of Leon Capital Group
This week, AdvisorHub’s CEO, Tony Sirianni talks with Fernando De Leon — Founder & CEO of Leon Capital Group. The two discuss utilizing finite resources, scaling up different businesses, relationships with RIA and investment managers, building a business and compounding wealth, and the growth of American capitalism.
Ireland