Episodi
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In this episode of Advisors Unscripted, Marvin Mitchell discusses how was able to join the top 1% of successful financial advisors after growing up homeless while his father was incarcerated. Marvin also talks about the ways he has learned to delegate tasks for optimal business results at his firm, Compass Retirement Solutions. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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In today’s Advisors Unscripted, Gabriel S. talks about how prioritizing staff and clients before shareholders has directed his career path, convincing him to start his own firm. His teaching career showed him that when he didn’t promote himself and only provided information of value, people gravitated toward him as potential clients. He also talks about how to push above and beyond the $50 million plateau and into the hundreds of millions. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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Episodi mancanti?
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In today’s Advisors Unscripted, Dr. Nicole S. talks about being on the 73rd floor of the World Trade Center on Sept. 11, 2001. She recounts how her harrowing escape not only changed her life forever, but determined how she would serve others moving forward professionally. As a CFP®, she has helped everyone from church parishioners to public school employees to prison inmates. Her book, “The Quiet Shift,” addresses aging parents and the financial issues that arise around aging. Dr. Nicole also talks about how important niche marketing and expertise are for financial advisors in today’s industry landscape. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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In this episode of Advisors Unscripted, Kathy L. talks about her journey from working as a financial advisor right out of college to starting her own firm, which included her writing a book rooted in her blogs. She also explains how women may need more space to acknowledge their emotions when it comes to their finances, because many have not been raised with lessons about managing money. Surrounding yourself with people who are not afraid to give you constructive criticism, Kathy says, has gone a long way to driving her success. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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In today’s Advisors Unscripted, Brad S talks about watching “Wall Street Week” as a teenager and thinking that financial literacy should be taught in his public school. This early motivation—the belief there was a real lack of financial education—influenced him to start his own advisory as an adult. He decided he would not impose an asset minimum on his clients because of what once happened to his father, whose advisor refused to help him because, at that time, he didn’t have enough money. Karl says the other factor that helped propel his advisory was to invest in technology from the very start, which enabled him to offer more comprehensive, holistic financial advice. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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In this episode of Advisors Unscripted, Mike Z. discusses starting his career in computer science before discovering during a secluded retreat that he wanted to be part of the financial industry. Starting his own firm while pursuing his Series 65 and CFP, however, required some “blissful ignorance” on his part, he says. He also talks about how his YouTube videos have become his top lead generator, and how his wife has made a career of working with special needs children. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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In this episode of Advisors Unscripted, Jordan P. talks about how his company formed to serve people who weren't getting access to the traditional financial planning they needed. With this motivation, and by charging a fee but having no minimums, they have been able to do business with their clients’ children, positioning the firm to serve future generations of customers. He also talks about how he has changed the way he relates to members of younger generations and how, the older he gets, the more value he sees in listening and serving as a guide, rather than someone who provides unsolicited answers. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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In this week’s episode, we’re revisiting one of Justin’s favorite interviews with advisor Chad Willardson. If you haven’t listened to this episode, this will be a treat; if you already have, we think it’s worth another listen! Chad Willardson talks about the method he used to increase the number of his high-net-worth clients to the level where he is now only working with clients’ whose assets exceed $10 million. As a best-selling author, co-host of the “Smart Money Parenting Show” podcast, Chad also discusses how he used rejections from an early training program to pursue his own path, one that included making literally thousands of phone calls to prospects in a very narrow window of time. In all of Chad’s endeavors, whether playing basketball or losing weight, he’s found that eliminating his ego from his decisions and sticking to his principles have been the keys to his success. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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In this episode of Advisors Unscripted, Karl B. talks about how he went from “Mr. Mom” to running his own firm that specializes in Medicare service. Two books, he said, served as guideposts for making incremental improvements that resulted in huge changes to his business over time (“Atomic Habits” and “The 12 Week Year”). He also reveals how he obtained over 250 reviews on his website, and why putting pictures of his dog in his newsletter is so meaningful! Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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In this episode of Advisors Unscripted, CFA Sara G. emphasizes the importance of being intentional and different in marketing. While she provides insights on transforming marketing strategies, she delves into the underutilization of LinkedIn by advisors. Grillo's insights highlight the importance of fostering genuine engagement and building a community. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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In today’s Advisors Unscripted, Martin S. talks about his dream to pursue a career in music as the next Berry Gordy before entering the financial industry, where he would eventually earn his CRPC®, AIFA® and become president of an advisory. Along the way, he attended one of the premier HCBUs at Howard University in Washington, D.C., and found work at the Department of Commerce. He got married, had a child and after a successful stop at Merrill Lynch as a financial professional, decided to start his own firm. It was during this transition that Martin said he learned the valuable lesson of serving his clients’ needs and not discriminating based on the amount of assets they had. He also discusses the life of his grandfather as an anomaly in the legacy of racism. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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In this episode of Advisors Unscripted, CEO Stephanie M. discusses her journey to founding an advisory that specializes in financial planning for women. Inspired by a financial advisor father, Stephanie had trouble adopting the sales-based mindset. Instead, she found her path to success by just explaining to people what she does. Stephanie also discusses the impact her unusual videos have had on prospects and referrals, as well as how simply sharing stories can melt away the fears many women have been taught to have about money. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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In this episode of Advisors Unscripted, CEO Karlan T. notes the day he knew he wanted to make a career of helping people retire. He saw an older woman crying at a gas station. She told him she was recently widowed and did not know how to put gas in her car because her husband had always taken care of it before. At that moment, Karlan understood how the woman likely needed help with her finances, as well, and that he could help make a difference for her. That was 40 years and thousands of clients ago, but Karlan still finds his greatest satisfaction comes from feeling like he has truly helped improve the well-being of his clients. He also talks about how it’s important for him to read every day, use multi-channel marketing, and to sett goals that will exponentially increase his business. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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In today’s Advisors Unscripted, David Y. talks about the challenges of a split career in his work as an airline pilot and financial advisor. He says some of his financial business comes from conversations in the cockpit with his fellow pilots, including one that occurred during an extremely dangerous flight. He has also experienced great success from teaching college courses and hosting workshops instead of the dinner seminars common to our industry—in other words, he finds clients without solicitation. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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In this episode of Advisors Unscripted, technology CEO and advisor John P. explains why he thinks media offers the greatest leverage any financial advisor has in their business. He discusses how to incorporate AI into your routines, as well as how you can drive consistent engagement with clients and prospects. Creating your own story for clients, John says, is what will separate you from the noise of the other media stories they hear about the market every day. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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In today’s Advisors Unscripted, we speak with author, award-winning financial planner and CFP Board ambassador Cary C. about how she grew up learning from her father about money and finance. After working her way through leadership positions, she focused on serving as a voice for educating women about wealth. In 2019, Investopedia ranked her fourth in their Top 100 among financial planners in the country, but after her company was taken over by Goldman Sachs, her “whole world fell apart.” She explains how she put it back together. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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In this episode of Advisors Unscripted, we talk with Colin O. about how money has turned out not to be the prime directive of his work and life. He has committed to running a 1% fee-based financial advisory, electing not charge a percentage on his assets under management. Colin also discusses how his Tik Tok channel gained hundreds of thousands of views. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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In today’s Advisors Unscripted, financial advisor Prince D. discusses how joining the military allowed him to engage in his passion to study business and finance. By using podcasts and videos, he built a social media following and, during one military deployment, he decided to write a book about financial literacy for children, largely inspired by his son Wesley. Prince also talks about partnering with football Hall of Famer Terrell Davis to start a financial literacy foundation for children, where every child becomes a shareholder and owns a funded investment account. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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In this episode of Advisors Unscripted, we speak with Alonso R., a financial professional who was born and raised in South America and continued his career in the U.S. He discusses how he turned his weakness, tax planning, into a strength when working with his clients here. Alonso also talks about his experimentation of charging clients on an hourly basis as a way to both protect them and himself. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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Today’s Advisors Unscripted is a very special one in that we’re welcoming two women who became best friends in college and later opened an unconventional advisory together in Los Angeles. With backgrounds in advisor wholesaling and hedge funds, respectively, Cristina L. (CFP) and Stephanie B. (CPA) talk about how they combined their talents and friendship to offer clients what they felt was missing in their industry—a more emotion-based approach to finance. They also discuss the journey of starting out with zero, finding investors for seed capital, and then buying them out to become fully independent owners. Solving financial problems is important, they say, but helping people build lives they’re excited to live is even better. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
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