Latest Episodes
74
Episode 74: The Importance of Client Segmentation
In Episode 74, Matt steps away from our usual interview format to share a vital message that could reshape how you approach your business. ...
73
Episode 73: Carrie King and Jay Tarno
With Episode 73, Matt welcomes two thoughtful RIA operators to the podcast: Carrie King and Jay Tarno, CFP®. Carrie is Partner, Chief Compliance Officer,...
72
Episode 72: Brittany Manning & Brian Habas
We welcome Brittany Manning and Brian Habas for Episode 72! Brittany is the Chief Operating Officer at MCF Advisors, with offices in Covington, Lexington,...
71
Episode 71: Amy Flourry & Maria Millner
Matt was joined by Amy Flourry, Director of Operations of Rehmann Wealth, and Maria Millner, Partner and Head of Operations of Transcend Capital Advisors. ...
70
Episode 70: Jeremy Massullo & Dr. Jordan Hutchison
Matt was joined by Jeremy Massullo of Concurrent and Dr. Jordan Hutchison of RFG Advisory for Episode 70. Jeremy was Concurrent’s very first employee...
69
Episode 69: Jina Yi and Victoria Latham
We are joined by Jina Yi of Wealth Architects and Victoria Latham of Parallel Financial and the Fiduciary Alliance for Episode 69. Jina has...