Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Contenu fourni par Darius Mirshahzadeh and Darius Mirshahzadeh | YAP Media. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Darius Mirshahzadeh and Darius Mirshahzadeh | YAP Media ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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305 | How to Pick a Wealth Manager
Manage episode 444684556 series 2903666
Contenu fourni par Darius Mirshahzadeh and Darius Mirshahzadeh | YAP Media. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Darius Mirshahzadeh and Darius Mirshahzadeh | YAP Media ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/MACHINE and get on your way to being your best self.
Is your financial advisor helping you build wealth or just selling you products?
Today, I am flying solo to dive deep into the crucial process of selecting the right financial advisor, sharing valuable insights from my own experiences. Whether you are an entrepreneur preparing for a business exit or an individual with a growing nest egg, finding the right financial partner is key to securing your financial future.
In this episode of The Greatness Machine, I will break down the three main types of financial advisors–wire houses, independent RIAs (Registered Investment Advisors), and insurance companies–detailing the pros and cons of each. I will also explain why it is essential to interview multiple advisors, understand how fees work, and ask the right questions about the firm’s planning capabilities, alt investment opportunities, and who you will really be dealing with on a day-to-day basis.
Topics include:
- Interviewing multiple advisors to find the best fit for your unique needs
- Working with advisors that offer comprehensive, in-house services
- The advantages of working with a lead (G1) advisor compared to a junior (G2) advisor
- Choosing a planning-centric firm over one focused solely on investments
- The importance of patience and avoiding hasty decisions during market dips
- And other topics…
Connect with Darius:
Website: https://therealdarius.com/
Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/
Instagram: https://www.instagram.com/imthedarius/
YouTube: https://therealdarius.com/youtube
Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708
Sponsors:
Timeline - Timeline is offering 10% off your first order of Mitopure. Go to timeline.com/GREATNESS.
Shopify - Sign up for your one-dollar-per-month trial period at shopify.com/darius.
Go to Quince.com/greatness for free shipping on your order and 365-day returns.
Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness
Learn more about your ad choices. Visit megaphone.fm/adchoices
445 episodes
Partager
Manage episode 444684556 series 2903666
Contenu fourni par Darius Mirshahzadeh and Darius Mirshahzadeh | YAP Media. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Darius Mirshahzadeh and Darius Mirshahzadeh | YAP Media ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/MACHINE and get on your way to being your best self.
Is your financial advisor helping you build wealth or just selling you products?
Today, I am flying solo to dive deep into the crucial process of selecting the right financial advisor, sharing valuable insights from my own experiences. Whether you are an entrepreneur preparing for a business exit or an individual with a growing nest egg, finding the right financial partner is key to securing your financial future.
In this episode of The Greatness Machine, I will break down the three main types of financial advisors–wire houses, independent RIAs (Registered Investment Advisors), and insurance companies–detailing the pros and cons of each. I will also explain why it is essential to interview multiple advisors, understand how fees work, and ask the right questions about the firm’s planning capabilities, alt investment opportunities, and who you will really be dealing with on a day-to-day basis.
Topics include:
- Interviewing multiple advisors to find the best fit for your unique needs
- Working with advisors that offer comprehensive, in-house services
- The advantages of working with a lead (G1) advisor compared to a junior (G2) advisor
- Choosing a planning-centric firm over one focused solely on investments
- The importance of patience and avoiding hasty decisions during market dips
- And other topics…
Connect with Darius:
Website: https://therealdarius.com/
Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/
Instagram: https://www.instagram.com/imthedarius/
YouTube: https://therealdarius.com/youtube
Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708
Sponsors:
Timeline - Timeline is offering 10% off your first order of Mitopure. Go to timeline.com/GREATNESS.
Shopify - Sign up for your one-dollar-per-month trial period at shopify.com/darius.
Go to Quince.com/greatness for free shipping on your order and 365-day returns.
Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness
Learn more about your ad choices. Visit megaphone.fm/adchoices
445 episodes
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Similaire à The Greatness Machine
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Each week, Another Bite breaks down the latest and greatest pitches from Shark Tank. It's practical business advice delivered in a fun way. All the substance of an HBR article, but fun. Hosted by Jorie Munroe, Ariel Boswell, and Jon Dick.
…
continue reading
A unicorn is a magical creature shrouded in mystery known for its ability to make the impossible possible. In modern times, the word “unicorn” has come to mean something intrinsically valuable and difficult to obtain, whether that be a business with a $1 billion dollar valuation, or the love of a special someone. On Zero to Unicorn, we’ll hear directly from the Kaeding family as they recount their history of founding and operating Norhart, a unicorn-level business in the construction industr ...
…
continue reading
Kara Goldin, founder of Hint, sits down with today’s most fascinating entrepreneurs, disruptors, and change-makers for a no-holds-barred discussion of how they overcame long odds on the road to start-up success. Guests such as Guy Kawasaki (Apple, Canva), Julie Bornstein (The Yes, Stitch Fix), Mindy Grossman (WW), and Amy Errett (Madison Reed) share wisdom and anecdotes that will inspire you – and challenge you to think differently about achieving your goals. For more on the podcast as well ...
…
continue reading
Business tips for startups by proven entrepreneurs
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
The Self-Employed Life Podcast (formerly Creative Warriors) provides business and personal development strategies for self-employed business owners that create sustainable success. A community of self-employed and small business owners, entrepreneurs, innovators and ambitious individuals that need creative solutions in business. Being self-employed and a business Warrior is a mindset, a spirit and a challenge. We need a different way of doing business. This is business with a soul. We discus ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
…
continue reading
The Scared Confident podcast inspires high-achievers to passionately pursue a Life of And. Host Tiffany Sauder shares lessons learned from the first 20 years of her career mixed with vulnerable, real-time reporting from her life, career, marriage, and parenting adventures today. Tiffany dives deep into the realities of a two-career family and passionately shares the journey to build the toolbox required to ‘have it all.’ This is a real and vulnerable space to break through the walls that fea ...
…
continue reading
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