Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Talk With Ria Podcasts
Real Stories, Motivation, Lifestyle, Love and many more!
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Are you a financial advisor stuck with a firm that no longer serves your needs, fits your ideals, or gives you the flexibility to serve your clients as a true fiduciary? That is a tricky place to be, but rest assured, you’re not alone. RIA Collective Podcast is created with you in mind. We interview leaders at Registered Investment Advisory firms to learn from their wisdom and experience. It is our goal to take the fear and mystery out of going independent.Most of the industry leaders we tal ...
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My first podcast. Off the Chardonnay. Off the dome. I drink during the day and I talk about everything ❤️
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Interviewing cidermakers importers, orchardists, foodies, farmers and cider enthusiasts around the world. Let's delve into the semantics of cider…or is it hard cider, cidre, sidra or fermented apple juice? The truth is out there in Ciderville and we are going to find it. We toast in celebration of cider; As a libation, a gift from the gods, a taste of terroir, and a hard pressed good time. Ready to quench your thirst? Grab a glass and join this chat! See you in Ciderville!
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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you c ...
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Professor Brian Cox and Robin Ince host a witty, irreverent look at the world through scientists’ eyes. Joined by a panel of scientists, experts and celebrity science enthusiasts they investigate life, the universe and everything in between on The Infinite Monkey Cage from the BBC. From the smallest building blocks of life to the furthest stars, the curious monkeys pull apart the latest science to reveal fascinating and often bizarre insights into the world around us and what lies beyond. Ca ...
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Step right into the world of R.K Achina – the ultimate podcast and pastor for all you "faith, hope, and transformation seekers" out there. Get ready to jump into super cool sermons, motivational talks, and Christ-centered teachings that empower your journey. Get ready to uncover the secrets of taking your spiritual journey to the next level and embracing your most awesome self. We're delving deep into topics like faith, hope, prayer, relationships and finding your rhythm in this journey we c ...
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A podcast focused on the wonderful city of New Plymouth, New Zealand. Featuring chats with local business people and a focus on the property market, small business ownership and balancing family life. Tune in for weekly podcasts.
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Building the most important brand in your life... YOU! This week, we talk tenacity with filmmaker and award winner, Steph Greegor.
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Transqat is a safe place to learn about transgender issues. Hosted by Clare McCarthy, Transqat is conversations with an emphasis of civil discourse and respect.
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We are a family-orientated podcast filling the airways with queer Filipino vibes. Hang out with the cuzzes: Alaina, Angelika, D, and Sarah as we talk about our experiences, identities and favorite item from the Jollibee menu. We hope you feel welcome to our family!
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Talking with Tarashuk is a podcast about self-expression, creativity, and the power of storytelling. I'm your host, Tarashuk, a podcaster, editor, clip cutter, and graphic designer. I'm passionate about sharing my stories and helping others to do the same. In each episode, I'll chat with guests from all walks of life about their experiences, challenges, and triumphs. We'll talk about everything from creativity and entrepreneurship to personal growth and relationships. If you want to be a gue ...
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DEEDS IN THE DESERT is all things Real Estate Investing. Whether you are a savvy investor or just starting out, we will have something for everyone. Learn how to create a passive income stream that works for you, so you have the time to do the things you love. Ignite Funding, LLC | NVMBL #311 | AZ CMB-0932150 | Money invested through a mortgage broker is not guaranteed to earn any interest and is not insured. Prior to investing, investors must be provided applicable disclosure documents.
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Thinking about investing in Real Estate to escape the rat race and own your freedom? In the "HERO Capital Raising Show" we discuss all sides of the business, good and bad, the situations that investors don't talk about, and the mistakes that get people embarrassed. As you listen, you’ll learn the 5 most important aspects of Real Estate: how to find, analyze, structure, fund, and exit your Real Estate transactions. On this podcast, Tim Mai and Javier Hinojo gives it to you straight.
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Comedy Podcast with Rhod Gilbert, Sian Harries & Friends. ‘Froth’: ‘something appealing, but with no serious value or interest; worthless or insubstantial talk’. That’s married comedians Rhod and Sian in a nutshell. A spa-break for the mind, far away from the relentless, depressing serious news cycle, only tackling the frothiest of life's frothy stuff - "Yesterday's Non-News, Today". Hosted on Acast. See acast.com/privacy for more information.
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Welcome to 10X Marketing where we talk about how to get more clients online, and how to multiply them into even more clients, so you can engineer the exponential growth you deserve. Hosted by Alex Khassa.
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Word Book is an entertaining and educational English language learning podcast. The hosts, Ria and Alisha - both native speakers of the English language, select a random word, talk about its definition and talk about its different forms like nouns, adjectives, verbs and adverbs. And the best part is the engaged, and often funny, creative storytelling where the listener gets to learn how to use the word in day-to-day conversation in various forms. And did we mention the small quiz we play in ...
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Stories and inspiration from creative entrepreneurs, movers & shakers in Bali 🌺 Get the inside scoop on living, working and exploring this beautiful island🌴 What do people who move to Bali do for a living? How can you run a successful business in Bali or from Bali? What are some of the best places to live and hang-out in Bali? Like the title hints, we will be chatting with and interviewing various types of creative people who live here in Bali - short and long term. We’ll be digging in and u ...
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Together, they explore practical decision points advisors should consider: • The real implications of the $100M AUM threshold and the trade-offs between state and SEC registration • When it may make sense to stay with an independent broker-dealer - especially if more than 20% of your revenue is still commission-based • Why some RIAs are now “breaki…
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EP 483 - Discover How Stella Han, through her platform Fractional, helped capital raisers raised over $600M in the last 5 years.
39:36
39:36
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39:36What if you could legally raise capital from friends, family, and your community without running into the red tape that derails so many first-time raises? In this episode of the Hero Capital Show, we sit down with Stella Han, founder of Fractional, to unpack how her platform has facilitated over $600M raised in the last five years by rethinking how…
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Greatest Hits: Inside the Transition - What Really Happens When Advisors Move
54:25
54:25
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54:25Key Highlights: -How long it really takes to prepare and execute a successful move. -What you can - and can't - say to clients during a transition. -The emotional cost of waiting too long to leave. -Why your assistant should be part of the due diligence process. -Using the transition conversation to grow your book of business. -Legal tips for navig…
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Transqat: Clare Knows How to Read, Episode 4
12:27
12:27
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12:27Clare refutes the claim that she's illiterate by discussing queer-themed books. This episode: Casa Susanna: The Story of the First Trans Network in the United States, 1959-1968By Clare
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485: Cider as a Catalyst for Chile's Edible Forest
57:14
57:14
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57:14Carlos Flores is an architect, landscape designer, and co-founder of Punta de Fierro Fine Cider. At the 2025 CiderCon in Chicago he presented Carlos presented "Developing An Experimental Edible Forest in a Heritage Apple Orchard." - this episode features his full presentaiton and you will also find his audio synced with all the power point slides a…
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Clare addresses some changes at TransqatBy Clare
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RIA Collective: Peter Krull | Building an Independent RIA That Aligns With Your Values
21:20
21:20
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21:20What does it really take to build an advisory firm that aligns with your values - and lasts for decades? In this episode of RIA Collective, host Charlie Van Derven sits down with Peter Krull, Founder of Earth Equity Advisors, to explore the long game of independence, entrepreneurship, and purpose-driven investing. Peter shares his journey from Merr…
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Show Highlights Include: -Why manual data entry remains one of the biggest (and most expensive) time drains in advisory firms. -How CRM integrations with custodians can reduce errors and eliminate redundant work. -Why note-taking and meeting documentation are critical for client experience, continuity, and scale. -How long onboarding timelines quie…
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The Software Dilemma in Financial Planning [Episode 342]
29:53
29:53
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29:53In this episode, Micah and Matt discuss the critical importance of foundational principles in financial planning, emphasizing the need for advisors to understand the limitations of software and the value of manual planning. They explore the behavioral aspects of financial management, the journey to developing custom software, and the necessity of p…
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Hey there, awesome listeners! 🎧✨ Welcome to the "Royals in Action (RIA) Global Church" podcast, and I'm your host, RK Achina! Get ready to strap in because today's episode is gonna blow your mind! 🚀🙌 Connect with us at royalsinaction.org Stay tuned for more sizzling episodes of "Royals in Action (RIA) Global Church." Your life is about to experienc…
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EP 482 - Discover how Bryant Aplass, a developer and fund manager, have done over $200M in single-family houses, multifamily, and retail NNN deals.
1:03:23
1:03:23
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1:03:23Discover how long it really takes to scale across single-family, multifamily, and retail while staying profitable in shifting markets. In this episode, Bryant Aplass breaks down his journey from exiting a Fortune 500-focused apparel business to becoming a developer and fund manager behind hundreds of millions of dollars in real estate transactions.…
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1
Transqat Episode 108: Voices From Pride 2025, Part 2
1:03:18
1:03:18
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1:03:18More excerpts from Middletown, Madison, North Haven, Worcester, North Adams, Holyoke and Hampshire Pride. Transqat is a safe space for respectful conversations about transgender issues and queer people. Learn more at transqat.com. Show Notes Sponsor: Prism Counseling LLC ACA Subsidies HR 1399 Kennedy-Oz Press Conference FDA & Binders Seneca the Eld…
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Mother & Son Talk Trust Deed Investing: A Family Conversation with Ignite Funding
44:25
44:25
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44:25In this episode of Deeds in the Desert, Carrie Cook, President of Ignite Funding, sits down with her son Hunter for a rare and insightful conversation about trust deed investing, real estate lending, risk management, investor confidence, and the disciplined approach that has guided Ignite Funding for nearly two decades. Hunter brings a fresh genera…
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484: Rethinking American Cider History with Patrick McCauley
1:09:59
1:09:59
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1:09:59Meet Patrick McCauley, a Michigan-based cider maker and researcher, who is questioning some of the most common myths about American cider history. What Patrick uncovers is a far more regional, farm-based, and resilient cider story than the usual "cider died because of Prohibition" narrative. 00:00 Introduction to Cider and Prohibtion 00:23 Meet the…
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Greatest Hits: Financial Advisor Transitions - Don’t Get Played on Recruiting Deal Numbers
38:00
38:00
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38:00Key highlights from the episode: 0:00 – Introduction 4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse 6:45 – Real examples of how inflated promises derail transitions and waste time 9:55 – What advisors should demand up front to ensure accurate pro formas and offers 16:30 – Why working with the right consult…
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Embracing Failure: Lessons from Million Dollar Producers [Episode 341]
30:25
30:25
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30:25In this episode, Micah and Matt discuss the importance of embracing failures as learning opportunities for financial advisors. They emphasize the need for intentionality in advisory practices, building strong client relationships, and the value of accountability through masterminds. The conversation also covers the significance of time management, …
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Hey there, awesome listeners! 🎧✨ Welcome to the "Royals in Action (RIA) Global Church" podcast, and I'm your host, RK Achina! Get ready to strap in because today's episode is gonna blow your mind! 🚀🙌 Connect with us at royalsinaction.org Stay tuned for more sizzling episodes of "Royals in Action (RIA) Global Church." Your life is about to experienc…
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Direct Affiliation vs. OSJ: Which Model Is Right for You?
32:50
32:50
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32:50Key topics include: -The core differences between direct affiliation and OSJ / enterprise models. -Why payout percentages don’t tell the full financial story. -How scale, support, and service models impact long-term net income. -When outsourcing operations can accelerate growth - and when it doesn’t. -How larger teams and solo practitioners should …
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In this episode, Matt and Micah will reveal the one thing you really need to do in order to not fail as an advisor. It may sound oversimplified, but they stand by the importance of following a successful process and the four rules of success that you have to follow if you want to be a rockstar advisor. If you want to be highly successful, helping a…
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483: The Talking Pomme's Grand Winter Party
14:23
14:23
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14:23Enjoy this annual winter tale from Cider Chat Central! In this special holiday episode, Cider Chat invites you to step into the enchanting world of the Talking Pommes. The Talking Pommes Grand Winter Party is more than just a story - it's a celebration of all things pome, community, tradition, and the joy that comes with every glass of cider. The c…
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The North Pole Unwrapped - Russell Kane, Felicity Aston and Lloyd Peck
42:22
42:22
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42:22In this Christmas episode of The Infinite Monkey Cage, Brian Cox and Robin Ince head to the North Pole to explore the dazzling science behind the northern lights, the extreme adaptations that help animals - and even Santa Claus - survive the Arctic cold, and how the Earth’s magnetic field might just guide him home. Joining the monkeys are comedian …
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1
Comparing Major CRMs: Inside JEDI’s New Platform Comparison Whitepaper
22:05
22:05
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22:05Key topics covered include: -How to match CRM platforms to firm size, growth trajectory, and long-term vision. -Why integration and automation are critical to improving operational efficiency. -The differences in analytics, reporting, and dashboards across Redtail, Wealthbox, and Salesforce. -How clean, connected data enhances client experience and…
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Transforming Financial Planning Practices with Sten Morgan [Episode 340]
32:26
32:26
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32:26In this conversation, the speakers delve into the evolution of financial advisory practices, discussing the importance of effective communication, the role of technology, and the necessity of continuous learning. They explore the challenges and opportunities in charging for financial planning services, emphasizing the need for efficiency and value …
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Hey there, awesome listeners! 🎧✨ Welcome to the "Royals in Action (RIA) Global Church" podcast, and I'm your host, RK Achina! Get ready to strap in because today's episode is gonna blow your mind! 🚀🙌 Connect with us at royalsinaction.org Stay tuned for more sizzling episodes of "Royals in Action (RIA) Global Church." Your life is about to experienc…
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1
EP 481 - Discover how Rich Jarvis has raised $60M+ from Registered Investment Advisors (RIAs) for their real estate and business acquisitions.
34:11
34:11
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34:11How Rich Jarvis II, a seasoned entrepreneur and the co-founder of Epic Capital Funds, has raised over $60 million from Registered Investment Advisors (RIAs) for real estate and business acquisitions. Rich shares his incredible journey—from overcoming personal and professional challenges to building a thriving capital fund. He reveals key strategies…
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1
Encore Episode: Tips from the Trenches - Taxes
4:24
4:24
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4:24In this episode, Micah shares strategies for quickly estimating a client's tax liability during a meeting without relying on complex software. He advises keeping a current tax reference guide on your desk to instantly verify brackets and standard deductions. By calculating total fixed income plus required withdrawals, advisors can easily identify a…
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The artist and author of Butch Heroes and More Butch Heroes joins Clare to discuss their 15-year project of depicting gender variance in history. Transqat is a safe space for respectful conversations about transgender issues and queer people. Learn more at transqat.com. Show Notes Sponsor: Goodspeed Musicals Ria Brodell Butch Heroes More Butch Hero…
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1
Texas Real Estate Investing Explained: Build-to-Rent Cash Flow & Tax Advantages
22:59
22:59
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22:59Texas continues to dominate as one of the strongest real estate markets in the U.S.—and in this episode of Deeds in the Desert, we break down why. Host Pat Vassar sits down with Addison Thom, Owner-Operator of SDIRA Wealth, to unpack how build-to-rent projects across Texas are delivering consistent cash flow, strong rent growth, and powerful tax ad…
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1
The Six Defining Trends Shaping Financial Advisors in 2025
51:18
51:18
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51:18Show Highlights Include: 00:00 – Introduction & Why These Topics Matter Frank and Stacey explain why this episode focuses on the six themes that got the most traction from advisors in 2025. 03:28 – Data as an Asset and Its Impact on Valuation Why CRM, data quality, and accessibility now play a major role in how buyers evaluate advisory firms. 08:10…
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In a spin-off series of mini-episodes, host Clare McCarthy spotlights queer-themed books. Today's episode focuses on Mike Curato's 2025 graphic novel Gaysians.By Clare
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482: FLX Cider & Cheese Pairing with Cheesemonger Rachel Freier
41:53
41:53
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41:53At the New York Cider Fest in November, there were 2 Cider and Cheese sessions. Cider Chat Emcee Ria Windcaller attended one featuring ciders from 4 different makers. This cider and cheese pairing was led by Rachel Freier, a cheesemonger who is based in the Finger Lakes. She brought deep knowledge, humor, and a whole lot of heart as we tasted our w…
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Monkey Business - Robin Dunbar, Dave Gorman and Jo Setchell
42:30
42:30
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42:30In perhaps the monkiest Infinite Monkey Cage episode there’s ever been, Brian Cox and Robin Ince attempt to uncover the secrets of love, lust and friendship in primates. Swinging by to offer a hand (or tail) are evolutionary psychologist Robin Dunbar, anthropologist Jo Setchell, and comedian Dave Gorman. Together the panel explores Dunbar’s number …
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Show highlights include: -Why client experience and technology will be the primary differentiators for advisors in 2026. -What a true CRM “health check” looks like and why clean data is the foundation of everything. -How workflow automation and AI note-takers are reducing friction and reclaiming advisor time. -The tradeoffs between all-in-one platf…
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In this episode, Matt and Micah discuss the complexities of tax planning, particularly in scaling processes and ensuring efficient team dynamics. They explore the importance of reviewing tax returns, the roles of team members in this process, and the necessity of looking beyond software for effective tax planning. The conversation also delves into …
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EP 480 - From Engineer to Real Estate Mogul: Raising $350M with Dustine Miles of Momentum Multifamily
40:29
40:29
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40:29Discover how Dustin Miles, the Principal and Managing Partner of Momentum Multifamily, discusses his incredible journey from a Lockheed Martin engineer to a multifamily real estate powerhouse. Dustin has helped raise over $350 million, successfully acquiring and managing more than 3,000 units. He shares his valuable insights on the evolution of mul…
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Hey there, awesome listeners! 🎧✨ Welcome to the "Royals in Action (RIA) Global Church" podcast, and I'm your host, RK Achina! Get ready to strap in because today's episode is gonna blow your mind! 🚀🙌 Connect with us at royalsinaction.org Stay tuned for more sizzling episodes of "Royals in Action (RIA) Global Church." Your life is about to experienc…
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1
Encore Episode: You Didn't Hire Idiots
1:11:24
1:11:24
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1:11:24Have you ever experienced an outcome from your team that didn't exactly match up to your expectations or the feeling that you're on your own episode of 'Nailed It', but for Financial Advisors? On today's episode, Jamie explains why training your team doesn't end after the first few months. She'll walk through how structured and consistent trainings…
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1
Transqat Episode 106: Voices From Pride 2025 Part 1
1:02:20
1:02:20
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1:02:20Excerpts from conversations at Middletown, North Haven, Madison, Hampshire, Worcester, North Adams and Holyoke Pride events. Transqat is a safe space for respectful conversations about transgender issues and queer people. Learn more at transqat.com. Show Notes Sponsor: Goodspeed Musicals Quantum Leap (1989) Quantum Leap (2022) Mason Alexander Park …
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1
Creative Deal Structuring for Advisors With Scott DiGiammarino
31:07
31:07
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31:07In this episode of the TPR Podcast, Matthew Jarvis and Scott DiGiammarino delve into the complexities of liquidity events, focusing on the decision-making process between internal and external sales. They explore the emotional dynamics of succession planning, the importance of structuring deals creatively, and the significance of having a trained s…
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481: Totally Cider Tour: A Merry Visit to Tom Oliver's
44:34
44:34
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44:34Tom Oliver is delightfully talented, mischievously witty, and not only a renowned cider maker but also a top-notch perry maker. He may say, "If you're going to make perry and work with pears, you've already identified yourself as being criminally insane," but what we found was simply a bold maker willing to go the extra mile for every bottle. Enjoy…
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Head in the Clouds - Owain Wyn Evans, Gavin Pretor-Pinney, Amanda Maycock
42:24
42:24
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42:24Robin Ince and Brian Cox look up to the heavens as they try to ‘de-mistify’ the foggy science of clouds. They’re joined by Cloud Appreciation Society founder Gavin Pretor-Pinney, climate scientist Amanda Maycock, and former weather presenter and drummer Owain Wyn Evans, for a whirlwind tour of our too often-overlooked aerial realm. The panel explor…
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