Conversations with Orange

Title: Ep. 21: Finding High-Net-Worth Clients

Release Date: 07/13/2024

Authors: Mary Rose Maguire

Description: In today's episode, we're going to talk about high-net-worth clients. These clients present a unique opportunity and a unique challenge for financial advisors. They have specific needs, concerns, and expectations that differ from the average client. So, how can financial advisors identify and connect with these high-net-worth individuals effectively? Well, I have some ideas! 

Explicit: No

David Geale, FCA

Release Date: 11/08/2017

Description: David Geale from the Financial Conduct Authority talks to Martin for Festival Radio about FAMA and how Financial Planners can provide feedback to the FCA. Clinton is a Director of Citywide Financial Partners, based in Surrey. The firm was established in 2004 and specialises in providing financial advice to high net worth individuals and their families. He believes that this is an important time for advisers and he is keen to ensure that there is a successful and vibrant independent sector capable of meeting the needs of consumers in the future. Clinton is the former Chairman of the FCAs Small Business Practitioner Panel (SBPP).

Explicit: No

Navigating Complexity: High Net Worth Divorce Insights from Patrick Kilbane

Release Date: 07/02/2024

Authors: TruStory FM

Description: Navigating High Net Worth Divorce with Patrick KilbaneIn this episode of How to Split a Toaster, Seth and Pete dive into the complexities of high net worth divorce with special guest Patrick Kilbane. As a wealth advisor and former family law attorney, Pat brings unique insights on how to think about your money before, during, and after divorce, especially if you fall into the high net worth category.Seth and Pete explore key financial considerations in high net worth divorces, such as dividing complex assets, understanding tax implications, and planning for your long-term financial future. Patrick shares his expertise on helping clients make informed decisions that align with their goals, even during the emotionally challenging process of divorce.Questions we answer in this episode:How do you think about money during and after a high net worth divorce?What are common financial blind spots for high net worth individuals going through divorce?How can a wealth advisor help navigate the complexities of high net worth divorce?Key Takeaways:It's crucial to understand the long-term financial implications of divorce settlement decisions.Working with a wealth advisor can empower you to make informed choices about your future.Dividing assets in a high net worth divorce requires careful consideration of tax consequences.This episode is a must-listen for anyone facing a high net worth divorce and looking to make smart financial decisions. Seth, Pete, and Patrick offer valuable insights and practical advice to help you navigate this challenging process and set yourself up for long-term financial success.Links & NotesPatrick’s book Move Forward ConfidentlyVisit Patrick on the web or LinkedInSchedule a consult with SethGot a question you want to ask on the show? Click here! (00:00) - Welcome to How to Split a Toaster (00:26) - Meet Patrick Kilbane (02:02) - Patrick’s Background (04:45) - How to Think About Money (10:47) - What Usually Happens in High Net Worth Cases (11:39) - Sophistication Gap (16:38) - Leeway in Framing Items in Affidavit (21:04) - Common Questions (32:12) - First Things to Do (39:20) - Long Term Incentive Plans (42:16) - Patrick’s Book and Contact Info (45:11) - Wrap Up

Explicit: No

Why Taxes Matter To Your Investments | Erik Averill, Brandon Averill | AWM Insights #19

Release Date: 07/14/2020

Authors: [email protected] (AWM Capital)

Description: One of the most important distinctions we like to make with our clients is that our primary job is not only investing. We re-center our clients’ definition of success by asking them if simply investing is the goal or if it’s actually to increase their net-worth after taxes and expenses?The answer is always: net worth.Investing is really just a means to an end. Our primary job, and the ultimate value we deliver, is in increasing our clients’ entire net worth.Unfortunately, the act of investing is typically the sole focus of retail financial advice. The average broker and financial advisor will spin their wheels trying to sell their investment strategies in the public markets, yet this is rarely the main driver of wealth. Most investors miss out on other financial moves to grow and keep wealth including tax planning strategies that can produce double digit returns on their net worth.This week, Erik and Brandon discuss some of these strategies and why they should be important to you covering topics like:Why should I consider taxes in my investment conversations?Why aren’t more financial advisors talking about this integration of investing and tax planning?What are conversations I should have with my financial advisor to keep the returns from taxes that I deserve?What are some other ways to manage, defer, and reduce taxes when it comes to your investment plan?Are there ways a 1099 employee can reduce taxes?Why those in the highest tax bracket might want to consider asset location and tax-loss harvesting in their tax strategy plan

Explicit: No

The Critical Cast

Release Date: 04/28/2021

Authors: Evan Jehle

Description: Critical thinking for high net worth individuals and families, business owners, and executives and what others like them are talking about.

Explicit: No

The ZLC Podcast

Release Date: 03/25/2021

Authors: The ZLC Podcast

Description: Welcome to the ZLC Podcast. Once a quarter, our team of industry experts will deliver informative and practical advice through storytelling and interviews, focusing on our holistic approach to financial well-being and lifestyle protection for high net worth individuals, families, entrepreneurs and successful business owners. Thank you for joining us on this journey,  we hope to equip you with valuable, relevant and actionable insights for your financial future.

Explicit: No

WealthCAP SPEAKS Podcast

Release Date: 04/28/2021

Authors: Succession Advisors

Description: Insightful conversations with industry experts at the top of their fields in all areas of wealth management services critical to affluent individuals and families of high- and ultra-high net worth and the trusted advisors who serve them.

Explicit: No

Definitely Uncertain: The Private Wealth Podcast

Release Date: 09/05/2020

Authors: Goldrock Capital

Description: How can wealthy investors make better investments and wiser financial decisions? On this podcast we look at the big investment trends, how to allocate private wealth, tools for multi-generational planning, philanthropy and a range of other issues unique to high net worth families.We interview leading investment managers, high net worth individuals and private wealth advisors. Brought to you by Goldrock Capital, a multi-family office.

Explicit: No

The Fiscal Feminist

Release Date: 09/23/2020

Authors: Kimberlee A. Davis

Description: Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering events such as death or divorce.

Explicit: No

Living with Wealth

Release Date: 08/27/2020

Authors: SEI Private Wealth Management

Description: Welcome to Living with Wealth podcasts, from SEI Private Wealth Management. We focus on interesting topics for high net worth individuals and families – each in under 15 minutes. To learn more about our services, call us at 888-551-7872 or visit seic.com/privatewealth

Explicit: No

The Retirement Income Wisdom Podcast

Release Date: 09/23/2020

Authors: Kathy Waite Regina Saskatchewan Your Net Worth Manager Fee Only Financial P

Description: Worried about your financial future? Dont know who to ask? Fee for service financial planning and my net worth management programme is designed to help you make the most of what you have now and in the future. Kathy Waite Your Net Worth Manager has clients in Saskatchewan and across Canada . No product sales just the truth. www,yournwm.ca

Explicit: No

The Private Wealth Advantage with Abbott Wealth Management

Release Date: 09/21/2021

Authors: Abbott Wealth Management

Description: Welcome to The Private Wealth Advantage where we help high net worth Canadians improve their lives through Holistic wealth management advice and action.

Explicit: No

Ultra High Net Worth Clients with Chris Brodhead

Release Date: 04/03/2021

Authors: Chris Brodhead

Description: Welcome to the Ultra High Net Worth Clients Podcast where Chris Brodhead interviews the most successful financial advisors and business owners in the world to hear exactly how they maximized their marketing, amplified their Assets Under Management, and CLOSED their ultra high net worth clients!I've been helping financial advisors and business owners to find more clients using cutting edge and wildly effective marketing strategies since 2012!If you are a financial advisor or business owner looking to grow your business this is the podcast for you!

Explicit: No

The Wealth Guy

Release Date: 09/23/2020

Authors: The Wealth Guy

Description: Joshua Stega is one of the new breed of highly qualified and multi-disciplined financial advisors in Australia, with high level qualifications in law, accounting, taxation, as well as strategic financial planning and investments.Joshua is well placed to lead the financial planning industry into the next stage. Having spent his entire career advising high net worth individuals how to manage their money, Joshua recognized a need to spread this knowledge to all.

Explicit: No

The Retire Happy Podcast

Release Date: 09/24/2020

Authors: John Iammarino & Thomas O‘Connell

Description: Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years. Thomas has spent 30+ years assisting families with retirement planning, college planning and wealth management. He specializes in working with high net worth individuals, families and business owners.John & Thomas are longtime friends and will use the podcast to help make sure they‘re keeping retirement happy from coast-to-coast.

Explicit: No