Success Zone

Success Zone

WealthManagement.com presents Success Zone, a podcast dedicated to bringing financial advisors sweeping insights beyond the market headlines to help them become more savvy about the industry, transform their practice, enhance their marketing skills and take their business to the next level. Listen in for a wealth of information that includes remarkable success stories and expert advice from the industry’s key players and most successful and skilled financial professionals.

Episodes

The Impact Of Tax Law Changes On Retirement Planning with Martha Hart

March 28, 2022 • 14 mins
Sponsored by: Protective Life Recent proposed legislation has included some key tax law changes that could affect retirement and estate planning. What can advisors do to get ahead of these potential, but often unpredictable changes to the tax law? In this episode of The Success Zone Podcast, Martha Hart, vice president, Annuity National Sales Manager … Continue reading The Impact Of Tax Law Changes On Retirement Planning with Marth...
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Alternative Dimensions of Risk in the CRE Market with Vivek Thadani and Luis Amador

January 5, 2022 • 25 mins
Sponsored by Moody’s Analytics Risk is an inevitable factor in any part of our lives, no less so in the real estate market. How do we assess and react to CRE risk that evolves as technology and society advances? In this episode of the Success Zone Podcast, Vivek Thadani, head of product strategy, Moody’s Analytics … Continue reading Alternative Dimensions of Risk in the CRE Market with Vivek Thadani and Luis Amador →
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The Risk of Climate Change to the Commercial Real Estate Market with Thomas LaSalvia

November 19, 2021 • 26 mins
Sponsored by Moody’s Analytics CRE No one can deny that adverse climate events have a major impact on real estate properties across the country. Often, we don’t realize the larger implications of these events until a climate-related disaster happens close to home. In this episode of the Success Zone Podcast, Thomas LaSalvia, Ph.D., senior economist … Continue reading The Risk of Climate Change to the Commercial Real Estate Market w...
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What Happens When Your Dream Job Changes its Course?

October 28, 2020 • 27 mins
Joe Zappia thought he would spend his career at his big investment firm. Here’s why he left.
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Trends in Book Buying and Continuity Plans: Part 3

May 28, 2020 • 20 mins
You might be ready to retire, but Is now a good time to sell? In this episode, David Grau Jr., president of Succession Resource Group, and John Williamson discuss the buying, selling, and transitioning of a practice. They dive deep into their 10-point plan for buying and selling books of businesses. In this episode, you … Continue reading Trends in Book Buying and Continuity Plans: Part 3 →
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Planning or Planning to Finish Well: Part 2

May 28, 2020 • 22 mins
If you were unable to run your advisory practice for the short- or long-term, would your clients and employees be well cared for during that time? John Williamson and Dennis Leininger are back to discuss the buying, selling, and transitioning of a practice. In this episode, they focus on the importance of having a continuity … Continue reading Planning or Planning to Finish Well: Part 2 →
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Be Ready to Be Ready: Part 1

May 28, 2020 • 25 mins
Are you interested in buying or selling an established advisory practice? In this episode, John Williamson and Dennis Leininger of Wells Fargo Advisors Financial Network guide you through the buying and selling of practices. They uncover questions to ask yourself when looking to buy a practice and steps to take when selling, all to ensure … Continue reading Be Ready to Be Ready: Part 1 →
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Taking the Leap to Independence – Here’s how one advisor team reached their full potential.

May 26, 2020 • 23 mins
Advisors Jill, Nancy, and Dustin felt limited at their previous firm – so they went independent. There were fears and unknowns, but the team reached their full potential along the way. Find out how they made the transition in Schwab’s all-new podcast.
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Wanting More – This advisor went independent despite having it all

May 26, 2020 • 30 mins
Jesse reached the peak of his career, but he wasn’t satisfied. When his professional life consumed his personal life, he knew it was time for a change. Listen now to hear why Jesse chose independence.
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Episode 2 – What You Must Know About Using the Latest Technologies — With Sheila Cuffari-Agasi, AIF® and Aaron Spradlin

May 13, 2019 • 45 mins
With new innovations happening each day, it can be difficult for advisors to find technology that balances their need to maximize their efficiency and brand with the need to perform routine due diligence. Today, Sheila Cuffari-Agasi and Aaron Spradlin discuss what advisors need to know about using the latest technologies in their practices — especially … Continue reading Episode 2 – What You Must Know About Using the Latest Technol...
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Episode 1- Get Equipped to Create Your Succession Plan — With Sheila Cuffari-Agasi, AIF®

April 29, 2019 • 46 mins
Do you have a succession plan? If your answer is “no,” you’re certainly not alone. In fact, 93% of advisors don’t have a succession plan in place. It’s no wonder that Sheila Cuffari-Agasi, AIF® is so determined to help advisors take action. In our debut episode, Sheila uncovers steps that you can take to inch … Continue reading Episode 1- Get Equipped to Create Your Succession Plan — With Sheila Cuffari-Agasi, AIF® →
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