Wealth Authority TV

Henry DeVries

Discover how wealth managers and financial advisors leverage their time, treasure, and talent. Each week, successful wealth managers and financial advisors share what they are investing more of their time in, what they are cutting back on, and what their go-to strategies are. Your host, Henry DeVries, is a business development columnist with Forbes Digital and California Business Journal, and the CEO of Indie Books International. Guests share their thoughts on how the industry can work together to overcome common image problems faced by financial advisors and wealth managers.

  1. 2 DGN GELEDEN

    How Not To Be A Commodity With Scott Cantrell

    Our wealth authority of the week is Scott Cantrell. Scott is an entrepreneur and business growth strategist who has helped thousands of consultants, advisors, and professional experts accelerate their success. As founder of Smart Solutions Media, he has guided clients across industries to attract quality prospects, win high-value clients, and build businesses that work better for them. Having co-founded and grown multiple companies—including a multi-seven-figure consulting practice—Scott brings real-world experience and proven insight to help entrepreneurs achieve meaningful, sustainable growth.https://indiebooksintl.comSeason 2, Episode 18

    7 min.

  2. 14 MEI

    How To Be A Better Communicator With Dez Thornton

    Our wealth authority of the week is Dez Thornton. Dez is a Communications Expert who helps Thought Leaders say the right words in the right way when they matter most. An idea enthusiast with a knack for transforming the complex into the simple, Dez has an uncanny ability to inspire action through story. Whether speaking to a group, looking into a camera or connecting one on one, Dez is completely convinced that the cornerstones of communication are confidence, clarity and connection. When perfectly blended, these qualities epitomize the Polished Presenter, one who turns presentations into illustrative conversations.Dez was professionally trained at the University of South Carolina and Dale Carnegie. He was the 2014 President of the Georgia Chapter of the National Speakers Association. In 2014 he was a speech coach for TEDx Peachtree. Dez was also the 2014 winner of Speak Tank, a speaking competition hosted by the National Speakers Association.At the tender age of nine, Dez forgot his lines in a church play but he never forgot the embarrassment and humiliation that followed. To help you avoid the same fate, Dez’s enduring objective is to transform communicators from self-conscious to self-confident by adding structure and story to their presentations.https://indiebooksintl.comSeason 2, Episode 17

    5 min.

  3. 7 MEI

    How Financial Advisors Can Thrive In The Age Of AI With Cody Foster

    Our wealth authority of the week is Cody Foster. Cody is a co-founder of Advisors Excel, an industry-leading marketing organization assisting independent insurance agents and financial advisors around the country.He is originally from Stockton, Kansas, and graduated from Washburn University in 1999 with a degree in mass media.Immediately out of college, Cody joined the financial services arena as the director of marketing for a corporately owned, national field marketing organization. With a passion to pursue something larger and help others succeed, he and close friends David Callanan and Derek Thompson opened the doors to Advisors Excel in 2005, chasing a dream to redefine their industry.Cody and his wife, Jennifer, were married in September 2001 and have two wonderful children, Dylan and Ella. Cody’s involvement with his family and his responsibilities with Advisors Excel leave him limited time for other passions, but when such pockets are available, you’ll find him pursuing his interest in real estate, tucked away in a great book or cheering on his beloved Kansas State University Wildcats.https://indiebooksintl.comSeason 2, Episode 16

    12 min.

  4. 30 APR

    How To Be A Better Storyteller With Park Howell

    Our wealth authority of the week is Park Howell. Park Howell is known as The World’s Most Industrious Storyteller, helping leaders of purpose-driven brands grow by as much as 600 percent. His 35+ years in brand creation include 20 years running his own ad agency, Park&Co. He was named Advertising Person of the Year in 2010 by the American Advertising Federation of Metro Phoenix. The following year, his agency was recognized among the Top 10 Impact Companies in Arizona by the Phoenix Chamber of Commerce.Park is the founder of the Business of Story, a proven platform based on his 10-step Story Cycle System™ to clarify your story, amplify your impact, and simplify your life. His popular weekly Business of Story podcast is ranked among the top 10 percent of the most downloaded podcasts in the world.He is the author of Brand Bewitchery: How to Wield the Story Cycle System™ to Craft Spellbinding Stories for Your Brand and recently published The Narrative Gym for Business with his friend and colleague, Dr. Randy Olson. Park consults, teaches, coaches, and speaks internationally, helping business, marketing, and sales leaders excel through the stories they tell.https://indiebooksintl.comSeason 2, Episode 15

    7 min.

  5. 23 APR

    How Not To Abuse AI With Dave Mastovich

    Our wealth authority of the week is Dave Mastovich. Dave Mastovich, CEO and Founder of MASSolutions, has been a leader in growth marketing for over 20 years. He uses his expertise in Business-to-Employee (B2E) Marketing and Referral Source Marketing to drive top and bottom line growth, boost enterprise value, and improve employee engagement for companies of all sizes.Before founding MASSolutions, Dave led marketing at UPMC, helping the healthcare system grow from under $1 billion to over $10 billion in revenue in just 3 years.His latest book, No Bullsh!t Marketing, is an Amazon Best Seller, and he hosts The No Bullsh!t Marketing Podcast, with over 500 episodes.https://massolutions.bizhttps://indiebooksintl.comSeason 2, Episode 14

    9 min.

  6. 16 APR

    How To Leverage LinkedIn With Rhonda Sher

    Our wealth authority of the week is Rhonda Sher. Rhonda is a nationally recognized expert in business networking and LinkedIn. She is the author of the international bestselling book Convert Your Connections to Cash and Relationships to Revenue, The Two Minute Networker, The ABC’s of LinkedIn, Get LinkedIn or Get Left Out and How to Avoid the Business Card Pile-Up – 52 Ways to Boost Your Business with Business Cards.Rhonda is the expert at teaching CEO’s, business owners, sales professionals, speakers, and entrepreneurs how to leverage LinkedIn and convert relationships to revenue.Rhonda’s natural humor, interactive approach, and 20 years of business experience has brought her into the forefront as a sought-after national keynote speaker and trainer. She teaches powerful, practical techniques and insider secrets to take your Profile to Profit using LinkedIn.Rhonda is the founder of the Sher Method to Unleashing LinkedIn and has helped thousands of professionals add hundreds of thousands of dollars to their business using her simple system.https://indiebooksintl.comSeason 2, Episode 13

    7 min.

  7. 9 APR

    How To Be A Financial Educator With Matt Middendorp

    Our wealth authority of the week is Matt Middendorp. Matt, Director of ESOP Consulting at Vision Point Capital, is a seasoned entrepreneur and a passionate advocate for employee ownership. With a strong foundation in banking and consulting, Matt’s journey began at an ESOP-owned company during college, where he developed a lifelong appreciation for the transformative culture of ESOPs.An award-winning banker and successful business owner, Matt now dedicates his career to guiding business owners in adopting and thriving with ESOPs. As a sought-after speaker and contributor in the industry, he brings valuable insights into every conversation.Outside of work, Matt enjoys musky fishing, competing in triathlons, and exploring fossil digs. Connect with him at matt.middendorp@visionpointcapital.com or 715.897.0879.https://indiebooksintl.comSeason 2, Episode 12

    8 min.

  8. 2 APR

    How To Measure A Micro-Cap Company With Dennis Calvert

    Our wealth authority of the week is Dennis Calvert. Dennis Calvert is BioLargo’s President, Chief Executive Officer and Chairman of the Board, and is chairman of the board of directors of each of ONM Environmental and Clyra Medical Technologies, both BioLargo subsidiaries. Mr. Calvert holds a B.A. degree in Economics from Wake Forest University where he was a varsity basketball player, and he also studied at Columbia University and Harding University. He serves on the Board of Sustain SoCal, a trade association that seeks to promote economic growth and stimulate innovation in the Southern California clean technology industry. He also serves on the Board of Directors at TMA BlueTech, the leading regional water cluster promoting science-based ocean and water industries and also serves on the Board of Directors of the Maximum Impact Foundation, a non-profit organization committed to bridging the gap for lifesaving work around the globe for the good of man and in the name of Christ.Learn more at: https://www.biolargo.com/https://indiebooksintl.comSeason 2, Episode 11

    14 min.
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Info

Discover how wealth managers and financial advisors leverage their time, treasure, and talent. Each week, successful wealth managers and financial advisors share what they are investing more of their time in, what they are cutting back on, and what their go-to strategies are. Your host, Henry DeVries, is a business development columnist with Forbes Digital and California Business Journal, and the CEO of Indie Books International. Guests share their thoughts on how the industry can work together to overcome common image problems faced by financial advisors and wealth managers.

Informatie

  • Maker
    Henry DeVries
  • Jaren actief
    2025 - 2026
  • Afleveringen
    27
  • Beoordeling
    Veilig
  • Copyright
    © Henry DeVries
  • Website van aflevering
    Wealth Authority TV