A Chat With Hank

Hank Multala
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Insights and ideas from the financial industry and other professionals. If there is something you would like to share as a podcast guest, feel free to reach out to us via our website or info@adviserfirstpartners.com

  1. 03/29/2022

    A Chat with Bill Kieffer, Founder of Kieffer & Associates

    Today’s chat is with Bill Kieffer. Bill is the Founder of Kieffer & Associates where he specializes in military veteran career transition, executive coaching, and strategic talent management. His recently authored “Military Career Transition: Insights from the Employer Side of the Desk”, debuted as the #1 New Release in Amazon’s Job-Hunting Category in July 2021.  Besides some personal banter,  we discuss his background and how he has helped coach veterans through their military to civilian transition. He also shares wonderful insights that benefit businesses looking to better understand and enhance engagement with current and future veteran employees. To find out more about the book, click here. To discover more about Kieffer & Associates, click here.

  2. 03/15/2022

    A Chat with Erika DeBlasi, President and Founder of Advisor Expressions

    Today’s discussion is with Erika DeBlasi. Erika is the President and Founder of Advisor Expressions which is a marketing partner for financial professionals who lack the time to market their own practice that acts as your marketing coach and quarterback, all in one. She provides advisors with a broad spectrum of marketing and communication strategies and then implements and monitors  them for the firm. To find out about Advisor Expressions, we have a link on our Outside Resources page or you can visit them at Advisor Expressions.

  3. 03/07/2022

    A Chat with Richard Heft, President of Extension Marketing

    Today’s discussion is with Richard Heft. Richard is the Co-Founder and President at Extension Marketing. Extension Marketing is dedicated to marketing specifically to financial services companies, which includes asset and investment managers, wealth managers, RIA’s, hybrids, broker-dealers, and numerous other financial institutions and business models. Extension Marketing delivers a wealth of experience and bring a fresh approach or a new angle to make an engaging impact to your target audience. We talk a bit of his personal journey, the trends in the industry to delivering marketing solutions and other valuable marketing insights. To find out more about Extension Marketing, you can visit them at here.

  4. 02/21/2022

    A Chat with Christian Hyldahl, Founder and President of Varium Investment Partners

    Today’s discussion is with Christian Hyldahl. Christian is the Founder and President of Varium Investment Partners, an “in-sourced” CIO solution for independent RIA’s. With over 150 years of investment experience, Varium Investment Partners created a  method that focuses on managing investment solutions which is designed to maximize the ROI in the investment process. Advisors' clients receive an integrated and institutional caliber investment solution so advisors can accelerate AUM growth by focusing on client service and business development all while capturing substantial amounts of "lost" value normally transferred to third party investment solutions. We discuss the differentiating factors when comparing Varium to larger outsourced CIO’s, how they address volatility, and his views on the continued consolidation and it’s impact upon RIA’s and the industry. You'll find a link to their website at the top of our Outside Resources page or directly at Varium Investment Partners.

  5. 02/11/2022

    A Chat with Elysabeth Alfano, CEO at VegTech

    Today’s discussion is with Elysabeth Alfano,  CEO at VegTech. VegTech is a new ETF in the sector of plant-based innovation. Elysabeth is also the Founder of Plant Powered Consulting, which is  a boutique firm crafting powerful brand stories and identities in the expanding plant-based marketplace.  Besides the investment side and the consulting work, she also hosts the weekly Plantbased Business Hour where she interviews leaders in the plant-based arena for a deeper dive into the trends of the sector. This business hour is also supplemented by  The Plantbased Business Minute, which is a weekly show that gives a brief review and analysis of the week's top headlines. We chat about how she got her start, why the plant-based sector has seen such incredible growth as well as her long-term views and professional insights. To find out more about VegTech, click here. This discussion does not represent or constitute a solicitation of any investments. The fund's investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus and summary prospectus (if available) contains this and other important information about the investment company, and it may be obtained by visiting EATV.VegTechInvest.com. Read it carefully before investing. An as always, past performance is no guarantee of future results. AFP LLC or any of its entities, employees or owners are compensated in any manner.

  6. 02/02/2022

    A Chat with Susan Danzig, founder of Susan Danzig, LLC

    Today’s discussion is with Susan Danzig  founder of Susan Danzig LLC , where she focuses on business development coaching for professionals in the financial services industry. For over 20 years, Susan has worked with financial services professionals by helping them  understand, appreciate, and clarify their true value, define their specialization, and create effective marketing strategies. We discuss her personal path, the driving factors that guided her to where she is today and more importantly, how one can better utilize proven strategies to enhance a practice that is more efficient resulting in increased revenues. You can find out more about Susan and the services available by visiting  here.

  7. 01/11/2022

    A Chat with Adam Green, CEO at YieldX

    Today’s discussion is with Adam Green, Adam is the CEO at YieldX which he co-founded with the present CIO, Steve Gross. Adam is no stranger to the entrepreneurial world. His first entrepreneurial venture was with Insomnia Cookies, which he helped develop while a student at Syracuse University. He teamed with friends to develop the concept into a business that has been a part of just about every college student’s late night culinary/munchie experience. In 2013, along with a team of leading technologists and financiers, Adam co-founded MoneyLion with Dee Choubey. MoneyLion is a mobile finance platform that empowers consumers to take control of their financial lives through better products for borrowing, saving, and investing where it develops a comprehensive view of a members’ personal finances that has encouraged sound financial behavior and better outcomes for over two million customers. Adam and I chat about his start as an entrepreneur, share some personal thoughts, we discuss YieldX, what makes the firm unique as a fixed income resource available to financial professionals, and he shares his thoughts on the growth of FINTECH and the future of YieldX. To  find out more about YieldX and to schedule a demo, click HERE

  8. 01/11/2022

    A Chat with Mark Schoeff Jr. Senior Reporter with Investment News

    Today’s discussion is with Mark Schoeff Jr.  For nearly 12 years, Marks been a Senior Reporter with Investment News, where he writes about legislation and regulations affecting retail investment advisers and brokers. He been reporting extensively on the DOL’s  fiduciary  rule, on SEC’s REG B.I. and other investment-advice reforms of the most profound regulatory changes seen in a generation. Mark also covers FINRA,  the House Financial Services Committee, the Senate Banking Committee and other Capitol Hill committees and regulators. Mark and I  discuss some very timely topics, which includes SEC emphasis on ESG regulation, REG BI enforcement, crypto-currency, and touch on other impacts to industry. We also discuss SEC Enforcement under Wall Street’s top cop, Chairman Gensler and also chat about Mark's start in journalism. Mark has a keen ability to break down the complex and make it easier to comprehend without missing the primary intent of the article. You can visit Investment News HERE. Investment News is the trusted resource for financial advisers, providing investment news and analysis for financial advisers. Podcast transcript is available HERE.

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About

Insights and ideas from the financial industry and other professionals. If there is something you would like to share as a podcast guest, feel free to reach out to us via our website or info@adviserfirstpartners.com

Information

  • Creator
    Hank Multala
  • Years Active
    2020 - 2022
  • Episodes
    27
  • Rating
    Clean
  • Copyright
    © Hank Multala
  • Show Website
    A Chat With Hank