Registered Investment Advisor Podcast Market Domination

Jonathan Seed, the Founder and President of Seed Wealth Management, began his career at Franklin Resources where he was an Assistant Portfolio Manager for their then quantitative asset arm, Franklin Asset Management Systems. There, he helped build value biased equity portfolios. After graduating with honors from the University of Chicago Booth School of Business, he began a 20 year career on Wall Street focused on fixed income. He started in fixed income research before switching to institutional sales, leaving Credit Suisse as Managing Director in 2009 for RBS Securities and leaving the industry altogether in 2014, after which he started Seed Wealth Management, Inc., a Registered Investment Advisor incorporated in the state of Illinois.

Listen to this insightful RIA episode with Jonathan Seed about building a lifestyle business in wealth management.
Here is what to expect on this week’s show:
- How it’s important to focus on clients that add significantly to both profitability and job satisfaction.
- Why standard bonds don’t adequately cover the entire fixed income spectrum.
- How Seed Wealth Management practices a unque approach to diversification tailored to the individual needs of the clients.
- Why it’s important to consider your clients’ legacy assets and their varied financial needs.
- How it’s important to focus on tax efficiency, utilizing tax-advantaged accounts effectively to manage clients’ investments.

Connect with Jonathan:
Links Mentioned:
seedwealthmgmt.com

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Introducing 58. 15 Side Hustles That You Can Start TODAY With Little To No Money with Nick Loper from Millionaire University.
Follow the show: Millionaire University
15 Side Hustles That You Can Start TODAY With Little To No Money with Nick Loper
In today's episode, we will discuss 15 side hustles that you can start today with little to no money!
I've never really loved the term "side hustle" I don't love the word hustle and don't buy into hustle culture. And the word side hustle to me has always implied something you kinda did on the side and didn't take too seriously. But my perspective on this term has changed somewhere recently. A few months ago I started listening to a podcast called The Side Hustle Show with Nick Loper. The combination of hearing stories from Nick's guests on different side hustles they have started and interviewing and working with others who have started side hustles of their own either as a way to start their business or as a way to help make some extra income on the side has caused me to be more open to this term and open to the fact that not everyone is wired like me. And for some people that means starting something on the side that can either support their family for a season or later on turn into that thriving scalable business with systems and processes which is what I REALLY love! BUT you gotta start somewhere and for many, that means starting something on the side...
In today's episode, Brien Gearing interviews the Kind of Side Hustle himself, Nick Loper, and they go into depth on 15 side hustles that you can start today! This has been one of my favorite episodes so far and I got a ton of value out of it personally and I have no doubt you will as well!
We also created an in-depth article on everything that was covered in this episode including all the links and resources discussed, so feel free to check it out here.
Hit me up with any thoughts or comments you have on this episode at justin@millionaireuniversity.com
Enjoy!

What we discuss with Nick:
00:00 Introduction to Side Hustles
00:32 Changing Perspective on Side Hustles
00:41 Introduction to The Side Hustle Show with Nick Loper
01:24 The Importance of Starting Small in Business
02:34 The Power of Side Hustles: Real-Life Examples
03:25 Interview with Nick Loper: The Side Hustle King
03:51 Exploring Business Ideas: Online Content Business
05:23 The Power of Niche Marketing
09:59 The Potential of Developing a Technical Skill in Marketing
18:30 The Amazon Influencer Program: A New Side Hustle
20:59 The Pros and Cons of Driving for Uber or Lyft
22:06 Exploring Local Home Services as a Side Hustle
24:51 Exploring Side Hustles: Cleaning Services
26:32 The Power of Virtual Assistants
28:52 Unconventional Rentals: A Unique Business Idea
31:08 Investing in Real Estate: Micro Level Opportunities
33:12 Software with a Service (SWAS): A New Business Model
35:17 Bookkeeping and Tax Preparation: A High Demand Service
37:13 Selling Spreadsheets: A Unique Business Idea
38:33 Exploring Etsy: A Platform for Creativity
40:50 Paid Market Research: A Fun Way to Make Extra Money
42:46 Conclusion: Adopting the Experimenter's Mindset

Resources from this Episode:
To learn more, check out this blog post: 15 Side Hustles That You Can Start TODAY With Little To No Money!

Sign up for our FREE Business Course - over 300+ new business ideas, also includes the 7 Phases of a business, so you know where you are now and where you need to go next. You'll also get 7 of the most popular marketing strategies and 31 stay-on-track hacks that successful millionaires follow to grow and automate their businesses. Go to https://www.millionaireuniversity.com/training.

To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors.
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Charlie started his career alongside Scott in 2013 after graduating from Texas A&M University. He married his wife, Katie, in 2016 and is loving his life at home with their kids Molly (born 2019) and Scottie (2022). Since 2014, Charlie has been actively involved in Practice Ministries and was honored to serve as the Yellow Rose Gala Chairman in 2018. As a family the Burfords enjoy trips to Montana each summer, going to the pool in the summers, and getting out on the golf course.

In business, Charlie has led the Burford Brothers as CEO since 2020 focusing most of his efforts on the financial planning side of the business to pair well with his father and President, Scott, who leads the team on the investment side. While still involved with macro investment decisions, Charlie utilizes his vast knowledge gained from the CFP designation and his experience since 2013 to specialize in financial planning to bring objective value to clients each year.

Listen to this insightful RIA episode with Charlie Burford about innovating wealth management.
Here is what to expect on this week’s show:
- How Burford Brothers offers a range of services, including family office and risk management.
- Why Burford Brothers is developing an in-house alternatives fund, leveraging local and global managers for a unique offering
- How referrals and networking are great ways to land new clients.
- Why many people struggle with their finances because they are busy with other aspects of their lives.
- How Burford Brothers excels in helping clients with complex needs, including business owners and philanthropists.

Connect with Charlie:
Links Mentioned:
burfordbrothers.com

Instagram
@burfordbrothers
Facebook
facebook.com/burfordbrothers
LinkedIn
linkedin.com/company/burford-brothers-inc




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Nic DeAngelo, known as the "Fixed Income GOAT" in real estate circles, boasts a portfolio exceeding $206 million. He blends economic foresight with real estate prowess, offering captivating and value-driven discussions for podcast audiences. Nic's investment philosophy is grounded in two foundational beliefs: "Wall Street is broken. Real Estate is the cure." and "Economics tells the future." As the CEO and Founder of Saint Investment Group, he leads a seasoned team in acquiring institutional-grade real estate assets nationwide. Their portfolio spans over 20 states, comprising 24 projects and 500+ loans, showcasing their strategy-driven prowess. Saint is poised to raise over $100 million yearly under Nic's leadership.

High-level podcasters such as Hunter Thompson, Tyler Lyons, and Jonathan Cattani have praised Nic, inviting him as a guest on some of their highest-reviewed episodes. His data-driven investing approach has garnered acclaim, leading to return invitations for updates on economic insights shared on previous shows. Nic's ability to simplify complex theories ensures dense material is delivered in an entertaining and easily digestible manner.

Listen to this insightful RIA episode with Nic DeAngelo about going from distressed assets to stable returns.
Here is what to expect on this week’s show:
- How the Saint Investment Group works with big banks and financial institutions to clean up their books by buying mortgages with issues.
- Why their aim is to keep homeowners in their homes.
- How creating content and educating investors can lead to gaining more clients.
- Why offering free education builds trust amongst clients.
- How Saint Investment Group shifted focus to providing fixed income to investors, offering returns in the 12-14% range.

Connect with Nic:
Links Mentioned:
saintinvestment.com

Instagram
@nicdeangelo
Facebook
facebook.com/SaintInvestment
LinkedIn
linkedin.com/company/saint-investment





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Curtis Stowers is a CERTIFIED FINANCIAL PLANNER™. He is a graduate from the University of Illinois where he earned a BS, MS and PhD in Industrial Engineering. He’s a husband, father of three, an avid outdoorsman, and a follower of Christ.

Curt’s goal as a financial planner is to ensure that families, corporate executives, and entrepreneurs have a comprehensive financial plan in place to reach their life goals. With 18 years of experience as a corporate executive and having owned a Subway franchise for over a decade, he knows how to provide practical, first-hand perspectives in the financial planning process.

Listen to this insightful RIA episode with Curtis Stowers about using a holistic approach to financial planning.
Here is what to expect on this week’s show:
- How the biggest mistake clients make is not optimizing their tax planning opportunities while investing without a clear strategy.
- Why procrastinating your financial planning is a bad idea.
- How people should focus on all five F’s – faith, family, friends, fitness, and finance.
- Why it’s vital to stay ahead of the curve by staying on top of industry changes.
- How financial planning should be used as a tool to help clients achieve their goals and live their lives to the fullest.

Connect with Curtis:
Links Mentioned:
f5fp.com

Twitter
@curtstowers
Instagram
Facebook
facebook.com/f5financialplanning
LinkedIn
linkedin.com/in/curtstowers/#%E2%80%8E





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Jeff Bartsch is the founding communication and thought leadership coach at Story Greenlight. With over 20 years of experience in the entertainment industry and client coaching, Jeff has helped shape content for clients including ABC, NBC, Disney, Apple, Netflix, and many others. Jeff’s commentary has been featured in publications including Time Magazine, USA Today, and the Associated Press. Through Story Greenlight, Jeff helps high-trust professional advisors to create human connections that drive business growth. He believes that the power of story is within reach of everyone, and that human connection is everything.

Listen to this insightful RIA episode with Jeff Bartsch about going from creating content in Hollywood to helping RIAs connect with clients.
Here is what to expect on this week’s show:
- How communication is vital when helping advisors connect with their clients on a deeper level.
- Why being good at what you do doesn’t automatically attract new clients.
- How advisors should use a compelling story and focus on who they are when selling their services.
- Why speaking to specific problems within a vertical resonates more than trying to appeal to everyone.
- How many advisors are moving towards using virtual CFO services to differentiate themselves and connect with clients.

Connect with Jeff:
Links Mentioned:
resolveentertainment.com

LinkedIn
linkedin.com/in/jeff-bartsch-0265934





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