The Lead Your Firm Podcast

707 Media
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The Lead Your Firm Podcast

In-depth conversations with the top financial advisors across the United States. Tactics, tools and challenges for achieving success in a crowded field. Hosted by Daren Blonski, Managing Principal at Fermata Advisors.

Episódios

  1. 23/12/2023

    Anthony Parr, CFP / The Parr McKnight Wealth Management Group

    Born to a Swedish mother and a Cuban father, Anthony spent his childhood immersed in the vibrant cultures of Puerto Rico and Mexico City. He excelled at Boston University, graduating with honors in Economics, and now resides in the Western suburbs of the Twin Cities with his wife, Christine. Their blended family includes five terrific kids: Taylor, Tanner, Nelson, a Financial Advisor who joined Anthony's practice in 2016, Connor, and Lily. For 35 years, Anthony has served as a trusted CERTIFIED FINANCIAL PLANNER™ professional, guiding families and institutions towards financial security. As a founding member of The Parr McKnight Wealth Management Group, he thrives on collaborating with his talented team and leveraging the firm's vast resources to make a profound impact on clients' lives. The group's unwavering work ethic, strong camaraderie, and shared values are reflected in their collective success, and Anthony is often honored to speak at industry events, sharing his expertise to further best practices. At Parr McKnight, their mission is clear: to elevate the quality of their clients' lives and bring prosperity and blessings to those they serve. Anthony's personal driving force, however, is simpler: he seeks to make a positive impact on the lives of others, leaving his own small mark on the universe.

    35min

  2. 30/10/2023

    Chip Munn / Signature Wealth Strategies

    Chip Munn listens and really understands the unique situation of each client he works with, and then has informative conversations to help them negotiate between the life they want to live now and the life (and wealth) they would like to build for their future. His role is to guide them toward a customized, detailed plan for their Signature Life. He specializes in retirement, education planning, and the transfer of wealth. Seeing his clients fulfilling their dreams and living their best lives is what drives him.

    40min

  3. 25/09/2023

    Dano Weir / Marketing Strategist & Media Personality

    In this episode, Darren is joined by friend & co worker Dano Weir to discuss they "why" behind Lead Your Firm and what makes Darren tick. Follow Dano on www.instagram.com/radiodano

    52min

  4. 19/09/2023

    Coach Joe / Business Guru & Life Coach

    Coach Joe has coached & consulted with over 2,500 practices in a nearly 30-year career, resulting in over $50B of AUM, and over $500M additional revenue. He partners with financial advisors to optimize & grow their practices. Today he joins us to share his thoughts on leadership and unique insights and details about his practices. Find his work at www.coachjoe.guru

    37min

  5. 17/08/2023

    Brian Boughner / Co Founder & Principal of Parallel Financial

    In this episode, host Daren Blonski CFP® is joined by Brian Boughner, Principal & Founder of Parallel Financial. Brian began his investment career in 1999 right at the very top of the biggest stock bull market. During his career, he has helped his clients successfully manage their investments through the 9/11 terrorist attack, 2 equity bear markets, a housing bust, a credit implosion, and the COVID Pandemic. He has built his career on the foundation that how well you manage your investment returns during the market downturns will ultimately determine your long-term performance... and in that lead many people to do the same! We're grateful he is here today to share his views on leadership!

    38min

  6. 12/07/2023

    Carmine Corino / Founder & CEO of Cornerstone Planning Group, LLC

    In this episode, host Daren Blonski CFP® is joined by Carmine Corino ChFC®, AIF®, CF0,® CEO & Founder of Cornerstone Planning Group LLC. One of the most successful financial advisors in all of New Jersey shares his journey & business principles that paved the way to a life of a successful entrepreneur. Find out why he believes accountability is key to success, and how exercise makes him become a better businessman on this episode!

    36min

  7. 25/06/2023

    Floyd Shilanski / Shilanski & Associates Inc.

    In this inaugural episode, host Daren Blonski CFP® is joined by Floyd Shilanski RFC®, President of Shilanski & Associates Inc. One of the most successful RIA's in all of Alaska, Floyd shares his 40 year journey from Air Force veteran to successful entrepreneur. Find out how the military shaped his financial focus and why a bad first impression is a good thing for him! https://shilanski.com/

    33min
  • 7 episódios

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Sobre

In-depth conversations with the top financial advisors across the United States. Tactics, tools and challenges for achieving success in a crowded field. Hosted by Daren Blonski, Managing Principal at Fermata Advisors.

Informações

  • Criado por
    707 Media
  • Anos de atividade
    2 mil
  • Episódios
    7
  • Classificação
    Livre
  • Copyright
    © Copyright 707 Media
  • Site do podcast
    The Lead Your Firm Podcast

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