On Purpose

Out and About Communications
On Purpose

On Purpose explores the community of financial service movers and shakers who are changing the face of finance. Hear from award winners, thought leaders, authors and executives who are part of the undercurrent of industry change. They are pushing the edge and, frankly, they are doing things differently… on purpose.

  1. 1 天前

    Becoming a Speaker in Demand in Financial Services with Mary Carlson

    Looking to make an impact in the thought leadership space? Want to become an in-demand speaker? Tune in! Mary Carlson is a financial expert with a passion for integrating financial education and human behavior. After earning a financial planning degree from Texas Tech University, she worked as a lobbyist for the Financial Planning Association, focusing on retirement, taxes, and financial education. Her career later took her to the Pentagon, where she taught military personnel about budgeting, savings, and retirement planning. While earning her doctorate in financial therapy, Mary researched the financial behaviors of soldiers, deepening her understanding of the emotional aspects of money. She also spent three years at the CIA, providing financial counseling. Today, she runs her own consulting business, Financial Behavior Keynote Group, using her unique blend of financial knowledge and behavioral insights to help others. Featured Resources  Dr. Mary Carlson on LinkedIn  Financial Behavior Keynote Group on LinkedIn Financial Behavior Keynote Group on Instagram Financial Behavior Keynote Group website  Kitces.com  Enjoyed This? You’ll Also Love:  Telling Finance- and Caused-Based Stories through Filmmaking with Robin Hauser Making Noise to Tackle the Financial Education Problem  Navigating and Optimizing the Strengths of Your Team with Gretchen Pisano Tune in as we chat with Mary about embracing the blue ocean mentality, how she helps clients elevate their voices to make an impact in the thought leadership space, and more!

    25 分鐘
  2. 11月13日

    Tax Strategies for Advisors and How to Get More from Your CPA Relationship with Catherine Tindall, CPA

    Catherine Tindall, CPA, is the founder and head tax strategist at Dominion Enterprise Services and host of the podcast “Financial Advisors Want to Know.” Specializing in helping RIAs, independent broker-dealers, and other 1099 financial advisors, Catherine goes beyond routine income tax return filing to offer proactive planning that supports growth and expansion. Observing a gap in strategic tax analysis and planning, Catherine takes a client-focused, holistic approach to tax strategies, helping advisors and firms grow more efficiently and achieve their current and long-term goals. We talked with Catherine Tindall about: Why planning, forecasting, and analysis are essential components in building an effective tax strategy Key tax considerations for advisors and firms as year-end approaches to help optimize income taxes and future growth Why working with a tax professional who understands the advisory space—and knowing the right questions to ask—can help enhance an advisor's CPA relationship, experience, and outcomes Featured Resources  Catherine Tindall, CPA on LinkedIn Financial Advisors Want to Know Podcast Dominion Enterprise Services  Financial Advisors Success Podcast with Michael Kitces Enjoyed This? You’ll Also Love: Business Growth Tips for Accountants, Bookkeepers, and Financial Services Business Owners Using a Coach Mindset to Unlock Your Full Leadership Potential How to Navigate Financial Services Compliance in 2024

    19 分鐘
  3. 10月23日

    Why Emotionally Connecting with Clients is Good for Business in Financial Services with Brendan Frazier

    Brendan Frazier is a former financial services consultant with over a decade of experience helping financial advisors across the country. Through his interactions with thousands of advisors, he recognized a recurring theme: many felt they were acting more like therapists than financial planners. This insight led Brendan to explore the often-overlooked human side of finance, prompting him to launch his own advisory business. Committed to improving his understanding of behavioral psychology and communication, he started a podcast where he interviews experts in these fields. Brendan’s passion for merging the human aspect with financial advising has created a growing community of like-minded professionals eager to learn and evolve in their practice. Featured Resources  Brendan Frazier on LinkedIn  RFG Advisory  The Human Side of Advice Podcast Psychology of Money Advice that Sticks Never Split the Difference, Chris Voss Shaping Wealth Money Quotent Enjoyed This? You’ll Also Love:  Using a Coach Mindset to Unlock Your Full Leadership Potential How to Develop and Infuse Generosity Into Your Company Culture Enhancing Advisor Success: How to Add Value Beyond the Numbers Through Human Connection Six People You Need in Your Life to Develop Your Career Tune in as we chat with Brendan about the importance of listening on a level that involves engaging with empathy and curiosity. Discover why building relationships with clients should start with understanding their fundamental motivations and desires, and how you can create deep connections by making clients feel heard and understood.

    23 分鐘

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簡介

On Purpose explores the community of financial service movers and shakers who are changing the face of finance. Hear from award winners, thought leaders, authors and executives who are part of the undercurrent of industry change. They are pushing the edge and, frankly, they are doing things differently… on purpose.

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