The Top Advisor Podcast: Recent Episodes
Caprice Gibson
A podcast by advisors, for advisors to bring experience and innovation to the new finance world we've entered.
In this episode of The Top Advisor Podcast, join our host Matt Lovejoy and his guest, Eric Mancini, to learn more about his experience and insights in the financial industry. Eric is the Director of Investment Research & Wealth Advisor at Traphagen Financial Group, they provide financial services including accounting, wealth, and tax management.
In this episode, you’ll learn:
· Constant changes and challenges give you something to look forward to as a financial advisor.
· Balancing, understanding, and handling all the facets of the business industry
· Your clients should always come first.
· Who does Eric Mancini acknowledge as a leader?
· The biggest form of celebration is when you get to enjoy what you do.
· And much more!
~
About Eric Mancini:
Eric D. Mancini is a CFA (Chartered Financial Analyst) Charterholder, a Certified Financial Planner (CFP), a Chartered Alternative Investment Analyst (CAIA), and the director of investment research at Traphagen. Eric graduated from Penn State University with a BS in Economics with a focus in Finance. He specializes in portfolio management, investment analysis, and personal financial planning. He also works with clients on insurance planning, tax planning, and personal income tax preparation. In addition to the already mentioned certifications, Eric holds the NASD (National Association of Securities Dealers) Series 65 license and the NJ Life and Health Insurance license.
Before joining TFG, Eric worked as a wealth manager specializing in comprehensive financial planning and portfolio management for high net worth individuals at Brinton Eaton Wealth Advisors (now Mariner). Previously, Eric was a financial advisor and investment analyst at BLS Advisors, LLC, where he worked on eldercare estate planning, retirement planning, annuity analysis, and retiree portfolio management.
Mr. Mancini is a staff writer for Benzinga.com, where he regularly writes articles on portfolio management, economic analysis, ETFs (Exchange Traded Funds), and stocks. His work has appeared on other financial websites such as Yahoo! Finance, Fox Business News, dailymarkets.com, Macro Markets, and the San Francisco Chronicle. Forbes has interviewed him on several occasions on an array of topics, usually involving individual stocks. More recently, Eric has been interviewed by US News and World report, the Bergen Record, Money Magazine, and The Wall Street Journal.
~
You can find Eric Mancini on...
LinkedIn https://www.linkedin.com/in/eric-mancini
Company LinkedIn https://www.linkedin.com/company/traphagen-financial-group
Website https://tfgllc.com/
Contact (201) 262-1040 EXT : 502
Email info@tfgllc.com
Connect with Matt Lovejoy!
Linkedin https://www.linkedin.com/in/matthewlovejoy/
Website https://www.adviceperiod.com/?team=matt-lovejoy
Email matt.lovejoy@adviceperiod.com
Contact (424) 281-3606
Today on The Top Advisor Podcast, join our host Matt Lovejoy and his guest, Regan Smith, to learn more about his experience working in the financial industry at a young age. Regan is a Wealth Advisor at the Vista Wealth Management, helping clients solve their financial issues. Vista Wealth Management has been providing financial counseling since 1999, while consistently producing world-class investment results and financial plans that work. Regan also shared his advice about making the right decisions on important financial matters. You don’t want to miss this!
In this episode, you’ll learn:
- Being able to help make important decisions in their client’s life is one of the best things about being a financial advisor.
- Mental transitions of having to do one task to another
- Figuring out who the client needs you to be.
- The importance of being concise in the financial world
- Give credit to where it’s due because a win is always a team’s effort.
- And more!
~
About Regan Smith:
I assist my clients with their financial needs. We work together to create a customized and comprehensive plan and undergo updates as goals and needs change. The foundational elements include investments, cash flow, taxes, insurance, and estate planning.
My duties include being a fiduciary, meaning that I am legally and ethically bound to act in my client’s best interest.
I also contribute to a blog called Millennial Planners. Our mission is to be a voice of guidance and thought leadership for young professionals who aspire to be or are currently in career paths similar to ours.
Check it out: http://www.millennialplanners.com/
~
You can find Regan Smith on...
LinkedIn https://www.linkedin.com/in/smithregan/
Company LinkedIn https://www.linkedin.com/company/vista-wealth-management/
Website http://www.vistawealth.com/
Connect with Matt Lovejoy!
LinkedIn https://www.linkedin.com/in/matthewlovejoy/
Twitter https://twitter.com/mlove40
Website https://www.adviceperiod.com/top-financial-advisor-podcast/
Contact (424) 281-3600
In this episode of The Top Advisor Podcast, join our host Matt Lovejoy and his guest, David Lee Buselmeier, a financial advisor at Beacon Capital Management, to learn more about his experience in the business world and his advice for financial advisors. Beacon Capital Management helps with managing your wealth, tax, and estate planning.
Having the Opportunity to Influence People David Lee Buselmeier said that the best thing about him being a top financial advisor is having the opportunity to influence people. He wants to make the world of financial planning a more caring, effective, and efficient place for everybody. Many financial advisors aren’t helping and talking to their clients enough to help them in their business, leaving clients with a lot of questions. Some clients say that some of their financial advisors disappear on them for years! David believes that showing clients you care and having camaraderie in your company is crucial to effective financial planning.
About David Lee Buselmeier:
David Lee is the newest advisor to the team at Beacon Capital Management. He graduated from Western Kentucky University with a degree in Corporate Financial Management. After graduation, David continued his education in WKU’s CFP® Board registered program, where he earned his Certificate of Personal Financial Planning. He has worked as an independent financial advisor since finishing his education. In addition to working as a Financial Advisor, David Lee is also working to obtain the CERTIFIED FINANCIAL PLANNERᵀᴹ practitioner certification and the Accredited Investment Fiduciary® (AIF®) designation, to ensure that his clients are providing the most appropriate and comprehensive financial planning possible.
David Lee is very passionate about his faith, and he genuinely cares about everyone he sits down with. He and his wife, Morgan, both love living in Nashville and are active members of their church, Brentwood Church of Christ. Outside of work, David Lee loves playing sports, spending time outdoors, and is a big Nashville Predators fan. Outline of the Episode: The best thing about being one of the top financial advisors is having the opportunity to influence people. The constant struggle between prioritizing the urgent and the important in the business. As a financial advisor, it is essential to show that you care about your clients. David acknowledges leaders Brooke Cassady and Patrick Portman. It is important to have camaraderie in the team. Where can people find and hear about Beacon Capital Management.
Outline of the Episode:
The best thing about being one of the top financial advisors is having the opportunity to influence people.
The constant struggle between prioritizing the urgent and the important in the business.
As a financial advisor, it is essential to show that you care about your clients.
David acknowledges leaders Brooke Cassady and Patrick Portman.
It is important to have camaraderie in the team.
Where can people find and hear about Beacon Capital Management.
Resources:
David Lee Buselmeier’s Linkedin https://www.linkedin.com/in/david-lee-buselmeier
Website https://beaconcm.com/ Contact 615-224-9794
Brooke Cassady’s Linkedin https://www.linkedin.com/in/brooke-cassady
Patrick Portman’s Linkedin https://www.linkedin.com/in/pportman/
Connect with Matt Lovejoy! Linkedin https://www.linkedin.com/in/matthewlovejoy/
Website https://www.adviceperiod.com/?team=matt-lovejoy
Email matt.lovejoy@adviceperiod.com Contact (424) 281-3606
Today on The Top Advisor Podcast, join our host Larry Miles and his guest, Gregory Furer, as they talk about his experience as a top financial advisor. Gregory is a CEO at Berutang Advisors and a broker-dealer for Waddel and Reed Incorporated. Berutang, German for advice, guidance, or consultation, helps its clients achieve their business goals by assisting them in creating their comprehensive informed financial plans. Gregory shares his advice and passion as a financial advisor. You don’t want to miss this!
In this episode, you’ll learn:
· The best part of being a financial advisor is the impact we have on people’s lives.
· Compliance is the most challenging part of the financial business.
· Being a financial advisor is a noble profession.
· How Berutang Advisors measure the team’s success by quantifying
· The best way you can celebrate a win is by telling others about it.
· And much more!”
~
About Gregory Furer:
Gregory is the founder and Chief Executive Officer of Beratung Advisors. After ten years in the financial services industry with PNC Investments, Park Avenue Securities, and Guardian Life, his passion for financial planning and financial education compelled him to start Beratung Advisors. He believes that every person should have a comprehensive business plan to help pursue their life goals. Gregory has long held the belief that the educated client is his best client, and he strives to educate every client about the strengths and challenges of their financial plan. For that reason, he chose the name Beratung [ba-rah-tung], German for Advice, Guidance, and Consultation.
Gregory was born and raised in Buffalo Township, Pennsylvania. He graduated from Freeport Area High School and graduated from the University of Pittsburgh with a Bachelor of Science in Business Administration with a concentration in Accounting. Gregory has an Executive Certificate in Financial Planning from Duquesne University. Among his many industry accomplishments, he holds a CERTIFIED FINANCIAL PLANNER™ certification from CFP Board and the Chartered Retirement Planning Counselor from College for Financial Planning.
Gregory is passionate about leadership and serving others. He has served in many leadership roles over the years, including seven years as a Township Supervisor in Buffalo Township in Butler County, Church Council at Trinity Evangelical Lutheran Church in Freeport, and President of East Suburban Networkers. At the time of his election as Township Supervisor, he was the youngest elected official in the Commonwealth of Pennsylvania.
Gregory resides in the historic Deutschtown Neighborhood of the Northside of Pittsburgh with his wife Amanda, daughter Abigail, and their dog Remington. They attend Bethlehem Evangelical Lutheran Church in Glenshaw. In his free time, Gregory enjoys volunteering, preaching the Gospel of Jesus Christ, reading success books, shooting sporting clays and skeet, boating, dining out, and attending Pittsburgh Pirates and Pittsburgh Panthers games.
~
You can find Gregory Furer on...
Facebook https://www.facebook.com/greg.furer
Instagram https://www.instagram.com/pittphisig
Linkedin https://www.linkedin.com/in/gregfurer
Website https://www.beratungadvisors.com/
Connect with Larry Miles!
Linkedin https://www.linkedin.com/in/larry-miles
Website https://www.adviceperiod.com/
Join Dina Nam and Meghan Dwyer as they talk about how she helps clients manage their financial worlds. Meghan is a Financial Advisor at Modera Wealth Management, in Boston. She usually works with successful women business owners who have businesses with revenue in excess of $2 million. She gets into the challenges and wins of her profession so stay tuned!
In this episode, you’ll learn:
● One challenging aspect of the financial planning business is managing human emotions.
● Trust is integral in order to make it work for your client.
● Figuring out what drives your soul and going from there is essential to being a successful financial advisor.
● If you're not passionate about what you're doing, you're not going to reach your highest potential.
● You know that you've made a significant impact on somebody when you’ve made it in the list of emergency numbers posted on their fridge!
● It's not so much how you celebrate a win, but that you celebrate, and you celebrate often.
About Meghan Dwyer:
Meghan works with clients to formulate financial planning and investment strategies and monitor progress towards their goals. Meghan enjoys working with women and women in transition, to educate and empower them to be the best versions of themselves.
~
You can find Megan Dwyer on:
LinkedIn - linkedin.com/in/meghandwyercfp
Website - https://www.moderawealth.com/meghan-dwyer/
Join Larry Miles and Craig Lytle as they talk about the joy of helping others. Craig shares his perspectives on dealing with difficult situations, having the right intentions, and going into each day with the right mindset. Always look for opportunities to give value to others! Stay tuned, and enjoy the podcast!
In this episode, you’ll learn:
- Facing the crisis when our clients need us the most.
- The joy of serving people and contributing to the needs of others.
- The stressful situation of dealing with uncertain things.
- Approach every day with your heart in the right place.
- Dealing challenges with empathy and communication.
Join Matt and Conner Kolodge as they chat about impacting people’s lives through wealth management. Conner is an advisor with Cherry Tree Wealth Management, guiding clients through the different challenges of investment tax estate insurance planning to ensure that their financial assets are aligned with their life goals.
In this episode, you’ll learn:
- Having a huge financial impact by being involved in clients’ lives.
- The impossibility of being valuable at all aspects of the job.
- The value of building a foundation to be able to help others.
- Creating a reason to be a part of the conversation.
- Acknowledging wins and not being too complacent.
~
About Cherry Tree Wealth Management:
Cherry Tree Wealth Management, LLC (CTW) is a fee-only fiduciary advisory firm. Our professional and experienced advisors specialize in investment management coupled with holistic financial planning to align our client’s personal interests with their financial assets. We place clients at the forefront to understand their current situation and address the financial demands of today along with the increasing changes of tomorrow.
CTW is an SEC registered investment advisor and fiduciary advisory firm that designs personalized low-cost portfolios based on our clients current situation, resulting in a proprietary “One-Page Financial Plan”. We employ a team of fee-based professionals and experienced advisors, most of whom have professional designations such as Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP). Twin Cities Business Magazine has named many of our advisors as “FIVE STAR Wealth Managers” in 2016, 2017, 2018, 2019 and 2020.
~
You can find Conner Kolodge on...
LinkedIn: https://www.linkedin.com/in/connerkolodge/
Website: https://cherrytreewealth.com/
Join Matt Lovejoy and Andrew Rosen as they talk about being genuine with your craft. They get into the value of being able to do well by doing good, and the importance of keeping yourself true to what you do.
In this episode, you’ll learn:
- Being engaged in the business of changing lives while being successful in doing it
- There are no shortcuts to the work you do. The difficulty in managing time with a growing business.
- Successful people do what unsuccessful people are unwilling to do.
- Being genuine about caring for our clients and the business.
- Rewarding the people that are the foundation of where you stand.
~
About Andrew Rosen:
Andrew Rosen joined the Diversified team in March of 2010. In his role as Financial Planner Andrew forges lifelong relationships with clients. He coaches them through all stages of life and guides them to better achieve their life goals.
Andrew loves helping others by spreading his knowledge on finance, investments and the pursuit of happiness/fulfillment. Not only does he write weekly blogs on these topics, but Andrew is a frequent contributor for many top media outlets and has been published in The Wall Street Journal, Barron’s, Financial Advisor Magazine, US News & World Report, USA Today, CNBC, Kiplinger, and many more.
In 2003, Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics. He continued his industry education by obtaining his series 6, 7, and 63, along with property/casualty and health/life insurance licenses. In addition, Andrew received the CERTIFIED FINANCIAL PLANNER™ designation in 2006, the CEP in 2010, and has been named a Five Star Best in Client Satisfaction Wealth Manager in Philadelphia and Delaware every year since 2010.
Outside of Diversified, Andrew’s number one passion is spending time with his beautiful wife, Jessica, and his amazing children, Aviva, Isabella, and Emmet. Andrew resides in West Chester, Pennsylvania where he is a member of the DuPont Country Club. He is a high-level squash player, a runner, and very average golfer.
~
You can find Andrew Rosen on...
LinkedIn: https://www.linkedin.com/in/andrewrosencfp/
Website: https://lifelongadvisors.com/
Join Matt Lovejoy and Alan Hensley as they get into an educational approach in financial advising. Alan helps individuals and families make financial decisions like buying a house, figuring out college, plan for retirement, and the like.
In this episode, you’ll learn:
- Cultivating relationships and putting plans together for people.
- Fixing the issue of being too busy to meet with clients.
- Taking an education approach when collaborating with clients.
- Figuring out your investment philosophy. What is your moral compass?
- Celebrating wins with the family through dinners (pre-COVID) and (now) ordering meals.
~
About Alan Hensley:
Life can be unpredictable. It's my goal to help take the stress out of planning for retirement.
When I was young, my dad was diagnosed with cancer. I remember overhearing my parents one evening as they were trying to figure out what to do with his 401(k). It was clearly a source of tremendous stress.
Even as a kid, that didn’t make sense to me.
Families shouldn’t spend their precious time and energy picking funds for their retirement accounts (or figuring out what to do with RSUs, for that matter). I believe that there are better ways to spend an evening — and my goal is to make that possible for you.
My name is Alan Hensley. I am a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL with over a decade and a half of experience in wealth management. I specialize in helping professionals and families simplify their finances and make smart choices with money. I am equally comfortable working with a technology professional to figure out stock options and employee benefits — or helping someone who’s about to retire build a peaceful retirement strategy.
~
You can find Alan Hensley on...
LinkedIn: https://www.linkedin.com/in/alan-hensley-cfp
Website: https://www.merriman.com/
A podcast by advisors, for advisors to bring experience and innovation to the new finance world we've entered.
adviceperiod.com