Welcome to The Exit Planning Coach, a podcast for financial consultants, advisors, and anyone who works with business owners. Hosted by John F. Dini CExP, CEPA, expect to hear tips and tricks from experts across many areas of business. This is a podcast for beginners just starting and those who have been active in this field for years. Expect episodes weekly across all podcast platforms, as well as YouTube.
John Brown
Financial Planning Association
Alan Moore and Michael Kitces
Caleb Brown
Jacqueline Lockie
Kate Holmes
The Heritage Institute
The Institute of Advanced Financial Planners | David Miller
Michael Kitces
Charlie Van Derven
XY Media
Kim Butler and Tammi Brannan
PracticeLab podcast
Buckingham Wealth Partners
The Pinnacle Group
Francois du Toit
Ken Unger
Beyond the Balance Sheet
Private Vista
Reese Harper, CFP®
...For Advisors
Brendan Frazier
The Evolving Advisor Podcast
Investment Planning Counsel
Cambridge
Daniel Kopp, Forrest Baumhover
Bill Coppel
The Financial Planning Training Academy
Jacqui Henderson
David DeCelle
XY Media
Distribution Transformation
The Entrepreneurial Wealth Manager Podcast
Pete Bush
Richard E. Boone
Reuben Bergola
Duncan MacPherson
Dominique Henderson, CFP®
Sam Oakes
Broc Buckles and Peter Ciravolo
Laura Gregg and David Partain
Michael Lawes
Alliance of Comprehensive Planners (ACP)
Susan Bradley
Joe Mathis and Todd Wade
Jim Stackpool - Founder Certainty Advice Group
Barron's Advisor
Alan Smith; Andy Hart; Carl Widger; Nick Lincoln
Steve Sanduski
SEI Ventures
WIFS
Joseph Lukacs
Paul Kingsman
nextgenin10
Moin Mirza
Scott Fitzpatrick
Jonathan Kuttin
Always Be Closing Show
Advisor's Edge
Advisor Group
Mindshop
TD Ameritrade Institutional
Adviser Gap
Caprice Gibson
Citywire
Matthew Jarvis & Micah Shilanski, Finance Rockstars
Dimensional Fund Advisors
Dr. Charles Chaffin and Dr. Brad Klontz
Clarity 2 Prosperity
Tony Steuer
tru Independence
Citywire
3xEquity
CEG Worldwide
FinPoint™
Financial Planning
Whitney Shindelar and Brianna Glenn
Robyn Crane
Mindy Diamond - Financial Advisor Recruiter and Consultant
cegvideo
UBS advisor podcasts
None
Elena Pullen-Venema
CWB Wealth Management
financialdna
financialdna
Bridging The Gap
MetLife Australia
Chip Munn
Heidi Maxwell and Jessica Lewan
Jim Mellin, Chief Sales Officer, Equitable Advisors
Bill Cates
Libby Greiwe
Sten Morgan & Andy Traub
Ivy & Ava Skye
Cooper Lewis at Highland Capital Brokerage
Sean Kernan
None
Laura Gregg and David Partain