The Next Level Advisor

What's on the horizon for business owners in 2024 and beyond?

Change is on the horizon -- are business owners ready? Today on the Next Level Advisor Podcast, we're joined by Steven Susel, Managing Partner of Marshall & Stevens Incorporated, a leading business valuation firm, as he shares some crucial insight into how business owners can set themselves up for success when positioning the value of their business from an Estate Tax perspective. 

Why Estate Planning is a Must-Have Conversation

On today's episode, hosted by Edgar Morales, we hear from Andrew Weinhaus, who is counsel to NextPoint Solutions and the managing member of The Law Office of Andrew Weinhaus. Andrew brings over three decades of expertise to the table, with a laser focus on estate planning, tax strategies, and business succession for closely held entities. 

In the discussion, Andrew shares some key reasons why estate planning is such a critical (and timely) topic for financial advisors today. Tune into our discussion to get an insider's look at one of the most important topics in today's financial landscape. 

Uncovering Retirement Opportunities

On this week's episode of The Next Level Advisor, we hear firsthand how a simple annuity appraisal from the Pinnacle team can uncover some incredible opportunities. Our host, Morgan Christiansen, is joined by Dave Fastenberg, Pinnacle's business consultant, as he shares his personal experience with the appraisal process and the impact it made on his retirement income.

How Staying Social Leads to Success

With harsher quarantine measures upon us once more, now is a good time to revisit strategies for keeping connected with clients and coworkers alike. Morgan Christiansen, Pinnacle's VP of Retirement Services, joins James Slaughter, founder of Sierra Ridge, to discuss how the latter maintained connections through innovative virtual methods.

Collaboration is key

When you're dealing with something as sensitive as estate planning, it's crucial that all parties involved are on the same page. On this week's episode, estate planning attorney Stephanie Prestridge emphasizes the importance of the estate planning attorney and advisor working together for the benefit of their clients, and outlines the ways in which she promotes transparency and collaboration in her own practice.

A Love Letter to Your Clients

The term "genuine connection" is thrown around a lot in the financial services industry, but what does it mean to actually have one with your clients? Jennifer Lee, founder of Modern-Wealth, discusses the personal motivations that drive her approach to financial advising, exploring how building relationships from a perspective of empathy creates a solid foundation for planning opportunities.

What's the purpose. . .of finding a purpose?

What's the purpose behind the work we do as advisors? For Greg Hammond, author, financial coach, and co-founder of Hammond Iles Wealth Advisors, the notion of a "purpose" goes far beyond just establishing a goal; instead, his version of "purpose" focuses on the larger impact he can make on the lives of others - and what drives value in his own life. Hear Greg discuss the importance of finding the purpose behind your practice, as well as how you can extend the notion of purpose to empower your clients' financial decisions.

Creating a Meaningful Impact

What are the benefits of starting an independent firm? On this week's episode, Jason sits down with the founders of Insurance Planning Advisors to discuss the factors that influenced the four of them to form an independent firm, covering everything from core values to work philosophy.

Virtual Prospecting Done Right

George Thompson's virtual prospecting strategies go far beyond typical advice. In this week's episode, he walks us through his holistic methods for growing your business and creating an environment designed for success.

Adapting to a Virtual World

It's official: we're all living in the "new normal" - so what's next? Barry Fadely, founder of Madison Financial Strategies, discusses how his practice has made the move to a virtual setting, and gives valuable insight on how identifying a niche clientele - in his case, first responders - can create new business opportunities.