Welcome back to the 281st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Duncan Kelm. Duncan is a managing partner for Arrow Point Wealth Management, a hybrid advisory firm based in Santa Rosa, California that oversees $163 million in assets under management for 142 client households. What’s unique about Duncan, […]
Archives for 2022
#FA Success Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners, With Duncan Kelm
Welcome back to the 281st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Duncan Kelm. Duncan is a managing partner for Arrow Point Wealth Management, a hybrid advisory firm based in Santa Rosa, California that oversees $163 million in assets under management for 142 client households. What’s unique about Duncan, […]
Morningstar’s annual conference: Surprising Day 1 highlights
Why is it so important to make your business a great place to work?
Jessica Morris, Reckon’s General Manager of People and Culture, chats to us about the continued importance of maintaining a rewarding workplace and rich culture. With COVID-19 radically altering the business landscape, shifting the way you cultivate a great place to work is of the utmost importance. Why is the Great Place To Work (GPTW) initiative […]
Why is it so important to make your business a great place to work?
Jessica Morris, Reckon’s General Manager of People and Culture, chats to us about the continued importance of maintaining a rewarding workplace and rich culture. With COVID-19 radically altering the business landscape, shifting the way you cultivate a great place to work is of the utmost importance. Why is the Great Place To Work (GPTW) initiative […]
How Working With The Most Affluent Clients Can Actually Make Advisors Less Happy
Self-worth can be an important component of an individual’s well-being, but people often base their own sense of self-worth on how they compare with others around them. And because finances are often a part of that comparison, the financial situation of the people we interact with on a regular basis can have a significant effect […]
Standard Life hires intermediary MD from LV=
Standard Life has appointed former LV= adviser head Chris Hudson to the newly created role of managing director of retail intermediary. He will lead the adviser channel with responsibility for distribution strategy and technical engagement. He will be recruiting a larger adviser distribution team and will report to Colin Williams, managing director of pensions and […]
T3 2022: 7 fintech announcements from the conference you may have missed
Wells Fargo names new head of its financial advisory unit
Weekend Reading For Financial Planners (May 14-15)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the T3 Technology Conference was held last week after a two-year hiatus, drawing a record crowd to see the latest in advisor technology. The event highlighted the growing data management needs of advisors as well […]