Guest: Alex Miele, CFP®, a Managing Director and Partner with Hierax Wealth Partners. Alex’s fifteen years of service in the wealth management industry has focused on advocating for her clients throughout every permutation of their financial lives. Alex prides herself in finding solutions for her clients’ seemingly unsolvable problems, while providing a patient presence throughout each client’s unique journey. In a Nutshell: Mitch Anthony and I started ROL Advisor because we believe the future of our industry lies in not only improving clients' return on investment, but also in improving their Return on Life. To help folks get more from their money than just more money, advisors need to expand their ideas about what kinds of services we can offer and improve the "soft skills" that can form generational relationships. On today's show, I'm sharing a conversation about providing world-class, human-to-human service that I had with top advisor Alex Miele during an ROL Advisor Learning Hour session. Alex breaks down what "concierge" service is, how she charges for it, and how her team delivers value that too many advisors don't.

<description>&lt;p&gt;Guest: Alex Miele, CFP®, a Managing Director and Partner with Hierax Wealth Partners. Alex’s fifteen years of service in the wealth management industry has focused on advocating for her clients throughout every permutation of their financial lives. Alex prides herself in finding solutions for her clients’ seemingly unsolvable problems, while providing a patient presence throughout each client’s unique journey.&lt;/p&gt; &lt;p&gt;In a Nutshell: Mitch Anthony and I started ROL Advisor because we believe the future of our industry lies in not only improving clients' return on investment, but also in improving their Return on Life. To help folks get more from their money than just more money, advisors need to expand their ideas about what kinds of services we can offer and improve the "soft skills" that can form generational relationships.&lt;/p&gt; &lt;p&gt;On today's show, I'm sharing a conversation about providing world-class, human-to-human service that I had with top advisor Alex Miele during an ROL Advisor Learning Hour session. Alex breaks down what "concierge" service is, how she charges for it, and how her team delivers value that too many advisors don't.&lt;/p&gt;</description>

Guest: Alex Miele, CFP®, a Managing Director and Partner with Hierax Wealth Partners. Alex’s fifteen years of service in the wealth management industry has focused on advocating for her clients throughout every permutation of their financial lives....

How Concierge Wealth Management Services Can Improve Your Clients' Return on Life with Alex Miele

Guest: Mario Nardone, CFA, Founding Partner of East Bay Investment Solutions, which offers outsourced chief investment officer (OCIO) solutions for planning and relationship-focused financial advisors. In a Nutshell: The human side of financial planning is, increasingly, where financial planners are delivering the most value to clients. Building those relationships and helping people achieve their life goals can also be incredibly rewarding. But even an expert "people person" still has to deliver on the numbers side as well. Outsourcing your investment management can be one way for advisors to spend more of their time doing what they do best while also ensuring optimal outcomes for clients. On today's show, Mario Nardone explains what an OCIO is and how they work with advisory firms to enhance their investment offering while freeing up the advisors time for other high-value pursuits.

<description>&lt;p&gt;Guest: Mario Nardone, CFA, Founding Partner of East Bay Investment Solutions, which offers outsourced chief investment officer (OCIO) solutions for planning and relationship-focused financial advisors.&lt;/p&gt; &lt;p&gt;In a Nutshell: The human side of financial planning is, increasingly, where financial planners are delivering the most value to clients. Building those relationships and helping people achieve their life goals can also be incredibly rewarding. But even an expert "people person" still has to deliver on the numbers side as well. Outsourcing your investment management can be one way for advisors to spend more of their time doing what they do best while also ensuring optimal outcomes for clients.&lt;/p&gt; &lt;p&gt;On today's show, Mario Nardone explains what an OCIO is and how they work with advisory firms to enhance their investment offering while freeing up the advisors time for other high-value pursuits.&lt;/p&gt;</description>

Guest: Mario Nardone, CFA, Founding Partner of East Bay Investment Solutions, which offers outsourced chief investment officer (OCIO) solutions for planning and relationship-focused financial advisors. In a Nutshell: The human side of financial...

Using an Outsourced Chief Investment Officer (OCIO) to Deliver Enhanced Investment Services and Free Your Time for Other High-Value Pursuits with Mario Nardone

Guest: Benjamin Brandt, a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of The Least Boring Tax Podcast. In a Nutshell: Many advisors think about tech and marketing in terms of "more": more reach, more productivity, more clients, more AUM. But lately I've been asking myself and my coaching clients: Isn't part of the promise of our all-digital, AI-driven future supposed to be "less" time grinding away at the office and "more" time living your life? That depends on what kind of service you want to deliver, what size firm you want, and how you want to spend your time. Some RIA CEOs are going to pump productivity gains right back into the business and keep trying to "add a zero." Others, like my guest today, are going to be very intentional about maintaining both high-touch service for a specific niche of clients and healthy work-life balance for themselves and their team members. On today's show, Benjamin Brandt and I discuss his podcast marketing funnel, his unique approach to accepting and onboarding new clients, and how he's leveraging technology to optimize the efficiency of his firm.

<description>&lt;p&gt;Guest: Benjamin Brandt, a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of The Least Boring Tax Podcast.&lt;/p&gt; &lt;p&gt;In a Nutshell: Many advisors think about tech and marketing in terms of "more": more reach, more productivity, more clients, more AUM. But lately I've been asking myself and my coaching clients: Isn't part of the promise of our all-digital, AI-driven future supposed to be "less" time grinding away at the office and "more" time living your life?&lt;/p&gt; &lt;p&gt;That depends on what kind of service you want to deliver, what size firm you want, and how you want to spend your time. Some RIA CEOs are going to pump productivity gains right back into the business and keep trying to "add a zero." Others, like my guest today, are going to be very intentional about maintaining both high-touch service for a specific niche of clients and healthy work-life balance for themselves and their team members.&lt;/p&gt; &lt;p&gt;On today's show, Benjamin Brandt and I discuss his podcast marketing funnel, his unique approach to accepting and onboarding new clients, and how he's leveraging technology to optimize the efficiency of his firm.&lt;/p&gt;</description>

Guest: Benjamin Brandt, a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of...

Benjamin Brandt on Using His Podcast to Grow His Business, Implementing Surge Meetings, Avoiding Burnout, and Using AI to Increase Productivity

Guest: Matt Reiner, a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™ , and partner at Capital Investment Advisors, a $4.3B RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent. In a Nutshell: Nobody likes to fail, nobody likes to admit they failed, and nobody likes to publicly discuss their failure. That’s why I have huge respect for Matt Reiner. In early 2020, Matt made his first appearance on Between Now and Success to talk about Benjamin, his AI startup. Benjamin supplemented a traditional tech stack with workflow automation that took care of menial tasks so that advisors and support staff would have more time to work directly with clients. Today, that company is dead. And, on today's show, Matt is back to talk about what happened. Matt is candid and real in this conversation, and his perspective on his entrepreneurial journey is something that I think you’ll relate to. We also discuss the broader implications of technology and AI in financial advising and a question I've been asking for a couple years now: Is technology actually increasing advisor productivity by a significant amount?

<description>&lt;p&gt;Guest: Matt Reiner, a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™ , and partner at Capital Investment Advisors, a $4.3B RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent.&lt;/p&gt; &lt;p&gt;In a Nutshell: Nobody likes to fail, nobody likes to admit they failed, and nobody likes to publicly discuss their failure.&lt;/p&gt; &lt;p&gt;That’s why I have huge respect for Matt Reiner.&lt;/p&gt; &lt;p&gt;In early 2020, Matt made his first appearance on Between Now and Success to talk about Benjamin, his AI startup. Benjamin supplemented a traditional tech stack with workflow automation that took care of menial tasks so that advisors and support staff would have more time to work directly with clients.&lt;/p&gt; &lt;p&gt;Today, that company is dead. And, on today's show, Matt is back to talk about what happened.&lt;/p&gt; &lt;p&gt;Matt is candid and real in this conversation, and his perspective on his entrepreneurial journey is something that I think you’ll relate to. We also discuss the broader implications of technology and AI in financial advising and a question I've been asking for a couple years now: Is technology actually increasing advisor productivity by a significant amount?&lt;/p&gt;</description>

Guest: Matt Reiner, a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™ , and partner at Capital Investment Advisors, a $4.3B RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the...

Matt Reiner Opens Up About Failing as an AI Entrepreneur and Innovating From Within His Multibillion-Dollar Firm

Guest: Mark Hurley, founder of Fiduciary Network and now CEO of Digital Privacy & Protection LLC, a cybersecurity company. In a Nutshell: Back in 1999, Mark Hurley dropped a bombshell white paper that predicted the wealth management industry would be consolidated into less than 100 firms, there would be a huge amount of M&A, and the small RIAs would fall by the wayside. The first part of Mark's prediction definitely came true. And as we exit the era of cheap money and roaring markets, the fate of smaller RIAs that aren't growing organically is certainly up in the air. With tailwinds turning into headwinds, the financial services industry is about to get a lot more competitive and, for some smaller firms, potentially less profitable. But there's also a lot of opportunity for growth-minded RIAs to differentiate themselves with a higher quality of service and a more human touch. On today's show, Mark Hurley discusses his latest whitepaper, Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry.

<description>&lt;p&gt;Guest: Mark Hurley, founder of Fiduciary Network and now CEO of Digital Privacy &amp; Protection LLC, a cybersecurity company.&lt;/p&gt; &lt;p&gt;In a Nutshell: Back in 1999, Mark Hurley dropped a bombshell white paper that predicted the wealth management industry would be consolidated into less than 100 firms, there would be a huge amount of M&amp;A, and the small RIAs would fall by the wayside. The first part of Mark's prediction definitely came true. And as we exit the era of cheap money and roaring markets, the fate of smaller RIAs that aren't growing organically is certainly up in the air. With tailwinds turning into headwinds, the financial services industry is about to get a lot more competitive and, for some smaller firms, potentially less profitable. But there's also a lot of opportunity for growth-minded RIAs to differentiate themselves with a higher quality of service and a more human touch.&lt;/p&gt; &lt;p&gt;On today's show, Mark Hurley discusses his latest whitepaper, Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry.&lt;/p&gt;</description>

Guest: Mark Hurley, founder of Fiduciary Network and now CEO of Digital Privacy & Protection LLC, a cybersecurity company. In a Nutshell: Back in 1999, Mark Hurley dropped a bombshell white paper that predicted the wealth management industry would...

Welcome to the Jungle: Mark Hurley on Thriving During the Next Evolution of the Wealth Management Industry

Host Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Belay" as we climb the summit to success together.

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