Tag: AI in Finance

Navigating Life’s Twists: The Path to Elite Wealth Stewardship with Ryan Reming (Ep.106)

Navigating Life’s Twists: The Path to Elite Wealth Stewardship with Ryan Reming (Ep.106)

What does it take to build a successful financial advisory career from the ground up while navigating life’s unpredictabilities and decisions?

Join Brent Mekosh as he sits down with Ryan Reming, an elite advisor and associate partner at The Wealth Stewards. Ryan shares his journey from his early economics studies through the volatility post-financial crisis, to becoming a key player at The Wealth Stewards. 

By tuning in, you’ll discover how Ryan transitioned through various roles and challenges, explaining why a personalized, client-first approach profoundly shapes one’s career and client relationships.

Key Discussion Points:

  • Ryan’s unexpected entry into finance and how a health scare shaped his career path [00:02:00] 
  • Pivoting in his career after an unmet succession plan and the importance of aligning personal values with professional goals [00:06:00] 
  • The transition from broker-dealer to RIA and how building a team culture enriched his professional life [00:11:00] 
  • Insights about technology’s evolving role in finance and how AI is reshaping client services [00:17:00] 
  • Ryan’s perspective on true financial planning versus traditional investment approaches [00:22:00] 
  • And more!

Connect with Brent Mekosh:

Connect with Ryan Reming:

About Our Guest:

With over a decade of experience as a trusted personal CFO, Ryan helps successful families manage their wealth, define their goals, and craft customized wealth strategies to support their long-term security. His expertise covers various life transitions, including business sales, retirement, purchasing dream homes, navigating the loss of loved ones, preparing children for affluence, and fostering community impact.

As lead advisor and associate partner, Ryan is integral to The Wealth Stewards’ operations, helping to enhance efficiency and improve the client experience. Actively involved in investment due diligence, he evaluates strategies to ensure they align with client objectives and the firm’s high standards. As part of the Investment and Marketing committees, he also collaborates with team members to strengthen investment strategies, messaging, and outreach.

Ryan’s dedication to wealth stewardship is rooted in hard work, integrity, and compassion — values instilled by his parents and grandparents. He finds the greatest fulfillment in building deep, meaningful relationships with the families he serves. By working with a select group of clients, he can truly understand their unique aspirations and help align their wealth with a greater purpose, maximizing personal fulfillment.

A Phoenix native, Ryan earned his bachelor’s degree in economics from Arizona State University. Now settled in his hometown with his wife and daughter, he cherishes family time. Outside of work, he enjoys playing and watching sports, expanding his extensive record collection, and attending concerts.

Beyond the Basics: Cutting-Edge Strategies for Portfolio Growth & Risk Control with Joe Cortese. (Ep.104)

Beyond the Basics: Cutting-Edge Strategies for Portfolio Growth & Risk Control with Joe Cortese. (Ep.104)

What makes some financial advisors stand out from the pack? It’s time to discover a unique approach to investment management and portfolio construction.

Join Brent Mekosh as he teams up with Joe Cortese from Fiducient Advisors to discuss mastering risk management and improving investment strategies. They share lessons learned, how to incorporate AI in financial advising, forward-thinking insights, and actionable advice.

Key discussion points include:

  • Risk management strategies and unexpected market downturns [00:01:01]
  • Fiducient’s unique approach to portfolio construction and diversification [00:06:10]
  • The role of active and passive management in today’s financial markets [00:22:16]
  • The rising importance of alternative investments and AI integration [00:28:41]
  • Key differences that separate top financial teams from the rest [00:36:42]
  • And so much more!

Connect with Brent Mekosh:

Connect with Joe Cortese: 

About Our Guest:

Joe Cortese joined Fiducient Advisors in 2008. He provides investment consulting services to other financial advisory firms as one of the leaders of Fiducient Advisors’ Financial Institutions practice. Joe also provides consulting services to family offices, high net worth individuals and nonprofit organizations. He gives advice and expertise on all facets of effective investment program design including establishing investment objectives, asset allocation and portfolio design, investment research and due diligence and overall practice management.

Prior to joining the firm, Joe worked for Morgan Stanley’s Private Wealth Management Office and as a Managing Director for an investment management firm implementing a value-focused, long/short equity strategy based on University of Chicago Booth research. Joe earned his MBA with concentrations in Analytic Finance and Accounting from the University of Chicago Booth School of Business and a BBA with a Certification in Entrepreneurial Management from the University of Iowa. Joe is a former member of UNICEF’s NextGen Junior Board and the University of Iowa’s J.P.E.C. Alumni Board, as well as Co-Founder of the Hawkeye Business Development Group of Chicago. Joe is currently serving as President of the University of Chicago Booth School of Business Alumni Club of Chicago and as an elected member of River Forest School District 90 Board of Education.

Beyond Stocks and Bonds: Alternative Investing with John Hampton (Ep. 98)

Beyond Stocks and Bonds: Alternative Investing with John Hampton (Ep. 98)

What makes alternative assets so valuable? Let’s find out with our latest guest!

Brent Mekosh dives into an enlightening conversation with John Hampton, Executive Director at Campbell Corp, to uncover the fascinating world of alternative asset classes. 

With 2022 and 2024 bringing unexpected market correlations and disruptions, Brent and John explore why diversifying beyond traditional stocks and bonds can offer compelling strategies for portfolio management.

Discussion points include:

  • The definition and benefits of alternative assets and strategies
  • The role of commodity trading advisors and their global approach
  • Insights into the systematic algorithms used to manage investments 
  • A look at Campbell Corp’s innovative trading and risk management techniques
  • How increased market participants impact liquidity and trading strategies 
  • The evolving role of AI and machine learning in financial markets 
  • And more!

Resources:

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