Tag: Communication
Our Firm’s Evolution: From Broker-Dealer to RIA (Ep. 79)

Our Firm’s Evolution: From Broker-Dealer to RIA (Ep. 79)

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Many believe that the broker-dealer channel and the Registered Investment Advisor (RIA) space are the same, but this couldn’t be further from the truth. 

The real difference lies in their core focus — while one is geared toward sales, the other is deeply rooted in advice, impacting your investment journey vastly.

Brent Mekosh walks you through their strategic move from the broker-dealer world to becoming a Registered Investment Advisor (RIA) in this week’s episode of Smart. Money. Simplified.

Listen in and discover the challenges, insights, and unexpected benefits of making such a significant shift in the financial advisory landscape, directly from someone who’s navigated the complexities firsthand.

Brent discusses:

  • His transition from being a broker-dealer to a Registered Investment Advisor (RIA) and what is the reasoning behind it
  • The value of merging teams for growth and expanded capabilities
  • How do alternative investments diversify a portfolio beyond traditional stocks and bonds
  • How his clients reacted to this business change
  • The crucial aspects of client communication during these transition times
  • And more!

Connect with Brent Mekosh:

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Building Client Relationships Through Communication and Connections with Lou Diamond (Ep. 31)

Building Client Relationships Through Communication and Connections with Lou Diamond (Ep. 31)

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Having the best services or the best advisors won’t help a business that can’t explain its services to its clients. 

So, how to share our services in a way that promotes client relationships? 

In this episode, Brent Mekosh speaks with Lou Diamond, the founder, and CEO of Thrive LouD. Lou talks about how building connections requires clear communication, both in marketing and in one-on-one conversations. He also shares why he focuses on the communication aspect of businesses and their role when it comes to company growth and success.

Lou discusses:

  • Why he built Thrive LouD and how he used his experience on Wall Street to help other advisors
  • The link between communication and connections
  • How communication is moving away from the virtual world and skills business owners need to focus on when returning to in-person meetings
  • Success stories he has seen thanks to others building and implementing clear communication strategies
  • And more!

Resources:

Connect with Lou Diamond:

Connect with Brent Mekosh:

About Our Guest:

Lou Diamond is a dynamic speaker and master connector who has consulted, mentored, and presented to hundreds of companies the world over.

He is the CEO of THRIVE. A company focused on helping brands become even more amazing through the power of connecting.

When he isn’t speaking or working on his top-rated Thrive LOUD podcast, he is watching his kids grow up too fast, obsessing over how bad his sports teams are, listening to country music, and playing some ‘not-so-great’ golf.

If you or your organization are trying to find the right way to make the connections essential to achieve your business goals, Lou is the man to help you make it happen.

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The Future of Human Interaction will be Based on Trust with Geoff Hudson-Searle (Ep.26)

The Future of Human Interaction will be Based on Trust with Geoff Hudson-Searle (Ep.26)

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Technology has advanced almost to the point of doing our jobs for us. What will happen to human interaction without the human part?

In this episode, Brent Mekosh is joined by Geoff Hudson-Searle, Independent Digital Non-Executive Director, C-Suite Executive, Serial Business Advisor for Growth-Phase Tech Companies, and best-selling author. Together, they unpack the value of using technology to connect and not separate while detailing technology’s impact on human interaction and communication from a personal and professional perspective. 

Geoff discusses:

  • How technology impacts trust within the workplace
  • Ways the pandemic advanced the use of technology
  • Why going fully digital isn’t a great idea
  • What does Gen Z look for in a business after growing up with technology
  • And more!

Resources:

Connect with Geoff Hudson-Searle:

Connect with Brent Mekosh:

About Our Guest:

Geoff Hudson-Searle is an independent non-executive director across regulation, technology, and internet security, a C-Suite executive on private and listed companies, and a serial business advisor for growth-phase tech companies.

With more than 30 years of experience in international business and management, he is the author of five books and lectures at business forums, conferences, and universities. He has been the focus of TEDx and RT Europe’s business documentaries across various thought leadership topics and his authorisms.

Geoff is a member and fellow of the Institute of Directors, an associate of The International Business Institute of Management,  a co-founder and board member of the Neustar International Security Council (NISC), and a distinguished member of the Advisory Council for The Global Cyber Academy. He holds a master’s degree in business administration.

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Starting Your Financial Solutions Journey at MP Advisors, LLC (Ep. 3)

Starting Your Financial Solutions Journey at MP Advisors, LLC (Ep. 3)

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You’ve had the first meeting. You’ve signed the dotted line. What happens after you become an MP Advisor client?

In this episode, Brent Mekosh shares the next steps after a client has signed on the dotted line. He reveals the paperwork and meetings that will happen, the type of questions asked to help build your financial plan and why consistent meetings are important for your financial future and success.

Brent discusses:

  • The role paperwork plays in your financial planning
  • Why he checks in with clients beyond their financial plans
  • How consistent meetings benefit your financial plan
  • The importance of goals within your financial plan
  • And more!

Resources:

  • Achieve More Than You Could Have Ever Imagined with Brent Mekosh, CFP®, CIMA®
  • Everybody Needs Somebody In Financial Planning

Connect with Brent Mekosh:

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