Tag: Transition
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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A Navy SEALs Entrepreneurial Journey with Mack Alexander (Ep. 48)

A Navy SEALs Entrepreneurial Journey with Mack Alexander (Ep. 48)

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Transitioning from the Navy SEALs to a civilian can be physically and emotionally hard. 

For some, finding a passion can help bring them a sense of peace and create a path toward their next phase in life.

In this episode, Brent Mekosh is joined by Mack Alexander, the founder and CEO of Macks Belts™ and a retired Navy SEAL. Mack reveals his journey from a Navy SEAL to a business owner while diving into the life lessons he learned as a Navy SEAL, how they translated into his daily life, and how he helps others (like him) through his business. 

Mack discusses:

  • Why he decided to join the Navy SEALs
  • How his experience with the Navy SEALs impacted his motivation and perseverance
  • The financial and personal struggles he faced after returning home from duty
  • How he started selling dog collars and grew that business into a belt company
  • Why he markets his products on LinkedIn instead of other social media platforms such as Instagram and Facebook
  • And more!

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About Our Guest:

Mack Alexander serves as the CEO, Owner, and Founder of Macks Belts™, headquartered in Tampa, FL. The company specializes in steel and leather manufacturing and is one of the largest producers of American-made belts. Previously, Mack served as a Navy SEAL Assaulter and Breacher deploying to Africa and Yemen. He retired early after sustaining a major TBI while deployed. He is devoted to supporting all who have served and has been an advocate for many military, first responder, and law enforcement charities and is an official partner and advisor to Support Our Troops®.

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