CFO News Room

FEBRUARY 2, 2022

Amy is the president and CEO of The Williams Group, a coaching and consulting firm based out of San Clemente, California, that helps financial advisors engage with more than 800 high-net-worth families to develop solid foundations in heir preparedness and ensure their wealth can actually be transferred beyond three generations.

Communication 130

Communication Planning Education Numbers 130

CFO News Room

DECEMBER 27, 2022

Executive Summary. Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is John Stokes. John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

NOVEMBER 29, 2022

Executive Summary. Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Anh Tran. Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

NOVEMBER 8, 2022

Executive Summary. Welcome back to the 306th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Cean Kenefick-Rogers.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

SEPTEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He is founder and CEO of Miller Samuel, where he has been covering the real estate market for the better part of 40 years. RITHOLTZ: You are a returning champion. MILLER: Sixth.

Sales 52

Sales Marketing Numbers Construction 52