Τα καλύτερα Stoy Hall podcast (2024)

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10. How Did We Get From Dishwasher to CFA®? With Derek Hagen 1:00:04

3d ago1:00:04

1:00:04

In this episode, we share the inspiring story of Derek Hagen, who overcame poverty and started working at a young age to eventually become a successful financial advisor. Derek’s journey shows how hard work, education, and perseverance can change your life. He talks about finding his passion for finance, navigating career choices after college, and…

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Ep. 101 - Millionaire's Secret Weapon: How Modern Family Offices Are Crushing It for the Not-So-Rich 1:01:09

4d ago1:01:09

1:01:09

Message us, here for you! Alright, buckle up because we're diving deep into the world of family offices with Andrew Windham. This isn't your grandpa's wealth management strategy - we're talking about a modern, badass approach to handling your money and your life. First things first: forget what you think you know about family offices. This isn't ju…

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9. How Did We Get From Farm School to Financial Planner? 1:20:39

10d ago1:20:39

1:20:39

In this episode of “How Did We Get Here?”, Cullen Roche shares his journey from a unique childhood to becoming a leader in finance. Raised on a farm in Washington, DC, Cullen’s large family helped shape his independent yet team-oriented mindset. Cullen discusses how his wife’s influence guided him from stock picking to financial planning, and how m…

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Modern Fixed Income with Dylan Parker and Anish Karyat of Moment 43:20

10d ago43:20

43:20

In this episode of The Advisor Journey, we sit down with Dylan Parker and Anish Karyat from Moment to delve into the intricacies of fixed-income investing and to make an exciting announcement about fixed income opportunities on the Altruist platform. As the financial landscape shifts with rising interest rates and inflation, Dylan and Anish share t…

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Ep. 100 - From Corporate Slave to Web Empire: How One Black Woman Conquered the Digital Frontier w/ Kathryn Smtih 30:27

11d ago30:27

30:27

Message us, here for you! Alright, let's cut through the bullshit and talk real entrepreneurship with Kathryn Smith, the badass behind Walton Birch. This ain't your typical "quit your job and follow your dreams" story. Nah, Kathryn fell into entrepreneurship ass-backwards during a health crisis, right before the world went to shit with COVID. Here'…

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8. How Did We Get From Concert Promoter to CFP®? With Nick Gertsema 47:23

17d ago47:23

47:23

In this episode, we explore how unexpected career twists can lead to fulfilling paths. Nick Gertsema shares his journey from concert promoter to financial advisor, showing how embracing change can open new opportunities. We also discuss the story of a father and son who took unconventional career routes, offering lessons in resilience and finding o…

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Mastering the Basics of Advisor Marketing With Altruist’s Marketing Leaders 35:37

17d ago35:37

35:37

Altruist’s VP of Marketing, Chris Hiestand, and Head of Content, Will Steiner, join The Advisor Journey to talk about all things advisor marketing, from the key principles that drive marketing success, to specific strategies that advisors can deploy to boost their marketing game. Plus, Chris and Will offer their must-hear hot takes about what matte…

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Ep. 99 - Rich vs. Wealthy: Why Your Six-Figure Job Is Killing Your Soul w/ Kevin Palmieri 30:29

18d ago30:29

30:29

Message us, here for you! This isn't your typical success story – it's raw, it's real, and it's gonna make you rethink everything you thought you knew about wealth and fulfillment. Kevin's journey from a guy raised by his mom and grandma, with no college degree and zero expectations, to a professional podcaster dropping wisdom bombs seven days a we…

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7. How Did We Get From Paperboy to Wall Street? With Bob Seawright 47:42

24d ago47:42

47:42

In this episode, we talk with Bob Seawright, who went from being a paperboy in his hometown to becoming a Chief Investment Officer and a well-known writer. Bob shares how his early jobs, like delivering newspapers in the cold and umpiring baseball games at 14, taught him important lessons that shaped his career. He also opens up about his journey f…

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You’re Invited! Altruist Academy Los Angeles! 0:51

24d ago0:51

0:51

Say goodbye to boring conferences and hello to an intentional and community-driven atmosphere where connection, learning, and innovation thrive. Experience peer-led sessions covering timely and relevant information, happy hours, and curated networking opportunities. Dive deep into three core themes: enhancing your planning skills, growing your busi…

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Ep. 98 - Affair-Proof Your Business: Hard-Won Lessons on Love, Leadership, and 'Stroking' Success w/ Jenny Townsend 34:46

25d ago34:46

34:46

Message us, here for you! We're diving deep with Jenny Townsend, and trust me, this isn't your typical entrepreneur story. From window cleaner to music school mogul, Jenny's journey is a rollercoaster of hustle, heartbreak, and one hell of a comeback. Let's cut the bullshit - building a business while keeping your marriage intact? It's fucking hard…

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6. How Did We Get from Gender Bias to Thriving in Finance? With Arlene Moss 38:35

1M ago38:35

38:35

In this episode, we talk with Arlene Moss about her 30-year journey in the financial world. Arlene shares how she stayed true to herself, even in an industry that often pushes people to fit in. Starting on Wall Street in the early 2000’s, Arlene faced challenges like gender bias but used these experiences to grow and change. She also discusses bala…

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The Advisor Journey Live: Mastering the Details: Achieving Operational Excellence in Your RIA 36:25

1M ago36:25

36:25

Listen in for a dynamic live discussion on enhancing your RIA’s operational efficiency. Featuring experts Angel Williams of Beck Bode, Charesse Spiller of Get Level Best, and Saundra Davis, MSFP of Sage Financial Solutions, this episode delves into practical strategies for optimizing processes, automation, and boosting client satisfaction. Discover…

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Ep. 97 -Tech Roles Exposed: Why Women Are Crushing It as Business Analysts (And More) w/ Sonia Couto 27:14

1M ago27:14

27:14

Message us, here for you! Ready to dive into the world of tech from a badass woman's perspective? Buckle up, because Sonia Couto is here to shake things up. This isn't your typical tech talk – it's raw, real, and packed with insights that'll make you rethink everything you thought you knew about the industry. Sonia's journey from Portugal to Canada…

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5. How Did We Get From Furniture Mart to Finance? With Stoy Hall 37:56

1M ago37:56

37:56

What if everything you know about money is wrong? Join us as Stoy Hall, the founder of Black Mammoth and host of the NoBS Wealth podcast, shares his story—from growing up with a hardworking single mom to delivering appliances. Stoy's experiences teach us what real wealth means. We also explore four common money mindsets and how they shape your fina…

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Ep. 96 - Why First-Gen Wealth Builders Are Changing the Game w/ Valeria Rivera, CFP® 33:02

1M ago33:02

33:02

Message us, here for you! Alright, let's dive into some real talk about money, wealth, and breaking the cycle of financial illiteracy with Valerie Rivera, the badass behind First Gen Wealth. This episode is a wake-up call for anyone who's ever felt lost in the financial world, especially if you're a first-generation wealth builder. Valerie's story?…

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4. How Did We Get From Proofreading to Morningstar? With Christine Benz 50:42

1M ago50:42

50:42

In this episode of "How Did We Get Here?", we chat with Christine Benz, an expert in retirement and investment planning. Christine shares her unique career journey, starting from proofreading medical journals to building a long career at Morningstar. We explore how her dedication and curiosity led her from being a copy editor to a mutual fund analy…

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Marketing to Your Ideal Niche: Taylor Schulte’s Blueprint 35:52

2M ago35:52

35:52

Taylor Schulte, a renowned financial advisor and founder of Define Financial, joins The Advisor Journey to share a masterclass on advisor marketing strategies and to address some common mistakes advisors make. For example, is trying to serve a wide range of clients and blast your message out on as many channels as possible a winning approach? Taylo…

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Ep. 95 - AI vs. Human Touch: The Future of Financial Planning in the Age of Machine Learning w/ John Henry 28:55

2M ago28:55

28:55

Message us, here for you! Alright, let's cut through the bullshit about financial planners being trust fund babies or money-obsessed sharks. In this episode, we're diving deep with John Henry, a math whiz turned financial advisor who's flipping the script on what it means to help people with their money. John's journey from professor to insurance a…

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3. How Did We Get From IT to Finance? With Meg Bartelt 43:13

2M ago43:13

43:13

In this episode, we sit down with Meg Bartelt, a financial planner with a background in tech writing, to talk about smart money moves for your 20s, 30s, and 40s. Meg shares her personal journey, from working in IT during the dot-com boom to helping people navigate their finances today. She explains why your habits and emotions often matter more tha…

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Recap: The Power of Storytelling and Personalization 16:52

2M ago16:52

16:52

In this episode, Dasarte takes a deep dive into the key insights and strategies shared by Stoy Hall during our recent conversation. He highlights the transformative power of storytelling in the financial advising space and how these techniques can be applied to enhance client relationships and practice growth. ABOUT ALTRUIST: We’re on a mission to …

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Ep. 94 - Diversity Isn't Dead: How to Fight Corporate BS and Build Real Inclusion w/ Victoria Pelletier 31:58

2M ago31:58

31:58

Message us, here for you! Buckle up, folks. We're diving deep with Victoria Pelletier, a corporate powerhouse who's built a career that'll make your head spin. From running a hair salon at 11 to becoming a COO at 24, Victoria's journey is anything but ordinary. In this no-holds-barred conversation, we tackle the evolving landscape of work, the roll…

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2. How Did We Get from Film to Finance? With Dave Nadig 29:46

2M ago29:46

29:46

Ever wondered what it takes to make a big career shift or take a life-changing sabbatical? In this episode, we chat with Dave Nadig, who shares his journey from Hollywood screenwriter to finance professional. Dave talks about pursuing an MBA and diving into finance, showing how understanding money and embracing the unknown can lead to unexpected, f…

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Ep. 93 - SEO in 2024: The Game-Changing Strategies You Can't Afford to Ignore w/ Zhe Scott 30:14

2M ago30:14

30:14

Message us, here for you! Listen up, folks. We're diving deep into the SEO game with Z Scott, the badass behind The SEO Queen. This isn't your typical "10 tips to hack Google" BS. Z's dropping real knowledge that'll make you rethink your entire digital strategy. Here's the deal: SEO isn't just about keywords and backlinks anymore. It's about connec…

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 19 | Understanding and Overcoming Financial Abuse Featuring Jacqueline Schadeck 40:04

2M ago40:04

40:04

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

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1. How Did We Get Here? 19:08

2M ago19:08

19:08

Ever wonder how a college dropout becomes a top financial advisor? In the very first episode of "How Did We Get Here?," hosts Jess Bost and Mark Newfield share their own remarkable career journeys. From Mark's days under the hood of cars to his rise in finance, you'll find inspiration in their stories. Jess adds a heartwarming touch with an anecdot…

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The Power of Storytelling and Personalization in Practice with Stoy Hall‬ ‭ 25:31

2M ago25:31

25:31

Join us as Stoy Hall shares transformative storytelling techniques for financial advisors and shares how implementing these tools can help elevate your practice. Discover how to tailor your communication and services to various client profiles through compelling narratives and personalized advice. In this episode, you’ll learn: • Techniques for und…

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Ep. 92 - The Raw Truth: Why Your Social Media Strategy Sucks (And How to Fix It) w/ Tamay Shannon 28:51

2M ago28:51

28:51

Message us, here for you! Alright, let's dive into this content creation game with Tamay Shannon, the badass behind W2S Marketing. She's been in the trenches for over a decade, figuring out the ins and outs of social media and how to make it work for businesses like yours. Here's the deal: everything is content. Yeah, you heard that right. But befo…

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Recap: Becoming a Visionary Leader with Bill McNabb 17:10

2M ago17:10

17:10

In this episode, Dasarte recaps his favorite takeaways from our conversation with the legendary Bill McNabb. ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves …

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Ep. 91 - Transform Your Life: How Sausha Walker Built a Six-Figure Box Truck Empire 30:48

2M ago30:48

30:48

Message us, here for you! 🎙️ From Corporate Life to Box Truck Queen: Sausha Walker's Six-Figure Journey! Ready to transform your financial future? Dive into this electrifying episode of Nobs Wealth as we sit down with the unstoppable Sausha Walker! Discover how she transitioned from the corporate grind to reigning supreme in the box truck industry,…

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 18 | Supporting Small Business Through Micro Private Equity featuring Kyle Kuderewski 36:36

2M ago36:36

36:36

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

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Becoming a Visionary Leader with Bill McNabb‬ ‭ 46:53

3M ago46:53

46:53

For advice about leading a successful career in the financial services industry, it’s hard to find a better source than Bill McNabb, former CEO and Chairman of Vanguard. Bill joins The Advisor Journey to discuss his career trajectory, what it takes to be a leader, and how to build robust and resilient teams. ABOUT ALTRUIST: We’re on a mission to ma…

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Ep. 90 - How a Near-Death Experience Redefined Success and Fulfillment 40:37

3M ago40:37

40:37

Message us, here for you! Discovering True Wealth: Alan Lazaros on the Journey from Adversity to Purpose Welcome to the No BS Wealth podcast! This episode dives deep into the compelling journey of Alan Lazaros, co-founder of Next Level University. From facing early life tragedies to achieving remarkable financial success, Alan’s story is a testamen…

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Ep. 89 - The Role of Infatuation in Imposter Syndrome w/ Carly Pepin 32:37

3M ago32:37

32:37

Message us, here for you! Unlock the Power of Your Mind: Transformational Insights with Colleen Pippen Welcome to No BS Wealth, where we delve deep into the mindsets and behaviors that shape our lives and financial success. In this episode, host Stoy Hall sits down with the incredible Carly Pepin to explore actionable steps for transforming your mi…

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 17 | The Psychology of Investing featuring Eben Burr 46:10

3M ago46:10

46:10

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

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Recap: Strategies to Maximize After-Tax Returns‬ ‭ 10:48

3M ago10:48

10:48

Dasarte recaps our episode with Altruist’s Head of Investments, Adam Grealish about the significant–often overlooked–value of tax management. In the initial episode, Adam unpacks strategies with the potential to improve clients’ after-tax, after-fee returns to the tune of 1-2% per year. The discussion also includes an overview of Altruist’s forthco…

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Ep. 88 - The Realities of RevOps: Jacki Leahy Discusses Building Systems and Solutions in Tech 28:58

3M ago28:58

28:58

Message us, here for you! Unlocking the Magic of RevOps with Jacki Leahy On today's episode, we dive deep into the world of Revenue Operations (RevOps) with the dynamic Jacki Leahy, founder of Activate the Magic. From her beginnings as a kindergarten teacher to becoming a trailblazer in the tech startup scene, Jacki shares her unique journey and th…

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Using Digital EQ to Scale Your Practice with Sheri Fitts‬ ‭ 41:03

3M ago41:03

41:03

As an advisor, how do you wield your digital influence? And how do you do it in an emotionally intelligent way? Industry expert Sheri Fitts joins us for an exclusive conversation with Jason and Dasarte. In this episode, she breaks down the importance of digital EQ and explains how advisors can use it to take their firms to the next level. Want to h…

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Ep. 87 - Unpacking the Power of Mindset with Deanna of Label Free Podcast 31:05

3M ago31:05

31:05

Message us, here for you! In this powerful episode of the No BS Wealth Podcast, we dive deep into the transformative journey of Deanna Marie, host of the Label Free Podcast. Deanna shares her compelling story of overcoming an abusive childhood, surviving human trafficking, and navigating the complexities of life after the loss of her husband. Despi…

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Strategies to Maximize After-Tax Returns with Altruist’s Adam Grealish 31:39

3M ago31:39

31:39

In this episode, Altruist’s Head of Investments, Adam Grealish, joins Jason and Dasarte for a conversation about the significant–often overlooked–value of tax management. Adam unpacks strategies with the potential to improve clients’ after-tax, after-fee returns to the tune of 1-2% per year. The discussion also includes an overview of Altruist’s fo…

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 16 | New Opportunities in Commercial Real Estate Featuring Cory Johnson 48:34

4M ago48:34

48:34

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

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Ep. 86 - Turning Skeptics Into Believers: Mastering Email Marketing with Tanya Brody 35:21

4M ago35:21

35:21

Message us, here for you! Welcome to this enlightening episode where we explore the transformative power of email marketing! Our host, initially skeptical about the effectiveness of email marketing, takes the plunge and becomes the guinea pig in this experiment guided by the expertise of Tanya Brody. Tanya Brody is a full-stack direct response copy…

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Ep. 85 - The Child-Free Choice: Navigating Life and Finance Without Kids 35:45

4M ago35:45

35:45

Message us, here for you! Welcome to the No BS Wealth Podcast! In this episode, we dive into the intriguing world of being child-free with our special guest, Jay Zigmont, the renowned Child-Free Planner. We explore the financial and lifestyle choices of individuals who opt to live without children, a demographic often overlooked in traditional fina…

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Recap: Mastering Investment Principles, Overcoming Challenges, and Radical Honesty 11:40

4M ago11:40

11:40

Dasarte recaps our conversation with Ben Beck, the co-founder of Beck Bode. Dasarte highlights three important take aways for all advisors and explains how you can apply the idea of radical honesty to your firm. ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-i…

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Ep. 84 - Navigating Divorce Finances: Expert Insights and Real-Life Stories with Jamie Lima 34:24

4M ago34:24

34:24

Message us, here for you! Navigating Divorce Finances: Expert Insights and Real-Life Stories with Jamie Lima Divorce is never easy, especially when it comes to managing finances. In this episode of the No BS Wealth Podcast, we're joined by divorce expert Jamie Lima, who shares his personal journey and professional insights into the financial intric…

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 15 | Alternatives Simplified Featuring Bobbi Ivanova 36:50

4M ago36:50

36:50

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

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Mastering Investment Principles, Overcoming Challenges, and Radical Honesty for Exponential Growth with Ben Beck 39:10

4M ago39:10

39:10

In this episode, Ben Beck, the co-founder of Beck Bode, explores the strategies that have fueled his firm’s impressive growth. He highlights the transformative role of radical honesty in cultivating trust and enduring client relationships, which has been pivotal in driving exponential growth. Ben shares compelling stories and lessons from his journ…

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Ep. 83 - Mastering Trademarks with Kelli Jones: Protecting Your Brand's Future 32:41

4M ago32:41

32:41

Message us, here for you! In this episode, we are joined by the accomplished attorney Kelli Jones to discuss the vital role a business lawyer plays in protecting and growing your business. Kelli shares her journey from the nonprofit sector to running her own successful law firm, offering invaluable insights into the world of business law. We dive d…

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Recap: Operational Tactics for Optimal Success 14:20

5M ago14:20

14:20

In this episode, Dasarte offers a detailed recap of his insightful conversation with Charesse Spiller, the founder of Level Best. He explores Charesse's groundbreaking H.O.T. framework for achieving operational excellence. Dasarte unpacks the intricacies of this theory and provides practical, actionable strategies for seamlessly integrating these p…

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Ep. 82 - Why Every Entrepreneur Needs an Exit Plan: Insights from Tracy Gunn 43:46

5M ago43:46

43:46

Message us, here for you! In this episode, we dive into one of the most crucial aspects of entrepreneurship that often goes overlooked—exit planning. Join us as we sit down with Tracy Gunn, a seasoned business owner who successfully managed multiple ventures, including candy stores and restaurants, before transitioning into an exit planning expert.…

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