Our latest episode of the What Matters Podcast featuring James Pickert of Kanawha Capital Management is out now! ๐๏ธโจ Don't miss out on this insightful conversation!
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The latest episode of the What Matters Podcast featuring James Pickert is now live! ๐
James Pickert is a Managing Director with Kanawha Capital Management and a member of their Investment Committee. With extensive experience in wealth management, James excels at helping clients achieve clarity and purpose in their finances. He holds the Chartered Financial Analystยฎ, CERTIFIED FINANCIAL PLANNERโข, and Chartered Retirement Plan Specialistยฎ designations.
Tune in for an engaging conversation filled with valuable insights.
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What Certain Sectors in The Industry are you Guys Most
Have you checked out our latest What Matters Podcast episode with David Geibel from Girard Advisory Services yet? If not, you're missing out on some incredible insights!
Watch it now on our YouTube channel @podcastwhatmatters. And don't forget to subscribe and hit the notification bell ๐ so you never miss an episode!
The wait is over! Our latest episode of the What Matters Podcast featuring David Geibel from Girard Advisory Services is now live! ๐ฆ
As president of Girard, a Univest Wealth Division, Dave Geibel is dedicated to helping people prepare for their financial future. He focuses on building a client-centric culture with a team of friendly and knowledgeable professionals who value personal connections. Dave drives growth at Girard while maintaining its legacy of providing comprehensive planning, advice, and wealth solutions
Head over to our YouTube channel @podcastwhatmatters and catch all the valuable insights. Don't forget to subscribe and hit the notification bell ๐ to stay updated on all our latest episodes!
Catch up on the latest episode of the What Matters Podcast featuring John Kailunas II of Regal Holdings! ๐
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๐ New Episode LIVE! ๐
The latest episode of the What Matters Podcast featuring John Kailunas II of Regal Holdings is now available! ๐
John Kailunas II is a veteran entrepreneur in the financial services sector with a career spanning over three decades. He started at Sun Life of Canada and later achieved national recognition at John Hancock, leading the Grand Rapids team to top industry rankings. As the founder of Regal Holdings, he oversees a diverse portfolio including Regal Investment Advisors and Regulus Financial Group, managing assets exceeding $2.5 billion.
Known for strategic leadership, John has been honored as an E&Y Entrepreneurial Finalist and is esteemed for his expertise in building successful distribution platforms.
Tune in on our YouTube channel @podcastwhatmatters and donโt forget to hit the notification bell ๐ so you never miss an update! ๐๏ธโจ
โณ Missed the excitement? Our latest episode featuring Brett Bernstein is waiting for you! ๐๏ธโจ Dive into insightful conversations that matter.
๐ Watch now on our YouTube channel @podcastwhatmatters and catch up on what you've been missing! Don't forget to hit subscribe and the notification bell for more updates. ๐บ๐
Our new episode with Brett Bernstein is LIVE! ๐โจ Tune in now to catch all the inspiring insights and thought-provoking conversations. ๐๏ธ๐ฌ
Brett Bernstein is the CEO and Co-founder of XML Financial Group, where he manages operations and M&A strategy. An active financial advisor with a holistic approach, he previously served as Vice President at Merrill Lynch. Brett, a Certified Financial Plannerยฎ since 2003, is also a serial entrepreneur and has led XML in three acquisitions. He frequently contributes to major publications like the Wall Street Journal and Forbes.
๐ Watch it now on our YouTube channel @podcastwhatmatters! Don't forget to subscribe and hit the notification bell for more amazing content. ๐บ๐
๐ข Have you checked out our latest episode yet? ๐๏ธโจ Ronald Thacker of Americana Partners shares his expert insights on finance and investment, and you won't want to miss it! ๐ผ๐ก Catch the episode now on our YouTube channel @podcastwhatmatters. Don't forget to subscribe and hit the notification bell ๐ to stay updated with all our new releases. Tune in today!
๐จ It's here! ๐จ The latest episode of the What Matters Podcast featuring Ronald Thacker of Americana Partners is now live!
Ronald Thacker is the Managing Partner and President of Americana Partners. With over 35 years in the financial industry, including leadership roles at Morgan Stanley and Merrill Lynch, he excels in developing financial professionals.
Join us as Ronald dives into the world of finance and investment. ๐ผ๐ก Don't forget to subscribe to our YouTube channel @podcastwhatmatters and hit the notification bell ๐ to stay updated on all our new releases. Tune in now!
Haven't watched the latest episode of the What Matters Podcast yet? ๐ง
Don't miss out on our conversation with Scott Reed of Hardy Reed LLC! It's packed with valuable insights you won't want to miss.
Head over to our YouTube channel @podcastwhatmatters, subscribe, and hit the notification bell ๐ to catch up on this fantastic episode and stay tuned for more!
If you haven't checked out the latest episode of the What Matters Podcast featuring Brian Allen from Pension Consultants, now's the time! ๐ผ๐ Don't miss out on his expert insights on financial planning and retirement strategies.
๐ Head over to our YouTube channel @podcastwhatmatters, and make sure to like, subscribe, and hit the notification bell ๐ to stay updated with all our episodes!
๐๏ธ New Episode Alert! ๐๏ธ
The latest episode of the What Matters Podcast featuring Brian Allen from Pension Consultants is now LIVE! ๐ผ๐
Brian Allen is a veteran of the plan adviser industry with over thirty years of experience. He founded Pension Consultants, Inc. (PCI) in 1994, leading it to become one of the nation's largest independent plan advisers. Under his leadership, PCI has consistently been listed on PlanAdviser's Top 100 list and twice named a finalist for Plan Adviser of the Year by PlanSponsor.
Tune in for expert insights on financial planning and retirement strategies.
๐ Like and subscribe to our YouTube channel @podcastwhatmatters, and hit the notification bell ๐ to stay updated with all our latest episodes!
Have you checked out the latest episode of the What Matters Podcast featuring Kelly Campbell yet?
If not, you're missing out on an insightful and engaging conversation!
Head over to our YouTube channel @podcastwhatmatters, subscribe, and hit the notification bell ๐ to stay updated. Don't miss this must-listen episode!
๐ The wait is over! The new episode of the What Matters Podcast featuring Kelly Campbell is now live! ๐
Kelly Campbell, CEO of Campbell Wealth Management, specializes in retirement planning for clients over fifty-five. With over 25 years of experience, he's a renowned speaker, quoted in major media outlets and recognized in Barron's Top Financial Advisors list. Kelly's trademarked Right on Retirementโข program guides clients through a five-step process for long-term financial success.
Dive into an engaging conversation you won't want to miss. Make sure to subscribe to our YouTube channel @podcastwhatmatters and hit the notification bell ๐ to stay updated with all our latest episodes. Enjoy!
๐ข Have you checked out our latest episode of the What Matters Podcast with the incredible Dick Pfister yet? If not, you're missing out! ๐งโจ
Head over to our YouTube channel @podcastwhatmatters to watch it now. Donโt forget to hit that notification bell to stay updated on all our new episodes! ๐๐ฒ
๐ Dive into insightful conversations and inspiring stories. Catch up now! ๐
๐จ It's LIVE! ๐จ
The newest episode of the What Matters Podcast featuring the amazing Dick Pfister is now available! ๐๐ง
Dick Pfister, CEO and founder of AlphaCore Wealth Advisory, has over 25 years of experience in wealth advisory and financial services, specializing in alternative strategies. He previously democratized access to elite asset managers as a partner at Altegris, which was sold to a Fortune 500 company in 2010. Dick began his career as a technical analyst and floor trader at the Chicago Mercantile Exchange and managed the Global Trade Desk for Dean Witter Reynolds. He is part of the inaugural class of Chartered Alternative Investment Analysts (CAIAยฎ).
Head over to our YouTube channel @podcastwhatmatters to watch it now. Don't forget to hit the notification bell so you never miss an episode! ๐๐ฒ
โณ Haven't caught the latest episode of the What Matters Podcast yet? No worries! ๐ง Dive into our empowering conversation with Kylie Felker now! ๐ก
Get ready for a journey of inspiration and growth! ๐ Watch the episode on our YouTube channel @podcastwhatmatters today! Don't miss out on the wisdom she shares!
๐ฅ The wait is over! Dive into the latest episode of the What Matters Podcast featuring the incredible Kylie Felker!
Kylie Felker is the President of Foster Victor Wealth Advisors, where she leads strategic planning and fosters professional development. As Chief Compliance Officer, she shapes regulatory policies. A Furman University graduate, she holds certifications from The Wharton School and UNC. Committed to community engagement, Kylie mentors entrepreneurs and serves on boards including Opportunity South Carolina.
๐ง Tune in now to gain insights, inspiration, and a whole lot of empowerment! ๐ช Don't miss outโwatch now on our YouTube channel @podcastwhatmatters! ๐
๐จ Haven't caught the latest What Matters Podcast episode? Don't miss out! ๐จ We chat with Anders Jones, CEO of financial planning company Facet.
Watch now on our YouTube channel @podcastwhatmatters. Don't forget to LIKE, SUBSCRIBE, and HIT that ๐ for updates! ๐บโจ
