Tag Archives: Estate Planning

Ep. 116 – 33 Years and $1.5 Billion AUM – What still keeps this advisor up at night? with Albert Fox, CFP®, CIMA

Creating Advocates, Leadership, Practice Management, Referrals & Introductions, , , , , , , , , , , , , , , , , , , , , , , , , , , ,

What does it take to build a financial practice that grows to $1.5 billion in assets under management? In this episode, Bill Cates talks with Albert Fox, co-managing partner of Fox, Penberthy, and Dean, about the systems, mindset, and mission behind that growth.

Albert Fox explains how his team helps clients navigate major life transitions, turning complicated financial puzzles into clear, workable plans.

Bill Cates loves the way Al comes up with one pithy and thought-provoking line after another.  Here are a few highlights…

  • “Lives are messy to begin with, and families are messy, and people are messy, and their finances don’t have to be.”
  • “We take that responsibility incredibly seriously and we view ourselves as critical infrastructure in families’ lives for them to execute their best lives.”
  • “When someone says, “This is important to me, well, then it becomes important to us.”
  • “We have a healthy paranoia about Artificial Intelligence.”
  • “When it comes to AI, laziness is going to get massively punished and deep thinking is going to become enhanced.”
  • “Human empathy is never replaceable with Artificial Intelligence.”
  • “Words are empty, actions are everything. And when actions are repeated, they telegraph intentions.”
  • “Our job is to show up for every one of the workouts so that the client can lift the trophy. It’s their trophy, we make sure they win it.”

If you’re looking for a great perspective on the financial advisory business and a fun – even entertaining conversation – this episode is for you!

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ABOUT ALBERT FOX, CFP®, CIMA

Albert Fox is a co-managing partner of Fox, Penberthy & Dehn – a three-partner practice supported by a team of 13 specialists in financial planning, investment research, client service, marketing, and branding. His firm manages over $1.5 Billion in client assets.

Albert believes lasting impact begins with strong infrastructure and that fulfilling careers are built through broad, hands-on experience. By encouraging team members to explore multiple roles, Albert helps create well-rounded professionals with long-term paths for growth.

In college and high school, Albert competed as a powerlifter and was named an All-American and two-time Junior National Champion. He continues to enjoy sports as an active golfer, cyclist, and Phillies fan, with other passions including food, wine, travel, and theater.

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Episode #65 Beyond Financial Planning: Integrating Life Coaching into Your Practice with Abbey Henderson, CFP®️ RLP®️ CPCC®️ CAP®️ AEP®️

Education, Finance, Leadership, Marketing, Prospecting, Speaking, Top Advisors, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

It is my sincere hope that you are not attempting to do financial planning without gaining the full context of your clients. 

Our guest on this next episode of Top Advisor Podcast, Abbey Henderson, has coined the phrase, “Authentic Wealth.”

In a nutshell, Authentic Wealth is bigger than just financial accumulation and management. It recognizes the interconnectedness of all aspects of life.  It is created when your five key resources (Finances, Mindset, Relationships, Health, and Time) are aligned with your values and your vision. These resources are used to achieve the impact you want to have on yourself, your family, your community and the world.

Everyone – advisors and their clients – should consider embracing and using this concept of Authentic Wealth.

In this episode, Referral Coach Bill Cates interviews Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, Abaris Financial Group. Abbey explains her holistic approach to financial planning that integrates life coaching. 

Discover the success behind Abbey’s “Five Lever Friday” newsletter, offering weekly insights into improving various aspects of life. They also explore the role of podcasting in building authentic connections with Abbey’s audience, serving as a powerful referral tool.

Bill and Abbey discuss: 

  • Abbey’s model of Authentic Wealth
  • How Abbey’s holistic approach has made her more referable and helped her accelerate the growth of her business.
  • Her decision to become a Certified Life Planner and Certified Life Coach and how it has added results-producing depth to her financial planning.
  • Common limiting beliefs and mistaken assumptions around money and how she helps clients overcome their ability to sabotage results. 
  • Her decision to start a podcast, the initial hesitations, and the role of ProudMouth in helping her launch the podcast.
  • How podcasting serves as a tool to create more referrals, while helping build trust and credibility with clients/prospects – even before the first meeting.
  • …And more!

 

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About Abbey Henderson:Abbey Henderson, CFP®️ RLP®️ CPCC®️ CAP®️ AEP®️ is the CEO, Wealth Advisor & Coach of Abaris Financial Group LLC. She strives to help her clients live their best lives. To figure out what lights them up, how they will feel most fulfilled, and leave a legacy they are proud of. Matching resources to dreams is her specialty. In 2001, she decided it was time to follow her dream of being an entrepreneur and Abaris Financial Group was born. They’ve since grown from Abbey alone in a small office to a six-person staff with over 175 clients.

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