Tag Archives: Work-life Balance

Episode #74 How Target Markets and Work-Life Balance Drive Client Growth with Chad Hufford

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

If you think work-life balance is hard to achieve, you’re probably right.

With that said, THIS advisor has done it. His path to success is amazing!

The strategic decisions he made early in his career have allowed him to build a practice and a life that many aspire to.

In this episode, Referral Coach Bill Cates interviews Chad Hufford, owner of Veritas Wealth Management and bestselling author of “Forging Financial Freedom,” to discover how he built a successful financial practice that prioritizes both high achievement and personal freedom through work-life balance.

Chad reveals the critical early decisions that shaped his business, the importance of having a specific target market, and his unique approach to client responsiveness.

Bill and Chad discuss: 

  • How Chad established work-life balance as a priority at the beginning of his career and made some hard choices to fully live out his vision.
  • The importance of a well-defined target market for achieving exponential growth.
  • Chad’s unique perspective on being responsive to clients without being constantly available. (You will probably envy what he’s created here.)
  • The role of podcasting in Chad’s marketing strategy, and his plans for future growth.
  • …And more!

Resources: 

Connect With Bill Cates:

Connect With Chad Hufford:

About Chad Hufford:

Born and raised in Anchorage, Alaska, Chad grew up in the financial industry, learning under his father, Steve. Chad graduated from the University of Alaska, and seeing the great need for holistic financial advice and coaching, he opened his own financial service practice in 2007 in Anchorage, Alaska, and now serves clients and their families across the US.

He founded Veritas in 2014 as he continued to expand his team and services. Soon after Veritas opened its doors, Chad began his relationship with Ramsey Solutions as Dave Ramsey’s SmartVestor Pro and is the longest-tenured Ramsey SVP in Alaska.

With a strong background in athletics, Chad brings a coaching mindset and the heart of a teacher to financial planning and investing as he strives to both empower and educate his clients on their journeys to financial freedom and independence.

Chad and his wife, Tiffany (also a life-long Alaskan), have been blessed with six wonderful children. Tiffany stays busy homeschooling the kids, and the whole family is very involved in their church and local community.

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Episode #66 Strategies for Attracting, Converting, and Accelerating Client Relationships with Tony Maree Torrey

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

Tired of blending into the crowd? Discover the strategies that will help you forge solid client relationships and become a standout financial advisor.

In this episode, Referral Coach Bill Cates interviews Tony Maree Torrey, author of Your Million Dollar Accelerator: Six Proven Strategies to Grow a 7-Figure Financial Practice, and Business Coach for Financial Professionals, to explore strategies to help financial advisors grow their practices. Tony shares her six core strategies for attracting, converting, and accelerating client relationships.

Bill and Tony emphasize the importance of clarity in targeting the right market, establishing expert authority, and leveraging networks. 

Bill and Tony discuss: 

  • The aspiration of financial professionals to achieve a seven-figure practice.
  • The 6 core strategies to help financial professionals build client relationships that are covered in Tony’s book.
  • The challenge of standing out in a crowded marketplace, and the need for financial professionals to be seen as thought leaders and trusted experts.
  • The value of producing a book so as to establish authority and expert status.
  • Examples of clients who benefited from implementing Tony’s strategies.
  • The benefits that come from focusing on a niche market.
  • …And more!

 

Resources: 

Connect With Bill Cates:

Connect With Tony Maree Torrey:

 

About Tony Maree Torrey:

For 20 years, Tony Maree Torrey has been hired by Financial Professionals, Founding CEOs, celebrities, athletes, and other top performers who want to make a difference for themselves, their businesses, and the future. 

With the power of traditional coaching and psychology, evidence-based, advanced modalities, and smart business strategies clients learn to win from within, activate their highest impact, and expand personal fulfillment.

  • Clients have generated multiple 7-figures
  • Fast-tracked or turned-around businesses
  • Built real estate empires from scratch
  • Written best-selling books
  • Landed TV and movie roles
  • Launched professional speaking careers…

Australian-born, she arrived in the US in 1989 with nothing but a backpack. Tony Maree climbed the corporate ladder to lead global teams and a $25 M product portfolio. A chronic overachiever, she was simultaneously investing in real estate, building an executive coaching practice, and juggling a busy family life.

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Episode #44 Holistic Financial Planning for Women with Craig Richman, CLU®, ChFC®, AIFA®, CDFA®

Education, Finance, Marketing, Speaking, Uncategorized, , , , , , , , , , , , , , , , , , , , , ,

The evidence is in and it’s compelling.

  1. Narrowing a target market to focus on financial planning for women has proven to be a successful move for many advisors.
  2. (Most) Women approach financial planning differently than men. 

“Just the facts mam.” 

  • Women currently control one-third of total U.S. household financial assets – representing more than 10 trillion dollars.
  • By 2030, women in the U.S. are projected to control much of the $30 trillion in financial assets that baby boomers will possess.
  • Since women are living an average of five years longer than men, 90% of all women will be managing their own finances during the final years of their life.

Both female and male advisors are thriving by attracting and serving primarily women.

In this episode of Top Advisor Podcast, Bill Cates interviews Craig Richman (founder of Richman Capital Management), about motivation to become an advisor who focuses on financial planning for women, and why he’s chosen to build a “lifestyle” practice.

Bill and Craig discuss: 

  • Craig’s highly unique journey from professional dancer to financial advisor.
  • When Craig realized that serving female clients and focusing on financial planning for women was the right path for him.
  • Craig’s perspective on what he calls, Intentional Wealth that is much more than managing assets and risk.
  • How his targeting a specific market has benefited both himself AND his clients.
  • Craig’s efforts in building a lifestyle business where he is able to enjoy a successful business that doesn’t come at the expense of truly enjoying life.
  • …And more!

 

Resources: 

Connect With Bill Cates:

Connect With Craig Richman: 

About Craig Richman:

Craig Richman is the founder and private money manager at Richman Capital Management. Craig earned his undergraduate degree from Florida Atlantic University in Boca Raton. He holds the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) certifications from The American College in Bryn Mawr, Pennsylvania that address insurance, tax, estate, and financial planning.

In addition, Craig has received the Accredited Investment Fiduciary Analyst® (AIFA®) designation from the Center for Fiduciary Studies and the University of Pittsburgh’s Joseph M. Katz Graduate School of Business which address best practices for fiduciary guidance. 

Craig also has completed the dividend analyst course from Morningstar, Inc., which addresses key education in dividend-paying stocks.

He has completed a mentorship for trading with the Senior Managing Director of Equities from Simpler Trading.

Craig is also a Certified Divorce Financial Analyst® (CDFA®) from The Institute for Divorce Financial Analysts to educate and guide clients to navigate divorce as their advocate.

Craig affiliated with and became a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, an independent, privately held broker/dealer that has no proprietary products and an open architecture for advisors to build their businesses. Richman Capital Management is now celebrating its 25th year of working with Commonwealth.

Craig served the community as a board member and past chairman of the Florida Atlantic University’s (FAU) National Alumni Association. He also served as past president of the Rotary Club of Boca Raton and trustee member of the Greater Boca Raton Chamber of Commerce.

Craig is a Registered Yoga Teacher (RYT*200) through Yoga Alliance and has continued advanced studies in vinyasa yoga. He is also certified to teach yoga to veterans through the Connected Warriors not-for-profit organization. He also enjoys golf, walking, fine dining, and single-malt scotch.   

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Ep. #33: How This Advisor Built a $1M+ Boutique Financial Practice Taking 248 Days off per Year

Education, Finance, Marketing, Speaking, Uncategorized, , , , , , , , , ,

What if you could net over $1M per year working 30-hour weeks and taking 13 full weeks off every year?   

What would that mean to you?  More time with family and friends?  More time on the golf course, boating, fishing, cooking, traveling, and whatever the heck you feel like doing?

And what if you could build a successful referral-only practice tapping into a goldmine of referrals from certain types of estate planning attorneys?  What would that mean for your business and how would that feel?

Is this achievable?    Well… Yes, it is!

In this episode, Bill Cates interviews Anat Yoder, CFP®, CRPS®, Principal and Wealth Manager at Yoder Wealth Management. Anat explains how she and her business partner (husband Michael Yoder), have been able to significantly reduce the amount of time they spend working so they can have a healthy work-life balance. 

Bill and Anat discuss: 

  • What motivated her (and her husband) to have a healthy work-life balance by working just 30 hours per week and taking 13 weeks off each year
  • Anat’s process for releasing clients into the loving care of another advisor to free up her time to serve wealthier clients. 
  • How she cracked the code for referrals from estate planning attorneys to reach wealthy clients. 
  • Her unique approach to getting to know her client’s children BUT NOT working with them. 
  • ….And more!

Resources: 

Connect With Bill Cates:

Connect With Anat Yoder:

About Our Guest:

Anat N. Yoder began her professional career in structural engineering, earning her PE license and working on several notable projects, including the Bay Bridge. She became a financial advisor in 2004 in order to direct her problem-solving skills toward work that was more personally meaningful for her. She is active in the community and serves on the board of a local non-profit organization. Anat has a BS in civil engineering, as well as an MS in structural engineering, both from UC Berkeley.  She is a Certified Financial Planner™ (CFP) and a Chartered Retirement Plans Specialist (CRPS).

 

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