Advisors Unscripted

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Advisors Unscripted

Top Financial Advisors sharing real life struggles and successes.

Advisors Unscripted is a podcast for financial advisors to tell their stories, offer advice, and share their insights. It is a platform for advisors to talk about their experiences in an uncut and candid way, delving into their decision to pursue this profession and the obstacles they've encountered along the way.

07/30/2024

Thank you for visiting Advisors Unscripted. Although we are still interviewing amazing guests, we will be taking a small break from posting until Monday, Sept. 9, 2024—look for more great podcast revelations about life as a financial advisor beginning then!

07/15/2024

From Homeless to Top 1%: Marvin Mitchell's Extraordinary Journey in Finance

In this compelling episode of Advisors Unscripted, Marvin Mitchell shares his inspiring journey from homelessness and parental incarceration to achieving the top 1% status among financial advisors. He reveals his strategies for effective task delegation at Compass Retirement Solutions, offering profound insights into the personal drive and professional ethos explored weekly on the podcast.

Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.

https://bit.ly/...//spoti.fi/3FK7pOchttps://amzn.to/49fqWDT

07/08/2024

Unleashing Success: The Gabriel S. Chronicles on Advisors Unscripted

In this week's Advisors Unscripted, Gabriel S. shares his journey of prioritizing staff and clients over shareholders, a philosophy that led him from teaching to founding his own firm. He discusses transcending the $50 million milestone, aiming for hundreds of millions, in a podcast that explores the motivations and strategies driving financial advisors today.

Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.

https://bit.ly/...//spoti.fi/3FK7pOchttps://amzn.to/49fqWDT

07/01/2024

Surviving 9/11: A Journey of Resilience and Service

Join Dr. Nicole S. as she recounts her harrowing escape from the 73rd floor of the World Trade Center on 9/11, a defining moment that led her to a career as a CFP® serving diverse communities. Discover her insights on aging parents' financial issues in "The Quiet Shift," alongside her thoughts on niche marketing and expertise in today's financial advisory field on Advisors Unscripted.

06/24/2024

Breaking Barriers: A Financial Advisor's Journey to Empowerment

Join us on Advisors Unscripted as Kathy L. shares her inspiring path from starting as a financial advisor to founding her own firm, fueled by her transformative book and insights from her blogs. She advocates for empowering women in finance by embracing emotional awareness and seeking constructive feedback, illuminating the personal growth essential to professional success in the industry.

Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
https://bit.ly/...//spoti.fi/3FK7pOchttps://amzn.to/49fqWDT

06/17/2024

From Teen Inspiration to Advisory Innovation: Brad S's Journey

In today’s Advisors Unscripted, Brad S shares how watching “Wall Street Week” as a teenager sparked his passion for financial literacy and motivated him to start his own advisory without asset minimums. He also discusses how early investment in technology has allowed him to provide holistic financial advice, driven by his belief in accessible financial education.

Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
https://bit.ly/...//spoti.fi/3FK7pOchttps://amzn.to/49fqWDT

06/10/2024

From Code to Capital: Mike Z.'s Journey to Financial Advising

Mike Z. shares his transition from computer science to financial advising, the role of "blissful ignorance" in starting his own firm, and how his YouTube videos have become his top lead generator.

Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
https://bit.ly/...//spoti.fi/3FK7pOchttps://amzn.to/49fqWDT

05/27/2024

In this episode of Advisors Unscripted, Jordan P. shares how his firm revolutionized financial planning by eliminating minimum fees, allowing them to serve clients' children and future generations. He also delves into the importance of evolving communication with younger clients, emphasizing the value of listening and guiding rather than giving unsolicited advice.

Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
https://bit.ly/...//spoti.fi/3FK7pOchttps://amzn.to/49fqWDT

05/20/2024

In this week’s episode, we’re revisiting one of Justin’s favorite interviews with advisor Chad Willardson. If you haven’t listened to this episode, this will be a treat! If you already have, we think it’s worth another listen! Chad's story from interning at one of the largest firms in the country to starting his own firm that only works with high net worth clients that are kind to his staff is truly inspiring.

Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
https://bit.ly/...//spoti.fi/3FK7pOchttps://amzn.to/49fqWDT

05/13/2024

Join Karl B. on Advisors Unscripted as he unveils his transformation from stay-at-home dad to Medicare guru, powered by pivotal reads and a secret weapon—his dog!

Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
https://bit.ly/...//spoti.fi/3FK7pOchttps://amzn.to/49fqWDT

05/06/2024

"In this episode of Advisors Unscripted, CFA Sara G. explores the significance of intentional marketing, delving into overlooked opportunities on LinkedIn, while Grillo underscores the value of authentic engagement and community cultivation."

Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
https://bit.ly/...//spoti.fi/3FK7pOchttps://amzn.to/49fqWDT

04/29/2024

In today’s Advisors Unscripted, Martin S. talks about his dream to pursue a career in music as the next Berry Gordy before entering the financial industry, where he would eventually earn his CRPC®, AIFA® and become president of an advisory. Along the way, he attended one of the premier HCBUs at Howard University in Washington, D.C., and found work at the Department of Commerce. He got married, had a child and after a successful stop at Merrill Lynch as a financial professional, decided to start his own firm. It was during this transition that Martin said he learned the valuable lesson of serving his clients’ needs and not discriminating based on the amount of assets they had. He also discusses the life of his grandfather as an anomaly in the legacy of racism.

Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
https://bit.ly/apple-AdvisorsUnscriptedhttps://spoti.fi/3FK7pOchttps://amzn.to/49fqWDT

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http://www.advisorsunscripted.com/

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