The Top Advisor Podcast

In this episode of The Top Advisor Podcast, join our host Matt Lovejoy and his guest, Eric Mancini, to learn more about his experience and insights in the financial industry. Eric is the Director of Investment Research & Wealth Advisor at Traphagen Financial Group, they provide financial services including accounting, wealth, and tax management. In this episode, you’ll learn: · Constant changes and challenges give you something to look forward to as a financial advisor. · Balancing, understanding, and handling all the facets of the business industry · Your clients should always come first. · Who does Eric Mancini acknowledge as a leader? · The biggest form of celebration is when you get to enjoy what you do. · And much more! ~ About Eric Mancini: Eric D. Mancini is a CFA (Chartered Financial Analyst) Charterholder, a Certified Financial Planner (CFP), a Chartered Alternative Investment Analyst (CAIA), and the director of investment research at Traphagen. Eric graduated from Penn State University with a BS in Economics with a focus in Finance. He specializes in portfolio management, investment analysis, and personal financial planning. He also works with clients on insurance planning, tax planning, and personal income tax preparation. In addition to the already mentioned certifications, Eric holds the NASD (National Association of Securities Dealers) Series 65 license and the NJ Life and Health Insurance license. Before joining TFG, Eric worked as a wealth manager specializing in comprehensive financial planning and portfolio management for high net worth individuals at Brinton Eaton Wealth Advisors (now Mariner). Previously, Eric was a financial advisor and investment analyst at BLS Advisors, LLC, where he worked on eldercare estate planning, retirement planning, annuity analysis, and retiree portfolio management. Mr. Mancini is a staff writer for Benzinga.com, where he regularly writes articles on portfolio management, economic analysis, ETFs (Exchange Traded Funds), and stocks. His work has appeared on other financial websites such as Yahoo! Finance, Fox Business News, dailymarkets.com, Macro Markets, and the San Francisco Chronicle. Forbes has interviewed him on several occasions on an array of topics, usually involving individual stocks. More recently, Eric has been interviewed by US News and World report, the Bergen Record, Money Magazine, and The Wall Street Journal. ~ You can find Eric Mancini on... LinkedIn https://www.linkedin.com/in/eric-mancini [https://www.linkedin.com/in/eric-mancini-cfa-cfp-caia-3a59681/] Company LinkedIn https://www.linkedin.com/company/traphagen-financial-group [https://www.linkedin.com/company/traphagen-financial-group/about/] Website https://tfgllc.com/ [https://tfgllc.com/] Contact (201) 262-1040 EXT : 502 Email info@tfgllc.com --- Connect with Matt Lovejoy! Linkedin https://www.linkedin.com/in/matthewlovejoy/ [https://www.linkedin.com/in/matthewlovejoy/] Website https://www.adviceperiod.com/?team=matt-lovejoy [https://www.adviceperiod.com/?team=matt-lovejoy] Email matt.lovejoy@adviceperiod.com Contact (424) 281-3606

Today on The Top Advisor Podcast, join our host Matt Lovejoy and his guest, Regan Smith, to learn more about his experience working in the financial industry at a young age. Regan is a Wealth Advisor at the Vista Wealth Management, helping clients solve their financial issues. Vista Wealth Management has been providing financial counseling since 1999, while consistently producing world-class investment results and financial plans that work. Regan also shared his advice about making the right decisions on important financial matters. You don’t want to miss this! In this episode, you’ll learn: * Being able      to help make important decisions in their client’s life is one of the best      things about being a financial advisor. * Mental transitions of having to      do one task to another * Figuring out who the client      needs you to be. * The importance of being concise      in the financial world * Give credit to where it’s due      because a win is always a team’s effort. * And more! ~ About Regan Smith: I assist my clients with their financial needs. We work together to create a customized and comprehensive plan and undergo updates as goals and needs change. The foundational elements include investments, cash flow, taxes, insurance, and estate planning. My duties include being a fiduciary, meaning that I am legally and ethically bound to act in my client’s best interest. I also contribute to a blog called Millennial Planners. Our mission is to be a voice of guidance and thought leadership for young professionals who aspire to be or are currently in career paths similar to ours. Check it out: http://www.millennialplanners.com/ ~ You can find Regan Smith on... LinkedIn https://www.linkedin.com/in/smithregan/ [https://www.linkedin.com/in/smithregan/] Company LinkedIn https://www.linkedin.com/company/vista-wealth-management/ [https://www.linkedin.com/company/vista-wealth-management/] Website http://www.vistawealth.com/ [http://www.vistawealth.com/] --- Connect with Matt Lovejoy! LinkedIn https://www.linkedin.com/in/matthewlovejoy/ [https://www.linkedin.com/in/matthewlovejoy/] Twitter https://twitter.com/mlove40 [https://twitter.com/mlove40?lang=en] Website https://www.adviceperiod.com/top-financial-advisor-podcast/ [https://www.adviceperiod.com/top-financial-advisor-podcast/] Contact (424) 281-3600

In this episode of The Top Advisor Podcast, join our host Matt Lovejoy and his guest, David Lee Buselmeier, a financial advisor at Beacon Capital Management, to learn more about his experience in the business world and his advice for financial advisors. Beacon Capital Management helps with managing your wealth, tax, and estate planning. Having the Opportunity to Influence People David Lee Buselmeier said that the best thing about him being a top financial advisor is having the opportunity to influence people. He wants to make the world of financial planning a more caring, effective, and efficient place for everybody. Many financial advisors aren’t helping and talking to their clients enough to help them in their business, leaving clients with a lot of questions. Some clients say that some of their financial advisors disappear on them for years! David believes that showing clients you care and having camaraderie in your company is crucial to effective financial planning. About David Lee Buselmeier: David Lee is the newest advisor to the team at Beacon Capital Management. He graduated from Western Kentucky University with a degree in Corporate Financial Management. After graduation, David continued his education in WKU’s CFP® Board registered program, where he earned his Certificate of Personal Financial Planning. He has worked as an independent financial advisor since finishing his education. In addition to working as a Financial Advisor, David Lee is also working to obtain the CERTIFIED FINANCIAL PLANNERᵀᴹ practitioner certification and the Accredited Investment Fiduciary® (AIF®) designation, to ensure that his clients are providing the most appropriate and comprehensive financial planning possible. David Lee is very passionate about his faith, and he genuinely cares about everyone he sits down with. He and his wife, Morgan, both love living in Nashville and are active members of their church, Brentwood Church of Christ. Outside of work, David Lee loves playing sports, spending time outdoors, and is a big Nashville Predators fan.  Outline of the Episode: The best thing about being one of the top financial advisors is having the opportunity to influence people.  The constant struggle between prioritizing the urgent and the important in the business. As a financial advisor, it is essential to show that you care about your clients. David acknowledges leaders Brooke Cassady and Patrick Portman. It is important to have camaraderie in the team. Where can people find and hear about Beacon Capital Management. Outline of the Episode: The best thing about being one of the top financial advisors is having the opportunity to influence people. The constant struggle between prioritizing the urgent and the important in the business. As a financial advisor, it is essential to show that you care about your clients. David acknowledges leaders Brooke Cassady and Patrick Portman. It is important to have camaraderie in the team. Where can people find and hear about Beacon Capital Management. Resources: David Lee Buselmeier’s Linkedin https://www.linkedin.com/in/david-lee-buselmeier Website https://beaconcm.com/ Contact 615-224-9794 Brooke Cassady’s Linkedin https://www.linkedin.com/in/brooke-cassady Patrick Portman’s Linkedin https://www.linkedin.com/in/pportman/ Connect with Matt Lovejoy! Linkedin https://www.linkedin.com/in/matthewlovejoy/ Website https://www.adviceperiod.com/?team=matt-lovejoy Email matt.lovejoy@adviceperiod.com Contact (424) 281-3606

Today on The Top Advisor Podcast, join our host Larry Miles and his guest, Gregory Furer, as they talk about his experience as a top financial advisor. Gregory is a CEO at Berutang Advisors and a broker-dealer for Waddel and Reed Incorporated. Berutang, German for advice, guidance, or consultation, helps its clients achieve their business goals by assisting them in creating their comprehensive informed financial plans. Gregory shares his advice and passion as a financial advisor. You don’t want to miss this! In this episode, you’ll learn: · The best part of being a financial advisor is the impact we have on people’s lives. · Compliance is the most challenging part of the financial business. · Being a financial advisor is a noble profession. · How Berutang Advisors measure the team’s success by quantifying · The best way you can celebrate a win is by telling others about it. · And much more!” ~ About Gregory Furer: Gregory is the founder and Chief Executive Officer of Beratung Advisors. After ten years in the financial services industry with PNC Investments, Park Avenue Securities, and Guardian Life, his passion for financial planning and financial education compelled him to start Beratung Advisors. He believes that every person should have a comprehensive business plan to help pursue their life goals. Gregory has long held the belief that the educated client is his best client, and he strives to educate every client about the strengths and challenges of their financial plan. For that reason, he chose the name Beratung [ba-rah-tung], German for Advice, Guidance, and Consultation. Gregory was born and raised in Buffalo Township, Pennsylvania. He graduated from Freeport Area High School and graduated from the University of Pittsburgh with a Bachelor of Science in Business Administration with a concentration in Accounting. Gregory has an Executive Certificate in Financial Planning from Duquesne University. Among his many industry accomplishments, he holds a CERTIFIED FINANCIAL PLANNER™ certification from CFP Board and the Chartered Retirement Planning Counselor from College for Financial Planning. Gregory is passionate about leadership and serving others. He has served in many leadership roles over the years, including seven years as a Township Supervisor in Buffalo Township in Butler County, Church Council at Trinity Evangelical Lutheran Church in Freeport, and President of East Suburban Networkers. At the time of his election as Township Supervisor, he was the youngest elected official in the Commonwealth of Pennsylvania. Gregory resides in the historic Deutschtown Neighborhood of the Northside of Pittsburgh with his wife Amanda, daughter Abigail, and their dog Remington. They attend Bethlehem Evangelical Lutheran Church in Glenshaw. In his free time, Gregory enjoys volunteering, preaching the Gospel of Jesus Christ, reading success books, shooting sporting clays and skeet, boating, dining out, and attending Pittsburgh Pirates and Pittsburgh Panthers games. ~ You can find Gregory Furer on... Facebook https://www.facebook.com/greg.furer [https://www.facebook.com/greg.furer] Instagram https://www.instagram.com/pittphisig [https://www.instagram.com/pittphisig] Linkedin https://www.linkedin.com/in/gregfurer [https://www.linkedin.com/in/gregfurer] Website https://www.beratungadvisors.com/ [https://www.beratungadvisors.com/] Connect with Larry Miles! Linkedin https://www.linkedin.com/in/larry-miles [https://www.linkedin.com/in/larry-miles-67a04221?trk=author_mini-profile_title] Website https://www.adviceperiod.com/ [https://www.adviceperiod.com/]

Join Dina Nam and Meghan Dwyer as they talk about how she helps clients manage their financial worlds. Meghan is a Financial Advisor at Modera Wealth Management, in Boston. She usually works with successful women business owners who have businesses with revenue in excess of $2 million. She gets into the challenges and wins of her profession so stay tuned! In this episode, you’ll learn: ● One challenging aspect of the financial planning business is managing human emotions. ● Trust is integral in order to make it work for your client. ● Figuring out what drives your soul and going from there is essential to being a successful financial advisor. ● If you're not passionate about what you're doing, you're not going to reach your highest potential. ● You know that you've made a significant impact on somebody when you’ve made it in the list of emergency numbers posted on their fridge! ● It's not so much how you celebrate a win, but that you celebrate, and you celebrate often. About Meghan Dwyer: Meghan works with clients to formulate financial planning and investment strategies and monitor progress towards their goals. Meghan enjoys working with women and women in transition, to educate and empower them to be the best versions of themselves. ~ You can find Megan Dwyer on: LinkedIn - linkedin.com/in/meghandwyercfp [https://www.linkedin.com/in/meghandwyercfp?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3BSeQ9r0yAQrmXbb0O4xWHDQ%3D%3D] Website - https://www.moderawealth.com/meghan-dwyer/ [https://www.moderawealth.com/meghan-dwyer/]