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Wealth Authority TV

Podcast door Henry DeVries

Engels

Business

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Over Wealth Authority TV

Discover how wealth managers and financial advisors leverage their time, treasure, and talent. Each week, successful wealth managers and financial advisors share what they are investing more of their time in, what they are cutting back on, and what their go-to strategies are. Your host, Henry DeVries, is a business development columnist with Forbes Digital and California Business Journal, and the CEO of Indie Books International. Guests share their thoughts on how the industry can work together to overcome common image problems faced by financial advisors and wealth managers.

Alle afleveringen

30 afleveringen

aflevering How To Build Relationships With Jon Lokhorst artwork

How To Build Relationships With Jon Lokhorst

Our wealth authority of the week is Jon Lokhorst. Jon Lokhorst, CPA, ACC, is an executive leadership coach and consultant based in Minneapolis, Minnesota. He partners with CPAs, CFOs, and other leaders who face massive change in their industry and recognize the need for a new model of leadership to navigate those challenges. Prior to launching Lokhorst Consulting LLC, Jon enjoyed a 30-plus year career as a CPA, CFO, andorganizational leader. He has a Master’s in Organizational Leadership and is recognized by theInternational Coach Federation as an Associate Certified Coach. Jon serves as adjunct faculty in the School of Business and Nonprofit Management at North Park University and writes and speaks regularly on a variety of topics.You can contact Jon through LinkedIn: https://www.linkedin.com/in/jonlokhorst/https://indiebooksintl.comSeason 2, Episode 21

11 jun 2026 - 7 min
aflevering How To Avoid Losing Clients With Clare Price artwork

How To Avoid Losing Clients With Clare Price

Our wealth authority of the week is Clare Price. Clare Price is the founder and CEO of Octain Growth Systems, a marketing consultancy that is transforming the way companies do marketing. Her new book, Smart Marketing Execution, defines the strategies, execution process and automated systems mid-market companies and agency owners need to use marketing to accelerate their profits, performance and productivity. Prior to launching Octain, Clare was a Research Director for Gartner’s Internet Strategies Service. She also served as Vice President of Research for Demand Metric, a strategic marketing advisory service.On a personal note she is an amateur ornithologist and proud Mom to two Shetland Sheepdogs, Toby and Ashton.https://www.octaingrowth.comhttps://indiebooksintl.comSeason 2, Episode 20

4 jun 2026 - 6 min
aflevering How To Make Your Business Stand Out With Sue Styles artwork

How To Make Your Business Stand Out With Sue Styles

Our wealth authority of the week is Sue Styles. Born in Calgary, Sue has lived across Canada, from Vancouver to Toronto, and since returning home twenty years ago she has been a resource inside the real estate industry – and all her experience is for YOUR BENEFIT.She's here to be your guide, your ally, in helping you establish roots in this city of boundless opportunities, where dreams find a home and futures are built.She has supported some of the highest-ranking teams in Calgary, then went on to become the Manager of Training for a Keller Williams Brokerage, acted as a consultant for top agents and brokerages across Canada and she has spoken at Canada’s largest real estate conference, REALTOR®QUEST about demonstrating concierge service and client care.Twice Sue has been interviewed in FORBES on the subjects of Time Management and Referral Marketing and since 2022 she has been knee-deep in editing, re-writing and improving the licensing education for new Realtors® as the VP of RELO in partnership with RECA.Now, Sue is here to help you with your real estate decisions and negotiations.https://indiebooksintl.comSeason 2, Episode 19

28 mei 2026 - 9 min
aflevering How To Be A Better Communicator With Dez Thornton artwork

How To Be A Better Communicator With Dez Thornton

Our wealth authority of the week is Dez Thornton. Dez is a Communications Expert who helps Thought Leaders say the right words in the right way when they matter most. An idea enthusiast with a knack for transforming the complex into the simple, Dez has an uncanny ability to inspire action through story. Whether speaking to a group, looking into a camera or connecting one on one, Dez is completely convinced that the cornerstones of communication are confidence, clarity and connection. When perfectly blended, these qualities epitomize the Polished Presenter, one who turns presentations into illustrative conversations.Dez was professionally trained at the University of South Carolina and Dale Carnegie. He was the 2014 President of the Georgia Chapter of the National Speakers Association. In 2014 he was a speech coach for TEDx Peachtree. Dez was also the 2014 winner of Speak Tank, a speaking competition hosted by the National Speakers Association.At the tender age of nine, Dez forgot his lines in a church play but he never forgot the embarrassment and humiliation that followed. To help you avoid the same fate, Dez’s enduring objective is to transform communicators from self-conscious to self-confident by adding structure and story to their presentations.https://indiebooksintl.comSeason 2, Episode 17

14 mei 2026 - 5 min
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