Best Vanessa Carlos Podcasts (2025)

1
Ep 439: Scaling Financial Planning With Monday.com As A Project Management Hub In Lieu Of Wealthbox CRM with Alvin Carlos 1:30:00

14h ago1:30:00

1:30:00

Alvin Carlos made a strategic decision to build internal efficiency and client accountability into the heart of his planning process—a move that not only streamlined how his team manages financial plans and client tasks, but also helped him scale. Turning Monday.com into the operational core of his firm, he has carved out a niche in serving younger…

1
Rob Huebel, Natalie Morales, Lamorne Morris and Paul Scheer guest 1:32:45

1d ago1:32:45

1:32:45

Live from Dynasty Typewriter in LA, Doug welcomes Rob Huebel, Natalie Morales, Lamorne Morris and Paul Scheer to the show. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1
Ep 438: Boosting Client Retention And Satisfaction By Asking Better Questions As Your Authentic Self with Nikki Savage 1:29:46

8d ago1:29:46

1:29:46

In this episode, financial advisor Nikki Savage discusses her approach to enhancing client retention and satsifaction by engaging in thoughtful, intentional relationship-building—specifically asking deep questions that uncover her clients’ true needs and using that insight to create highly personalized experiences. Listen in as Nikki reflects on fi…

1
Chad Daniels, Dan Sebree and Troy Tate guest 1:13:22

9d ago1:13:22

1:13:22

Live from Commonwealth Sanctuary in Dayton, KY, Doug welcomes Chad Daniels, Dan Sebree and Troy Tate to the show. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1
Ep 437: Becoming An IRA Expert To Differentiate By Charging The Highest Fee Instead Of The Lowest with Ed Slott 1:29:59

15d ago1:29:59

1:29:59

After the 1986 Tax Reform Act, Ed Slott made a strategic decision to specialize in IRAs—a move that not only set him apart in a niche field, but also helped him build a nationally recognized reputation as a leading expert. By leaning into his niche, he intentionally set himself apart from generalists by charging more to reflect the unique value he …

1
Guy Branum, Geoff Tate and Justin Thompson guest 1:14:07

16d ago1:14:07

1:14:07

Live from Zanies in Rosemont, Doug welcomes Guy Branum, Geoff Tate and Justin Thompson to the show. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1
Ep 436: Hiring A Branding Firm To Figure Out The Best Way To Connect With Your Ideal Clients with Nicole Gopoian Wirick 1:29:59

22d ago1:29:59

1:29:59

Nicole Gopoian Wirick is the President of Prosperity Wealth Strategies, an RIA based out of Michigan that oversees $70 million in assets under management for 40 households. What’s unique about Nicole is how she hired a branding consultant early on to develop a clear brand identity that reflects her financial planning philosophy and resonates with h…

1
Danny Hill, Samm Levine and Daniella Pineda guest 59:12

23d ago59:12

59:12

Doug welcomes Danny Hill, Samm Levine and Daniella Pineda to the show. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1
Ep 435: When The Next-Gen “Wealth Builder” Offering Becomes The Main Driver Of Growth For A $1B+ Advisory Firm with Gideon Drucker 1:30:00

29d ago1:30:00

1:30:00

Gideon Drucker is the CEO of Drucker Wealth, a hybrid advisory firm based out of New York City that oversees approximately $1 billion in assets under management for 800 client households. What’s unique about Gideon is how he launched a “Wealth Builder” service model to support high-income next-gen clients—within a firm traditionally focused on reti…

1
Samm Levine, Bobby Moynihan and Ellory Smith guest 55:44

30d ago55:44

55:44

Doug welcomes Samm Levine, Bobby Moynihan and Ellory Smith to the show. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1
Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead with Vanessa N. Martinez 1:29:59

1M ago1:29:59

1:29:59

Vanessa N. Martinez is the CEO of Expressive Wealth, an RIA based out of Chicago that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core’ ultra-high-net-worth families. What’s unique about Vanessa is how her firm goes beyond traditional estate planning to help high-net-worth clients engage in…

1
Paget Brewster, Ami Canaan Mann and Ellory Smith guest 53:33

1M ago53:33

53:33

Doug welcomes Paget Brewster, Ami Canaan Mann and Ellory Smith to the show. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1
Ep 433: When You 10X Your Advisory Firm To Over $20M Of Revenue… And Want To 10X Again with Cameron Passmore 1:30:01

1M ago1:30:01

1:30:01

Cameron Passmore is the CEO of PWL Capital, a wealth management firm based out of Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5 billion U.S. dollars) in assets under management for 2,400 client households. What’s unique about Cameron is that after growing his firm’s revenue from $2 million to over $20 mi…

1
#16 — Activating Our Ancestry: Songs, Land and Ritual with Sam Lee 1:18:00

1M ago1:18:00

1:18:00

Sam Lee's work is a testament to the power of traditional songs and ritual to speak to modern audiences. A Mercury prize nominated singer, composer, folksong interpreter, passionate conservationist, song collector and creator of live events, Sam plays a unique role in the British music scene. During a stint as a burlesque dancer, he stumbled across…

1
Guy Branum, Paget Brewster and Garret Price guest 58:18

1M ago58:18

58:18

Doug welcomes Guy Branum, Paget Brewster and Garret Price to the show. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1
Ep 432: Crafting ‘Input Deliverables’ That Show Financial Planning Value To Clients Without Creating Busy-work with Seth Scott 1:29:08

2M ago1:29:08

1:29:08

Seth Scott is the founder of Heartwood Financial Planning, an advisory firm in Fresno, California that manages $100 million in assets for 850 client households. What makes Seth’s approach unique is his development of an “input deliverable” that simplifies tax planning for his ideal target client, allowing him to demonstrate value without creating t…

1
Jay Chandrasekhar, Paul Feig, Ellory Smith and Jacob Wysocki guest 1:14:46

2M ago1:14:46

1:14:46

Live from Dynasty Typewriter in LA, Doug welcomes Jay Chandrasekhar, Paul Feig, Ellory Smith and Jacob Wysocki to the show. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1
Ep 431: Successfully Navigating Money Conflicts Within Client Couples with Nick Rodkin 1:30:00

2M ago1:30:00

1:30:00

Nick Rodkin is the managing partner of Stoic Financial, an LPL-affiliated advisory firm based in Florida that oversees $107 million in assets under management for 70 client households. What’s unique about Nick is that after nearly 15 years as a financial advisor, he pursued a master’s degree in marriage and family therapy to enhance his ability to …

1
Daniel Betts, Danny Hill and Chad Opitz guest 1:19:26

2M ago1:19:26

1:19:26

Live from The Well in Bakersfield, Doug welcomes Daniel Betts, Danny Hill and Chad Opitz to the show. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1
#15 — Psychedelic Philosophy with Dr Peter Sjöstedt-Hughes 1:22:26

2M ago1:22:26

1:22:26

Is the universe aware of itself, or is consciousness just a side effect of brain activity? What do Indigenous shamanism and theories like panpsychism have in common? Why is psychology blind to its huge limitations? And can dieting master plants show us what it's really like to be a bat? Dr Peter Sjöstedt-Hughes is a philosopher, specialising in the…

1
Ep 430: Navigating The Fast-Growth Hiring Challenges Of Scaling From Scratch To $5M Of Revenue In Just 7 Years with AJ Ayers 1:30:24

2M ago1:30:24

1:30:24

AJ Ayers is the co-founder of Brooklyn Fi, an RIA based in Brooklyn—but operating as a fully remote business—that oversees $370 million in assets under management for more than 400 client households. What’s unique about AJ is how she and her business partner successfully tackled the hiring, training, and operational challenges of rapidly scaling th…

1
Carl Fry, Nish Kumar and Doug Mellard guest 1:15:26

2M ago1:15:26

1:15:26

Live from the The Creek and the Cave in Austin as part of SXSW, Doug welcomes Carl Fry, Nish Kumar and Doug Mellard to the show. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1
Ep 429: What It Takes To Really Help (HNW) Business Owners Navigate Their Wealth With Purpose with Ali Nasser 1:30:00

2M ago1:30:00

1:30:00

Ali Nasser is the Founder of the Wealth Integration System for Entrepreneurs (WISE), an education and coaching company based out of Houston that works with entrepreneurs facing a liquidity event and trying to figure out what’s next—as well as the financial advisors who serve them. Having built a successful advisory business by helping high-net-wort…

1
#14 — Tripping Over Prejudice: LGBTQ+ in Psychedelic Science with Dr Matthew X. Lowe 1:01:21

2M ago1:01:21

1:01:21

Psychedelic history has a complex relationship with queerness. In 1966, Timothy Leary declared LSD a "cure for homosexuality”, and the use of psychedelics in so-called 'conversion therapy' reinforced the pathologising of queerness for years. Times have changed, as gay and transgender rights movements intersect heavily with the world of psychedelics…

1
Brandon Collins, Joe DeRosa, John Erler and Caitlin Peluffo guest 1:07:56

2M ago1:07:56

1:07:56

Live from the Esther’s Follies in Austin as part of SXSW, Doug welcomes Brandon Collins, Joe DeRosa, John Erler and Caitlin Peluffo to the show. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1
Ep 428: Leveraging (Salesforce) CRM To Really Systematize A Mid-Sized Advisory Firm with Lorie Jones 1:30:00

3M ago1:30:00

1:30:00

Lorie Jones is the Wealth Manager at Fearless Financial Advisors, a DBA of hybrid advisory firm Fidelis Wealth Advisors based out of Colorado, where she oversees $30 million in assets under management for 88 households. What sets Lorie apart is how she maximized the capabilities of Salesforce CRM—typically used by larger firms due to its advanced f…

1
Brandon Collins, Dan Rosen and Noël Wells guest 58:58

3M ago58:58

58:58

Doug welcomes Brandon Collins, Dan Rosen and Noël Wells to the show. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1
Ep 427: Finding The Director Of Operations That Can Rebuild Your Team To Get To The Next Level with Sten Morgan 1:29:59

3M ago1:29:59

1:29:59

Sten Morgan is the owner of Legacy Investment Planning, a hybrid advisory firm based in Franklin, Tennessee, that oversees $220 million in assets under management for 90 client households. Today Sten joins the show to share how he made the difficult decision to turn over his entire original team and rebuild with a new director of operations to crea…

1
Joey Bragg, Brandon Collins and Chad Opitz guest 57:00

3M ago57:00

57:00

Doug welcomes Joey Bragg, Brandon Collins and Chad Opitz to the show. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1
#13 — From Crisis to Consciousness: War, Peace and Plant Medicines with Satya 1:29:23

3M ago1:29:23

1:29:23

Navigating the shadows of transformation, this multi-perspectival conversation about psychedelics’ therapeutic applications moves though Satya’s personal story to the division between science and spirituality; also covering the shadow aspects of working with plants, the challenge of collective healing in a time of crisis, war and peace, and the fut…

1
Ep 426: Rolling Out An Equity Compensation Plan To Align The Entire Team On Client Service And Profitable Growth with Jennifer des Groseilliers 1:30:00

3M ago1:30:00

1:30:00

Jennifer des Groseilliers is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households. Today Jennifer shares how her firm has designed an program of broad-based equity awards across the firm to align the interests of employe…

1
Carmen Christopher, Riki Lindhome and Chad Opitz guest 58:35

3M ago58:35

58:35

Carmen Christopher, Riki Lindhome and Chad Opitz guest. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1
Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals with Sebastian Guerra 1:29:59

3M ago1:29:59

1:29:59

Sebastian Guerra is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. What's unique about Sebastian is how his firm has implemented a quality control system where a team member follows up with clients right after their advis…

1
Brandon Collins, Ayden Mayeri and Amy Miller guest 58:18

3M ago58:18

58:18

Doug welcomes Brandon Collins, Ayden Mayeri and Amy Miller to the show. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1
#12 — Your Story Is Everything with Mareesa Stertz 1:10:54

3M ago1:10:54

1:10:54

Mareesa Stertz is a filmmaker, storyteller, artist, and community organiser dedicated to fostering collective healing and transformation. As a co-steward of the Global Psychedelic Society and co-founder of Lucid News, Mareesa has been building platforms that destigmatise, educate, and build community around psychedelics. Her film work includes prod…

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Vanessa Carlos Podcasts

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