Behind the Curtain Finance

Behind the Curtain Finance

Por: Thomas Manetta
Choosing a financial advisor can be a daunting task, especially if you are not sure of the right questions to ask. The purpose of this podcast is to help you understand which questions are important to ask, why they are important and how the answers to these questions can help you find the right advisor who is interested in only one thing: protecting and defending you without any conflicts of interest.
16 episodios disponibles

Latest episodes of the podcast Behind the Curtain Finance

Why Advisor Onboarding Is Broken and How Tech Is Changing the Game with John Finney, CFP® (Ep. 15) 31/12/2025
Authenticity, AI, and the Future of Advisory Growth (Ep. 14) 25/11/2025
How FINNY Is Powering the Future of Organic Growth for Advisors with Eden Ovadia (Ep. 13) 30/10/2025
Scaling Smarter: Technology, Clients, and Legacy (Ep. 12) 14/10/2025
Building the Future of Advice with Jason Wenk (Ep. 11) 23/09/2025
The Future of Custodianship: Transparency, Technology, and Trust (Ep. 10) 02/09/2025
Why Estate Planning Can’t Wait (Ep. 9) 19/08/2025
Rethinking Taxes: How Year-Round Planning and AI Are Changing the Game (Ep. 8) 05/08/2025
Building Trust First: The Real Foundation of Financial Planning (Ep. 7) 22/07/2025
Authenticity Over Automation (Ep. 6) 08/07/2025
From Tragedy to Triumph: A Personal Tale of Financial Empowerment (Ep. 5) 01/07/2025
Behind the Curtain: How Authentic Financial Advice Changes Lives (Ep. 4) 24/06/2025
The Emotional Impact of Financial Decisions: A True Story (Ep. 3) 17/06/2025
Background: Personal and Professional (Ep. 1) 10/06/2025
Reflections on Ownership: Healing from the Past (Ep. 2) 10/06/2025
Behind the Curtain Finance 14/04/2025
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