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Profit & Practice explores the business decisions that determine whether a wealth management firm thrives or struggles. Hosted by Max Holvik, CFA, also known as The Advisor's CFO. First episodes drop in August: follow now so they're waiting for you.
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In this episode of Profit & Practice, host Max Holvik sits down with Darci Smith, founder of Roklyn Consulting, to discuss the complex and rapidly evolving landscape of recruiting within the RIA space. While many firms lament a "talent shortage," Darci explains why the industry is actually suff…
In the inaugural episode of Profit and Practice, host Max Holvik welcomes Angela Giombetti, the Chief Marketing Officer at Wealthspire. Angela is an award-winning marketing executive and is also the founder of ‘The In Crowd’ network. Having previously worked together at Private Ocean, Max and Angel…
In this episode of Profit and Practice, host Max Holvik speaks with Catherine Tindall, a CPA and the principal of Dominion Enterprise Services. Max and Catherine dive deep into the weeds of financial management, tax optimization, and partnership accounting. While wealth management firm financials a…
In this episode, Joe Popper, founder of Popper Tech Team, joins us to talk about cybersecurity, IT and AI in the wealth management space. As technology failures and security breaches become make-or-break business problems, Joe shares real-world cautionary tales and actionable frameworks for impleme…
ข้อสงวนสิทธิ์: พอดแคสต์และอาร์ตเวิร์คที่ฝังอยู่ในหน้านี้มาจาก Max Holvik, CFA ซึ่งเป็นทรัพย์สินของเจ้าของและไม่มีส่วนเกี่ยวข้องหรือรับรองโดย Listen Notes, Inc.
