Life comes at you fast. Chillin With Coach Cai is a provocative and fun thought-provoking look at life's ups and downs.
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Welcome to Coaching Business Spotlight, the podcast that combines the excitement of a fun and inspiring conversation with the practicality of proven business strategies. If you're a coach looking to not only elevate your business but also nurture your own personal growth, you're in the right place. Hosted by Kat Knecht, a successful coach and author of the best-selling book "Evolve Your Coaching Business," this podcast is your go-to source for insightful discussions, enlightening stories, an ...
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Recovery Reform: Navigating Harm Reduction, Recovery, and Drug Policy
Dr. Taylor Nichols and McCauley Sexton
Recovery Reform: Navigating Harm Reduction, Recovery, and Drug Policy is a podcast exploring substance use disorders, harm reduction, and recovery with people with lived experience, experts in the harm reduction field, and leaders in drug policy. Hosted by McCauley Sexton, an accountability coach and alternative treatment industry professional with lived experience in active use and recovery, and Dr. Taylor Nichols, an emergency medicine and addiction medicine physician, each episode will pr ...
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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Cai Delumpa - Using the Enneagram to Elevate Your Coaching | Ep #24
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In this episode of the Coaching Business Spotlight Show, host Kat Knecht talks with Cai Delumpa, an Enneagram expert and leader coach from Hive Leadership. The conversation explores the Enneagram, an ancient personality system used to understand core motivations and behavior patterns. Cai shares how the Enneagram differs from other personality asse…
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Kat Knecht - The Power of Storytelling in Coaching | Ep #25
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28:46
In this powerful episode, host Kat Knecht takes listeners on a deeply personal journey through her own life story, illustrating how pivotal experiences have shaped her purpose and passion for coaching. Kat shares a harrowing event from her past that ultimately affirmed her belief in love as the most powerful force and solidified her mission to help…
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What You Need to Know About Marketing Your Wealth Management Business: Tips from a CMO
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With Gordon “Gordy” Abel, CMO, Dynasty Financial Partners Overview Gordon “Gordy” Abel from Dynasty Financial Partners offers perspectives on why marketing matters, how to create and leverage a brand, the key aspects of an effective value proposition, and more for employees of an established firm or someone just launching a new independent entity. …
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Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm—and Grew from $280mm to $1.7B
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With CEO Jason Andrews, & COO Ross Bauer, Founders of Merritt Point Wealth Advisors Overview The “affiliation channel slide” has become a common path for many employee advisors seeking independence. Jason Andrews and Ross Bauer of Merritt Point Wealth Advisors share a story demonstrating how their transition from Wells Fargo PCG to FiNet resulted i…
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The Dream Team Effect: How Mastering Team Dynamics Can Drive Performance, Growth, and Excellence
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With John Bowen, CEO and Founder, CEG Worldwide, LLC Overview Industry coach John Bowen demonstrates how building and fostering the development of your “Dream Team” can be the game changer your business is waiting for. It’s an episode that serves as a free coaching session with actionable advice for employee advisors and business owners alike. List…
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Sarah Laurel of Savage Sisters Recovery on finding and fighting for Harm Reduction
1:06:43
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1:06:43
Sarah Laurel turned her traumatic experiences from substance use disorder and justice involvement into a powerful movement for harm reduction and the empowerment of people experiencing harms from substance use and homelessness. She co-founded Savage Sisters Recovery initially as a residential treatment facility, and along the way went through her o…
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Mid-Year Report on Deals, Transitions, and Recruiting
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42:59
With Louis Diamond and Jason Diamond Overview Using the Diamond Consultants trademark data-driven analysis and insights on recruiting and deals, Louis and Jason Diamond share a “state of the recruiting industry” report for the first half of 2024, with perspectives on what to expect for the rest of the year. Listen in… > Download a transcript of thi…
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Kat Knecht - A Coach's Compass: Navigate with Inner Guidance | Ep #23
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In this episode of the Coaching Business Spotlight Show, host Kat Knecht explores the spiritual side of coaching. She emphasizes the importance of connecting deeply with oneself and others, highlighting the role of guidance in personal and professional growth. Kat shares her own experiences with spiritual guidance, recounting how it has shaped her …
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Democratizing Wealth Management: How the Founder of $6T CAIS Helped Drive Growth in the Alts Space
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With Matt Brown – Founder, Chairman, & CEO, CAIS Overview Matt Brown discusses the founding of CAIS and his vision to democratize alternatives (alts) investing and open up access to firms of all sizes. He shares how technology helped transform the independent space and provides an extraordinary growth engine for firms. Plus, he offers his thoughts …
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Becoming the Clients’ Financial Concierge: $2B UBS Breakaways Set Their Sights on Being Fiduciaries for the Long-Term
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1:06:13
With Russell Crow and William “Billy” Diehl — Partners, Managing Directors, Beacon Pointe Overview The first breakaway team to join Beacon Pointe Advisors offers a perspective on change at the wirehouses, the value of being a true fiduciary, the responsibility to a client and advisor’s business on serving an expanding list of client needs, taking a…
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Brandi Mac, NP on her journey beyond the stigma
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55:37
Brandi Mac, NP is a person who dropped out of high school and ended up becoming an ICU nurse practitioner. She joins McCauley Sexton and Taylor Nichols, MD on the Recovery Reform podcast to talk about her journey to love, acceptance, and harm reduction as the daughter of someone with substance use disorder and who has documented her daughter's jour…
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Jackie Cunningham - Hiring Help to Grow Your Business | Ep #22
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In this episode, Kat Knecht is joined by Jackie Cunningham, CEO of Jackie Cunningham Virtual Solutions, to discuss the vital role of getting the right support in your coaching business. The conversation explores the strategic benefits of hiring help, illustrating how coaches can thrive by delegating tasks that drain their time and energy. Kat share…
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Succession and Liquidity: Key Considerations and Options for Founders and Next Gens
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With Jeremy Holly, Executive Vice President Strategic Business Development and Jared Fingeret, Senior Vice President—LPL Financial Overview Succession and monetization are hot topics for advisors in every model. LPL Financial’s Liquidity and Succession program representatives discuss what advisors, independent business owners, and next gens need to…
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Playing the Long Game: Why a Former Wirehouse Advisor Built and Sold a $1.5B Independent Firm
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With Jeff Brown – President, Stratos Private Wealth Overview Jeff Brown wore many hats in his career as he transitioned his book of business from the wirehouses to independence. Yet a nagging “what if” feeling inspired him to conduct strategic due diligence, leading him first to sell a minority stake in his business and later a majority stake. Now,…
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Kat Knecht - Becoming a Confident Coach | Ep #21
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In this episode of the Coaching Business Spotlight Show, Kat Knecht dives into the essential qualities and strategies required to become a confident coach. Drawing from over two decades of experience in the coaching industry, she emphasizes the importance of extensive training, continuous practice, and personal development to master the art of coac…
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Tara Grace on her path to harm reduction and alternative recovery
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Tara Grace (Burn the Stigma Tara) became a harm reductionist out of necessity after seeing how the limitations of a 12 step recovery model was harming her and her community. She is a vocal advocate for harm reduction and recovering out loud, brining her story and harm reduction education to the community. You can find Tara at @BurnTheStigma across …
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Sustainable and Scalable Growth: A Leading Coach’s Advice on How to Achieve it
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With Duncan MacPherson, CEO, Pareto Systems Overview Duncan MacPherson from Pareto Systems offers actionable advice for financial advisors looking to unlock greater value in all that they do to build their business. It’s like having a free session on growth with one of the best coaches in the business. Listen in… > Download a transcript of this epi…
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Kat Knecht - The Power of Belonging in Coaching | Ep #20
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In this episode of the Coaching Business Spotlight, Kat Knecht explores the concept of belonging and its critical role in the coaching business. Drawing from personal experiences and professional insights, Kat explores how a sense of belonging can empower coaches to express their creativity and authenticity. She discusses the challenges coaches fac…
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Build, Grow, and Scale: How a Young Bank Brokerage Team is Achieving Their Goals in Independence
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With Dustin Cali and Daniel Ventura – Founding Partners, Praetego Private Wealth Overview While the built-in referral mechanism of a bank brokerage firm can help grow a client base, over time, the firm’s “guardrails” naturally limit those who have their sights set on creating something bigger and better. Dustin Cali and Daniel Ventura of Praetego P…
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Kristina Dennis, CAI on Ethical Interventions
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Kristina Dennis is a life coach and relationship expert whose life’s work is to show people how to release events of their past so they can become free of limiting beliefs. Kristina has worked as a coach since 1997 when she realized she had a gift for effectively helping others. As a Certified Addiction Interventionist (CAI), Kristina’s ethical and…
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Buying, Selling, or Transitioning Your Business: An Attorney’s Advice
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Expert industry attorney Corey Kupfer offers advice to all advisors, whether considering change or not, including perspectives on contractual obligations and potential landmines one might encounter in a move, plus how to prepare your business for change, with actionable best practices to adopt today.…
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Judy Shevelev - Transform Coaching with Diverse Modalities | Ep #19
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In this enlightening episode of the Coaching Business Spotlight, host Kat Knecht and guest Judy Shevelev delve into the multifaceted nature of the coaching businesses, highlighting the integration of diverse business modalities with coaching. Judy, a certified coach and dog trainer, shares her unique approach of combining positive reinforcement dog…
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Are You Vulnerable? An Advisor’s Guide to Surviving and Thriving in a Hyper-Compliant Environment— A Special Industry Update
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In a world managed to the lowest common denominator and driven by heavy-handed compliance, every employee advisor is vulnerable. In this episode, Mindy and Louis break it all down, share warning signs all advisors should pay attention to and proactive steps an advisor can take to protect themselves.
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Nicholas Crapser, PhD on Peer-Based Support Programs
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58:27
Nicholas Crapser PhD, is the current Clinical Director of 4D Recovery in Portland, OR, which is a peer-based support for youth and adolescents seeking addiction recovery. He has a history of lived experience with substance use disorder and justice involvement, and has been a vocal advocate for improved treatment for patients with substance use diso…
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Having Fun Again: How a Former Northwestern Mutual Advisor Designed a $7.5B Firm Around Cultural and Philosophical Alignment
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Building a firm from $120mm in assets to over $7.5B in just 6 years is an incredible feat. Mike Dolberg describes how he and the team at Apollon recognized the value of culture, partnership, and the freedom to serve clients—and how that realization ultimately drove their astounding success.
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A Blueprint for Building a Wealth Management Enterprise to $3B and Beyond
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After a dozen years in the wirehouse world, Reza Zamani began to recognize the limitations inherent to the model. So in 2012, he left to launch SteelPeak Wealth with $250mm in AUM. Today, they manage $3B and have 20 advisors on their team. Reza discusses how the decision to break away led to tremendous growth.…
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Joonyoung Kim - The Art of Coaching Across Cultures | Ep #18
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In this episode of the Coaching Business Spotlight, host Kat Knecht explores the global landscape of coaching with her guest, Joonyoung Kim, a productivity and leadership coach based in Korea. The episode focuses on how coaching transcends cultural boundaries, focusing on universal coaching themes and the unique challenges and opportunities present…
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Building a $6B+ Firm by Listening to Clients: The Formula for Mastering Excellence and Creating a Superstar Enterprise
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Since his last visit on the show 5 years ago, Rob Nelson’s NorthRock Partners has grown exponentially, serving a high net worth client base of professional athletes, entrepreneurs, and corporate executives. Rob offers valuable lessons derived from finding the “clearest path to excellence” for his clients and the NorthRock team.…
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$10B Summit Financial’s 3X Growth in 4-Years: The Story Behind the Rise of a 42-Year-Old RIA
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The Director of Business Development and Growth, Ed Friedman, shares the secret sauce driving Summit’s growth surge. It’s a perspective on the evolved independent space, with actionable advice on culture, outsourcing, the value of minority investors, and other essential insights for advisors and business owners.…
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Jenny Davidson-Goldbronn - Inner Work, Outer Success | Ep #17
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In this enlightening episode of the Coaching Business Spotlight, Kat and guest Jenny Davidson-Goldbronn explore the profound interplay between soul-driven strategies and business success in the coaching industry. They delve into the importance of maintaining a personal connection to one’s values and vision while navigating the challenges of growing…
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How the FTC’s Rule on Non-Competes May Impact Financial Advisors: An Attorney’s Perspective
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Attorney Matt Baum breaks down the facts on the latest FTC Noncompete Rule, the potential impact on an advisor’s business, current agreements, the ability to transition, and more.
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A $1B+ Wells Fargo Breakaway Team Gets Re-Energized in a New Model
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1:02:16
In building a $1B business at Wells, Angie Ostendarp and Jordan Raniszeski realized they had outgrown the model, which limited their ability to serve their clients and continue their growth trajectory. They share why supported independence was the right fit and how it’s changed their path toward the future.…
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Kat Knecht - Navigating the Transition to Full-Time Coaching | Ep #16
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In this insightful episode, Kat Knecht explores a pivotal question for many aspiring and established coaches alike: "When do you quit your day job?" This question is not just about making a career transition into coaching, but about understanding the delicate balance between strategic planning and following one's soulful aspirations. Through person…
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How Badly Do You Want It? A Process to Help Assess Whether Change is “Worth It” — A Special Industry Update
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In looking for “better ways” to foster growth and solve for other long-term goals, advisors need to weigh the value of pain vs. gain when it comes to a transition. In this special episode, Mindy and Louis Diamond share a process for answering the seminal question: Is change really worth it?
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Leaving the 4-Decade Legacy Behind: Why this $1.5B Merrill Family Business Opted for Independence
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Brent and Brad Chappell share unique perspectives as next gens of a business conceived by their father decades ago at Merrill. They offer insightful thoughts about family dynamics and succession, the value of mentors and education, what it takes to build a $1B wealth management business, and more.
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Kat Knecht - Soulful Strategies in Marketing for Coaches | Ep #15
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In this episode of the Coaching Business Spotlight Show, host Kat Knecht dives deep into the art of marketing within the coaching business, but with a twist. She emphasizes that marketing doesn't have to be transactional or manipulative; instead, it can be a soulful and inspiring process that connects you with your passions, utilizes your strengths…
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Michael Kitces on Advisor Wellbeing: How Autonomy is Trumping Income When it Comes to Advisor Happiness
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54:13
Listen in for an insightful and revealing look into advisors’ minds and what really makes them happy, based on data from the latest Kitces survey. Learn the motivations and drivers that lead not only to success but to a better quality of life.
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Advisor Success Formula: Closing the Gap Between HNW Client Expectations and Advisor Services
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51:08
In a more competitive and commoditized world, it’s critical to leverage any advantage available to be more intentional and thoughtful in managing and growing your business. This episode takes a deep dive into John Bowen’s latest report to identify action items to help advisors get started on a new path to thinking about delivering exactly what clie…
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Rodric Lenhart - "Right Map, Wrong Mountain" | Ep #14
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In this insightful episode, Kat Knecht sits down with Rodric Lenhart, a serial entrepreneur turned coach, to explore his transformative journey from entrepreneurship to coaching. Rodric shares his compelling story, starting from his humble beginnings selling golf balls and candy to fund his childhood desires, to establishing multiple successful bus…
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4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth
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51:24
What motivated the founders of Holistic Planning to leave Edward Jones, a firm their family built a business at over more than four decades? They discuss their thought process, the transition, and the growth opportunities they are now experiencing.
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What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance
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Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their business’s value drivers and how to maximize each, even if you aren’t interested in going independent or selling your business.
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Gail Barker - Blending Conviction and Compassion in Coaching | Ep #13
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In this episode of "Coaching Business Spotlight, we delve into the nuanced considerations coaches must navigate when expressing personal beliefs in professional settings. The conversation between Kat and guest Gail Barker, CPCC, PCC, centers on balancing authenticity with professionalism, especially on social media and in client interactions. They …
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An Industry Update on Advisor Transitions and Deals: The 2023 Report
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In the Advisor Transition Report’s companion podcast episode, Louis and Jason Diamond explore the key takeaways and their anticipated influence on activity during 2024 and beyond.
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Eddie Krumpotich on Harm Reduction and Drug Policy Reform
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Dr. Taylor Nichols and McCauley Sexton interview Eddie Krumpotich, a person with lived experience, former teacher of the year, and an expert in substance use and harm reduction. He has consulted with two of the nations largest harm reduction organizations to help write and advocate for six substance use, harm reduction, and mental health bills in t…
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Growth Strategies: An Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise
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1:01:09
Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse world. So he set out to build his own practice. When he outgrew that, he built a firm. Now, he’s building an enterprise.
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Top Tips for Setting Your Business Up for Success Years Before a Move: An Industry Update
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32:34
A breakdown of the steps advisors can take to prepare for change and enhance business processes, equally effective for those at the curiosity stage or even deep into due diligence, and whether you ultimately make a move or not.
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Interviewing McCauley Sexton - Part 2
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1:00:25
Our hosts flip roles, and Dr. Taylor Nichols interviews co-host McCauley Sexton about his childhood, his family history of substance use, his lived experience with having a substance use disorder and in residential treatment, and how he feels he has grown and changed his perspective on harm reduction and the need to reform recovery spaces.…
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Tammy Delaney-Plugowsky - Heart-Centered Holistic Coaching | Ep #12
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In this episode, we explore the synergy of soul-driven strategies and business savvy in coaching. Kat and her guest, Tammy Delaney-Plugowsky, share their insights into integrating various modalities like acupuncture, relationship coaching, and business training into a coaching practice, highlighting the importance of a holistic approach to personal…
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The Next Chapter: Former First Republic Head Launches RIA with Backing from PE Firm Summit Partners
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Former President of First Republic Private Wealth Management Bob Thornton talks about the fallout from the banking crisis and his new chapter building an RIA backed by private equity firm Summit Partners.
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Interviewing McCauley Sexton - Part 1
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59:58
Our hosts flip roles, and Dr. Taylor Nichols interviews co-host McCauley Sexton about his childhood, his family history of substance use, his lived experience with having a substance use disorder and in residential treatment, and how he feels he has grown and changed his perspective on harm reduction and the need to reform recovery spaces.…
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