Every single financial advisor that we've chatted with has had some sort of fear upon starting their business. Whether it's getting clients, staying solvent, or marketing your firm, there's always something that lives in the back of the minds of advisors as the start the journey of entrepreneurship. Alex Koynoff is currently in the thick of it: spreading the story of how he serves clients and wearing all of the hats in his firm. It's winning the battle of consistently getting over fears,...

If you don't know who this podcast is with, it's featuring "MC, MC from the DMV" better known as Rita Cheng. In this episode, Rita touches on unconscious bias, her experience with "unreasonable" managers and what we can all do to make the financial services industry more inclusive. Hit the subscribe button and tune in! #RiseWithOnyx

If you're seeking to grow your business next year, waiting until January 1st, 2024 to start planning is a bad idea. As my running back coach, Ron Gould, would say: "you're a day late, and a dollar short!" In this episode, I'll discuss: Setting the right expectations for Q4Which metrics to review to set fresh goals Making adjustments and a sound game plan for 2024 and how to evaluate your tech stack If you're looking to grow, this is the episode for you. Don't miss it! #RiseWithOnyx

Have you ever been to a conference and felt like you were alone? How can this be? In a sea of professionals with a variety of engaging content you may feel like you just can't find your way. Well, you're not alone. This has been an issue since I've been in the industry, and probably long before that. In this episode, Choir Co-Founder, Sonya Dreizler, joins us to talk about how she's making the conference and media landscape better for all. In our conversation, we touch on: The current...

In this episode, Emlen chats with Toussaint Bailey Founder of Uplifting Capital about how to make a better, more accessible financial services industry. In this episode they discuss: Giving advisor access to private investing deals The purpose of uplifting capital An advisors responsibility to their clientsand more Make sure to stop by www.onyxadvisornetwork.com and become a member today. Connect with Emlen: >> LinkedIn: www.linkedin.com/in/emlen-miles-mattingly  >> Instagram:...

This is a special episode. In the Onyx Advisor Network, one of my favorite events is our fireside chat sessions where we bring industry titans directly to our members. In this conversation, George Kinder joined us to discuss everything life planning. We discuss: His famous three questions for life planning An Advisors responsibility to their clients and civilization How he believes the fiduciary standard can change our world The future of advice and more Make sure to stop by...

"Showing up beats not showing up 100% of the time" - Tremaine Wills We're big fans of Tremaine Wills. Amongst many great things, one of the amazing things about her is her unapologetic audacious to "do." She's not afraid of experimenting with new methods to grow her business and market her firm. In fact, even with her amazing skill of educating investors she still looks for new ways to build leverage and scale. In this episode we discuss: Her motivation and why she chose financial advice...

Garrett is an Onyx Advisor hailing from Kansas. With 4 young children, he planned his exit from a reputable life insurance company to independence so that he could serve his clients in a way that would never feel like work. In this episode, he discusses: His accidental journey into financial services Seeing the writing on the wall to exit the insurance business Why he's happy building a lifestyle businessHow being independent gives him the best of service and lifestyle If you're an advisor...

Time management is something that every advisor is trying to figure out. How do you build a great life with the scarcity of time? In this episode, Emlen and Dasarte tackle the idea of "defending your calendar." They discuss: Their summer time revelations How advisors really are less busy than they seem (and that being okay)How to prioritize activities The difference between busy and productive and aligning your calendar with your values You do not want to miss this authentic episode. Tune...

One of the biggest pinpoints that financial advisors have is figuring out how they will grow. Will it be content marketing?Seminars?Building community?Or an extreme niche? In this episode, Onyx Advisor Network Co-Founder Dasarte highlights his leanings from hosting The Advisor Journey podcast with Altruist and how he's watched advisors achieve meteoric growth. In this episode, he highlights: His "4-S" FrameworkCase studies on advisors who have achieved rapid growthWhat most advisor are...

Some advisors think that getting an additional designation will help them grow their careers. In this episode, Emlen and Dasarte give their take on the benefit and downfalls of getting designations. Highlights: >> Emlen's story on why he started to pursue to CFP >> Dasarte's hot takes on when getting designations is a waste of time >> Designations for advisor confidence >> How to create a designation strategy Connect with Emlen: >> LinkedIn:...

As a financial advisor, how sure are you that you’re providing a consistent, reliable, and thorough client experience throughout the year?  Today’s episode discusses why a client service calendar is vital to a financial advisor. We will talk about predetermined calendar dates that have pre-assigned tasks for you to do with your clients. Additionally, we share methods to communicate with clients holistically and humanly.  Clients want to hear from you at least once a month. To solve that,...

As we navigate to the year 2023, the economic environment is still volatile. Now, how can a financial advisor present themselves to a new set of challenges to still accommodate and attract new clients? In this episode, we’ll get into trends and what we think will happen for this year. We will share knowledge of what things you need to pay attention to this year as you navigate in scaling up your business and serve your clients the best services.  We don’t have the control of what will happen...

Before playing the game, you need to have a game plan. As Advisors, we already know by now that the best way to go into something with confidence, is by having a solid plan. Now that you’ve decided to go independent, it’s your turn to plan for yourself.  For today’s episode, we will be sharing the 7 important things we’ve learned when we were beginning our own independent paths in this industry. We’re sharing crucial information on what you actually need and what you don’t need to help save...

Compliance is a very important element of a business, yet many business owners are unaware how it can help them. The cost of non-compliance can be high, you may lose customers, deals, and investors.  In this episode, Scott Gill will talk about how he helps advisors evaluate their business in a way that allows them to identify the areas of risk that are most likely to impact their firm's compliance program. It will  then help them feel less worry and make their businesses' run smoother.  Avoid...

Halfway through Season 1 of Allies of the Industry, we’re looking back on the impactful lessons we’ve learned from our allies. We looked back on similar experiences we had with our guests, sectors that are new and unfamiliar to us, and fresh lessons we will be carrying with us from now on.  Despite our many years of experience working in the financial services industry, we're still able to get incredible takeaways from our colleagues. That’s the great thing about having the right allies — you...

Build a business around people. Putting the client at the center and assessing all their different needs will make the business last a lot longer. Being able to serve the people why you decided to start a business is very fulfilling to Bonnie Maize.  Bonnie Maize is one of the founding members of the Onyx advisory network. She is the owner of Maize Financial that is focused on helping women, minority members, like LGBTQ, and racial minorities. Bonnie went to Law School and when she started a...

We are part of a service-oriented industry filled with a wide variety of services offered. As a financial advisor or planner, it’s important that you find your own specialty! Together with us in this episode is Jamie Clark CFP®, who specializes in Couple’s Financial Planning. After a career change, Jamie has found their niche in serving couples through their financial situations such as, deciding on whether to have joint or separate accounts. Through their dedicated work towards the clients...

When building a business, you have to build everything from the ground up, and you need to wear all of the hats from working the business to working for the business. And, it takes time to do it all! Time management can be a bit challenging, but Samuel Deane figured out how he can spend his time wisely to grow his firm. Samuel Deane is the Founder and CEO of Deane Wealth Management, a rare and independent wealth management firm for tech employees. Instead of cold calling clients, he spends...

Empathy is the modern financial advisor's superpower. Empathy does not always imply going through the same experiences as the client or mirroring their emotions. It's more about listening to them.  Today's guest is Brian Portnoy, Co-Founder of Shaping Wealth and Author of “Geometry of Wealth”. In this episode, he will share his beginnings, why empathy is important when talking to clients, and the relationship between happiness, sadness and money. He realized there was a high demand in the...

Finding a career in a field that supports both your passion and professional goals and objectives has never been simple. Chelsea Ransom-Cooper CFP®, founder of Women with Equity, went through this crossroad. She was aware that despite her professional achievement, she would always want to be able to help people with their finances. Making a big change during the pandemic, Chelsea teamed up with Jason Ray and Zenith Wealth Partners. This was a deeply satisfying change for Chelsea because she...

Welcome to the first episode of Allies of the Industry! Together with ONYX Advisor Network, this podcast aims to be a safe space for underrepresented financial advisors to learn how to start, scale, and sustain their practice. If you’re one of them, you’ve come to the right place! Joining us in launching this podcast is our great friend who was also with us during the humble beginnings of ONYX - Jason Wenk, CEO of Altruist and ONYX Partner. Jason was able to build the fastest-growing private...