Among the nationwide community of financial advisors are a number of individuals who truly are outstanding. By virtue of professional and personal accomplishments, these advisors have interesting stories to share. This podcast exclusively features such advisors. It's an opportunity for you to meet them close-up, to learn about their backgrounds, their personal lives, professional objectives, and more. What types of financial advisors am I interested in featuring? All types. All practice models, compensation structures and licensure regimens are welcome here. If this podcast helps to break down barriers and foster cooperation between those who favor markets and those who favor guarantees, then I will consider it as having met a key objective. Thanks for visiting the channel! Please subscribe. And please give us a 5-star rating where you listen. If, that is, you feel we've delivered a 5-star result. Want to learn about David Macchia? Visit https://www.wealth2k.com/about-8 (https://www.wealth2k.com/about-8)
S01 E06 - Tom Hegna | Outstanding Advisor Podcast #006
A true giant in the insurance industry, Tom Hegna has elevated the success ofthousands of life insurance agents and dozens of life insurance carriers. Hisunmatched passion for the guarantees that only insurance and annuities canprovide is both infectious and inspirational. When speaking with Hegna, one canquickly determine that his conviction is real and unshakable. You’re about tolearn a lot about Hegna, and you will come to understand that his quest forsuccess, and his strong character, were molded many years ago.
Curtis Cloke has made a significant and positive impact on the annuity industry,not to mention the professional success of many annuity agents. He is renownedfor his speaking and teaching skills. Cloke, more than anyone else, is responsiblefor making the deferred income annuity (DIA) a tangible and known longevityplanning tool. And no one is more expert at describing its value. But there’s muchmore to Cloke than annuities. You’ll see.
29 Apr 2023
S01 E04 - Gary Mettler | Outstanding Advisor Podcast #004
There are many people who are knowledgeable about annuities. Some, however, possess a base of knowledge that is so extensive, you might describe them as having the deepest form of expertise. When it comes to guaranteed income annuities, and, in fact, the full breadth of issues surrounding annuitized income, few, if any, are more of an expert than Gary Mettler.Metter’s perspective on the value of annuities is, in part, driven by a tragic event in California that took place 29 years ago, an occurrence that many people have surely forgotten about. However, you’ll feel this event’s impact in Mettler’s description and will come to understand how this experience served to build his passion for annuitized income.
16 Mar 2023
S01 E03 - Andy Panko | Outstanding Advisor Podcast #003
By any measure, Andy Panko is an interesting man. Founder of Tenor Financial, a fee-based planning firm in Metuchen, NJ, Andy came to the financial planning profession after a long stint on Wall Street. His corporate finance background led us to a discussion of macroeconomic issues, financial engineering, his philosophy on advisor compensation, and much more.
Before building a successful practice, Andy built lots of other things. He was, literally, a builder and remodeler. He was even showcased on a reality TV show. Oh, and he’s tried his hand at standup comedy.
I think you will enjoy meeting Andy.
9 Mar 2023
Jason Lenagh | Outstanding Advisor Podcast #002
Founder of Enlightened Financial Planning in Omaha, Nebraska, Jason Lenagh’s story is one that illustrates how adversity can be transformed into ambition that further transforms into success. Jason had a long and difficult climb. But he persevered, and he has truly become an outstanding financial advisor.
2 Mar 2023
Michelle Gordon | Outstanding Advisor Podcast #001
Michelle Gordon, CEO of Investably, represents the classic American success story. When she was just an infant, her parents migrated to the United States from the Dominican Republic, settling in New York, NY. Raised in a loving home by hard-working parents, Michelle's story is one of dedicated pursuit of education and achievement. I believe you will enjoy meeting Michelle and will quickly come to appreciate that she is an outstanding financial advisor with an interesting story to tell.
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