The Advisor View
Claim This Podcastby Citizen Mint
Podcast Overview
<p>"The Advisor View" brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.</p>
Language
🇺🇲
Publishing Since
6/20/2024
1 verified contact email on file for The Advisor View
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Recent Episodes
July 29, 2026
Stephen Lewis | Future First Finance
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Stephen Lewis of Future First Finance. Stephen shares his path into wealth management and the story behind Future First Finance, offering insight into why he built a firm focused on helping clients invest for both long-term financial success and the global transition to a lower-ca...
July 21, 2026
Jacob Tally | Prospero Wealth
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Jacob Tally of Prospero Wealth. Jacob shares his path into wealth management and the story behind Prospero Wealth, offering insight into why the firm was built specifically to serve tech professionals navigating the unique financial complexities of equity compensation, concentrat...
July 21, 2026
Christina Kramlich | Cantata Wealth
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Christina Kramlich of Cantata Wealth. Christina shares her path into wealth management and the story behind Cantata Wealth, offering insight into how the firm helps individuals and families navigate the complexities of preserving and growing wealth across generations. The conversa...
15 total episodes available
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Frequently asked questions
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- What is The Advisor View?
<p>"The Advisor View" brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.</p> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Information about guest appearances is not available.
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