Discover how wealth managers and financial advisors leverage their time, treasure, and talent. Each week, successful wealth managers and financial advisors share what they are investing more of their time in, what they are cutting back on, and what their go-to strategies are. Your host, Henry DeVries, is a business development columnist with Forbes Digital and California Business Journal, and the CEO of Indie Books International. Guests share their thoughts on how the industry can work together to overcome common image problems faced by financial advisors and wealth managers.
How To Have Better Conversations With Jeanne M. Stafford
Our wealth authority this week is Jeanne M. Stafford. Jeanne is a leadership advisor and collaboration specialist. She helps boards, CEOs and executive teams get big things done even when the people involved have differing agendas and opinions.Jeanne has advised and spoken to leaders in over a hundred industries, including energy, engineering, finance, food services, healthcare, higher education, hospitality, manufacturing, non-profits, technology, and utilities.As a keynote speaker, Jeanne has given hundreds of talks to clients such as Columbia University, Standard and Poor’s, and Thomson Reuters. She is the Immediate Past President of The National Speakers’ Association in New York City.As an author, she has published articles in the Huffington Post and wrote the book Think. Drink. Eat. Move.; 4 Steps to YES, in which she teaches readers how to achieve fulfillment and joy using the simplest means.Jeanne is the creator of the leadership concept, The Devotion Factor: How to Align Your Purpose with Your Time.https://indiebooksintl.comSeason 2, Episode 27
16 Jul 2026
How To Get More Referrals With Paul Dorsey
Our wealth authority of the week is Paul Dorsey. Paul Dorsey, CFA, has worked in trusts and investments for over thirty years. He built an independent practice providing comprehensive wealth management, including retirement planning, private investments, and trusts. Working solely on referrals, he never discriminated between regular-net-worth, high-net-worth, or ultra-high-net-worth clients. He is the author of Ditch The Pitch: Stop Selling. Start Serving. Grow Referrals., where he shares the GROWTH blueprint that scaled his business from a single $25/month account into a multi-million dollar, referral-driven business of 400+ families—without ever chasing a sales quota.https://indiebooksintl.comSeason 2, Episode 26
9 Jul 2026
How To Bring Up Long-Term Care With Lily Vittayarukskul
Our wealth authority of the week is Lily Vittayarukskul. Lily, Waterlily's CEO and Co-Founder, was on the path to become an aerospace engineer at an exceptionally young age, a patented inventor, starting college at 14 and interning at NASA by 16. But her life took an unexpected turn when her Aunt, a cornerstone of her first-generation immigrant family, was diagnosed with terminal stage colon cancer.Post chemotherapy her family was shocked to learn that health insurance doesn't cover long-term care costs, driving their family to provide care from the home, stepping away from work and school to take on the physically demanding tasks of daily caregiving.This devastating event revealed the profound gaps in the healthcare preparedness of most families, leaving lasting impacts on her own. Determined to ensure a future where no one else would face the same hardships, Lily shifted her focus from aerospace engineering to healthcare innovation.Graduating from UC Berkeley with a degree in Genetics and Data Science, Lily led product and engineering teams at multiple startups before founding Waterlily, a company dedicated to making healthcare and its costs accessible, understandable, and empowering for all.https://indiebooksintl.comSeason 2, Episode 25
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