Rob and Ryan are two business owners that share their struggles running a business, keeping their health in check and being good family men.
Wealth Craft Podcast
Claim This Podcastby Ryan Burklo and Rob Bukacek
18 episodes
Updated Daily
Accepts GuestsHas Sponsors
53
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality62
Social90
YouTube68
Engagement0
Podcast Overview
Rob and Ryan are two business owners that share their struggles running a business, keeping their health in check and being good family men.
Language
🇺🇲
Publishing Since
6/30/2025
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53
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality62
Social90
YouTube68
Engagement0
8
Excellent Areas
1
Good Performance
10
Growth Opportunities
excellent
Publishing Consistency
Every 5 days
Performing excellently!
good
iTunes Tags
6.5/10
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poor
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Recent Episodes
October 13, 2025
Episode 18 -The Evolution of Umang Patel: A Financial Advisor’s Tale
<p>In this episode of the Wealth Craft Podcast, hosts Ryan Burklo and Rob Bukacek welcome Umang Patel, who shares his unique journey into the financial advisory industry. From his unexpected arrival in the U.S. to his struggles with job loss and client acquisition, Umang's story is one of resilience and adaptation. He discusses his transition from retail management to financial advising, the challenges he faced at Edward Jones, and how he ultimately found success at Pacific Advisors. Umang emphasizes the importance of mentorship, aligning values with a firm, and the significance of understanding clients' backgrounds. His insights provide valuable lessons for aspiring financial advisors and highlight the importance of perseverance in the face of adversity.</p> <p class="MsoNormal"><span style= "font-size: 12.0pt; line-height: 107%;">Check us out on Instagram:</span> <a href= "https://www.instagram.com/wealthcraft_podcast/"><span style= "font-size: 12.0pt; line-height: 107%;">https://www.instagram.com/wealthcraft_podcast/</span></a></p> <p class="MsoNormal"><span style= "font-size: 12.0pt; line-height: 107%;">Check us out on YouTube:</span> <a href= "https://www.youtube.com/@WealthCraftPodcast"><span style= "font-size: 12.0pt; line-height: 107%;">https://www.youtube.com/@WealthCraftPodcast</span></a></p> <p class="MsoNormal">Check us out on Facebook: <a href= "https://www.facebook.com/wealthcraftpodcast">https://www.facebook.com/wealthcraftpodcast</a></p> <p class="MsoNormal"> </p> <p class="MsoNormal"><span style= "font-size: 12.0pt; line-height: 107%;">#WealthCraftPodcast </span></p> <p class="MsoNormal"><span style= "font-size: 12.0pt; line-height: 107%;">#successtogether</span></p> <p class="MsoNormal"><span style= "font-size: 12.0pt; line-height: 107%;">#AdvisorTips</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#financialadvisory</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#UmangPatel</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#clientacquisition</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#personalfinance</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#immigrantstory</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#financialeducation</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#careertransition</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#mentorship</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#financialplanning</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"> </p> <p>Takeaways</p> <p>Umang's journey into finance was unexpected and filled with challenges.<br /> He faced significant job loss during the housing market crash.<br /> Working at Walmart led to unexpected promotions and management experience.<br /> Umang discovered a passion for financial education while helping coworkers.<br /> He transitioned to Wells Fargo with the goal of becoming a financial advisor.<br /> Client acquisition was a struggle at Edward Jones due to traditional methods.<br /> Umang found success at Pacific Advisors by leveraging his network.<br /> He learned the importance of aligning values with a firm and finding mentorship.<br /> Umang now works primarily with immigrant clients, understanding their unique needs.<br /> His story emphasizes resilience, adaptability, and the importance of continuous learning.</p> <p>Chapters</p> <p>00:00 Introduction to the Wealthcraft Podcast<br /> 01:13 Umang Patel's Journey into the Financial Industry<br /> 06:02 Navigating Challenges and Finding New Opportunities<br /> 17:02 Transitioning to Financial Advisory at Wells Fargo<br /> 24:34 Discovering a New Path at Pacific Advisors<br /> 26:35 Navigating the Early Days of Financial Advising<br /> 32:35 Overcoming Cultural Barriers in Client Relationships<br /> 38:43 The Unique Landscape of Financial Services<br /> 42:48 Lessons Learned and Advice for New Advisors</p>
October 6, 2025
Episode 17 - The Art of Relatability in Financial Advising w/Juan Tapia
<p>In this episode of the Wealth Craft Podcast, Ryan Burklo and Rob Bukacek welcome Juan Tapia, a financial advisor with nearly a decade of experience. The conversation explores Juan's journey into the financial industry, the lessons learned from working at different firms, and the mental challenges faced by financial advisors. They discuss the transformational impact of financial planning on clients' lives, the importance of understanding client needs, and the significance of setting boundaries in client relationships. The episode also delves into identifying personal strengths as advisors and attracting the right clients, culminating in a powerful parable about mindset and the choices we make.</p> <p class="MsoNormal"><span style= "font-size: 12.0pt; line-height: 107%;">Check us out on Instagram:</span> <a href= "https://www.instagram.com/wealthcraft_podcast/"><span style= "font-size: 12.0pt; line-height: 107%;">https://www.instagram.com/wealthcraft_podcast/</span></a></p> <p class="MsoNormal"><span style= "font-size: 12.0pt; line-height: 107%;">Check us out on YouTube:</span> <a href= "https://www.youtube.com/@WealthCraftPodcast"><span style= "font-size: 12.0pt; line-height: 107%;">https://www.youtube.com/@WealthCraftPodcast</span></a></p> <p class="MsoNormal"><span style= "font-size: 12.0pt; line-height: 107%;">#WealthCraftPodcast</span></p> <p class="MsoNormal"><span style= "font-size: 12.0pt; line-height: 107%;">#successtogether</span></p> <p class="MsoNormal"><span style= "font-size: 12.0pt; line-height: 107%;">#AdvisorTips</span></p> <p class="MsoNormal"><span style= "font-size: 12.0pt; line-height: 107%;"> </span><span style= "font-size: 12.0pt;">#financialadvising</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#clientrelationships</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#mentalgame</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#financialplanning</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#personalgrowth</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#empathy</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#clientgoals</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#industryinsights</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#professionaldevelopment</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#wealthmanagement</span></p> <p> </p> <p>Takeaways</p> <p>Juan Tapia emphasizes the importance of empathy in client relationships.<br /> The financial advising industry is a mental game that requires resilience.<br /> Transformational financial planning can impact generations.<br /> Understanding client goals is crucial for effective advising.<br /> Setting boundaries with clients can lead to healthier relationships.<br /> Advisors should identify their personal strengths to thrive in the industry.<br /> Attracting clients who align with your values is essential.<br /> The mindset you cultivate can determine your success in advising.<br /> Using analogies can help clients understand complex financial concepts.<br /> The battle of the wolves illustrates the importance of feeding positivity over negativity.</p> <p>Chapters</p> <p>00:00 Introduction to the Wealthcraft Podcast<br /> 03:38 Juan Tapia's Journey into the Financial Industry<br /> 07:16 Lessons from Different Firms<br /> 08:58 The Mental Game of Sales<br /> 14:52 Understanding Client Needs<br /> 19:57 The Importance of Planning and Legacy<br /> 20:50 Demonstrating Value in Financial Advisory<br /> 23:29 Understanding Client Goals and Expectations<br /> 27:50 Navigating Market Turbulence with Clients<br /> 29:57 The Power of Empathy in Client Relationships<br /> 34:54 Setting Boundaries and Expectations with Clients<br /> 38:10 Feeding the Right Wolf: A Parable for Success</p>
September 29, 2025
Episode 16 - Crafting a Financial Legacy w/Greg Montejo
<p>In this episode of the Wealth Craft Podcast, Ryan Burklo and Rob Bukacek welcome Greg Montejo, a rising star in the financial services industry. Greg shares his journey from a background of financial struggle to becoming a successful financial advisor. He discusses the challenges he faced in his early career, the importance of mentorship, and the dynamics of working with family in the business. The conversation also delves into the significance of branding, navigating compliance, and the mindset required to thrive as a business owner in the financial sector.</p> <p class="MsoNormal"><span style= "font-size: 12.0pt; line-height: 107%;">Check us out on Instagram:</span> <a href= "https://www.instagram.com/wealthcraft_podcast/"><span style= "font-size: 12.0pt; line-height: 107%;">https://www.instagram.com/wealthcraft_podcast/</span></a></p> <p class="MsoNormal"><span style= "font-size: 12.0pt; line-height: 107%;">Check us out on YouTube:</span> <a href= "https://www.youtube.com/@WealthCraftPodcast"><span style= "font-size: 12.0pt; line-height: 107%;">https://www.youtube.com/@WealthCraftPodcast</span></a></p> <p class="MsoNormal"><span style= "font-size: 12.0pt; line-height: 107%;">#WealthCraftPodcast</span></p> <p class="MsoNormal"><span style= "font-size: 12.0pt; line-height: 107%;">#successtogether</span></p> <p class="MsoNormal"><span style= "font-size: 12.0pt; line-height: 107%;">#AdvisorTips</span></p> <p class="MsoNormal"><span style= "font-size: 12.0pt; line-height: 107%;"> </span></p> <p class="MsoNormal"><span style= "font-size: 12.0pt;">#Financialservices</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#careerjourney</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#mentorship</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#familybusiness</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#compliance</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#branding</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#businessownermindset</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#financialadvising</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#ProverbsFinancial</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-size: 12.0pt;">#industrychallenges</span></p> <p> </p> <p>Takeaways</p> <p>Greg's background influenced his desire to enter finance.<br /> He learned the importance of acquiring skills in his career.<br /> Understanding clients' financial needs is crucial.<br /> The financial services industry requires a strong work ethic.<br /> Building a brand is an ongoing process.<br /> Compliance can be a double-edged sword.<br /> Mentorship is vital for growth in the industry.<br /> Balancing personal and professional life is challenging.<br /> Asking questions is key to overcoming fears.<br /> Success in finance often aligns with helping others. </p> <p>Chapters</p> <p>00:00 Introduction to Greg Montejo<br /> 01:36 Greg's Journey into Financial Services<br /> 05:29 Expectations vs. Reality in the Industry<br /> 08:32 Family Dynamics in Business<br /> 13:40 Lessons Learned in the Early Years<br /> 17:53 The Challenges of Business Ownership<br /> 20:39 The Importance of Financial Education<br /> 24:27 Building a Brand in Financial Services<br /> 27:52 Navigating Compliance Challenges<br /> 32:01 The Role of Mentorship and Community<br /> 38:57 Balancing Life and Business<br /> <br /></p>
18 total episodes available
Deep-dive analytics for Wealth Craft Podcast
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This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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Information about guest appearances is not available.
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