Shows
Optimized Advisor PodcastTrends in Financial Planning Revenue with Jeff HoenleScott welcomed back Jeff Hoenle in studio for a discussion on financial industry trends, revenue models, broker dealers and more. Jeff epitomizes what it means to be a Wealth Manager. He is Co-Founder and CEO of Platinum Wealth Management Group and lead educator of APEG (Advanced Planning Education Group). His industry expertise and advice are highlighted throughout this episode, get ready to take notes!Listen to Jeff’s previous episodes here:Ep. 034: Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP®Ep. 040: What is Advanced Planning Educational Group (APEG) and their Why?Ep. 041: The F...
2022-06-1029 minOptimized Advisor PodcastProper Estate Planning For The Family Vacation Home with APEGPart 3 of the 3 Part APEG Series: Scott sat down with with the co-founders of APEG, Jeffrey Hoenle, CFP®, CRPC®, AEP® and Ruth Flynn Raftery, JD, CPA, AEP® how to properly plan for the family vacation home. Listen to Part 1 Ep. 040: What is Advanced Planning Educational Group (APEG) and their Why? hereListen to Part 2 Ep. 041: The Five Pillars of Financial Planning with APEG hereListen to Jeff's Ep. 034: Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP® hereListen to Ruth's Ep. 039: Learn From An Optimized Advisor: Ruth Raftery, JD, CPA, AEP here
2021-10-2224 minOptimized Advisor PodcastThe Five Pillars of Financial Planning with APEGPart 2 of the 3 Part APEG Series: Scott sat down with with the co-founders of APEG, Jeffrey Hoenle, CFP®, CRPC®, AEP® and Ruth Flynn Raftery, JD, CPA, AEP® and discuss the Five Pillars of Financial Planning with APEG and how their organization takes a unique approach to better serve clients. Stay Tuned for next week for Part 3 with APEG. Listen to Part 1 Ep. 040: What is Advanced Planning Educational Group (APEG) and their Why? hereListen to Jeff's Ep. 034: Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP® hereListen to Ruth's Ep. 039: Learn From An Op...
2021-10-1518 minOptimized Advisor PodcastWhat is Advanced Planning Educational Group (APEG) and their Why?Introducing a 3 Part Series with the co-founders of APEG, Jeffrey Hoenle, CFP®, CRPC®, AEP® and Ruth Flynn Raftery, JD, CPA, AEP® to initially discuss the story behind APEG, how it came to be, the bold goal for success and APEG's WHY. Stay Tuned for next week for Part 2 with APEG. Listen to Jeff's Ep. 034: Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP® hereListen to Ruth's Ep. 039: Learn From An Optimized Advisor: Ruth Raftery, JD, CPA, AEP hereConnect with Scott on LinkedInConnect with Jeff on LinkedInConnect w...
2021-10-0819 minOptimized Advisor PodcastLearn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP®Scott was joined virtually by Jeff Hoenle for an informative discussion on optimizing your time and practice. Jeff epitomizes what it means to be a Wealth Manager. He is Co-Founder and CEO of Platinum Wealth Management Group and lead educator of APEG (Advanced Planning Education Group). He shares how he got his start in the industry, how he values education and designations to show his clients he is an expert. Jeff shares the Why and Vision behind the creation of APEG to assist other financial planners, estate planning attorneys and CPA's in a mutually beneficial education based national community.
2021-08-2754 min