Shows
Total SuccessionSuccession Planning Strategy Shift: From Dictating Direction to Co-Creating the Future with Bridget Venus Grimes and Marnie BonnerSuccession planning doesn't start with finding a successor… It starts with defining your vision and inviting your G2 to co-create the future of your firm. The mother-daughter duo of Bridget Venus Grimes and Marnie Bonner of WealthChoice reveal why soliciting feedback from next-generation advisors is non-negotiable for success and how coaching facilitated their transition. You'll discover the biggest challenges founders face when searching for G2 talent, why more conversations about succession would prevent fire sales, and what it looks like when your clients prefer your successor as their primary contact. This episode kicks off wi...
2026-02-2449 min
Wild Tales | Nature PodcastGolf Course to Nature Reserve | Just Add Water?How can a golf course become a place for nature and people to thrive? Ajay Tegala visits Sandilands in Lincolnshire over its first year as the once manicured lawns transform into a wetland habitat. But with one of the driest springs on record, can Sandilands go from one birdie to another? Will there be enough water for wading birds return? [Ad] Wild Tales is sponsored by Cotswold Outdoor, your outside retailer and epic guides to adventure. Quick breathers, calming walks or heart-pounding hikes. We feel better when we get out more. Find quality kit and 50 years of o...
2025-11-2625 min
The Out and About PodcastHow Women Can Break into Financial Services Careers and Why They Should with Stephanie McCulloughStephanie McCullough is a veteran financial advisor with 27 years of experience. Inspired by her father, a long-time financial advisor, she transitioned into the financial sector at age 30. Recognizing the value of his work, she decided to join his business. A pivotal moment in 1998, when she met a coach at a chamber of commerce event, significantly shaped her professional journey. Stephanie founded Sofia Financial in 2011 and focuses on empowering women to confidently take control of their financial futures. She creates a safe space for open and vulnerable discussions about financial matters.Featured Resources Stephanie McCullough on L...
2024-07-2424 minThe Out and About PodcastUnlocking Growth: How to Optimize Procedures Using Simplicity Ops with Kate GuillenKate Guillen is a seasoned operations professional with over a decade of experience in the investment management industry. Her journey began as a client service associate for a broker-dealer and she later became the operations manager at a registered investment advisor, where she was given the freedom to solve operational issues with technology and discovered her passion for AdvisorTech. In 2020, she founded Simplicity Ops to help financial advisors and their teams simplify systems and standardize operations. Today, Simplicity Ops has partnered with over 50 firms, dedicated to maximizing their technology and ensuring robust operating procedures to support growth and excellent...
2024-06-0520 minThe Out and About PodcastBuilding a Financial Family Business: How Bridget Venus Grimes Solved her RIA Capacity Problem With Her Daughter Marnie BonnerBridget Venus Grimes is president and founder of WealthChoice. She launched her family firm in 2016 in response to the financial challenges faced by breadwinner women across the nation. Recognizing the need to expand her capacity to serve her growing clientele of over 65 families, she made the decision to bring her daughter Marnie on board. Through this strategic move, Bridget aims to ensure continuity and quality service for her clients while fostering a legacy of financial empowerment for future generations. With assets under management reaching $90 million, Bridget's dedication to providing comprehensive financial guidance while nurturing a successor reflects her passion...
2024-05-2226 min