Shows
On Adventure Podcast with Josh SelfEpisode 43: Beyond the Pavement with Frank Trotter What do banking and backcountry exploration have in common? More than you’d think! In this episode of the On Adventure, I sit down with Frank Trotter—banking pioneer, entrepreneur, and avid adventurer. From his early days racing cars in Europe to co-founding EverBank and now launching Battle Bank, Frank shares how his career has been driven by innovation and a passion for pushing boundaries. But it's not all business—Frank also dives into his love for outdoor exploration, from summiting 14ers in Colorado to backcountry treks in Argentina. We talk about the lessons learned from e...2025-02-2157 min
On Adventure Podcast with Josh SelfEpisode 32: Epic Adventures and Life Lessons with Skip Schweiss In this episode of the On Adventure podcast, I sit down with Skip Schweiss, a seasoned executive in the financial services industry and a passionate adventurer. Known for his years of leadership at TD Ameritrade, Skip has seamlessly woven his professional life with a personal quest to push physical and mental boundaries in the great outdoors. We dive into Skip's career journey, from his work in advisor advocacy to how he's now dedicating more time to his love of the wilderness. But Skip isn’t just about hiking the occasional trail—he organizes an annual group...2024-09-2054 min
The InvestmentNews PodcastEpisode 8: The big juicy pork chopRecruiting behemoth LPL Financial never lets up, and we look at the latest effort to expand the footprint.
Skip Schweiss becomes the latest high-profile exec to jump ship at TD Ameritrade ahead of the Schwab acquisition.
Morgan Stanley’s acquisition of ETrade has left the big bank with a small custody business that might not have a permanent home.
And in the Open Notebook segment Jeff and Bruce delve into the reality of placing “chief” in front of anything and everything to make us all feel better about ourselves.2023-08-2329 min
Modern Husbands PodcastA Conversation with Past Ameritrade Trust CEO, Skip SchweissJoin us for a discussion about investing as a couple and rules put into place to reduce being scammed while saving for retirement.Skip Schweiss, CFP®, AIF® currently serves as the volunteer past president for the Financial Planning Association® (FPA®), the leading membership organization for Certified Financial Planners. In 2020, Schweiss concluded a 12-year career with TD Ameritrade, where he most recently served as President of TD Ameritrade Trust Company and Managing Director of Advisory Advocacy. Mr. Schweiss directly influenced legislation and regulation, including the SECURE Act (2019) and the DOL Conflict of Interest Rule, among others. ...2023-02-1734 min
Orion's The Weighing MachineJames St. Aubin and Kenneth Sleeper of Sierra Mutual Funds and Ocean Park Asset Management - Tactical Investment StrategiesIn this episode, Rusty and Robyn talk with Kenneth Sleeper, Ocean Park Asset Management's Co-Founder, Co-Managing Director, and Portfolio Manager. Also joining them is James St. Aubin, Chief Investment Officer for Sierra Mutual Funds and Ocean Park Asset Management.Kenneth oversees all aspects of the organization's activities, including asset management, research, and client relationships. Before co-founding Sierra Investment Management, the parent company of the Sierra Mutual Funds and Ocean Park Asset Management, Kenneth applied his extensive background in statistical and computer applications to develop and refine computerized techniques for reducing downside risk. James, on the other hand...2022-11-2234 min
Between Now and SuccessMountain Climbing Adventures with Skip Schweiss and Scott MacKillopYou don’t reach the summit of 14,000 foot mountains more than 150 times without learning a few things along the way about life, health, and adventure. In today’s adventure episode, I talk to financial pros Skip Schweiss and Scott MacKillop. Between them, they’ve climbed mountains all over the world and lived a life of adventure while building thriving careers as executives in financial services. I’ve had the pleasure of joining them on several trips and can attest to their skill and wisdom, but more importantly, to their sense of team and community. They’ll be the...2022-11-141h 18Orion's The Weighing MachineChip Roame of Tiburon Strategic Advisors - The State Of Wealth And Investment ManagementChanges in technology, demographics, and the economy are having an impact on how people invest their money. New opportunities are emerging for those willing to take risks. In this episode, Rusty talks with Chip Roame, Founder & Managing Partner of Tiburon Strategic Advisors and the Tiburon CEO Summits. He is responsible for all of Tiburon's advisory, research, service, and marketing activities, keeping him on the leading edge of strategic initiatives in the industry's fastest-growing businesses. Chip shares with Rusty the five key things everyone in financial services should consider regarding the industry, gives advice to aspiring fi...2022-07-1937 min
WealthTech on DeckKey Trends in Wealth and Investment Management with Chip RoameWealth and investment management are constantly evolving industries, with new technologies, strategies, and trends emerging every day. In order to stay ahead of the curve, advisors need to be aware of the key drivers shaping the landscape. In today’s episode, Jack talks with Chip Roame, Founder and Managing Partner of Tiburon Strategic Advisors, and the Tiburon CEO Summits. Prior to forming Tiburon in 1998, Chip served as a management consultant at McKinsey & Company, and later as a business strategist at The Charles Schwab Corporation. In his current role, Chip is responsible for all of Tiburon's advisory, research, serv...2022-05-0330 minOrion's The Weighing MachineKenneth Sleeper of Ocean Park Asset Management - Balancing Risk In Uncertain TimesGlobal markets have been experiencing a lot of volatility lately, leaving many investors wondering how to respond. What strategies are successful money managers using to protect their clients' investments?In today’s episode, Rusty and Robyn talk with Kenneth Sleeper, Co-Founder, Co-Managing Director, and Portfolio Manager at Ocean Park Asset Management, a firm with a unique investment approach that limits downside risk and delivers satisfying returns.Before co-founding Sierra Investment Management (parent company of Ocean Park Asset Management) in 1987, Kenneth applied his extensive background in statistical and computer applications to develop and refine computerized techniques fo...2022-03-1528 min
Social Security: Answers From The ExpertsA CFP’s Current Thoughts On Retirement And Social Security, With Skip SchweissA CFP’s Current Thoughts On Retirement And Social Security, With Skip Schweiss Welcome to episode #1 of Social Security: Answers From The Experts with Martha Shedden. In this highly informative episode Martha sits down with Skip Schweiss and they discuss a multitude of helpful topics related to retirement planning and Social Security.Skip Schweiss is a Certified Financial Planner, CFP, and an Accredited Investment Fiduciary, AIF. He recently served as the volunteer president for the Financial Planning Association (FPA), which is the principal membership organization for Certified Financial Planner professionals and those wh...2021-10-0629 min
Allworth Financial's State of the IndustryCapital Gains Tax Changes Webinar – What This Could Mean for Your Firm and Your FutureIn the latest edition of State of the Industry podcast, titled: “Capital Gains Tax Changes Webinar – What This Could Mean for Your Firm and Your Future,” host and Allworth Co-CEO Scott Hanson welcomes Financial Planning Association (FPA) President Skip Schweiss.
The two dissect the impact of the pending capital gains tax increase on advisors who are nearing retirement.
Highlights include:
The details of the proposed capital gains tax increase legislation
How the tax increase could affect the value of your advisory firms
Why selling, creating a succession plan, or partnering now could save principals millions...2021-09-1743 minOrion's The Weighing MachineSkip Schweiss of the Financial Planning Association - The Merits of CFP Credentials and Fiduciary StandardsIn today’s episode, Rusty and Robyn talk to Skip Schweiss, President of the Financial Planning Association (FPA).Skip has long been passionate about educating financial planners on how they can increase the value they provide to consumers. Before FPA, Skip oversaw TD Ameritrade’s retirement plan services business and public policy advocacy efforts among others. When not in his office, he's hiking somewhere in Colorado.Skip talks with Rusty and Robyn about the merits of a CFP credential, the importance of personal finance education, and the impact of recent legislative developments and emerging secular tren...2021-08-0343 min
Conversations for Financial ProfessionalsCFFP# 18 - What's Changing About Financial Services in the Next 10 Years ft. Patrick Mahoney & Skip SchweissWelcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today we have Patrick Mahoney and Skip Schweiss.
Patrick D. Mahoney is the CEO of the Financial Planning Association, experienced business leader and strategist with a background across diverse organizations in the financial services, technology, and mission-based sectors. He’s been recognized for building and mentoring diverse teams and creating growth strategies that integrate the passion and expertise of an organization's members, volunteer leaders, and staff to meet its goals and mission.
2021-06-0933 min
Human Capital with Melanie WaddellHuman Capital: Skip Schweiss on Reshaping FPA's Value PropositionIn this episode of Human Capital, we catch up with Skip Schweiss, the 2021 president of the Financial Planning Association. Schweiss, former president of TD Ameritrade Trust Company and managing director of advisor advocacy for TD Ameritrade Institutional, talks about FPA’s priorities, including boosting FPA’s membership. “…FPA will continue to deliver content that can not only keep a planner’s skills sharp and evolving with the times and with trends but also to provide them that continuing education credit. We just know and acknowledge we aren’t the only game in town anymore and that cannot be...2021-02-1621 min
Something More with Chris BoydSomething More With Chris BoydChris welcomes Skip Schweiss, President-elect of the Financial Planning Association (FPA). Skip shares a few initial thoughts on what a Biden administration might mean for investors. He indicates that a “split federal government has, over the decades, produced the strongest returns”. Brian Regan, AMR Chief Investment Officer, recaps highlights and takeaways from the New York Times Deal Book Summit.2020-11-2351 min
Ultima Final Fantasy | The Ultimate Final Fantasy PodcastChains of PromathiaThis week, Kaleb and Joe discuss the storyline in Chains of Promathia. We're currently about halfway through The Treasures of Aht Urghan. Chains of Promathia Final Fantasy XI: Chains of Promathia was released on September 16th, 2004 in Japan, and September 21st, 2004 everywhere else. This is the only expansion thus far that didn’t include new jobs. Just like with Rise of the Zilart, the games main composer and arranger is Naoshi Mizuta. We also get a return of XI’s Distant Worlds, featureing Izumi Masuda. Story- The story...2016-08-081h 29Between Now and Success17 Financial Industry Execs Tried to Climb Mt. Shasta. Here's What Happened.What's it like to climb Mt. Shasta with a hard-charging group of financial industry executives? What goes on behind the scenes to prepare for the climb and who made it to the top? And how do you deal with a major accident before the climb even starts? In today’s episode, I take you behind the scenes in the Skip and Chip Excellent Adventure 5.0. Skip Schweiss of TD Ameritrade and Chip Roame of Tiburon Strategic Advisors organize an adventure trip each year and this year's destination was Mt. Shasta in northern California. I participated last ye...2016-07-3033 minUltima Final Fantasy | The Ultimate Final Fantasy PodcastCrisis Core: Final Fantasy VIIMaking-of Crisis Core began development as a PSP port of the FInal Fantasy VII Mobile Phone Japan-only game “Before Crisis”. Hajime Tabata, event Director for Monster Rancher 2, and the creator of “Before Crisis” was chosen as director of the port. It would also be produced by Hideki Imaizumi, the score by Takeharu Ishimoto, written by Kazushige Nojima, and art designed by Yoshihiro Imaizumi. Soon into production of the port, however, when it was decided that the port was going to center around the mythical character of Zack, they opted to create a brand-new game inst...2016-04-041h 57Between Now and SuccessSkip Schweiss on 5 Top Threats Facing Financial Advisors
In addition to volatility in the financial markets, financial advisors have to worry about other threats to their business including regulations coming out of Washington and cyber attacks. Today’s guest, Skip Schweiss, keeps a close eye on all these non-market related issues and we go through the list and discuss simple steps you can take to mitigate the risks.
Skip is responsible for TD Ameritrade Institutional’s Retirement Plan Services platform. He is also the Managing Director of Advisor Advocacy & Industry Affairs.
And as I’ve witnessed firsthand (more in the podcast), Skip is a skil...2015-11-2350 min