Episodes

  • Episode 70 – From Shiny Objects to Solid Strategies with Mike Nakanishi

    Episode 70 – From Shiny Objects to Solid Strategies with Mike Nakanishi
    Aug 8 2023
    Mike Nakanishi is a seasoned advisor based in Honolulu, Hawaii, currently bringing his skills to Kingswood Wealth Advisors LLC. In this podcast, Michael delves into his 20-year career, revealing major industry influences, the challenges faced by investors, and his unwavering passion for helping clients succeed in their financial endeavors. They also discussed: The major influences … Continue reading Episode 70 – From Shiny Objects to Solid Strategies with Mike Nakanishi →
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    17 mins
  • Episode 69 – Caught on the Border of Fraud and Financial Success – With Carlos Legaspy

    Episode 69 – Caught on the Border of Fraud and Financial Success – With Carlos Legaspy
    Nov 7 2022
    Carlos Legaspy is the Founder and CEO of InSight Securities, a full spectrum international brokerage and money management firm that has been providing investment services to high net worth individuals retirement, corporate and trust accounts since 1970. Legaspy is also an author of the book “Going for Broke,” a story from his own account of … Continue reading Episode 69 – Caught on the Border of Fraud and Financial Success – With Carlos Legaspy →
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    24 mins
  • Episode 68 – Managing the Seasons of Life With Regina Faison

    Episode 68 – Managing the Seasons of Life With Regina Faison
    Oct 31 2022
    Regina Faison is the owner & CEO of Faison Wealth Strategy, an advisory firm focused on helping clients manage the seasons of their financial lives. Her story of putting her & her children’s lives back together after her husband passed away unexpectedly gives her a unique perspective and an uncanny ability to empathize with her … Continue reading Episode 68 – Managing the Seasons of Life With Regina Faison →
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    24 mins
  • Episode 67 – The CMO Series – Drivers of Revenue: Kimberly Beck

    Episode 67 – The CMO Series – Drivers of Revenue: Kimberly Beck
    Sep 29 2022
    We’ve added a new focus within this podcast –  The CMO Series – Drivers of Revenue – to learn more about how people who run marketing departments got to where they are, how marketing has evolved and what the future holds for this important element of company success. Kimberly Beck is the CMO at YieldX, … Continue reading Episode 67 – The CMO Series – Drivers of Revenue: Kimberly Beck →
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    37 mins
  • Episode 66 – Have the Courage to Bet on Yourself – with Ashley Webb

    Episode 66 – Have the Courage to Bet on Yourself – with Ashley Webb
    Sep 20 2022
    Ashley Webb is the Director of Operations & Onboarding at Kingswood U.S., an SEC-registered RIA and a FINRA-licensed broker/dealer that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor.  Ashley rose quickly into a leadership role with Kingswood.  In this episode, Doug & Ashley talk about how her upbringing, her … Continue reading Episode 66 – Have the Courage to Bet on Yourself – with Ashley Webb →
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    24 mins
  • Episode 65 – Cash Management is More Important than Ever – With Eric Lansky

    Episode 65 – Cash Management is More Important than Ever – With Eric Lansky
    Aug 8 2022
    Eric Lansky is the President of StoneCastle Cash Management, a company that connects institutional and retail investors to banks via innovative cash, deposit, and capital investment solutions.  Doug and Eric talked about the current environment and why cash is becoming more relevant than ever for advisors. They also discussed: The implementation of cash management into … Continue reading Episode 65 – Cash Management is More Important than Ever – With Eric Lansky →
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    17 mins
  • Episode 65 – Envestnet’s Ingenious New Marketing Campaign with Mary Ellen Dugan

    Episode 65 – Envestnet’s Ingenious New Marketing Campaign with Mary Ellen Dugan
    Aug 18 2022
    Mary Ellen Dugan is the Chief Marketing Officer at Envestnet, a financial service company that empowers advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone. Doug and Mary Ellen talked about Envestnet’s creative marketing campaign that meshes a beloved money-loving cartoon character with planning and … Continue reading Episode 65 – Envestnet’s Ingenious New Marketing Campaign with Mary Ellen Dugan →
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    17 mins
  • Episode 64 – A Purposeful Approach to Client Management – With Rikin Patel

    Episode 64 – A Purposeful Approach to Client Management – With Rikin Patel
    Aug 5 2022
    Rikin Patel is the Co-Founder of Kingswood US’s Family Office, who has been helping financial advisors surpass their business and personal goals while reaching their entrepreneurial dreams through comprehensive wealth management and business-building services. In this episode, Rikin joined Doug to talk about his journey to becoming an advisor, his approach to client management and … Continue reading Episode 64 – A Purposeful Approach to Client Management – With Rikin Patel →
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    13 mins