financial planning

106: Re-engineering In-Person Operations with John Stoj

After years of climbing the Wall Street corporate ladder, financial advisor John Stoj became disillusioned with false promises of outperforming the market. He eventually started a sushi delivery company only to return to his first love – financial planning. But this time, things are different. Not only did he go rogue with his pricing model, but he also digitized his services without compromising security or personal touch. Learn the process for how he did it in this episode.

Special Guest: John Stoj, Founder & CEO – Verbatim Financial

Location:  Atlanta, GA  USA

Show Notes:

  • “What Most Financial Advisors Don’t Want You to Know:” sign up for John’s free report.
  • DocuSign: software that allows organizations to manage electronic agreements and contracts via electronic signatures.
  • Zoom: software that offers audio and video recording of webinars, conference calls, presentations, meetings, and more. Also includes screen sharing for enhanced collaboration.
  • RightCapital: software by financial planners for financial planners that helps Financial Advisors grow their business and give their clients a secure portal to access important documents.
  • Alliance of Comprehensive Planners (ACP): a professional organization whose “…members are highly-trained, fiduciary financial advisors who are legally and ethically bound to reduce conflicts of interest and work in the best interests of those they serve.”
  • U.S. Department of Agriculture: website of the American federal department that provides leadership on food, agriculture, natural resources, and related issues.
  • Department of Health:

Related Episodes:

  • Episode 033: Pricing for Profit with John Ray
  • Episode 075:  Jenny Jones’ Building Business Credit Process
  • Episode 084: Niching to Scale with Meredith Moore
  • Episode 094: Retooling Operations for Customer Success with David Ellin

 

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Credits_______________

  • Producer & Host: Alicia Butler Pierre
  • Editor: Olanrewaju Ade
  • Sponsor: rVidi

 

More About Guest, John Stoj:
John Stoj is likely the only Investment Advisor you’ve ever met who has managed both $3.5 billion and a sushi kitchen. His career in finance began on a Wall Street trading floor over twenty-five years ago, with stops at investment & commercial banks, money managers, and even his own hedge fund, and this has uniquely prepared him to see the financial services industry for what it is: flush with companies and professionals far more focused on their own best interests than their customers’.

John believes sincerely that, done well and delivered fairly, good financial advice is more valuable than its cost, and worth buying.  Unfortunately, through his experience, he knows that banks, broker-dealers, insurance companies, etc. do not have their customers’ best interests in mind – they have theirs in mind.  On top of that, John brings to the table experience opening, running, and selling a small foodservice business. Nothing breaks you
out from the shackles of Wall Street than small business ownership on Main Street.

 

More About Host, Alicia Butler Pierre:
Alicia Butler Pierre is the Founder & CEO of Equilibria, Inc. – a 15-year-old operations management consulting firm. Her career in operations began over 20 years ago while working in various chemical plants and oil refineries. She invented the Kasennu framework for business infrastructure and authored, Behind the Façade: How to Structure Company Operations for Sustainable Success.  It is the world’s first published book on business infrastructure for small businesses. Alicia hosts the weekly Business Infrastructure podcast with a global audience across 35+ countries.

 

More About Sponsor, rVidi:
rVidi is the easy app that lets you communicate via video soundbites in your own time in a public or private group setting. Learn more and download for free at rVidi.com.  Currently available for iOS; Android development coming soon!

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084: Niching to Scale with Meredith Moore

Meredith Moore isn’t afraid to pivot. As the CEO of Artisan Financial Strategies, she realized she’d have to break free of the traditional financial planning model if she was to realize her dream of scaling and hiring a junior associate. Undeterred by naysayers, she assembled a team of various experts, conducted primary research with academia, and even changed the name of her company. In this episode, Meredith describes the process she underwent to carve out a niche for her business and its positive implications.

Special Guest: Meredith Moore, CEO – Artisan Financial Strategies

Location:  Atlanta, GA  USA

Show Notes:

Meredith C. Moore, Registered Representative, offering securities through NYLIFE SecuritiesLLC, Member FINRA/SIPC, A Licensed Insurance Agency. 1125 Cambridge Square, Suite C, Alpharetta, GA 30009 (770) 587-0281. Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Artisan Financial Strategies, LLC, is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither Artisan Financial Strategies, LLC, nor its advisors provide tax, legal or accounting advice.
Related Episodes:
  • Episode 026: Finding Your Niche to Build an Empire with Dee Williams
  • Episode 079: Dissolving Toxic Partnerships with Dr. Lewena Bayer
  • Episode 080: Pivoting into a New Niche with Marco Champion

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075: Jenny Jones’ Building Business Credit Process

Every business needs money to grow and sustain itself. Did you know that 75% of all business loans are denied because of fraud? Jenny Jones learned this the hard way after repeated loan rejections. The reason? He and his wife share the same first and last names! This prompted him to leverage his background as a stockbroker and financial advisor to educate others on the ABCs of building business credit. In this episode, Jenny shares his proven process for increasing fundability as well as the key people and tools needed to educate yourself and access capital.

Special Guest: Jenny Jones, Founder & CEO, The Jenny Jones Educational Group

Location:  Elk Grove, CA  USA

Show Notes:

Related Episodes:

  • Episode 032: Running Your Business By the Numbers with Charles H. Green
  • Episode 033: Pricing for Profit with John Ray
  • Episode 040: Lowering Overhead & Increasing Revenue with Forrest Tuff
  • Episode 066: Diana Wu David’s Pricing Process
  • Episode 069: Calvin Williams’ Service Delivery Process

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