• Sterling Insights

  • 著者： Roger Silk
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Sterling Insights

著者： Roger Silk
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  • Tune into Sterling Insights: Stand Out & Supercharge Your Assets, the premier podcast for financial advisors in growth mode who serve high net worth clients. If you work with clients who own appreciated capital assets and are looking to sell without incurring capital gains taxes, this show is for you. Each episode features insights and strategies from top financial advisors, experienced lawyers, and knowledgeable CPAs. Learn practical solutions to help your clients maximize their wealth while minimizing taxes, and discover how to grow your assets under management. Join us on Sterling Insights and empower your advisory practice with the knowledge to succeed.
    Copyright 2024 Sterling Insights. Roger Silk. All Right Reserved.
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あらすじ・解説

Tune into Sterling Insights: Stand Out & Supercharge Your Assets, the premier podcast for financial advisors in growth mode who serve high net worth clients. If you work with clients who own appreciated capital assets and are looking to sell without incurring capital gains taxes, this show is for you. Each episode features insights and strategies from top financial advisors, experienced lawyers, and knowledgeable CPAs. Learn practical solutions to help your clients maximize their wealth while minimizing taxes, and discover how to grow your assets under management. Join us on Sterling Insights and empower your advisory practice with the knowledge to succeed.
Copyright 2024 Sterling Insights. Roger Silk. All Right Reserved.
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エピソード
  • Episode 9: Getting to Know Roger and Katherine Silk of Sterling Insights

    Episode 9: Getting to Know Roger and Katherine Silk of Sterling Insights
    2024/12/25
    Getting to Know Roger and Katherine Silk of Sterling Insights Welcome to a Bonus Episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets. In this episode, the tables are turned as Roger and Katherine are interviewed by chief podcast producer Dawn-Michelle Lewis. Roger D. Silk, Ph.D. , is the CEO of Sterling Foundation Management, LLC and President of Lifetime Perspectives, Inc. Dr. Silk is widely recognized as a leading expert and innovator in the emerging field at the intersection of finance and philanthropy. Katherine A. Silk, with an M.A. in History and a B.A. in Economics from Stanford University, is a business analyst at Sterling. Previously, she worked at Arthur D. Little on energy, healthcare, and automation projects. Co-author of The Investor’s Dilemma Decoded (Wiley, 2024), Katherine also contributes to the widely-read Sterling Insights blog, covering financial, economic, and planning topics. Here are some highlights from the episode: • Roger emphasizes the importance of financial professionals introducing philanthropic tools to clients, helping them achieve both financial and charitable goals effectively. • Roger and Katherine discuss the use of donor advised funds; a significant trend shaping the landscape of charitable giving. These funds offer a cost-effective alternative to private foundations, making philanthropy accessible to a broader audience. • The episode also delves into innovative estate planning concepts like "Cryo trusts," showcasing the evolving nature of trusts and their potential for addressing unique scenarios. Connect with Roger and Katherine: Website: https://www.sterlingfoundations.com Sterling Insights Blog: https://trailblazingtwenties.substack.com The Investor's Dilemma Decoded: https://www.amazon.com/dp/1394220359?ref_=cm_sw_r_cp_ud_dp_KR50DT2RZFWRGZHN9P72 Facebook: https://www.facebook.com/sterlingfoundations/ Twitter: https://x.com/SterlingFndMgt?mx=2 LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 分
  • Episode 8: Creating a Lasting Impact Through Legacy

    Episode 8: Creating a Lasting Impact Through Legacy
    2024/12/18
    Creating a Lasting Impact Through Legacy Welcome to Episode 008 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Stan Miller and discusses leaving a legacy. Stan Miller is the Managing Partner at Pinnacle Legacy Law—a law firm in Little Rock, Arkansas. Stan is passionate about the power of estate planning, and the positive difference it makes in the lives of Arkansas families. His trademark skill is the ability to listen, first. He then walks his clients through the development of a custom solution for their specific estate planning needs. His second trademark skill is the ability to explain your solution in simple understandable terms, you will know exactly what your plan does. Here are some highlights from the episode: • Stan highlights the significance of considering family dynamics in estate planning; it's crucial to ensure comprehensive estate plans that cater to the unique needs of each family member. • Stan stresses the importance of supplying heirs with the necessary skills to manage their inheritance responsibly. He explains, by instilling values like work ethic and financial prudence, individuals can create a positive legacy that extends beyond monetary wealth. • Stan expresses his desire to redefine estate planning beyond the distribution of assets. He aims to encourage people to consider how they can transfer non-financial wealth, such as values and family history, to future generations, ultimately shaping a lasting legacy. Connect with Stan: Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Book: https://www.amazon.com/Your-American-Legacy-Strategies-Generation-ebook/dp/B0BM8D47D4/ref=sr_1_1?crid=38KEYRLXFJ9A&dib=eyJ2IjoiMSJ9.uUDDibM9ABOJORsreZtA7Q.JY_4i68C19N9nw4YtxKcTGU7soQ0bToyHPHVR8vscFw&dib_tag=se&keywords=your+american+legacy+stan+miller&qid=1734110333&sprefix=your+american+legacy+stan+miller%2Caps%2C136&sr=8-1 Connect with Roger: Website: https://www.sterlingfoundations.com Facebook: https://www.facebook.com/sterlingfoundations/ Twitter: https://x.com/SterlingFndMgt?mx=2 LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    38 分
  • Episode 7: Building a Collaborative Client-Centric Financial Planning Firm

    Episode 7: Building a Collaborative Client-Centric Financial Planning Firm
    2024/12/11
    Welcome to Episode 007 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Eric D. Brotman and discusses client needs. Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors in Maryland. He started in the financial planning industry in 1994 and launched a start-up in 2003 which has grown to over 20 employees and $700,000,000 in assets under management. He’s the author of three books including the award-winning "Don't Retire...Graduate!" and hosts a podcast by that same name. Here are some highlights from the episode: • Eric emphasizes the importance of their ensemble model where all CFPs work collectively, and clients are clients of the firm rather than individual advisors. • Eric discusses his firm's commitment to delivering uniquely crafted financial plans through manual entry processes which sets them apart from automated and generic financial planning services. • Eric explains his firm prioritizes client needs over asset levels. Their client-centric approach, coupled with strategic business development efforts like referrals and corporate financial wellness programs, has contributed to the firm's high client retention rate and significant growth. Connect with Eric: Website: https://bfgfa.com/ Social media links: Facebook: https://www.facebook.com/BFGFinancialAdvisors/ Facebook:https://www.facebook.com/DontRetireGraduate X: https://twitter.com/brotmanplanning Linkedin: https://www.linkedin.com/company/bfgfa/ LinkedIn: https://www.linkedin.com/in/ebrotman/ Instagram: https://www.instagram.com/dontretiregraduate/ Instagram: https://www.instagram.com/bfgfinancialadvisors/ Connect with Roger: Website: https://www.sterlingfoundations.com Facebook: https://www.facebook.com/sterlingfoundations/ Twitter: https://x.com/SterlingFndMgt?mx=2 LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    31 分

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