Permission To Succeed Podcast

by Doug Heikkinen

This podcast is about learning from and being inspired by people out there killing it, because at some point they gave themselves permission to succeed. The genesis of this podcast is based on a great appreciation for the life and impact of Muhammad Ali and Martin Luther King Jr. and their world changing impact. They gave themselves and a whole group of people “permission” for freedom. They gave people permission to succeed.

Episodes

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

17m · Published 08 Aug 19:56

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 69 – Caught on the Border of Fraud and Financial Success – With Carlos Legaspy

24m · Published 07 Nov 17:55

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 68 – Managing the Seasons of Life With Regina Faison

23m · Published 31 Oct 15:24

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 67 – The CMO Series – Drivers of Revenue: Kimberly Beck

37m · Published 29 Sep 11:00

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 66 – Have the Courage to Bet on Yourself – with Ashley Webb

24m · Published 20 Sep 21:13

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 65 – Envestnet’s Ingenious New Marketing Campaign with Mary Ellen Dugan

16m · Published 18 Aug 16:37

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 64 – A Purposeful Approach to Client Management – With Rikin Patel

12m · Published 05 Aug 17:39

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 63 – Preparing to Transfer Estates to the Next Generation– With Alyssa Rakovich

9m · Published 27 Jun 11:59

Alyssa Rakovich is the Director of Strategic Relationships for The Estate Registry, an online tool designed to notify creditors of the passing of a loved one or a client. Doug and Alyssa sat down at the T3 Advisor Conference and discussed the process of preparing for relative wealth transfers and building relationships with those of … Continue reading →

Episode 62 – The CMO Series – Drivers of Revenue: AJ Boury

23m · Published 27 Jun 11:56

AJ Boury is the Chief Marketing Officer at TIFIN, a financial service creating engaging wealth experiences to improve financial lives through AI and investment intelligence driven personalization for the advisor and self-directed investor, recognizing the uniqueness of each investor. In this episode, AJ joined Doug to talk about what it means to be a CMO … Continue reading →

Episode 61 – Find the Partner That Can Help You Grow – With Matt Nielsen

18m · Published 17 Jun 12:20

Matt Nielsen is the Co-Founder of Kingswood Family Office, which focuses on endowment-style investing for ultra high-net-worth individuals and families. In today’s episode, Doug and Matt talk about his professional journey, the circumstances that drove him to find a new partner, and how Kingswood’s creativity and commitment to his (and others’) growth set them apart … Continue reading →

Permission To Succeed Podcast has 69 episodes in total of non- explicit content. Total playtime is 25:38:55. The language of the podcast is English. This podcast has been added on November 21st 2022. It might contain more episodes than the ones shown here. It was last updated on May 21st, 2024 10:11.

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