• Facing fears while scaling a new practice with Alex Koynoff
    Oct 11 2023

    Every single financial advisor that we've chatted with has had some sort of fear upon starting their business.

    Whether it's getting clients, staying solvent, or marketing your firm, there's always something that lives in the back of the minds of advisors as the start the journey of entrepreneurship.

    Alex Koynoff is currently in the thick of it: spreading the story of how he serves clients and wearing all of the hats in his firm. It's winning the battle of consistently getting over fears, and gaining heavy momentum. It's only a matter of time before he blows up.

    In this episode, Alex shares:

    • How being patient helped him reach his personal financial goals
    • How reviewing the retirement plan of his in-laws led him to financial planning
    • How he built a proprietary financial planning tool from scratch.
    • His struggles with marketing and more

    Make sure to follow him on LinkedIn and tune in to this episode today! #RiseWithOnyx

    Show More Show Less
    37 mins
  • Speaking Up and Speaking Out with Marguerita "Rita" Cheng
    Oct 3 2023

    If you don't know who this podcast is with, it's featuring "MC, MC from the DMV" better known as Rita Cheng.

    In this episode, Rita touches on unconscious bias, her experience with "unreasonable" managers and what we can all do to make the financial services industry more inclusive.

    Hit the subscribe button and tune in! #RiseWithOnyx

    Show More Show Less
    33 mins
  • How to Use Q4 to Prepare for Growth in 2024 with Dasarte Yarnway
    Sep 27 2023

    If you're seeking to grow your business next year, waiting until January 1st, 2024 to start planning is a bad idea.

    As my running back coach, Ron Gould, would say: "you're a day late, and a dollar short!"

    In this episode, I'll discuss:

    • Setting the right expectations for Q4
    • Which metrics to review to set fresh goals
    • Making adjustments and a sound game plan for 2024
    • and how to evaluate your tech stack

    If you're looking to grow, this is the episode for you. Don't miss it! #RiseWithOnyx

    Show More Show Less
    17 mins
  • Amplifying Overlooked Voices with Sonya Dreizler
    Sep 20 2023

    Have you ever been to a conference and felt like you were alone?

    How can this be? In a sea of professionals with a variety of engaging content you may feel like you just can't find your way.

    Well, you're not alone.

    This has been an issue since I've been in the industry, and probably long before that.

    In this episode, Choir Co-Founder, Sonya Dreizler, joins us to talk about how she's making the conference and media landscape better for all.

    In our conversation, we touch on:

    • The current state of conferences and media
    • How her company, Choir, is seeking to "diversify the room"
    • Personal stories on lack of inclusion
    • The ONYX & Choir partnership and how to get involved.

    You don't want to miss this conversation. Tune in! #RiseWithOnyx

    Show More Show Less
    42 mins
  • Uplifting Capital with Toussaint Bailey
    Sep 6 2023

    In this episode, Emlen chats with Toussaint Bailey Founder of Uplifting Capital about how to make a better, more accessible financial services industry.

    In this episode they discuss:

    • Giving advisor access to private investing deals
    • The purpose of uplifting capital
    • An advisors responsibility to their clients
    • and more

    Make sure to stop by www.onyxadvisornetwork.com and become a member today.

    Connect with Emlen:

    >> LinkedIn: www.linkedin.com/in/emlen-miles-mattingly 

    >> Instagram: @emilesmattingly

    >> Twitter:@emilesmattingly 

    >> Facebook: @gennextwealth 

    >> Website: www.gennextwealth.com/meet-the-team/ 

    Connect with Dasarte:

    >> LinkedIn: www.linkedin.com/in/dasarte-yarnway-b3b39443 

    >> Instagram: @dasarteyarnway   

    >> Twitter: @DasarteYarnway 

    >> Website: www.//altruist.com/   

    Connect with Onyx Advisor Network:

    >> LinkedIn: https://www.linkedin.com/company/onyx-advisor-network/ 

    >> Twitter: https://twitter.com/OnyxAdvisors 

    >> Website: www.onyxadvisornetwork.com 

    Allies of the Industry Podcast is a place where we hear voices of underrepresented financial advisors on how they were able to start, scale, & sustain their practice. We have curated interviews from the best in the industry to share their thoughts, experiences and advice on working to promote diversity, equity, inclusivity and belonging in the financial services industry. 

    Through this podcast, let’s push towards an inclusive future with more opportunities and open doors for all advisors

    Join our comprehensive entrepreneurial support platform for underrepresented financial advisors at Onyx Advisor Network www.onyxadvisornetwork.com

    Show More Show Less
    34 mins
  • A Fireside Chat with George Kinder The Father of Financial Life Planning
    Aug 30 2023

    This is a special episode.

    In the Onyx Advisor Network, one of my favorite events is our fireside chat sessions where we bring industry titans directly to our members. In this conversation, George Kinder joined us to discuss everything life planning. We discuss:

    • His famous three questions for life planning
    • An Advisors responsibility to their clients and civilization
    • How he believes the fiduciary standard can change our world
    • The future of advice and more

    Make sure to stop by www.onyxadvisornetwork.com and become a member today.

    Connect with Emlen:

    >> LinkedIn: www.linkedin.com/in/emlen-miles-mattingly 

    >> Instagram: @emilesmattingly

    >> Twitter:@emilesmattingly 

    >> Facebook: @gennextwealth 

    >> Website: www.gennextwealth.com/meet-the-team/ 

    Connect with Dasarte:

    >> LinkedIn: www.linkedin.com/in/dasarte-yarnway-b3b39443 

    >> Instagram: @dasarteyarnway   

    >> Twitter: @DasarteYarnway 

    >> Website: www.//altruist.com/   

    Connect with Onyx Advisor Network:

    >> LinkedIn: https://www.linkedin.com/company/onyx-advisor-network/ 

    >> Twitter: https://twitter.com/OnyxAdvisors 

    >> Website: www.onyxadvisornetwork.com 

    Allies of the Industry Podcast is a place where we hear voices of underrepresented financial advisors on how they were able to start, scale, & sustain their practice. We have curated interviews from the best in the industry to share their thoughts, experiences and advice on working to promote diversity, equity, inclusivity and belonging in the financial services industry. 

    Through this podcast, let’s push towards an inclusive future with more opportunities and open doors for all advisors

    Join our comprehensive entrepreneurial support platform for underrepresented financial advisors at Onyx Advisor Network www.onyxadvisornetwork.com

    Show More Show Less
    52 mins
  • Trial, Error, Success & Growth with Tremaine Wills
    Aug 23 2023

    "Showing up beats not showing up 100% of the time" - Tremaine Wills

    We're big fans of Tremaine Wills. Amongst many great things, one of the amazing things about her is her unapologetic audacious to "do." She's not afraid of experimenting with new methods to grow her business and market her firm.

    In fact, even with her amazing skill of educating investors she still looks for new ways to build leverage and scale. In this episode we discuss:

    • Her motivation and why she chose financial advice
    • Being in an old-fashioned town, and why she went digital
    • How she markets through video content
    • How she built her confidence to produce content
    • And what her goals for her firm are

    Listen to this episode to be inspired. Tune in today! #RiseWithOnyx

    Connect with Emlen:

    >> LinkedIn: www.linkedin.com/in/emlen-miles-mattingly 

    >> Instagram: @emilesmattingly

    >> Twitter:@emilesmattingly 

    >> Facebook: @gennextwealth 

    >> Website: www.gennextwealth.com/meet-the-team/ 

    Connect with Dasarte:

    >> LinkedIn: www.linkedin.com/in/dasarte-yarnway-b3b39443 

    >> Instagram: @dasarteyarnway   

    >> Twitter: @DasarteYarnway 

    >> Website: www.//altruist.com/   

    Connect with Onyx Advisor Network:

    >> LinkedIn: https://www.linkedin.com/company/onyx-advisor-network/ 

    >> Twitter: https://twitter.com/OnyxAdvisors 

    >> Website: www.onyxadvisornetwork.com 

    Allies of the Industry Podcast is a place where we hear voices of underrepresented financial advisors on how they were able to start, scale, & sustain their practice. We have curated interviews from the best in the industry to share their thoughts, experiences and advice on working to promote diversity, equity, inclusivity and belonging in the financial services industry. 

    Through this podcast, let’s push towards an inclusive future with more opportunities and open doors for all advisors

    Join our comprehensive entrepreneurial support platform for underrepresented financial advisors at Onyx Advisor Network www.onyxadvisornetwork.com

    Show More Show Less
    37 mins
  • How to Go Independent with Confidence with Garrett Harper
    Aug 16 2023

    Garrett is an Onyx Advisor hailing from Kansas. With 4 young children, he planned his exit from a reputable life insurance company to independence so that he could serve his clients in a way that would never feel like work.

    In this episode, he discusses:

    • His accidental journey into financial services
    • Seeing the writing on the wall to exit the insurance business
    • Why he's happy building a lifestyle business
    • How being independent gives him the best of service and lifestyle

    If you're an advisor thinking about going independent or trying to find your groove in independence, this episode is for you. #RiseWithOnyx

    Show More Show Less
    32 mins