Today, I’m talking with Tom Ruggie, the founder and CEO of Ruggie Wealth Management – the flagship company of independent RIA, Destiny Wealth Partners, which has surpassed $1B in managed assets and is recognized among Forbes 250 Fastest-Growing RIA Firms.

The funny thing is, it’s actually our shared passion for sports collectables that brought Tom and I together – which is a major focal point for today’s conversation.

Not only did I want to better understand how Tom scaled his firm and eventually transitioned into a family office style of practice, but I wanted to hear about his sports card collecting journey and how he combined that passion with his wealth management business.

3 of the biggest insights from Tom Ruggie…

• How Tom built a multi-million-dollar portfolio of rare collectables and memorabilia – including a signed 1952 Mickey Mantle card and an iconic pair of Muhammad Ali trunks from his George Foreman fight.

• Why the sports collectibles market is an alternative asset class that you need to understand for your clients – and Tom’s expert tips for building a diversified portfolio like his, which has skyrocketed in value.

• The major differences between a regular wealth management firm and a family office – and how Tom has carved out a niche that serves ultra-high-net-worth entrepreneurs.

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Today's Gift: Tom's Collectibles scorecard

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DISCLOSURE

These conversations are intended to provide financial advisors with ideas, strategies concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

Brad Johnson is not a client of Thomas Ruggie.

Copyright Triad Partners, LLC 2024.

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In this episode, I’m talking to Triad member and financial advisor Jordan Flowers who leads Wealth Financial Services & Tax Advisory along with his father Thomas.

When Jordan and his company first joined Triad in 2022, they had roughly $20 million of AUM. Fast-forward to 2023 and they nearly doubled their total assets to $39.4 million. And what’s even cooler, is that scaling their firm didn’t have to come at the cost of their time and freedom. In fact, Jordan’s Dad is only working 4-5 months of the year, while spending the rest of time “doing life.”

In this episode we talk about what actions Jordan and his team have taken to supercharge their growth while actually improving work-life balance and creating a stronger culture in the process.

You’ll also notice a through line to Jordan's story is centered around selfless leadership and serving his team and clients at the highest level.

3 of the biggest insights from Jordan Flowers …

• How to avoid the “advisor-in-charge” model that leads to burnout and empower your team instead – so you can free up your time, rapidly scale, and deliver far better results for your clients.

• Jordan’s secret to running educational events that win the hearts of prospects and generate a ton of new business for his firm.

• How to uncover your clients’ biggest bucket list goals and help them create a financial plan that allows them to spend with confidence.

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SHOW NOTES

https://bradleyjohnson.com/64

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DISCLOSURE

DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.

Copyright ©️ 2024 Triad Partners. All rights reserved.

TP04243458885

Today, I’m chatting with Kristi Herold, a workplace culture expert who has built a multi-million-dollar global organization called JAM.

Kristi founded JAM in 1996 and grew it into one of the largest adult recreational sports league providers in the world. When the 2020 pandemic forced sports to pause, Kristi and her team pivoted to helping corporate teams around the world improve their culture by connecting people through PLAY.

She’s also the author of It Pays to PLAY – How Play Improves Business Culture, which is her guide to helping organizations playfully connect with their teams in order to improve retention, engagement, and innovation while also benefiting employees’ physical and mental health, and the company's bottom line.

3 of the biggest insights from Kristi Herold …

• Why 64% of people are not engaged at work – and how investing in your culture can lead to less sick days, less turnover, and increased productivity and profitability.

• Why you don’t have to burn the bridge when someone quits – and a smarter alternative that will lower recruitment & onboarding costs and strengthen your team.

• The ROI of workplace culture, and fun ways to infuse playfulness into your company to boost team spirit and drive way more engagement.

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Today's Gift:

1. Get a free copy of Kristi's book "It Pays to PLAY" [while supplies last]
2. PLAYbook PDF resources
3. Get 25% off when you hire JAM.

To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "63" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.

SHOW NOTES

https://bradleyjohnson.com/63

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DISCLOSURE

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.