Sterling Insights

By: Roger Silk
Listen for free

  • Summary

  • 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.
    Show More Show Less
Show More Show Less
Episodes
  • Bonus: Balancing Passion and Professional Growth in Finance

    Bonus: Balancing Passion and Professional Growth in Finance
    Jan 29 2025
    Balancing Passion and Professional Growth in Finance Welcome to Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Susan Chesson and discusses professional growth. Susan is a wealth advisor at Buckingham Strategic Wealth, providing comprehensive investment management and advanced financial planning to high net worth individuals and families. She also serves on Buckingham's Advisory Council and is a former member of the Investment Policy Committee. After fifteen years working in investing, banking and finance at Fannie Mae, Freddie Mac, Capital One and the Federal Reserve Board, Susan acquired the Certified Financial Planner designation and made a long-planned career change to become a wealth manager. Susan also holds the Certified Private Wealth Advisor designation. She enjoys helping clients understand their entire financial picture and finding creative planning solutions to help them achieve their goals. Here’s what to expect on this week’s show: • Susan transitioned from studying French and Russian literature to a career in finance after realizing the limitations of a liberal arts degree; She pursued an MBA in finance at the University of Texas to realign with her career goals. • Susan acknowledges the breadth of knowledge needed for financial advising and encourages others to pursue additional knowledge beyond formal education to excel in their field. • Susan's financial planning philosophy focuses on providing personalized solutions tailored to individual clients' goals. • Susan encourages other to balance passion, curiosity, and long-term satisfaction when considering career transitions. Connect with Susan: Website: https://www.buckinghamstrategicwealth.com/ LinkedIn: https://www.linkedin.com/in/susan-chesson-cfp%C2%AE-cpwa%C2%AE-1483bb1/ Connect with Roger: Website: https://www.sterlingfoundations.com Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    34 mins
  • Episode 11: Integrating Personal and Business Finances for Optimal Outcomes

    Episode 11: Integrating Personal and Business Finances for Optimal Outcomes
    Jan 22 2025
    Welcome to Episode 11 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Brian Carney and discusses early strategic tax planning. Brian serves RiversEdge Advisors as Partner and Co-founder. Brian leads the overarching strategy and direction of the organization. He is the definition of a servant leader, ensuring the team, and the company, are optimized to deliver exemplary client experience and growth. Brian has over two decades of Financial Services experience. Brian is fascinated by the emotional aspects of financial planning and architected RiversEdge’s processes to directly address the role emotions play in financial decisioning Here are some highlights from the episode: • Brian and Roger stress the importance of early strategic tax planning to ensure successful business exits. • Brian explains It is crucial for business owners to detach emotionally and understand the true market value of their business. • RiversEdge Advisors focuses on creating a supportive partnership with clients to navigate financial complexities and achieve optimal outcomes. Connect with Brian: Website: Riversedgeadvisors.com Linked in: https://www.linkedin.com/company/riversedgeadvisors Facebook: https://www.facebook.com/RiversEdgeAdvisorsLLC Instagram: https://www.instagram.com/riversedgeadvisors_llc/?hl=en 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
    Show More Show Less
    38 mins
  • Episode 10: Professional Practices: Tailored Marketing Solutions for Success

    Episode 10: Professional Practices: Tailored Marketing Solutions for Success
    Jan 15 2025
    Professional Practices: Tailored Marketing Solutions for Success Welcome to Episode 010 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Seth Greene and discusses marketing strategies. Seth Greene is the nation’s foremost authority on how to grow your business with 50 DREAM affiliates and our founder, growing us to the Inc 5000 list in 2023. He is the co-host of the Sharkpreneur podcast with Shark Tank’s Kevin Harrington, which was named the number 6 business podcast to listen to. Seth is a 9 time best selling author who has been interviewed on NBC news, CBS news, Forbes, Inc, CBS Moneywatch, and the only person in history to be nominated three years in a row for the prestigious GKIC Marketer of the Year award. Seth is a serial entrepreneur and has founded four successful businesses. Here are some highlights from the episode: • Seth discusses aligning your recommendations with your actions by investing in the same strategies you propose to clients which instills confidence and trust in your expertise. • Seth explains it is important to understand and address the concerns and goals of high net worth clients regarding wealth preservation, tailoring your marketing strategies and services to meet their specific needs. • Seth stresses the importance of continuously educating clients about the breadth of services you offer, highlighting your unique selling points to differentiate yourself in a competitive market. Connect with Seth: Website: https://www.marketdominationllc.com LinkedIn: https://www.linkedin.com/in/sethgreene/ LinkedIn: https://www.linkedin.com/company/market-domination-llc 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
    Show More Show Less
    19 mins

What listeners say about Sterling Insights

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.