Best Fran G Podcasts (2025)

1
Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals with Sebastian Guerra 1:29:59

2h ago1:29:59

1:29:59

Sebastian Guerra is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. What's unique about Sebastian is how his firm has implemented a quality control system where a team member follows up with clients right after their advis…

1
Reinventing Yourself Without Apology with Fran Stone 37:56

6d ago37:56

37:56

Ever feel like life's throwing you curveballs, and you're not sure how to swing? You're not alone! In this episode Fran Stone and Suzanne chat about the art of pivoting in life and career. We dive deep into the misconceptions surrounding pivoting and why it's not just about making drastic changes. Instead, it's about embracing the twists and turns …

1
Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A with David Grau Jr. 1:30:00

7d ago1:30:00

1:30:00

David Grau Jr. is the president of Succession Resource Group, an advisory consulting and valuation business based out of Oregon that serves independent financial advisors with RIAs and broker-dealers. What sets David apart is his two decades of experience supporting financial advisory firms, which has allowed him to identify best practices for foun…

1
#155: Veterans Don't Need Pity - University of Health & Performance Founder and CEO Matt Hesse 38:01

7d ago38:01

38:01

Transition back to civilian life is the biggest challenge our service men and women will face in their military careers. America invests millions in training our warfighters to be the most competent in the world. That investment shouldn’t end when the uniform comes off. The Jedburgh Podcast, the Jedburgh Media Channel and the Green Beret Foundation…

1
Beyond the Stage: Why Public Speaking Matters in Everyday Life with Tim Newman 30:46

13d ago30:46

30:46

Ever feel like your heart races at the mere thought of speaking in public? You're not alone. In this candid conversation with Tim Newman, we explore the often-dreaded world of public speaking and uncover strategies to conquer those jitters. In this episode Suzanne and Tim discuss: Redefining Public Speaking, it's not just about standing on a stage …

1
Ep 423: Expanding Across The Household By Helping (Affluent) Sandwich Generation Kids With Their Parents’ Financial Needs with Cristina Livadary 1:30:00

14d ago1:30:00

1:30:00

Cristina Livadary is the CEO of Mana Financial Life Design, an RIA based in Los Angeles (that works virtually with clients nationwide) overseeing approximately $70 million in assets under management for 119 client households. Cristina's firm helps “sandwich generation” clients by crafting financial plans that address their personal needs and goals …

1
#154: I Didn't Want To Be It - Leading Through The Boston Marathon Bombing - Boston Police Chief Daniel Linskey 1:48:41

17d ago1:48:41

1:48:41

Targeted violence, domestic terrorism and international terrorism are changing. In the past, America has been the victim of large scale coordinated attacks. Today, acts of mass violence are as simple as cars, fireworks and household items. On April 15, 2013 two terrorists blew up homemade bombs at the finish line of the Boston Marathon. Three innoc…

1
Stop People Pleasing and Start Self-Caring with Alan Lazaros 52:27

20d ago52:27

52:27

Ever feel like you're constantly juggling a million tasks, struggling to find time for yourself amidst the chaos of life? You're not alone. In this conversation with Alan Lazaros, we dive deep into the world of self-belief, self-worth, and the often-misunderstood concept of self-care. In this episode Suzanne and Alan discuss: Why saying yes to your…

1
Ep 422: Developing Your Leadership Skillset On The Path From Intern To President Of A $13B AUM Enterprise with Kay Lynn Mayhue 1:30:00

21d ago1:30:00

1:30:00

Kay Lynn Mayhue is the President of Merit Financial Advisors, a hybrid advisory firm based out of Georgia that oversees approximately $13 billion in assets under management for 26,000 households. What’s unique about Kay Lynn is how she cultivated her advisory, management, and leadership skills to progress to become president of a national RIA enter…

1
Intelligent Laziness: The Secret to Content Creation Success with Deirdre Tshien 42:15

28d ago42:15

42:15

Ever feel like you're drowning in a sea of content creation advice? You're not alone. In this eye-opening conversation with Deirdre Tshien, we challenge the popular notion that content repurposing is the holy grail of digital marketing. In this episode Deirdre and I discuss: The counterintuitive truth about content repurposing How to avoid the burn…

1
Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value with Daniel Friedman 1:24:11

28d ago1:24:11

1:24:11

Daniel Friedman is the CEO of WMGNA, a hybrid advisory firm based out of Connecticut that oversees approximately $270 million in assets under management for 200 client households. What’s unique about Daniel is how his firm offers “in-house” tax return preparation as part of its one-stop-shop service, while outsourcing the actual preparation work to…

1
#153: Deter, Defend, Defeat - US Army Europe-Africa Command Sergeant Major Jeremiah Inman (80th Anniversary D-Day Series) 19:15

1M ago19:15

19:15

The United States Army invaded Europe in 1944 and has never left. America’s forward projection of its military was instrumental in the stabilization of Europe and the establishment of the world order that has existed since the end of World War II. A critical piece of American power is US Army Europe-Africa; a command responsible for over 37,000 sol…

1
Navigating Self Neglect: How to Reclaim Your Worth with Denise G. Lee 49:32

1M ago49:32

49:32

Ever feel like you're running on empty, constantly giving to everyone else while neglecting yourself? You're not alone. In this eye-opening conversation with healing and leadership coach Denise G. Lee, we dive deep into the cycles of self-neglect and why your emotional healing journey might be stuck in neutral. In this episode Suzanne and Denise di…

1
Ep 420: Making Financial Planning More Repeatable Without Losing The Customization Where Clients Prioritize What Matters Most with Michelle Underwood Gass 1:29:59

1M ago1:29:59

1:29:59

Michelle Underwood Gass is the Founding Principal of Paradigm Advisors, an RIA based out of Dallas that oversees approximately $110 million in assets under management for 80 client households. What’s unique about Michelle is how she developed a structured meeting process to guide new clients through her in-depth planning system, ensuring a standard…

1
Weird Works! The Secret to Standout Ads with Lara Eastburn 42:42

1M ago42:42

42:42

Ever feel like you're drowning in a sea of marketing advice that leaves you feeling more overwhelmed than empowered? You're not alone. In this eye-opening conversation with Facebook ads expert Lara Eastburn, we dive deep into what real, authentic marketing looks like and how it differs from the cookie-cutter approaches many of us have been taught. …

1
#152: Cancer Doesn't Care If You're A Bad**s - Team Maureen Board Members Daniel Linskey, Kelly Welch, and Dr. Emily Penick 33:06

1M ago33:06

33:06

The health of our military service members and our Veterans is always a top line issue. Many suffer from illness and injury as a result of their service; and most are believed to be at higher risk for chronic sickness. Some of which is fortunately preventable. Cancer is a top concern for much of the military community. To dig into the increased ris…

1
Embracing the Nope Coach: Strategies for Confident Boundary Setting 35:07

1M ago35:07

35:07

Ever feel like you're drowning in a sea of "yes" when all you want to do is scream "no"? You're not alone. In this eye-opening episode, I turn the tables and become the interviewee, as my dear friend Laura Gates-Lupton takes the helm to explore the fascinating world of boundary-setting and the power of "no." The Birth of the Nope Coach Why "no" is …

1
Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach with Peter Krull 1:29:59

1M ago1:29:59

1:29:59

Peter Krull is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based out of North Carolina that oversees approximately $200 million in assets under management for 250 client households. What sets Pete apart is his ability to grow his firm by helping clients align their portfolios with their personal values, turning investment…

1
Building your booked out year with Megan Elliott 33:01

1M ago33:01

33:01

Ever feel like you're stuck in a time warp, using outdated business strategies from 2020? You're not alone. In this eye-opening conversation with Megan Elliott, we explore the shifting landscape of online business and what it means to be a service provider in 2025. The Great Online Business Shift How the online business world has evolved since 2020…

1
#151: Strength Is Power - Georgia Congressman Rich McCormick 51:02

1M ago51:02

51:02

Voting is a foundation of democracy and key to American power, but also a process that can be ugly and divisive. In what many believe to be the most politically charged election period in modern history, Fran Racioppi took a few minutes to sit down with Congressman Rich McCormick, Representative for Georgia’s 7th district. Representative McCormick …

1
Ep 418: Developing The “Middle” Management Layer To Scale Up Team Leadership Capacity For $3B Of AUM with Stacey McKinnon 1:30:00

2M ago1:30:00

1:30:00

Stacey McKinnon is the chief operating officer of Morton Wealth, an RIA based out of California that oversees approximately $3 billion in assets under management for 1,300 client households. Stacey has spearheaded a leadership training program at Morton Wealth to support middle managers, many of whom transitioned from hands-on roles to managerial p…

1
#150: Supporting Green Berets Of Every Generation - Green Beret Foundation President & CEO Charlie Iacono 40:09

2M ago40:09

40:09

Charlie Iacono is the President and CEO of Green Beret Foundation. Almost two years into his tenure, Charlie is pushing the foundation, and its staff, to become the premier charitable organization supporting America’s most important asset; our US Army Green Berets. Charlie joined joined Fran Racioppi from what may be his biggest brain child yet; th…

1
Home Sweet Home: Creating Comfortable Spaces with Nan Krueger 43:08

2M ago43:08

43:08

Suzanne and Nan explore the concept of creating a 'lived-in' home versus a show home. Nan shares her journey into interior design, inspired by her parents, and a heart-warming story about a community kitchen renovation. They discuss practical tips for personalising your living space, the importance of colour, and how to accommodate different prefer…

1
Ep 417: Establishing Your Authority As An Expert By Following A Short Book Formula For Authorship with Paul G McManus 1:40:00

2M ago1:40:00

1:40:00

Paul G McManus is the CEO of More Clients More Fun, a marketing company that helps financial advisors conceptualize and publish their own book in a consolidated 6-week process. Paul advises financial advisors to write books not for potential royalties, but rather to establish their authority, differentiate themselves from competitors, and enhance c…

1
Overcoming Imposter Syndrome with Kim Meninger 44:35

2M ago44:35

44:35

Suzanne Culberg and Kim Menninger define imposter syndrome, its prevalence in different genders, and the impact of social conditioning. Kim shares actionable insights on overcoming self-doubt, the importance of taking risks, and setting boundaries to combat feelings of inadequacy. Tune in for real-life examples and personal experiences to better un…

1
#149: AIRBORNE - US Army Golden Knights Lieutenant Colonel Andy Moffit & Command Sergeant Major Adam Breeding (D-Day 80th Anniversary Series) 32:12

2M ago32:12

32:12

Airborne operations were an essential component of the Allied invasion. And since D-Day, the US Army has stood ready to drop airborne forces anywhere in the world at any time. The US Army Golden Knights are America’s most proficient parachutists. Led at the time of this recording by Green Beret Lieutenant Colonel Andy Moffit and Command Sergeant Ma…

1
Embrace the Suck: Owning Your Life Through Accountability with Robert Hunt 39:17

2M ago39:17

39:17

Ever feel like you're drowning in a sea of "accountability" advice that leaves you feeling more overwhelmed than empowered? You're not alone. In this eye-opening conversation with executive coach Robert Hunt, we dive deep into what real accountability looks like and how it differs from the blame game many of us play. The Truth About Accountability …

1
Ep 416: Avoiding The Compliance Headaches When Going RIA By Choosing A ‘Supported Independence’ Corporate RIA Platform with Fran Toler 1:30:00

2M ago1:30:00

1:30:00

Fran Toler is the CEO of Toler Financial Group, a DBA firm under the RIA Rossby Financial, that oversees nearly $200 million in assets under management for 280 households. Fran discusses how she transitioned from an independent broker-dealer model to a 'supported independence' corporate RIA platform to reduce her compliance burdens while paying low…

1
#148: America's Grey War - Former Boeing Chief Security Officer and President of Hostage US Dave Komendat 1:26:24

2M ago1:26:24

1:26:24

National security isn’t led solely by government entities and the military. Public-private sector partnerships often drive many of our national security decisions. To dig into the importance of the private sector in defense of America, Fran Racioppi sat down with Dave Komendat; a 36-year Veteran of Boeing; one of the world’s largest defense contrac…

1
Navigating Self-Talk: From Criticism to Compassion with Arlene Miller 41:01

2M ago41:01

41:01

Suzanne Culberg and Arlene Miller discuss transforming your inner voice from a harsh critic to an empowering coach. They discuss the impact of internal dialogue, the law of attraction, and the importance of self-compassion. Learn how childhood conditioning affects adult self-talk and explore practical ways to uplift your mindset. Discover the diffe…

1
Finisher: Turning Plans into Action with Laura Gates-Lupton 34:45

2M ago34:45

34:45

Suzanne Culberg and Laura Gates-Lupton discuss the challenges solopreneurs face in managing their time and overcoming distractions to get things done. The conversation touches on the allure of planning versus the difficulty of execution, dealing with an influx of enticing offers, and setting boundaries. Suzanne and Laura introduce their unique prog…

1
Ep 415: Systematizing A Firm-Wide Planning Process By Leveraging Centralized Teams And A Ticketing Workflow System with Erika Wood 1:29:59

2M ago1:29:59

1:29:59

Erika Wood is the Director of Wealth Management of VisionPoint Advisory Group, a hybrid advisory firm based in Dallas that oversees approximately $3 billion in assets under advisement for both 780 client households and retirement plans. Erika’s firm stands out for its use of centralized financial planning and service teams, along with a ticketing w…

1
Success Redefined: Growth Isn't Always Up with Jeff Robertson 41:02

2M ago41:02

41:02

Suzanne Culberg and guest Jeff Robertson dive into the fascinating topic of growth and how it's not always a linear upward journey. They discuss the unrealistic expectations often set by growth graphs in business and personal development and the importance of recognising that setbacks and failures are part of the growth process. Jeff shares insight…

1
Creating Authentic Connections through Podcasting with Alex Sanfilippo 46:30

3M ago46:30

46:30

Suzanne Culberg and Alex Sanfilippo dive deep into the art of saying no and the importance of building boundaries in podcasting. Alex shares valuable experiences about vetting podcast opportunities and the significance of choosing the right shows to be a guest on. They also discuss the process behind podcasting, from creating a meaningful connectio…

1
Harnessing Interactive Learning with Kate Burgener 47:47

3M ago47:47

47:47

Suzanne interviews Kate Burgener, an expert in creating interactive PDFs and workbooks for online courses. Suzanne shares her frustrations with traditional course materials and the exaggerated value propositions often encountered. Kate explains how her innovative approach to learning materials—featuring interactive elements like quizzes, fillable s…

1
Ep 414: Narrowing Down The Focus To Byte-Sized Planning For Tech Employees To 10X To $50M AUM In Just 3 Years with Eric Franklin 1:29:59

3M ago1:29:59

1:29:59

Eric Franklin is the Managing Partner of Prospero Wealth, an RIA based out of Seattle that oversees $52 million in assets under management for 80 households. Eric uniquely grew his assets under management to $50 million in just three years by targeting employees at big tech firms and adapting his planning process into smaller, manageable segments. …

1
Grit, Honesty, and Imperfection: Courageous Communication with Amber Fuhriman 52:02

3M ago52:02

52:02

Suzanne and Amber Fuhriman discuss the realities of imperfection, authenticity, and challenging societal norms. The conversation delves into themes of overcoming procrastination, redefining success, effective communication, and the struggles of maintaining authenticity in personal and professional lives. Both Suzanne and Amber share personal anecdo…

1
Investing In America's Military Infrastructure: Jumping In With Arkansas Senator John Boozman 13:57

3M ago13:57

13:57

On Veterans Day we celebrate our military from every service and every generation. Freedom requires people of character to stand up for America…no matter the challenge. This Veterans Day, the Jedburgh Podcast, the Jedburgh Media Channel and the Green Beret Foundation are proud to announce our partnership with the University of Health and Performanc…

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