Nurturing Success
Join host John Thompson as he delves into the world of financial advising, interviewing top professionals to uncover their strategies, tools, and personal journeys. ”Nurturing Success” provides a unique blend of industry insights and practical advice, making it an essential listen for financial advisors and anyone interested in the financial sector. Each episode explores key topics such as client engagement, liability management, and innovative business development ideas, offering valuable takeaways for professionals at all stages of their careers.
Episodes
Host: John Thompson
Guest: Gary Pia
In this episode of Nurturing Success, John Thompson welcomes Gary Pia, a veteran financial advisor and founder of Mission Street Wealth Planning. With more than three decades in the profession, Gary reflects on the defining moments that shaped his values. From unexpectedly entering the field to building a client-first, fee-only RIA focused on financial education, equity compensation, and retireme...
Host: John Thompson
Guest: Emily Vincent
In this episode of Nurturing Success, John Thompson sits down with Emily Vincent, CEO of a fast-growing third-party administration (TPA) firm and second-generation business leader. Emily shares how she successfully took over her family’s business, built a strong team, and grew it through education-based marketing and deep collaboration with financial professionals.
They explore the misunders...
Host: John Thompson
Guest: Chris Johnson
In this episode of Nurturing Success, John Thompson speaks with longtime estate planning and probate attorney Chris Johnson about the practical realities of planning, family dynamics, and why so many people still avoid creating an estate plan. Chris shares insights from decades in practice, including how working with his wife has shaped his business, why most litigation stems from preventabl...
Host: John Thompson
Guest: Bill Gross
In this episode of Nurturing Success, John Thompson sits down with Bill Gross, a high-performing real estate professional and probate expert who also hosts several podcasts. Bill shares his unique perspective on real estate as a critical part of a three-sided balance sheet for building wealth. With a passion for empowering professionals and consumers alike, Bill dives into how financial advisor...
Host: John Thompson
Guest: Tyrrell Nunez
In this episode of Nurturing Success, John Thompson sits down with Tyrrell Nunez, a seasoned family law attorney and advocate for collaborative divorce planning. Tyrrell shares her unique journey from music and minor league sports to practicing family law, and how her background influences the thoughtful, client-focused approach she brings to her work.
They dive into the emotional and logist...
Host: John Thompson
Guest: Alex Leu
Episode Summary:
In this episode of Nurturing Success, John Thompson speaks with Alex Leu, the founder of LA Wealth Advisors. Alex shares his journey from working at large firms like Morgan Stanley and Charles Schwab to launching his own independent financial advisory firm. He discusses his client-centered approach, the importance of comprehensive financial planning, and how his passion for cycli...
Host: John Thompson
Guest: Jeremy Baker
Episode Summary:
In this episode of Nurturing Success, John Thompson speaks with Jeremy Baker of Arroyo Financial. With over 22 years in the insurance and financial services industry, Jeremy shares his journey, the challenges of the industry, and the strategies that have led to his long-term success. They discuss the importance of consistency, diversification in financial planning, networking...
Host: John Thompson
Guest: Tori Sierra, CFP®
Episode Summary:
In this episode of Nurturing Success, John Thompson speaks with Tori Sierra, a Certified Financial Planner® specializing in empowering female entrepreneurs of color. Tori shares her journey into financial planning, how she identified and honed her niche, and the importance of intentionality in both business and personal finance. They discuss the role of community, the ad...
Host: John Thompson
Guest: Alex Sierra, CFP®
Episode Summary: In this episode of Nurturing Success, John Thompson speaks with Alex Sierra, a Certified Financial Planner specializing in building generational wealth for educators, public employees, and nonprofits. Alex shares his journey into financial planning, how he developed his niche, and the importance of planning over investing in today’s market. They discuss the impact of com...
Host: John Thompson
Guest: Linda Polwrek, CFP®, CDFA®, RICP®, MBA
Episode Summary: In this episode of Nurturing Success, John Thompson sits down with Linda Polwrek, a seasoned financial planner with multiple designations, including CFP®, CDFA®, and RICP®. Linda shares her journey into financial planning, how she built a successful practice while empowering women, and the importance of tax planning in today’s volatile market. They a...
Host: John Thompson
Guest: Colin Mackenzie, CFP®, Financial Advisor at Cetera
In this episode of Nurturing Success, John Thompson interviews Colin Mackenzie, a seasoned financial advisor and leader at Cetera. They discuss Colin’s journey from the military to the world of financial services, the importance of mentorship, the power of compounding, and how to thrive as a financial advisor. Colin also shares his thoughts on the current...
Host: John Thompson
Guest: Vanessa Burnett, CFP® CEO of Bridge Advisory
In the inaugural episode of Nurturing Success, John Thompson sits down with Vanessa Burnett, the CEO and a Certified Financial Planner at Bridge Advisory. They discuss Vanessa’s journey into financial planning, her approach to leadership and team building, and the growth strategies at Bridge Advisory. The conversation also touches on innovative practices in the...
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