『FiduciWho』のカバーアート

FiduciWho

FiduciWho

著者： Leonard Raskin
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Leonard Raskin, author of "FiduciWho? What a Real Fiduciary Will Tell You About How to Protect, Grow, Enjoy, and Transfer Your Wealth," isn't your average financial expert; he's more like a trusted friend, diving deep into your aspirations and concerns to create a holistic plan beyond mere finances. With over three decades of experience, Leonard's approach breaks away from conventional wisdom, offering refreshing insights that go beyond traditional financial advice. Through his book and podcast appearances, he infuses humor and storytelling to revolutionize the way people perceive and manage their wealth, empowering them to seize control of their financial destinies with confidence.

 マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
エピソード
  • Classic Rewind - Kia Arian: Breaking Through the Noise in a Commoditized Market

    Classic Rewind - Kia Arian: Breaking Through the Noise in a Commoditized Market
    2026/08/07
    In a market where everyone sounds the same, your story may be your strongest advantage. Kia Arian explains how print, positioning, and personal brand help trust-based professionals break through the noise and win deeper client loyalty.In this episode, Leonard and Kia discuss:Why marketing in trust-based industries has become commoditized and how professionals can truly stand outThe strategic power of print marketing in a digital-first, overcrowded landscapeHow storytelling and personal brand create trust without violating compliance rulesWhy do most professionals underprice their work by selling process instead of outcomesHow advisors and attorneys can increase retention and referrals by going deeper with existing clientsKey Takeaways: In highly competitive, trust-based industries, shouting louder online is no longer effective; differentiation comes from clarity, presence, and personal story.Print marketing works precisely because fewer professionals are willing to use it, making it less crowded and more impactful.Professionals don’t need better tactics; they need better positioning rooted in outcomes, not processes.Personal story is not unprofessional. It is the most powerful trust-building asset a fiduciary or attorney has.Raising fees becomes possible when clients buy transformation and clarity, not documents or transactions. “Your story is the most powerful asset you have.” - Kia ArianAbout Kia Arian: Kia Arian is the creative force behind Zine, a boutique marketing agency that helps attorneys, entrepreneurs, and service-based professionals turn leads into loyal fans through high-touch, high-trust, human marketing. Since 2005, Kia has championed the power of tangible marketing, newsletters, postcards, books, magazines, and “shock and awe” packages to break through digital noise and build lasting client relationships. By blending timeless strategy with soulful storytelling, her agency creates printed campaigns that feel like a gift, while delivering meaningful, measurable results.Connect with Kia Arian:Website: www.zinemarketing.com LinkedIn: https://www.linkedin.com/in/kiaarian/ Facebook: https://www.facebook.com/kiaarianInstagram: https://www.instagram.com/karia_baby/ Podcast: The Results-Driven Life by DesignOther Resources: https://www.zinemarketing.com/practice_areas/brand.cfm, https://www.zinemarketing.com/reports/the-zine-newsletter-package.cfm, https://www.zinemarketing.com/practice_areas/books-and-guides.cfm Email: arian@zinemarketing.com Connect with Leonard Raskin:Website: https://www.raskinglobal.com/ LinkedIn: https://www.linkedin.com/in/leonardraskin/ Facebook: https://www.facebook.com/RaskinGlobal Email: lraskin@raskinglobal.comShow notes by Podcastologist: Francine PobleteAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    50 分
  • Catherine Bell: Beyond the Relentless Pursuit of More—Reimagining Work, Wealth, and Culture

    Catherine Bell: Beyond the Relentless Pursuit of More—Reimagining Work, Wealth, and Culture
    2026/08/04
    Most companies chase 'more' and end up with burnout, disengagement, and failure. This conversation dives into how vision, values, and self‑aware leadership can transform culture and financial results.In this episode, Leonard and Catherine Bell discuss:Definition and characteristics of an “awakened company”Linking culture, self‑awareness, and financial performancePersonal vision, values, and leadership alignmentThe enneagram as a leadership and culture development toolThe power of pause, presence, and moving from "human doingness" to "human beingness"Key Takeaways: Organizations that combine a strong, healthy culture with clear financial focus outperform those that fixate on money alone or culture alone.Self‑awareness is a rare but critical leadership capability, and without it, leaders struggle to align vision, values, and behavior.A clear personal vision that connects to the organization’s vision helps leaders find meaning in their work and reduces misalignment and burnout.Tools like the Enneagram are meant to expand leadership capacity and perspective, not to excuse behavior or box people into fixed labels.Shifting from automatic “human doingness” to present‑moment “human beingness,” supported by practices like the pause and stillness, can transform how leaders relate to themselves, their teams, and their organizations. “The highest performing organizations are those that focus on corporate culture and financial results. It's an end conversation. It's not an either conversation.” - Catherine BellAbout Catherine Bell: Catherine Bell is the CEO and Founder of the Awakened Company, where she helps leaders, teams, and organizations build healthy and thriving cultures through coaching, strategy sessions, speaking, and webinars. She is an award-winning entrepreneur, best-selling author, MBA graduate from Queen’s University, Enneagram-certified practitioner, yoga instructor, and educator at Smith School of Business. Catherine is also the co-founder of Awakenly, a mindfulness app, and founder of The Awakened Project, which supports women overcoming poverty. She serves as an advisor and board member for various organizations and continues to contribute to leadership, creativity, and Enneagram research through her programs, teaching, and upcoming publications.Connect with Catherine Bell:Website: http://www.awakenedcompany.com LinkedIn: https://www.linkedin.com/in/bellcatherine/ Facebook: https://www.facebook.com/awakenedcompany Instagram: https://www.instagram.com/theawakenedcompany/?hl=en YouTube: https://www.youtube.com/@AwakenedCompany Book - The Creative Moment: https://www.penguinrandomhouse.ca/books/790585/the-creative-moment-by-russ-hudson-and-catherine-r-bell/9781401997229 Connect with Leonard Raskin:Website: https://www.raskinglobal.com/ LinkedIn: https://www.linkedin.com/in/leonardraskin/ Facebook: https://www.facebook.com/RaskinGlobal Email: lraskin@raskinglobal.comShow notes by Podcastologist: Francine PobleteAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    48 分
  • Classic Rewind - Michael Bell: Why Real Estate Is All About Relationships

    Classic Rewind - Michael Bell: Why Real Estate Is All About Relationships
    2026/07/31

    Selling a home isn’t just about listing it, pricing it, or hosting an open house. Michael Bell explains why the best real estate outcomes come from data, trust, and relationships that actually protect the seller.


    In this episode, Leonard and Michael discuss:

    • Effective real estate practices and the importance of single-party seller representation
    • High turnover rates among real estate agents within five years
    • Limitations of open houses and the value of data-driven strategies
    • Common mistakes sellers make, including underpricing and mishandling bidding wars
    • Unique challenges of working with ultra-wealthy clients and the value of referrals over outreach


    Key Takeaways:

    • Prioritizing single-party seller representation is essential to avoid conflicts of interest and maximize the seller's return through fair competition and strategic pricing.
    • Real estate demands sustained skill development as a staggering number of agents exit the industry within five years, reflecting the challenging nature of successful home sales.
    • Data-driven strategies and accurate pricing prove far more effective than traditional marketing methods like open houses, which often fail to deliver optimal results.
    • Costly mistakes, including underpricing and poor agent selection, can significantly hinder a seller's success, emphasizing the importance of experienced and reliable representation.
    • Cultivating genuine relationships and fostering a referral-driven business model hold more long-term value than impersonal outreach, especially when working with affluent clients who value trust and expertise.


    “Real estate is just a relationship business. Pick up the phone. Be a human being.” - Michael Bell


    About Michael Bell: He is a top-ranked real estate broker with over 30 years of experience, specializing in single-party seller representation. As the #1 agent at Sotheby’s International Realty’s Greater Pasadena office since 2015, he has successfully closed over 643 transactions, including more than 50 homes that others couldn't sell. His Wall Street Journal bestselling book, Seller Mistakes, reflects his commitment to educating clients and maximizing returns. Ranked in the top 0.27% of agents nationwide, Michael is known for his data-driven strategies, ethical advocacy, and deep market expertise. He also leads the "Sell a Home, Save a Child" initiative, donating a portion of commissions to support children in need.


    Connect with Michael Bell:

    Website: https://michaelbbell.com/

    LinkedIn: https://www.linkedin.com/in/linktomichaelbell/

    Michael’s Book: https://michaelbbell.com/book/


    Connect with Leonard Raskin:

    Website: https://www.raskinglobal.com/

    LinkedIn: https://www.linkedin.com/in/leonardraskin/

    Facebook: https://www.facebook.com/RaskinGlobal

    Email: lraskin@raskinglobal.com


    Show notes by Podcastologist: Angelo Paul Tagama


    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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    34 分
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