Michael Nessim is the Chief Executive Officer and Managing Partner of Kingswood U.S., one of the fastest-growing advisor platforms in the country. In this episode of Permission to Succeed, learn how h

Luke Winskowski is Head of Thrivent Advisor Network, a hybrid RIA platform launched in late 2019 that works with advisors interested in aligning their clients’ resources with their values. He is one of WealthManagement.com’s 10 to Watch in 2021.

Mike Hlavek is the Chief Operating Officer and Founding Partner of Concurrent Advisors, an advisor-owned partnership of independent advisors affiliated with Raymond James Financial Services, Inc., who work together to realize a common vision of creatin...

Julia Carlson is the founder & president of Financial Freedom Wealth Management Group, which she founded at 23. In this episode of Permission to Succeed, she and Doug Heikkinen discuss how she grew Financial Freedom into a multi-million dollar business...

Food safety and the food supply chain are things we are all thinking about more often. Brandon Hernandez is a co-founder of Whole Brain Consulting and has decades of experience in the food supply chain services industry.

As a former collegiate & professional basketball player, Derek Bruton, the new CEO of Kingswood Holdings, U.S., understands that everyone on a team plays a specific role to drive its success. The challenge is to deeply understand your role and have the...

This episode of Permission to Succeed features Doug Heikkinen and Erin Botsford, Creator of the Elite Advisor Success System™, a training platform for financial advisors and their assistants.  A Barron’s Top 100 Advisor,

Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Stacy Havener, Founder & CEO of Havener Capital Partners, discussing the current environment and how, despite having the odds stacked against them on an un...

Everyone has a story. In today’s new reality, inspirational stories about how individuals work to overcome adversity are especially important. In this episode of Permission to Succeed, Doug Heikkinen talks with JT McCormick,

This episode of Permission to Succeed (recorded on March 10, 2020) features Doug Heikkinen and Barrett Ayers, President of Adhesion Wealth, discussing how your P&L benefits when you build a deep understanding of your clients’ needs and goals,