Episode 15: Balancing Compliance & Client Interests: A Conversation with Jon Simone
In this episode of Wealth Harmony, April Turch speaks with Jon Simone, a Senior Sales Solution Consultant at MCO (MyComplianceOffice).
Episode 14: The Wolf Group’s Origin Story with original partners, Len Wolf & Bob Len—Interview by Mishkin Santa
In this special episode of Wealth Harmony, April Turch shares an episode from her colleague and Partner at the Wolf Group, PC (Global Tax Advisory), Mishkin Santa’s podcast, The Essential Tax Podcast, in which he highlights the original partners of The Wolf Group, Len Wolf and Bob Len.
Episode 13: How Compliance Fuels Sustainable Growth — April Turch on the Connected Advisor Podcast
We’re happy to kick off Wealth Harmony’s second season by sharing April Turch’s special appearance on The Connected Advisor podcast with host Kyle Van Pelt, co-founder and CEO of Milemarker.
Episode 12: Protecting Prosperity & Understanding Diminished Capacity with Ellen Bruno
Watch or listen to this new episode of Wealth Harmony. April Turch speaks with Ellen Bruno, Head of Compliance Advisors Professionals at Compliance Advisor Professionals. Ellen has over 18 years of experience in compliance consulting for investment advisory firms, specializing in helping them stay in line with SEC regulations.
Episode 11: Finding Your Balance: Health, Wealth, & Prosperity with Emily Newman
Dive into a journey of balance and fulfillment with April Turch and Emily Newman on our latest episode of Wealth Harmony! Discover how blending fitness, nutrition, and mindset can lead to a prosperous life, both financially and health-wise. Don't miss out on transformative insights and practical tips to achieve your best self, inside and out.
Episode 10: Financial Fulfillment Through Real Estate Investments with Larry Finkelberg
Watch or listen to this new episode of Wealth Harmony as April Turch discusses the emotional and financial facets of home buying with mortgage industry veteran Larry Finkelberg. From navigating market conditions to making informed decisions, this episode is packed with insights for anyone on the path to financial fulfillment.