Playlists
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MICS ON WITH LON - JUSTIN WEIDENFELD OF IRONBRIDGE WEALTH COUNSEL (PLAYLIST VERSION)
In 2018 at 21, Justin Weidenfeld was entering into his senior year of college at the University of Florida, gearing up for an internship he secured with the Brooklyn Nets to complete his course requirements for a bachelor’s in sports management and business administration. All of that would change when he received the difficult news of his father’s sudden passing, leading him to voluntarily take on the added responsibility of being the personal representative of his father’s estate, a subject matter he, nor his immediate family members, knew anything about. Fast forward to 2024 where, at 27, Weidenfeld has become a successful Certified Financial Planner with Ironbridge Wealth Counsel whose mission is to ensure no 21-year-old ever has to experience what he did. Hear his compelling story...
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MICS ON WITH LON PODCAST - GUEST ADVISOR ANTHONY ZINITI OF MAP ESTATE PLANNING (Playlist Version)
AP financial professional Anthony Ziniti of MAP Estate Planning has worked in the wealth management space for more than 15 years. He has a unique perspective where eight of those years were spent working on the product wholesale side supporting and gaining enormous insight from a multitude of advisors and their practices, including his father and grandfather. In this episode of Mics On With Lon, hosted by AP President and Osaic Vice Chairman Lon T. Dolber, this captivating interchange between two seasoned second- and third-generation planners runs the gamut of topics from best practices to trusted relationships and overcoming adversity. Ziniti’s powerfully inspiring story about the loss of his and wife Leah’s 4-month daughter due to a congenital neuromuscular disorder motivated them t...
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MICS ON WITH LON PODCAST - GUEST ADVISOR DAVID REY (PLAYLIST VERSION)
Sit back for another podcast episode of “Mics On With Lon” where host, AP CEO and Osaic Vice Chairman Lon T. Dolber invites long-time AP Financial Professional David Rey for some interesting and entertaining conversation on a 30-year relationship that pre-dates the formation of American Portfolios. Sharing their experiences of the past Dolber and Rey unfold lessons for the present and future around building relationships, customer focus and service excellence. Concluding with an exchange of inspiring stories participating in World T.E.A.M. Sports, if your interest is peaked, you can learn more more about the upcoming Face of America (FOA) cycling event on April 19 -21, 2023 where fellow colleague and Osaic Team Captain David Rey will be happy to give you more information at: drey@amer...
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MICS ON WITH LON PODCAST - GUEST ADVISOR YAIR KLYMAN (PLAYLIST VERSION)
In his first Podcast episode of "Mics On With Lon", AP CEO and Osaic Vice Chair Lon T. Dolber sits down with AP Advisor Yair Klyman of Klyman Financial. This open and engaging discussion delves into the enormous success 32-year-old Klyman has achieved builidng his practice for the last 7 years, all while drawing from life experiences of financial challenges growing up. Klyman shares stories about his brief time as a young man living in Israel partaking in competitive wrestling and volunteering to serve in Israel’s Defense Forces. Passionate about social responsibility, yet deeply concerned with the Oct 7 attacks in Israel and the rippling reactions across the globe, Klyman shares his first-hand knowledge about the Gaza region and the people living there. For those equaly troubled by th...