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Sterling Insights

Sterling Insights

By: Roger Silk
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 Tune into Sterling Insights: Stand Out & Supercharge Your Assets, the premier podcast for financial advisors in growth mode who serve high net worth clients. If you work with clients who own appreciated capital assets and are looking to sell without incurring capital gains taxes, this show is for you. Each episode features insights and strategies from top financial advisors, experienced lawyers, and knowledgeable CPAs. Learn practical solutions to help your clients maximize their wealth while minimizing taxes, and discover how to grow your assets under management. Join us on Sterling Insights and empower your advisory practice with the knowledge to succeed.Copyright 2024 Sterling Insights. Roger Silk. All Right Reserved. Economics Leadership Management & Leadership Marketing Marketing & Sales Personal Finance
Episodes
  • Bonus: Building Lasting Relationships in Real Estate

    Bonus: Building Lasting Relationships in Real Estate
    Jun 19 2025
    What does it truly mean to be a “realtor for life”? In this episode, you'll hear how one real estate professional goes beyond the transaction to build lifelong partnerships with clients navigating major life transitions. In this episode of Sterling Insights, guest host Mike Agol sits down with Kellie Jovane, a seasoned Houston-area Realtor with over 20 years of experience in real estate and property appraisals. Together, they explore the human side of real estate, sharing valuable insights and practical advice for anyone navigating the highs and lows of buying or selling a home. Kellie draws from decades of experience to discuss how life events — from starting a family to facing unexpected transitions — shape real estate decisions, offering compassionate, strategic guidance for clients at every stage. This episode is a must-listen for home buyers, sellers, real estate professionals, and those considering life changes that involve a move, providing both inspiration and actionable tips to navigate the process with confidence. Key Takeaways: ● 🏠 Real Estate is a Relationship Business: Kellie shares why she treats every client equally, regardless of price point, and how building long-term relationships is the heart of her business. ● 💡 Planning Matters: Life transitions like divorce, retirement, or job relocation can lead to unexpected real estate decisions — and proper planning can make all the difference. ● 🤝 Trusted Advisor Role: Being a Realtor is more than sales — Kellie positions herself as a long-term partner and resource, even years after the sale closes. ● 📣 Marketing with Intention: From social media to brokerage syndication, Kellie discusses her multi-layered strategy to get homes seen and sold quickly. ● 🧭 The Value of Education: Kellie invests in continuous education to better serve clients — including VA, 1031 exchange, and investment property courses — to stay current and provide expert guidance. Quotes from Kellie Jovane: ● “I’m not looking at the number — I’m looking at the person.” ● “A trusted advisor doesn’t just end at the closing table — they’re a partner for years to come.” ● “There’s always a reason things don’t work out — because something better is waiting.” 🔗 Conclusion: Whether you're buying your first home or preparing for the next big chapter in life, Kellie Jovane’s client-first philosophy and deep real estate knowledge offer a clear blueprint for building trust and making confident property decisions. Connect with Kellie: Website: www.har.com/KellieJ Instagram: @KellieJovane_realtor Linkedin: www.linkedin.com/in/kellie-jovane-99251932 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    18 mins
  • Bonus: Integrating Personal and Business Finances for Optimal Outcomes

    Bonus: Integrating Personal and Business Finances for Optimal Outcomes
    Jun 18 2025
    Welcome to a Fan Favorite episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Brian Carney and discusses early strategic tax planning. Brian serves RiversEdge Advisors as Partner and Co-founder. Brian leads the overarching strategy and direction of the organization. He is the definition of a servant leader, ensuring the team, and the company, are optimized to deliver exemplary client experience and growth. Brian has over two decades of Financial Services experience. Brian is fascinated by the emotional aspects of financial planning and architected RiversEdge’s processes to directly address the role emotions play in financial decisioning Here are some highlights from the episode: Brian and Roger stress the importance of early strategic tax planning to ensure successful business exits. Brian explains It is crucial for business owners to detach emotionally and understand the true market value of their business. RiversEdge Advisors focuses on creating a supportive partnership with clients to navigate financial complexities and achieve optimal outcomes. Connect with Brian: Website: Riversedgeadvisors.com Linked in: https://www.linkedin.com/company/riversedgeadvisors Facebook: https://www.facebook.com/RiversEdgeAdvisorsLLC Instagram: https://www.instagram.com/riversedgeadvisors_llc/?hl=en Connect with Roger: Website: https://www.sterlingfoundations.com Facebook: https://www.facebook.com/sterlingfoundations/ Twitter: https://x.com/SterlingFndMgt?mx=2 LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    37 mins
  • Episode 29: Navigating Life's Challenges

    Episode 29: Navigating Life's Challenges
    Jun 11 2025
    Discover how one of Wall Street’s top advisors built her success by challenging the status quo—and learn what it takes to thrive in a male-dominated industry. In this episode of Sterling Insights, Roger sits down with Lori Van Dusen, founder and CEO of LVW Advisors and author of the Wall Street Journal bestseller Running with Grace. Together, they explore Lori’s fascinating journey from Harvard to Wall Street, the evolution of independent advisory work, and the powerful role of values and resilience in personal and professional growth. Lori draws from her extensive experience to discuss how she’s helping women and next-generation wealth holders take charge of their financial futures, offering actionable advice for advisors and clients alike. This episode is a must-listen for anyone navigating the world of wealth management, succession, or the emotional challenges of significant life transitions. Key Takeaways: ● 💼 The Power of Client-Centric Advice: Lori’s pioneering approach to advisory work—prioritizing understanding over selling—set her apart and shaped her values-based practice. ● 🌟 Breaking Barriers in a Male-Dominated Field: Despite starting her career as one of only a few women in the room, Lori carved out a path that inspired others to follow. ● 🔍 How to Build Resiliency: Lori shares practical ways to navigate personal and professional setbacks, including insights from her book Running with Grace. ● 🌱 The Future of Wealth Management: Lori highlights how demographic shifts and generational change are transforming the advisory landscape—and how firms can adapt. ● 🤝 The Importance of Collaboration: Lori explains how working with other professionals like RIAs and leveraging team strengths creates better outcomes for clients. Quotes from Lori Van Dusen: ● “I never really sold stocks, bonds—I never sold anything. I just started gathering information and then gathering assets, and then figuring out what was broken and how to fix it.” ● “I’m a business development person. So it’s really for me where I’ve ended up as a result of some really sudden, tragic losses… The business ran really without me.” ● “My book became a form of philanthropy to me… It’s a way to pay forward what I’ve learned in business and life.” 🔗 Conclusion: Lori Van Dusen’s story is a powerful testament to resilience, values-driven leadership, and the importance of meeting clients where they are. Don’t miss this episode! Connect with Lori Van Dusen: Website: https://lvwadvisors.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 mins
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