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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: League City Insurance Agency Home Auto Life Umbrella Farmers Insurance

    Bonus: League City Insurance Agency Home Auto Life Umbrella Farmers Insurance
    Mar 5 2026
    In this episode of Sterling Insights, Mike Agol sits down with Angie Smith, Agency Owner at Farmers Insurance and full-service risk protection specialist. Together, they explore how to properly protect your assets, family, and legacy through strategic insurance planning, sharing valuable insights and practical tips for listeners. Angie draws from her extensive experience to discuss common coverage gaps, umbrella policies, lawsuits, and misconceptions about “cheap” insurance, offering actionable advice for homeowners, business owners, and high-net-worth families. This episode is a must-listen for anyone building wealth who wants to make sure it’s properly protected, providing both knowledge and tools to navigate this critical subject. Key Takeaways: ● Value Over Price: The cheapest policy is rarely the best policy. Proper coverage protects everything you’ve worked hard to build. ● Umbrella Policies Matter: An umbrella policy is one of the most affordable ways to shield assets from major lawsuits and liability claims. ● Coverage Gaps Are Common: Jewelry, small business exposures, and liability risks are often underinsured or misunderstood. ● Advisors Should Collaborate: Insurance and financial advisors must work together to fully protect a client’s portfolio. ● Insurance Is Personal: True service goes beyond policies — it means showing up during freezes, hurricanes, and life’s toughest moments. Quotes from Angie Smith: ● “On a bad day, I want to make sure what you’ve built is still protected.” ● “An umbrella policy is the cheapest attorney you’ll ever have protecting your assets.” ● “We don’t just sell a policy — we sell value and proper protection.” Building wealth is only half the equation — protecting it is what secures your legacy. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 mins
  • Fan Fav: Centered Leadership in Wealth Management

    Fan Fav: Centered Leadership in Wealth Management
    Feb 25 2026
    How do you build a client-first financial firm from the ground up—and keep it human at scale?In this episode of Sterling Insights, Roger sits down with Susie Cranston, President and COO of Crescent, a $65+ billion multifamily office and private investment firm. Together, they explore what it takes to deliver deeply personalized wealth management at scale, sharing valuable insights and practical tips for leaders, founders, and families navigating complex financial landscapes. Susie draws from decades of experience at McKinsey, First Republic, and now Crescent to discuss the power of culture, the evolution of client expectations, and how RIAs are reshaping wealth advisory. This episode is a must-listen for ultra-high-net-worth families, founders approaching liquidity, and professionals building modern client-first financial firms, providing both knowledge and tools to navigate this important subject. Key Takeaways:● 💼 Client-First DNA: Crescent’s model was literally built by clients, for clients, offering flexibility that traditional banks can’t match.● 🏛️ RIAs vs. Banks: Regulatory constraints limit the services banks can provide—RIAs like Crescent offer broader, deeper support in tax and private investing.● 🔍 Fit Over Size: Crescent’s ideal client isn’t just about net worth—it’s about mindset and the desire for holistic, customizable support.● 🧑‍🤝‍🧑 Team Culture Drives Client Success: Exceptional service starts with exceptional culture—Crescent prioritizes servant leaders and long interview processes to build elite teams.● 📈 Scale Matters—for the Right Reasons: Being “industrial-grade” at $50B+ AUM allows for better infrastructure, tech, and access—without losing the boutique client feel. Quotes from Susie Cranston:● “Our origin story is unique—we were built by clients, for clients.”● “You can’t outsource culture. It’s the best predictor of organizational success.”● “We aim to be the co-pilot in a family's financial life—scaling with them across the journey.” 🔗 Crescent offers what most firms can’t: customized service backed by enterprise-level infrastructure. Learn more at crescentcapital.com and tune into this episode to see what the future of wealth management looks like. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 mins
  • Bonus: Tax Strategy, IRS Relief, and Building a Virtual CPA Firm

    Bonus: Tax Strategy, IRS Relief, and Building a Virtual CPA Firm
    Feb 12 2026
    What if your tax problem isn’t actually a tax problem—but a bookkeeping one? Or what if the IRS doesn’t need to be feared, just better understood? This episode dives into the overlooked strategies and real-world solutions that could change the financial future of high-income earners and business owners.In this episode of Sterling Insights, guest host Tracy McCary sits down with Adam Remis, CPA and founder of The Accounting Doctor. Together, they explore how advanced tax strategy and resolution can transform a client’s financial—and even physical—well-being, sharing valuable insights and practical tips for listeners. Adam draws from his 28+ years of experience to discuss how to effectively handle tax debt, avoid costly mistakes, and optimize taxes for high earners, offering actionable advice for wealth advisors, business owners, and high-income individuals. This episode is a must-listen for advisors with high-net-worth clients or anyone seeking smarter, proactive ways to tackle tax complexity.Key Takeaways:● Tax Resolution is More Than Numbers: Addressing tax debt isn’t just financial—it can dramatically improve a client’s mindset, health, and quality of life.● Don't DIY the IRS: Trying to resolve issues with the IRS yourself can backfire. Adam explains why professional representation matters.● Virtual Firms Are Winning: Adam shares how his remote model helps him recruit top talent and serve clients nationwide without geographic limitations.● Tax Misconceptions Hurt Clients: Many people unknowingly overpay or misreport—leading to years of unnecessary stress or tax court battles.● Advanced Strategies for High Earners: Adam reveals how clients earning $400k+ can use overlooked strategies to reduce income and capital gains taxes.Quotes from Adam Remis:● "Helping clients resolve their IRS debt isn’t just about money—it’s about lifting a massive psychological burden."● "Doing it yourself with the IRS is like representing yourself in criminal court. You need an expert in your corner."● "The details matter. We’ve saved clients tens of thousands simply by doing the digging their previous CPAs didn’t."Whether you're an advisor looking to better support high-net-worth clients or someone navigating complex tax issues yourself, this episode offers a rare behind-the-scenes look at how smart strategy—and the right partner—can make all the difference.Connect with Adam:Website: https://www.theaccountingdoctor.comLinkedIn: https://www.linkedin.com/in/adam-b-remis-msim-cpa-l-i-o-n-b354b1/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 mins
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