Jul 6, 2026
In this episode of the Confident Advisor Practice Podcast, host Adam Figura sits down with David Hefty, CEO of Credent Wealth Management, a fee-only RIA overseeing more than $4 billion in client assets across ten advisory teams. Drawing on a career that began when he and his wife Stacey opened their...
Jun 2, 2026
In this episode, Adam Figura sits down with Natalie Hales, advisor positioning strategist and founder of Natalie Hales Consulting, for a strategic conversation on why so many busy advisory practices still sound like everyone else — and what to do about it. Drawing on 15 years in financial services,...
May 4, 2026
In this episode, Adam Figura sits down with Shasta Hague, Vice President and Business Consultant at Assetmark, for a practical, unfiltered conversation on building high-performing teams in an advisory practice. Drawing on nearly two decades of experience coaching advisors across the country, Shasta...
Apr 4, 2026
In this episode, Adam Figura sits down with Earl Yaokasin, CFA, Fiduciary Investment Manager and founder of WealthArch Investment Services, to explore what it truly means to practice disciplined value investing inspired by Warren Buffett. Earl explains why he invests his personal portfolio in the exact...