Vaulted Views with Ray Lucia Jr.

EN35 episodes

businessentrepreneurship

Vaulted Views podcast with Ray Lucia, Jr. steps inside the minds of successful entrepreneurs, financial experts, and business leaders. These are people who have taken steps that very few others were willing to take, and now they’re reaping the rewards. You'll not only learn about their secrets to success, but you’ll also witness the journey they took to get there. Do you have what it takes to be successful with money, business, and life? Do you want to follow the path that others have started an...

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Episodes (35)

How Should Financial Advisors Build Their AI Tech Stack? | Jessica Perez

Vaulted Views with Ray Lucia Jr.

Aug 27, 202640:03pending

What Is Your Financial Advisory Practice Actually Worth?

Vaulted Views with Ray Lucia Jr.

Aug 20, 202638:00pending

The AI Advantage Most Financial Advisors Are Completely Missing

Vaulted Views with Ray Lucia Jr.

Aug 6, 202643:49pending

Journey to 1 Million (Ep.3): How CEOs Think About Work-Life Balance (Hint: It's...

Vaulted Views with Ray Lucia Jr.

Jul 31, 202612:38pending

Former SEC Attorney Explains What Every Financial Advisor Should Know

Vaulted Views with Ray Lucia Jr.

Jul 23, 20261:01:39pending

Your AI Playbook for Financial Advisors (Where to Start)

Vaulted Views with Ray Lucia Jr.

Jul 16, 202612:45pending

How Financial Advisors Build Scale with AI

Vaulted Views with Ray Lucia Jr.

Jun 12, 20268:32pending

AI is Not a Tool: It's an Operating System for Financial Advisors

Vaulted Views with Ray Lucia Jr.

May 29, 20268:11pending

Journey to 1 Million (Ep. 1): The Origin Story, The Bucket Strategy, and the Mis...

Vaulted Views with Ray Lucia Jr.

May 21, 202627:39pending

Why Medicare Planning Is One of The Biggest Gaps in Most Advisory Processes

Vaulted Views with Ray Lucia Jr.

May 8, 202622:58pending

The Advisor Differentiation Playbook (Structured Products Explained)

Vaulted Views with Ray Lucia Jr.

Apr 30, 202633:22pending

The End of 60/40? A Smarter Retirement Strategy for Advisors

Vaulted Views with Ray Lucia Jr.

Apr 23, 202610:31pending

I Talked to a CEO Who Transforms How Owners Leave Their Companies

Vaulted Views with Ray Lucia Jr.

Apr 9, 202656:16pending

How Fiduciary Advisors Build Enterprise Value and Retain Clients in Volatile Mar...

Vaulted Views with Ray Lucia Jr.

Apr 7, 20258:34pending

Business Lessons from Sports, Hollywood, and Hospitality

Vaulted Views with Ray Lucia Jr.

Mar 24, 20251:00:52pending

The Hidden Costs of Index Funds: What Every Investor Must Know

Vaulted Views with Ray Lucia Jr.

Mar 17, 20256:09pending

The #1 Retirement Fear (And How to Avoid It)

Vaulted Views with Ray Lucia Jr.

Mar 10, 202513:32pending

AI & Insurance: Closing the Deal

Vaulted Views with Ray Lucia Jr.

Mar 3, 202539:36pending

Entrepreneurship, Risk-Taking & Bourbon: The Story of Cask & Coast Bourbon

Vaulted Views with Ray Lucia Jr.

Feb 24, 202555:22pending

#014 Vaulted Views - Meet the Southern Savant of Retirement Planning

Vaulted Views with Ray Lucia Jr.

Feb 18, 20251:09:13pending

#013 Vaulted Views - How to Build Community Through Technology

Vaulted Views with Ray Lucia Jr.

Feb 10, 20251:12:04pending

#012 Vaulted Views - The Entrepreneurial Mindset: Lessons Learned from Startups...

Vaulted Views with Ray Lucia Jr.

Feb 3, 202552:36pending

#011 Vaulted Views - Pivoting in Style: How Adaptability Drives Business Success

Vaulted Views with Ray Lucia Jr.

Jan 27, 202552:08pending

#010 Vaulted Views - Rashard Cook: NFL Lessons in Leadership, Money, and Life

Vaulted Views with Ray Lucia Jr.

Dec 2, 202447:44pending

#009 Vaulted Views - Sarah Jeltema: From 911 Dispatcher to Whiskey Educator

Vaulted Views with Ray Lucia Jr.

Nov 18, 20241:22:36pending

#008 Vaulted Views - Rick Plum, CFP®: Life Lessons from The Professor of Finance

Vaulted Views with Ray Lucia Jr.

Nov 11, 202459:04pending

#007 Vaulted Views - Dr. Kam Ghandehari, DDS: Inside the Business of Dentistry

Vaulted Views with Ray Lucia Jr.

Nov 4, 202448:53pending

#006 Vaulted Views - Chris Thorne: Transforming Military Experience into Communi...

Vaulted Views with Ray Lucia Jr.

Oct 28, 202455:56pending

#005 Vaulted Views - Pete Sciabarra: Leadership Lessons from a Navy Captain

Vaulted Views with Ray Lucia Jr.

Oct 21, 202437:37pending

#004 Vaulted Views - Mark Scalzo: From Investment Banking to Portfolio Managemen...

Vaulted Views with Ray Lucia Jr.

Oct 14, 20241:05:18pending

#003 Vaulted Views - Marni Von Wilpert: The Making of a Council Member

Vaulted Views with Ray Lucia Jr.

Oct 7, 202447:41pending

#002 Vaulted Views - From Wine & Spirits to Wealth Management with Joe Lucia

Vaulted Views with Ray Lucia Jr.

Sep 30, 202446:20pending

#001 Vaulted Views w/ Ray Lucia Sr. A Father-Son Journey: From the 1987 Crash to...

Vaulted Views with Ray Lucia Jr.

Sep 23, 20241:10:56pending

#000 - Vaulted Views - From CPA to CEO: Ray Lucia Jr.'s Journey

Vaulted Views with Ray Lucia Jr.

Sep 16, 202426:10pending

Introducing Vaulted Views with Ray Lucia Jr. - Trailer

Vaulted Views with Ray Lucia Jr.

Sep 11, 20240:43pending