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Gina Thompson: Empowering Clients Through Education | Next Gen
Episode 260
“I'm a strong believer in being educated on all the things that are being placed in your portfolio,” says the RBC senior vice president and portfolio…
1 year, 4 months ago
Dr. Daniel Crosby: The Psychology of Client Decision-Making Explained
Episode 259
Orion’s chief behavioral officer discusses how advisors can guide clients through fear, bias, and emotionally charged decisions. Host: Steve Sanduski…
1 year, 4 months ago
Max Lane: Tech and the Future of Wealth Management
Episode 258
Flourish’s CEO discusses his vision for the company, rising expectations from clients, dynamic financial planning, and strategies for organic growth.…
1 year, 4 months ago
Kevin Casey: M&A, Valuations, and Deal Structures | Next Gen
Episode 257
The managing director at Pathstone discusses the firm’s philosophy for making deals, how it values firms, and how employees can build equity in the c…
1 year, 4 months ago
David DeVoe: How to Maximize Your RIA Firm’s Valuation
Episode 256
Top consultant shares his view on what makes advisory firms thrive, scale, and command premium valuations. Host: Steve Sanduski, CFP.
Hosted by Simpl…
1 year, 4 months ago
Raj Bhatia: Don’t Shy Away From Hiring Your Own Child
Episode 255
The long-time Merrill Private Wealth Management advisor explains why his daughter joined his firm and offers his best advice for advisors considering…
1 year, 5 months ago
Kaden Bernstein: Key Ingredients for Success | Next Gen
Episode 254
The Morgan Stanley financial advisor discusses the importance of knowing your limits, ways to avoid burnout, and the benefits of surrounding yourself…
1 year, 5 months ago
Peter Wilken: The Biggest Branding Mistake Financial Advisors Make
Episode 253
Top marketer behind Coca Cola, Disney, and McDonald’s delivers a masterclass in brand strategy for growing your advisory firm. Host: Steve Sanduski, …
1 year, 5 months ago
Joe McLean: Winning Strategies for Advisors Who Serve Athletes
Episode 252
The managing partner at MAI Capital Management on his time as a professional basketball player and how that experience helps him create successful ou…
1 year, 5 months ago
Dane Burkholder: 3 Key Skills for Advisors | Next Gen
Episode 251
The ability to communicate effectively, build relationships, and execute with a sense of urgency are "three of the best skills" that an advisor can f…
1 year, 5 months ago