Podcast Episodes
Back to SearchSamantha Russell: What Works Right Now in Financial Advisor Marketing
Episode 250
The FMG Suite marketing expert provides a blueprint for building a scalable marketing machine that drives qualified leads. Host: Steve Sanduski, CFP.…
1 year, 5 months ago
10 Time-Tested Investment Principles for Volatile Markets
Episode 249
Schaffer Private Wealth Group president Michael Schaffer, Sr. and managing partner Michael Schaffer, Jr. discuss how investors can stick with their i…
1 year, 5 months ago
Eric Sontag: Solving for Intergenerational Challenges | Next Gen
Episode 248
“Having next-gen advisors and listening to their perspectives and understanding how they would approach members of their generation is a key place to…
1 year, 6 months ago
Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years
Episode 247
Elson discusses the mindset, methods, and mentorship that fueled her quick rise from intern to lead advisor at Perigon Wealth. Host: Steve Sanduski, …
1 year, 6 months ago
Jennifer Wallace: Resilience and the Importance of Mattering at Work
Episode 246
“We talk a lot about belonging and connection,” says the author. “Mattering goes deeper because you can belong to a group and not know how much you r…
1 year, 6 months ago
James Taylor: The Power of Process | Next Gen
Episode 245
“I always tell our team that what we can get done in a day most people can’t get done in a couple weeks,” says the founding member of The Taylor Grou…
1 year, 6 months ago
Bill Keen/Matt Wilson: How a Hyper-Local Niche Fueled a $1 Billion RIA
Episode 244
Inside Keen Wealth Advisor’s “ACE” niche strategy and advisor development program that powered the RIA’s rise. Host: Steve Sanduski, CFP.
Hosted by S…
1 year, 6 months ago
Wen Nottebohm: A Go-Getter’s Career Tips for Young Financial Advisors
Episode 243
The Barron’s-ranked Cresset wealth advisor discusses her rapid career ascent and the best ways for advisors to win the trust of clients and get ahead…
1 year, 6 months ago
Alanna Morey: Making Content and Connecting With Clients | Next Gen
Episode 242
The Ameriprise Financial managing director shares her best advice for financial advisors interested in boosting their presence on social media.
Hoste…
1 year, 7 months ago
Morton Brown: Fueling Organic RIA Growth Through Client-Centric Advice
Episode 241
Dennis Morton and Katie Brown discuss how a focus on excellence, client service, and embracing change can spark dynamic growth and reinvigorate your …
1 year, 7 months ago