Podcast Episodes
Back to SearchMorningstar CEO Kunal Kapoor on AI, Investing, and Company Culture
Episode 200
At the Morningstar Investment Conference in Chicago, Kapoor also discusses how advisors can demonstrate value to clients. Host: Greg Bartalos.
Hoste…
2 years, 3 months ago
Leslie Zane: The New Rules of Persuasion for Financial Advisors
Episode 199
Discover why traditional marketing fails and how instinct-based strategies can win new clients. Host: Steve Sanduski, CFP.
Hosted by Simplecast, an A…
2 years, 3 months ago
Peter Mallouk: Why Demand for Financial Advisors Will Only Increase
Episode 198
Creative Planning’s president and CEO discusses his career, the RIA’s M&A strategy, Wade Boggs, and how the firm become a juggernaut. Host: Greg Bart…
2 years, 3 months ago
'Resistance Money’: Decoding Bitcoin’s True Value Proposition
Episode 197
The philosophical case for Bitcoin as a solution to wayward monetary policy and a way to preserve personal autonomy and keep authoritarianism in chec…
2 years, 4 months ago
Joe McQuaid: How to Build the Best Tech Stack for Your RIA
Episode 196
Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos.…
2 years, 4 months ago
Rick Kent: How I Scaled My RIA Into a $10 Billion Firm
Episode 195
Merit Financial Advisors’ CEO discusses essential leadership principles and the crucial choices that must be made to achieve high growth. Host: Steve…
2 years, 4 months ago
Cozy Wittman: Mastering the Brutal College Planning Process
Episode 194
Tips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos.
Hos…
2 years, 4 months ago
Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed
Episode 193
The founding partner at Parr McKnight and managing director at Price & Associates at Merrill Lynch discuss strategies around crafting incentive struc…
2 years, 4 months ago
Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’
Episode 192
Strategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for in…
2 years, 5 months ago
Jeff Brown: How to Successfully Transition From Advisor to CEO
Episode 191
The president of Stratos Private Wealth offers actionable advice for financial advisors set to take the top job. Host: Greg Bartalos.
Hosted by Simp…
2 years, 5 months ago