Podcast Episodes
Back to SearchTom Palecek: Divorce Is Tough. How to Help Clients Navigate It.
Episode 180
The founding partner and advisor at Summit Trail Advisors discusses what most advisors get wrong, prenuptial agreements, and the importance of full f…
2 years, 8 months ago
Lisa Lutoff-Perlo: The CEO’s Guide to High-Performance Leadership
Episode 179
Discover the strategies CEOs employ to balance compassionate leadership with competitive excellence. Host: Steve Sanduski.
Hosted by Simplecast, an A…
2 years, 8 months ago
Beverly Flaxington: The Art of Influence and Getting Results
Episode 178
The practice management consultant describes how financial advisors can effectively engage and motivate employees. Host: Greg Bartalos.
Hosted by Si…
2 years, 8 months ago
Kimberly Stewart: Improving Financial Literacy in the Black Community
Episode 177
The Ameriprise advisor and president of the Black Empowerment Advisory Community Network explains why she evangelizes for financial literacy. Host: G…
2 years, 8 months ago
John Nersesian: 5% Cash Is Great. Don't Fall in Love With It.
Episode 176
Pimco’s head of advisor education explains how advisors can ensure that clients hold an appropriate amount of cash. Host: Greg Bartalos.
Hosted by…
2 years, 9 months ago
Ray Sclafani: How Advisors Can Gain an Edge Today—and Tomorrow
Episode 175
Next generation team members will only become more important, says the CEO and founder of ClientWise. Host: Greg Bartalos.
Hosted by Simplecast, an …
2 years, 9 months ago
Mona Sobhani: Reinventing Self-identity Through Life’s Big Transitions
Episode 174
Discover how significant life events can serve as catalysts for profound personal transformation and self-discovery. Host: Steve Sanduski, CFP.
Hoste…
2 years, 9 months ago
Jim Cahn: The 4 Pillars of Successful M&A
Episode 173
Wealth Enhancement Group’s chief investments and business development officer provides a roadmap for successful dealmaking. Host: Greg Bartalos.
Hos…
2 years, 10 months ago
Rian Hill: The Advisor’s Guide to Hosting High-End Wine Events
Episode 172
Learn how memorable wine events can deepen client relationships and engage prospects. Host: Steve Sanduski.
Hosted by Simplecast, an AdsWizz company.…
2 years, 10 months ago
Mary Ann Bartels: Bullish on Stocks, Bonds, Bitcoin in 2024
Episode 171
Sanctuary Wealth’s chief investment strategist sees more gains ahead. Host: Greg Bartalos.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz…
2 years, 10 months ago