Podcast Episodes
Back to SearchSuzanne Peterson: How to Become an Effective and Admired Leader
Episode 170
Explore the powerful behaviors that set top leaders apart and how to implement them. Host: Steve Sanduski.
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2 years, 10 months ago
Neela Hummel: On Hiring Women and Advising Female Clients
Episode 169
The co-CEO of Abacus Wealth Partners describes a landscape in which women control ever more wealth. Host: Greg Bartalos.
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2 years, 10 months ago
Eric Becker: Cresset’s Bold 100-Year Vision
Episode 168
The co-founder and co-chairman explains how the multi-family office is blending tradition with modern financial dynamics. Host: Steve Sanduski.
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2 years, 11 months ago
Dennis Moseley-Williams: Turn Client Meetings Into Unique Experiences
Episode 167
Advisors should provide a memorable experience when meeting clients, says the founder of DMW Strategic Consulting. Host: Greg Bartalos.
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2 years, 11 months ago
Tobias Dengel: Voice Tech Will Profoundly Change How We Live and Work
Episode 166
As big as mobile a decade ago and the internet in the late '90s, voice is the next big thing in technology, says the president of WillowTree. Host: S…
2 years, 11 months ago
Angela Osborne: Effective Lead Generation Strategies for Advisors
Episode 165
The COO of Bluespring Wealth Partners explains how advisors can implement lead gen strategies to boost growth. Host: Greg Bartalos.
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2 years, 11 months ago
Andrew Brzezinski: Separating AI Hype From Reality
Episode 164
There's been a lot of hype around AI since the release of ChatGPT. Fidelity's head of data strategy describes what’s real, what's not, and what finan…
3 years ago
Kristie Edling-Day: How Advisors Can Harness the Power of Technology
Episode 163
Advisors adapted to portfolio management technology and robo-advisors. They also will they adapt to AI, says the LPL Financial exec. Host: Greg Barta…
3 years ago
Saundra Davis: Using Money to Honor Your Values and Fuel Your Vision
Episode 162
An exploration of what money really means to people, what it represents, and how you can facilitate that discovery. Host: Steve Sanduski.
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3 years ago
Amy Parvaneh: Creative Compensation Structures That Motivate Teams
Episode 161
The founder and CEO of Select Advisors Institute says practices should recognize, and cater to, what makes employees tick. Host: Greg Bartalos.
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3 years ago