Podcast Episodes
Back to SearchAndrew Goldberg: Solving for Liquidity Concerns in Private Investments
Episode 340
To prevent panic selling, Cornerstone Alternatives’ managing partner says advisors should make sure clients understand liquidity constraints and that…
2 months, 1 week ago
Carolyn McClanahan: Why Advisors Must Discuss Health With Clients
Episode 339
The physician turned financial planner describes how health decisions, family dynamics, and medical uncertainty can reshape a client’s financial life…
2 months, 2 weeks ago
Peter Lee and Jon Nickow: How to Nurture Future Financial Advisors
Episode 338
Lee, a founding partner at Summit Trail Advisors, and Nickow, a principal and advisor, discuss how the RIA develops internal talent. Host: Greg Barta…
2 months, 3 weeks ago
Katie Cullen: What High-Growth RIAs Do Differently
Episode 337
The Head of BlackRock Business Consulting shares how growth-minded advisors can sharpen strategy, improve execution, and evolve from practitioners in…
2 months, 4 weeks ago
Morgan Stanley’s Sterling Shea: Strategies for Scaling Advisor Teams
Episode 336
The firm's head of practice strategy discusses the rise of mega-teams and how advisors can maximize growth. Host: Ray Sclafani.
Hosted by Simplecast,…
3 months ago
Jill Zucker: Why AI Could Reprice Financial Advice
Episode 335
The McKinsey & Company senior partner describes what high-performing advisors must do now to defend fees, deepen client trust, and drive organic grow…
3 months, 1 week ago
Evan Vladem: How I Mix a Passion for Sports With Financial Advice
Episode 334
The Associated Investor Services advisor describes how building a team around a shared interest can establish identity-based trust and deepen relatio…
3 months, 2 weeks ago
Mary Beth Franklin: Social Security, Medicare, and Smarter Planning
Episode 333
The Social Security expert explains how advisors can turn the complexity associated with benefits into better client conversations and more confident…
3 months, 3 weeks ago
Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations
Episode 332
“If you're looking for a premium valuation in the independent space, you have to have an integrated model,” says the RIA’s CEO, who adds that organic…
4 months ago
Bob Pisani: Why Great Advice Is About Behavior, Not Bets
Episode 331
The former CNBC senior markets correspondent distills 35 years of reporting into what advisors need to know about client behavior and investment succ…
4 months, 1 week ago