Podcast Episodes
Back to SearchTom Morgan: What Is Your Curiosity Calling You to Do?
Episode 160
Wealth is not just about security. It creates the freedom to pursue what’s at the intersection of your curiosity and what the world needs. Host: Stev…
3 years, 1 month ago
Spuds Powell: How to Take a Mature Practice to the Next Level
Episode 159
The Barron’s-ranked managing director of Kayne Anderson Rudnick explains how advisors can keep clients happy while expanding their businesses. Host: …
3 years, 1 month ago
Ken Dychtwald: Navigating the Waves of Generational Change
Episode 158
The dynamics surrounding generational change, longevity, and an evolving society require a rethinking of what it means to be a financial advisor. Hos…
3 years, 1 month ago
Michael Schaffer: How to Future-Proof Your Portfolio From AI, ChatGPT
Episode 157
The Warren Buffett disciple discusses how advisors can grow client wealth amid accelerating technological disruption. Host: Greg Bartalos.
Hosted …
3 years, 1 month ago
Matt Crow: M&A Secrets, Revelations, and Ticking Time Bombs
Episode 156
Mercer Capital's CEO offers a candid insider's perspective on the RIA M&A playbook and what’s really driving deals. Host: Steve Sanduski.
Hosted by …
3 years, 2 months ago
Jane Hanson: The Power of Vulnerability and Other Tips for Advisors
Episode 155
The Emmy Award-winning television journalist and coach explains how advisors can improve their communication skills. Host: Greg Bartalos.
Hosted by…
3 years, 2 months ago
Alexandra Miele: 'Sphere of Influence' Is the New Referral Marketing
Episode 154
Step beyond standard referral methods to learn how "sphere of influence" marketing is redefining client acquisition for the modern age. Host: Steve S…
3 years, 2 months ago
Nancy Daoud: Why Women Will 'Take Over' Wealth Management
Episode 153
The Ameriprise private wealth advisor explains why she sees a bright future for women in the industry. Host: Greg Bartalos.
Hosted by Simplecast, an…
3 years, 2 months ago
Sammy Azzouz: Mastering Organic Growth as an Independent RIA
Episode 152
Growth is coming from a strategic focus on employee engagement, business development, client retention, and operational excellence and efficiency. Ho…
3 years, 2 months ago
Karen Altfest: Advising Women, Widows and 9/11 Families
Episode 151
The principal advisor at family-owned Altfest Personal Wealth Management on four decades of advocating for women. Host: Greg Bartalos.
Hosted by Sim…
3 years, 3 months ago