Podcast Episodes
Back to SearchMatt Somberg: The Art and Science of Scaling to $2 Billion in AUM
Episode 150
Advisor capacity, compensation, culture, blasting through the “messy middle,” differentiating your firm, and growth, the Gottfried & Somberg co-found…
3 years, 4 months ago
Kate Healy: Evangelizing for Financial Planning as a Career Choice
Episode 149
Dedicated to driving awareness of the profession to younger and more diverse applicants, Healy shares tips for advisors looking to hire new talent. H…
3 years, 4 months ago
Kevin Kelly Explores 'In the Year 2525,' Tech, and Longevity
Episode 148
Through the timeless narrative of 'In the Year 2525,' the co-founder of Wired magazine traverses the frontiers of tech and provides unique insights f…
3 years, 4 months ago
Barry Ritholtz: How Advisors Can Create Killer Content
Episode 147
Want to create content, but not sure how to get started? The chairman and CIO of Ritholtz Wealth Management tells all. Host: Greg Bartalos.
Hosted b…
3 years, 5 months ago
Kenton Cool: Lessons in Leadership From a 16-Time Everest Summiteer
Episode 146
The high altitude adventurer shares his hard-earned lessons from a life climbing the world’s highest mountains and how they apply at sea level. Host:…
3 years, 5 months ago
Michael Nathanson: What Advisors Can Learn From Charles Darwin
Episode 145
The CEO of The Colony Group argues that organizations must adapt to an ever-changing environment or risk going extinct. Host: Greg Bartalos.
Hosted …
3 years, 6 months ago
Kate Murphy: How to Truly Hear and Understand Your Clients
Episode 144
When was the last time you felt that someone really listened to you? And when did you last deeply listen to a client? Listening well is powerful, yet…
3 years, 6 months ago
How to Build an Enduring Legacy and Secure Long-Lasting Wealth
Episode 143
Robert Balentine, chairman of his namesake firm, explains why advisors should focus on family relationships. Host: Greg Bartalos.
Hosted by Simplec…
3 years, 7 months ago
Dynasty’s Casey McKeon: How to Bring More Women Into Wealth Management
Episode 142
The senior vice president of relationship management makes the case for hiring women with non-traditional backgrounds. Host: Greg Bartalos.
Hosted b…
3 years, 7 months ago
Mal Makin’s Underrated—and Understated—Ways to Gain Clients
Episode 141
The founder of Professional Planning Group discusses the power of transparency and having a light touch. Host: Greg Bartalos.
Hosted by Simplecast, …
3 years, 8 months ago