Podcast Episodes
Back to SearchThe Power of Client Communities
Episode 130
Yes, we’re in a relationship business. And what better way to create a sense of trust, connection, and belonging than through building client communi…
3 years, 11 months ago
Jim Stack Stays Bearish But Spies Opportunity
Episode 129
Uncannily accurate with recent stock market calls, the Stack Financial Management founder offers a bittersweet forecast. Host: Greg Bartalos.
Hosted …
3 years, 11 months ago
Helping Women Face Their Financial Fears
Episode 128
Our relationship to money is complicated, especially for women who have an added cultural history layered on top. Sarah Carlson untangles this challe…
4 years ago
Are Stocks Facing a Lost Decade?
Episode 127
Risk management expert Rick Bookstaber makes the case against complacency. Host: Greg Bartalos.
Hosted by Simplecast, an AdsWizz company. See pcm.ads…
4 years ago
When Women Lead, What Happens?
Episode 126
The women who have been disrupting industries often share key commonalities that make them uniquely equipped to lead, grow businesses, and navigate c…
4 years ago
What It Takes to Run a Successful Multigenerational Team
Episode 125
Scott Wilson and Crystal Ho of the Atlas Group on the importance of hiring employees who share chemistry, dedication, and a desire to learn. Host: Gr…
4 years ago
Making the Shift From Entrepreneur to Leader
Episode 124
Your company’s success rises or falls based on your leadership ability. Here’s the playbook for leading in a post-pandemic world with Antonia Hock. H…
4 years, 1 month ago
Succession Planning, Next-Gen Talent, and What the Best Leaders Do
Episode 123
More advisors are getting serious about the future, says Ray Sclafani, the CEO and founder of ClientWise. Host: Greg Bartalos.
Hosted by Simplecast, …
4 years, 1 month ago
4 Simple Tools to Help Your Clients Achieve Their Goals
Episode 122
Social psychologist and scientist Dr. Emily Balcetis explains how to use vision and brain science to overcome challenges and achieve our most importa…
4 years, 1 month ago
How Advisors Can Manage Their Social-Media Presence Like Pros
Episode 121
Jeff Bradanini, financial advisor and director of marketing for Beirne Wealth Consulting, on how advisors can use social media and digital marketing …
4 years, 1 month ago