Podcast Episodes
Back to SearchThe Complete Guide to Advisor Podcasting
Episode 120
Podcasting makes you a better advisor. It deepens your client relationships. You’ll meet new people and make intriguing connections. And it helps wit…
4 years, 2 months ago
Video Killed the Radio Star but Can Give New Life to Advisor Practices
Episode 119
Advisors must leverage technology or risk falling behind, says Mike Byrnes, founder and president of Byrnes Consulting. Host: Greg Bartalos.
Hosted b…
4 years, 2 months ago
The Business Case for Cultivating Empathy
Episode 118
Far from “soft,” empathy is an important business skill that fuels great businesses and brands, increases retention, drives profits, and supports emp…
4 years, 2 months ago
What It Takes to Be a Great COO
Episode 117
Allison Felix, who rose from executive assistant to chief operating officer at Cassaday & Co., on what it takes to succeed. Host: Greg Bartalos.
Host…
4 years, 2 months ago
Salesforce's Tiffani Bova on the 5 Keys to Driving Faster Growth
Episode 116
Employee experience drives customer experience and that leads to faster sales growth. Bova shares the core elements of employee experience you should…
4 years, 2 months ago
How One RIA Created a Path for Next-Gen Talent to Become Partners
Episode 115
David Armstrong and Jessica Gibbs of Monument Wealth Management on how their firm helps employees advance and the power of “opinionated” content. Hos…
4 years, 3 months ago
The Art and Science of a High-Performing Advisor Website
Episode 114
Andy Crestodina, Orbit Media co-founder, has built more than 1,000 websites. He lays out what it takes to design one that attracts and converts the r…
4 years, 3 months ago
Why Finding Young Workers Is Easy for This RIA
Episode 113
Sequoia Financial Group's Kevin Myeroff and Elizabeth Scheiderer discuss the success of their internship program. Host: Greg Bartalos.
Hosted by Simp…
4 years, 3 months ago
How to Attract and Retain Top Talent in a Tight Market
Episode 112
One reason why the big advisory firms keep getting bigger is they do a better job of creating a culture that attracts and retains top talent. Gartner…
4 years, 3 months ago
How to Earn Guaranteed Income in a Time of Heightened Volatility
Episode 111
David Lau, founder and CEO of DPL Financial Partners, explains why RIAs should consider commission-free annuities. Host: Greg Bartalos.
Hosted by Sim…
4 years, 4 months ago