Podcast Episodes
Back to SearchHow Scott Hanson Grew Allworth Financial From $10M Into a $15B RIA
Episode 100
Hanson describes his evolution as a leader and the steps he took to ensure success. Host: Steve Sanduski.
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4 years, 6 months ago
Jim Stack Warns About the Fed, Tech Stocks, and Real Estate
Episode 99
"It's conceivable that the blue chip indexes could drop 35 to 40%," says the founder of Stack Financial Management. Host: Greg Bartalos.
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4 years, 6 months ago
Making Your Mark as CEO in Your First 100 Days
Episode 98
After just three years at Abacus Wealth Partners, Mary Beth Storjohann was promoted into the co-CEO role of this $4 billion RIA. Here's the story of …
4 years, 7 months ago
Patrick O'Shaughnessy on Custom Indexing and the Portfolio of You
Episode 97
The founder of Canvas on the evolution of the index fund to direct indexing and now custom indexing. Host: Greg Bartalos.
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4 years, 7 months ago
The Mindsets That Define CEO Excellence
Episode 96
McKinsey & Company Senior Partners Scott Keller and Vik Malhotra discuss the six responsibilities of the CEO role and the associated mindsets that di…
4 years, 7 months ago
How to Attract Affluent Next-Gen Clients
Episode 95
"The vast majority of this demographic wants to feel more in control," says David Snider, founder and CEO of Harness Wealth. Host: Greg Bartalos.
Hos…
4 years, 7 months ago
Decoding the Information in Emotions to Unlock Performance
Episode 94
Performance coach Denise Shull says don't fight the feeling. Instead, your performance will soar when you effectively answer, "What am I feeling and …
4 years, 7 months ago
How 2 Black Advisors Are Working to Change the 'Complexion of Wealth'
Episode 93
Dasarte Yarnway and Emlen Miles-Mattingly explain how they're helping underrepresented advisors. Host: Greg Bartalos.
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4 years, 8 months ago
Exposing Generational Myths
Episode 92
Many of today's popular ideas around generational differences are superficial stereotypes that miss the majority of what's actually happening among g…
4 years, 8 months ago
Financial Planning for Children With Special Needs
Episode 91
"This is a field that's going to give you a lot of emotional satisfaction when you know you've really helped a family," says Ken Van Leeuwen. Host: G…
4 years, 8 months ago