Podcast Episodes
Back to SearchMerit’s Sarah Mouser: How to Recruit and Develop Next-Gen Talent
Episode 330
Wealth management firms should provide mentorship opportunities and transparent career paths, says the executive vice president of financial planning…
4 months, 2 weeks ago
Lisa Westermark: How to Seamlessly Hand Off Client Relationships
Episode 329
The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: …
4 months, 3 weeks ago
Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know
Episode 328
The founder and CEO of Dynasty Financial Partners describes five things that buyers and sellers of RIAs each need to do before engaging in a transact…
5 months ago
Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients
Episode 327
The founder of FCS Family Office describes how Lou Holtz’s coaching shaped the character and values behind his success advising billionaire families.…
5 months, 1 week ago
Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves
Episode 326
The CEO of Envestnet explains why data and AI are increasingly valuable assets for advisors. Host: Greg Bartalos.
Hosted by Simplecast, an AdsWizz co…
5 months, 2 weeks ago
Anthony Scaramucci: How Inflation and Populism Change Financial Advice
Episode 325
The SkyBridge Capital founder and short-lived White House communications director says that financial advisors must recognize the growing economic di…
5 months, 3 weeks ago
State Street’s Yie-Hsin Hung: We’re Not Done Innovating
Episode 324
State Street Investment Management’s president and CEO discusses the company’s product strategy, corporate partnerships, and "incredibly important" r…
6 months ago
Rob Nelson: Nine Converging Forces in Financial Advice
Episode 323
The CEO and founder of NorthRock Partners explains how industry consolidation, AI, digital assets, private markets, and a consumer shift toward digit…
6 months, 1 week ago
Omani Carson: What He Learned After ‘Winning’ the Game
Episode 322
Carson Group’s founder opens up about the highs, lows, lessons learned, and sacrifices made in building a $57 billion firm. Host: Steve Sanduski, CFP…
6 months, 2 weeks ago
Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’
Episode 321
Given the current uncertain environment, the co-chief investment officer of Evoke Advisors advises investors to maintain a long-term horizon and redu…
6 months, 3 weeks ago