Podcast Episodes

Bridging the Political Divide

Episode 30

In an acrid political climate, it's vital to keep clients' family ties from fraying, say Michael Tiedemann and Jill Shipley of Tiedemann Advisors.

Ho…

5 years, 11 months ago

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Emotionally Overwhelmed

Episode 29

Sterling Shea interviews Tim Gerend and Aditi Javeri Gokhale, from Northwestern Mutual, on their response to the pandemic, hiring, reinvesting in tec…

6 years ago

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Evolution, Beyond Technology

Episode 28

The pandemic has accelerated many changes, but some of the most vital go beyond technology, says Colony Group Chairman Michael Nathanson.

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6 years ago

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Gay Money, Straight Advice

Episode 27

Jennifer Hatch, President of Christopher Street Financial, discusses how she's handling client relations, volatility and onboarding clients.

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6 years ago

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X-ray Your Practice

Episode 26

With the routines and expectations of advisors everywhere upended, Merrill Private Wealth Advisor Peter Rohr says it's an unparalleled time to review…

6 years ago

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The Three W's

Episode 25

The best method to make flexible work arrangements a success is defining "Who will do What by When," says leadership consultant Fran Skinner.

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6 years ago

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Living at Work

Episode 24

Aspiriant CEO Rob Francais explains how his firm avoids work-from-home burnout through new engagement strategies with colleagues and clients.

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6 years, 1 month ago

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The Longevity Economy

Episode 23

MIT AgeLab's Joe Coughlin explains how Covid has sharply accelerated changes in retirement planning and retirement itself.

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6 years, 1 month ago

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Beyond the Screens

Episode 22

Balentine's Brittain Prigge says her firm has prioritized different ways of getting to know people.

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6 years, 1 month ago

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Reset Client and Colleague Relationships

Episode 21

Katy Knox, president of Bank of America Private Bank, says this period is an opportunity to work differently.

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6 years, 1 month ago

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