Podcast Episodes
Back to SearchFind Your Signal in the Digital Noise
Episode 20
RIA executive David Armstrong elaborates on how to ensure your firm's digital media efforts generate real value.
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6 years, 2 months ago
Why Self-Care is Job One
Episode 19
Clinical psychologist Melissa Milanak, who specializes in stress, anxiety and sleep disorders, offers ideas on prioritizing self-care.
Hosted by Simp…
6 years, 2 months ago
Think About Your Digital Engagement
Episode 18
Bill Crager, CEO of Envestnet, discusses how the pandemic has fueled tech disruption of the advisory industry.
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6 years, 2 months ago
Convert Outsiders into Insiders
Episode 17
D.A. Abrams, managing director of the CFP Board's Center for Financial Planning, discusses how teams of the future will be more representative and wh…
6 years, 2 months ago
Clients Can Take Their Business Anywhere
Episode 16
Kimberlee Orth, Barron's top-ranked woman advisor, tells me that her business is about much more than asset allocation. Find out why she's wearing of…
6 years, 2 months ago
Lean into Your Business Now... Hard
Episode 15
Frank Marzano & Steve Raneri, GM Advisory Group, discuss why you should invest in your business now, take a hard look at gold, and protect clients fr…
6 years, 3 months ago
Don't Compromise Your Family Life
Episode 14
Spuds Powell, Barron's top-rated RIA, shares his view on the market, when to turn away a client and the importance of keeping work/life balance.
Host…
6 years, 3 months ago
The Big Get Bigger. The Strong Get Stronger.
Episode 13
Jim Hays, President of Wells Fargo Advisors, discusses the evolution of advisory teams, the impact of RegBI and how to tackle the industry's diversit…
6 years, 4 months ago
Don't Confuse Activity for Progress
Episode 12
Marty Bicknell, founder of $28b national RIA firm Mariner, discusses diversity, what he's telling clients and why his firm is onboarding new clients …
6 years, 4 months ago
The Industry's Diversity Challenge
Episode 11
TD Ameritrade's Kate Healy discusses the lack of diversity in financial services, how advisors can attract young talent and engage young clients.
Hos…
6 years, 4 months ago