Podcast Episodes

When the Phone's the Heaviest...

Episode 10

Colleen O'Callaghan from JP Morgan Securities, whose team manages $2b in assets, thinks volatility is a learning opportunity for the next generation.…

6 years, 4 months ago

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Be Agile, Innovative and Resilient

Episode 9

Beacon Pointe's Shannon Eusey and Matt Cooper discuss the M&A landscape, the value of face to face connection, and the fundamental change facing the …

6 years, 5 months ago

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Transparency and Alignment

Episode 8

Morgan Stanley's Lyon Polk and partner Deborah Montaperto talk about a Covid close call, lending for HNW clients, the municipal-bond selloff and rece…

6 years, 5 months ago

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How to Lose a Client in 9 Days

Episode 7

Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, on why the challenges from the coronavirus can only be solved by strengthening relations…

6 years, 5 months ago

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Adversity Reveals True Character

Episode 6

Andy Saperstein, Head of Morgan Stanley Wealth Management discusses the value of advice and how the pandemic will change the industry for the better.…

6 years, 5 months ago

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Content is the Future

Episode 5

Josh Brown, CEO of Ritholtz Wealth Management, discusses portfolio construction, his anxiety around managing a team, and how he got a million Twitter…

6 years, 6 months ago

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We're Stronger Together

Episode 4

Louise Gunderson whose UBS team manages about $1 billion for high-net-worth clients, talks about rethinking client portfolios.

Hosted by Simplecast, …

6 years, 6 months ago

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There's More Pain to Come

Episode 3

Lori Van Dusen, Founder and CEO of LVW Advisors, a registered investment advisory firm, discusses why she thinks stocks may retest the lows.

Hosted b…

6 years, 6 months ago

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Stay Strong, Stay Safe, and Stay Bullish

Episode 2

Andy Sieg, president of Merrill Lynch Wealth Management, on how his firm is navigating the challenges and current market volatility presented by COVI…

6 years, 6 months ago

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Clients Pay Me to Be a Realist

Episode 1

Ron Carson, Barron's Hall of Fame Advisor and founder of Carson Group, on how he is managing client expectations and how the Coronavirus will reward …

6 years, 6 months ago

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