Podcast Episodes
Back to SearchJason Early: How Top Advisors Win Business Owner Clients
Episode 320
The founder of RISR describes how advisors can position themselves to attract, and deliver more value to, business owners. Host: Steve Sanduski, CFP.…
6 months, 3 weeks ago
Michelle Magner: Powering Growth Through an Integrated Framework
Episode 319
A partner at Socium Advisors, Magner describes her firm's growth from $12 million to $2.6 billion in assets under management and its shift from inves…
7 months ago
Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen
Episode 318
The Mercer Advisors regional vice president discusses her business development role and tips for breaking into the industry and gaining valuable expe…
7 months, 1 week ago
Liz Ann Sonders: Inflation, AI, and the Next Market Cycle
Episode 317
Charles Schwab’s chief investment strategist discuses the forces reshaping markets—and what investors should watch. Host: Steve Sanduski, CFP.
Hosted…
7 months, 1 week ago
Mollie Colavita: The Blueprint for Modern Advisory Success
Episode 316
The CEO of J.P. Morgan Advisors says financial advisors should embrace AI to streamline workflows and focus on client relationships, while adopting a…
7 months, 2 weeks ago
Nate Fisher: Stay Focused on the Client Relationship | Next Gen
Episode 315
The Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm…
7 months, 3 weeks ago
Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow
Episode 314
Franklin Templeton’s head of industry advisory services explains how tech and AI are reshaping retirement advice. Host: Steve Sanduski, CFP.
Hosted b…
7 months, 3 weeks ago
Eleni Mavromati: What It Takes to Be a Great Wealth Management COO
Episode 313
The chief operating officer of Merrill’s Jones Zafari Group describes the core qualities required to excel in the role and what COOs must do to thriv…
8 months ago
Katie Partridge: Financial Advice for Tech Founders | Next Gen
Episode 312
The Morgan Stanley private wealth advisor says that serving founders requires a long-term, network-driven effort, and that advisors must provide crea…
8 months, 1 week ago
Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million
Episode 311
Summit Financial's CEO describes the leadership shifts, capital investments, and strategic decisions that separate firms which scale from those that …
8 months, 1 week ago