Podcast Episodes
Back to SearchEric Leeper: Why Compensation Structure Is Vital to M&A Success
Episode 300
Compensation is the “largest expense for a financial advisor” and ultimately drives the valuation of RIAs, says the CFO of the consulting firm FP Tra…
10 months ago
Doug Messina: Be Yourself and Connect With Clients | Next Gen
Episode 299
The Ameriprise Financial Services private wealth advisor underscores the importance of being authentic when nurturing strong relationships with clien…
10 months, 1 week ago
Mary Ann Bartels: Tech and International Stocks to Rise in 2026
Episode 298
Sanctuary Wealth's chief investment strategist expects a “'reset year” with more modest gains, favoring growth over value and large-cap stocks over s…
10 months, 1 week ago
Troy Nelson: Building Strength Through Adversity
Episode 297
The Edward Jones private wealth advisor discusses how he overcame a decade of personal trauma and burnout then used that experience, and his influenc…
10 months, 2 weeks ago
Tony Carpentieri: The Keys to a Successful Practice | Next Gen
Episode 296
The Merrill Lynch private wealth advisor discusses the importance of honing your value proposition, cultivating a strong culture, and embracing AI.
H…
10 months, 3 weeks ago
John Furey: When RIAs Should Rebrand—and How to Make the Call
Episode 295
Advisor Growth Strategies’ founder describes the strategic signals that tell an RIA its brand no longer reflects its true value. Host: Steve Sanduski…
10 months, 3 weeks ago
Debra Brennan Tagg: Challenges and Opportunities for Women in Finance
Episode 294
The president of BFS Advisory Group shares tips to help women, particularly those in wealth management and business owners, advance in their careers.…
11 months ago
Heather Robison: Success in a Small Town | Next Gen
Episode 293
Based in Bartlesville, Oklahoma, the financial advisor discusses how she built an advisory practice with her mother and shares wealth planning strate…
11 months, 1 week ago
Alison Dooher: Why Data Is the Engine Behind RIAs That Scale
Episode 292
Charles Schwab’s head of Digital Advisor Solutions says the top advisory firms make data—not software—the core operating asset of their business. Hos…
11 months, 1 week ago
John Nersesian: Make These Tax Moves Before 2026 Arrives
Episode 291
Pimco’s head of advisor education offers guidance on recent tax changes, covering investments, income tax, retirement, and legacy planning. Host: Gre…
11 months, 2 weeks ago