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Nate Lenz: Key Wealth Management Trends | Next Gen
Episode 290
The co-founder and CEO of Concurrent Investment Advisors discusses the evolution of his career, the growth of his firm, and notable wealth management…
11 months, 3 weeks ago
Scott Sparks: How Starting in Insurance Gave His Firm an Advantage.
Episode 289
The founder and CEO of Sparks Financial discusses his firm's evolution from insurance to comprehensive wealth advisor, emphasizing multi-generational…
11 months, 3 weeks ago
Ryan Parker: What Advisors Can Learn From EP Wealth’s Rapid Growth
Episode 288
The CEO of the acquisitive wealth management firm, which has about $40 billion in assets, discusses how it pursues organic and inorganic growth. Host…
11 months, 4 weeks ago
Aileen Schruth: Financial Planning for Divorcing Clients | Next Gen
Episode 287
The UBS financial advisor shares her best advice for advising clients who are going through a divorce.
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1 year ago
Alisa Maute: Cracking the Organic Growth Code for RIAs
Episode 286
Mercer Advisors’ head of client development discusses how the firm built a data-driven client development machine that separates advice from acquisit…
1 year ago
Dryden Pence: Why I'm Bullish on Small-Caps, Defense Stocks, and AI
Episode 285
Pence Wealth Management's CIO expects strong earnings and lower interest rates to lift the S&P 500 and smaller stocks next year. Host: Greg Bartalos.…
1 year ago
Nick Kavallieratos: Mastering Lifestyle Planning | Next Gen
Episode 284
The Morgan Stanley managing director explains how advisors can serve multigenerational clients and cater to their ever-changing priorities while help…
1 year ago
David Gelles: Patagonia, Capitalism, and the 'Dirtbag' Billionaire
Episode 283
What financial advisors and entrepreneurs can learn from Yvon Chouinard and Patagonia’s paradoxical approach to capitalism, profit, and purpose. Host…
1 year ago
Stephanie Gularte: How Advisors Can Foster Loyalty on Their Teams
Episode 282
The executive director of the Women's Leadership Alliance discusses providing a clear career path to employees and creating a company culture of trus…
1 year ago
Ritik Malhotra: Independence, Culture, and AI | Next Gen
Episode 281
“There is a pathway for every advisor, wherever you are in your journey, to be able to jump to independence,” says the founder and CEO of Savvy Wealt…
1 year, 1 month ago