Podcast Episodes
Back to SearchDave Welling: How Mercer’s M&A Push Made It a $70 Billion Juggernaut
Episode 270
Welling discusses Mercer’s aggressive acquisition strategy, which grew assets under management seven-fold since 2017. Host: Greg Bartalos.
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1 year, 2 months ago
Lindsay Pazdan: Essential Trust and Estate Planning Advice | Next Gen
Episode 269
The Morgan Stanley wealth advisor discusses what advisors need to know to successfully serve Next-Gen clients.
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1 year, 2 months ago
Evan Osnos: What Advisors Need to Know About the New Gilded Age
Episode 268
The National Book Award winner explores how today’s extreme concentration of wealth is reshaping risk, client expectations, and the future of financi…
1 year, 3 months ago
How a Top Morgan Stanley Doctor Helps Clients Stay Healthy
Episode 267
Dr. Kim Henderson, head of health and wellness education, applies her medical expertise to help advisors when clients face health challenges. Host: G…
1 year, 3 months ago
Tom Klingman: The Best Things About Independence | Next Gen
Episode 266
Younger advisors at RIAs have “the ability to really drive change, thinking and innovation,” says the managing partner of Klingman & Associates. “The…
1 year, 3 months ago
Edward Fishman: Weaponizing Finance and What It Means for Portfolios
Episode 265
The economic statecraft expert explains how sanctions, chokepoints, and financial tools are redefining market risk and opportunity. Host: Steve Sandu…
1 year, 3 months ago
Julia Carlson: Why You Should ‘Fire Yourself’ to Grow Your Business
Episode 264
The founder and CEO of Financial Freedom Wealth Management Group also discusses how advisors can create team cultures that thrive. Host: Ray Sclafani…
1 year, 3 months ago
Ryan Moran: Top Tips for Working With Younger Clients | Next Gen
Episode 263
The Merrill Lynch Wealth Management advisor discusses how a sound financial plan can reduce client anxiety about their finances. Moran also offers ca…
1 year, 3 months ago
Robert D. Kaplan: How to Invest Wisely in an Age of Permanent Crisis
Episode 262
A masterclass in connecting global disorder to smarter long-term investing. Host: Steve Sanduski, CFP.
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1 year, 3 months ago
Ashley Adamson and Yogi Roth: Top Teams and the Power of Connection
Episode 261
Adamson, a sports broadcaster and entrepreneur, and Roth, a Big Ten Network analyst and filmmaker, discuss the importance of storytelling, curiosity,…
1 year, 4 months ago