Podcast Episodes
Back to SearchWatch For The Waves - The Effect of COVID on Financial Services
Episode 58
There has been one predominant effect of COVID on the financial services industry which is poised to have ripple effects in the months and years to c…
5 years, 5 months ago
'Tis The Season - Analyzing The Fiscal Maneuvering Firms Will Use To Close 2020
Episode 56
Year-end is always a time of financial maneuvering in the financial services industry, particularly at larger firms. As Frank LaRosa, Elite Consultin…
5 years, 6 months ago
Want To Increase Your Succession Payout by 288%? Consider Dual-Monetization
Episode 55
Succession planning is of paramount importance to every advisor as it is a direct, financial reflection of the valuation for an advisor's book of bus…
5 years, 6 months ago
Forward Thinking - An Interview with Michael Bryan, CEO, Triad Hybrid Solutions
Episode 54
The financial services industry is undergoing an awakening, the catalysts for which are many while the impacts are undeniable. In a wide-ranging disc…
5 years, 7 months ago
Leading and Listening - An Interview With Adam Antoniades, CEO, Cetera Financial Group
Episode 53
The COVID-19 pandemic has transformed financial services and understanding where the industry was, where it is now, and where it is going will be vit…
5 years, 7 months ago
A Time of Opportunity - An Interview with Manish Dave, Senior Vice President, Business Development, Ameriprise Financial
Episode 52
As firms, advisors, and clients come to grips with the new financial services landscape of the post COVID-19 world, it is important to recognize that…
5 years, 8 months ago
A New Kind Of Independence - An Interview with James Gold, CEO, and Douglas Kentfield, Head of Wealth Management, Steward Partners
Episode 51
The realization that true independence is not for every advisor has gained a strong foothold in the financial services industry. Top firms are innova…
5 years, 8 months ago
Behind the Scenes with Rich Steinmeier and LPL's new EMPLOYEE MODEL
Episode 50
LPL Financial's launch of an independent employee advisor model has taken the financial services industry by storm. It is being recognized as both a …
5 years, 8 months ago
What got you HERE will not get you THERE....
Episode 49
There is a universal truth that applies to both advisors and entrepreneurs alike - that in order to improve yourself and your business you need to be…
5 years, 8 months ago
It's Time To Step Up - Why Advisors Need to Elevate Their Client Communication Game
Episode 48
Communicating with clients successfully is a business fundamental for every financial advisor, but very few advisors get it right - putting them at r…
5 years, 9 months ago