Podcast Episodes
Back to SearchForward 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, 8 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, 9 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, 9 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, 10 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, 10 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, 10 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, 10 months ago
The Pitfalls of Zoom Technology On Long-Term Client Relationships
Episode 47
Financial services as an industry has traditionally approached a crisis situation as an opportunity for re-evaluation. That is certainly the case now…
5 years, 11 months ago
You Do You - Independence Isn't The Only Option
Episode 46
As financial advisors head back to the office after 3 months of work from home restrictions, many are struggling with the internal question of whethe…
5 years, 11 months ago
The Leadership Series: Business Partners Jonathan Freeman and Brian McCarver, Stonebridge Financial Group
Episode 45
The most notable business partnerships strike a balance between personalities, methodologies, and work styles, resulting in an alignment of goals and…
5 years, 11 months ago