Podcast Episodes
Back to SearchNavigating Wealth With Transparency and Trust With Brian Thorp
Brian Thorp is the Founder, CEO, and Editor-in-Chief of Wealthtender, the industry's first SEC-compliant online review platform for financial advisor…
1 year, 4 months ago
[AI Series] Transforming Client Onboarding With AI With Peter Dun
Peter Dun is the Co-Founder and CEO of Feathery, a company specializing in developing form-building solutions for developers and product teams. At Fe…
1 year, 4 months ago
[Perspective Series] Storytelling Secrets for Business Growth With Kyle Gray
Kyle Gray is the CEO and Story Strategist of The Story Engine, a company specializing in helping coaches, startups, and executives use storytelling t…
1 year, 4 months ago
Empowering Advisors With the Gift of Time With Rich Whalen
Rich Whalen is the Vice President of Technology Strategy and Execution at Equity Services Inc., a broker-dealer and registered investment adviser mem…
1 year, 5 months ago
Unlocking Capital Efficiency for Advisors With Andrew J. Evans
Andrew J. Evans is the CEO of Rossby Financial, which offers advisors a platform for market accessibility, digital transformation, leadership, and ac…
1 year, 5 months ago
Redefining Financial Guidance in Times of Transition With Rob Sweas
Rob Sweas is a Certified Financial Planner at Arete Wealth, a financial advisor firm headquartered in Chicago. He began his financial planning career…
1 year, 5 months ago
The Art of Effortless Wealth Recovery With Mike Betz
Mike Betz is the General Manager at 11thEstate, a company specializing in processing securities class action recoveries for advisors and their client…
1 year, 5 months ago
Mastering Profit First Method With Rocky Lalvani
Rocky Lalvani is a Profit First Professional and the Fractional Chief Probability Officer at Profit Comes First, where he helps entrepreneurs and sma…
1 year, 6 months ago
[100th Episode Special] Automating Paperwork Hassles With Cheryl Dillon
Cheryl Dillon is a pioneering technology entrepreneur and Co-founder of Quik!, a leader in forms automation and productivity solutions. Her journey b…
1 year, 6 months ago
Transforming Advisor Engagement Through AI With Spenser Segal
Spenser Segal is the Founder and CEO of ActiFi, a company that provides premier engagement solutions for advisors in the wealth management industry. …
1 year, 6 months ago