Episodios

  • Jason Early: How Top Advisors Win Business Owner Clients

    Jason Early: How Top Advisors Win Business Owner Clients
    Mar 31 2026
    The founder of RISR describes how advisors can position themselves to attract, and deliver more value to, business owners. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    36 m
  • Michelle Magner: Powering Growth Through an Integrated Framework

    Michelle Magner: Powering Growth Through an Integrated Framework
    Mar 24 2026
    A partner at Socium Advisors, Magner describes her firm's growth from $12 million to $2.6 billion in assets under management and its shift from investment management to a comprehensive "defensive planning" structure. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    53 m
  • Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen

    Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen
    Mar 19 2026
    The Mercer Advisors regional vice president discusses her business development role and tips for breaking into the industry and gaining valuable experience in a non-advisory capacity. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 m
  • Liz Ann Sonders: Inflation, AI, and the Next Market Cycle

    Liz Ann Sonders: Inflation, AI, and the Next Market Cycle
    Mar 17 2026
    Charles Schwab’s chief investment strategist discuses the forces reshaping markets—and what investors should watch. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    56 m
  • Mollie Colavita: The Blueprint for Modern Advisory Success

    Mollie Colavita: The Blueprint for Modern Advisory Success
    Mar 10 2026
    The CEO of J.P. Morgan Advisors says financial advisors should embrace AI to streamline workflows and focus on client relationships, while adopting a CEO mindset. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 m
  • Nate Fisher: Stay Focused on the Client Relationship | Next Gen

    Nate Fisher: Stay Focused on the Client Relationship | Next Gen
    Mar 5 2026
    The Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm's personalized "look and feel" would remain unchanged as it partnered with Carson.. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 m
  • Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow

    Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow
    Mar 3 2026
    Franklin Templeton’s head of industry advisory services explains how tech and AI are reshaping retirement advice. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    50 m
  • Eleni Mavromati: What It Takes to Be a Great Wealth Management COO

    Eleni Mavromati: What It Takes to Be a Great Wealth Management COO
    Feb 24 2026
    The chief operating officer of Merrill’s Jones Zafari Group describes the core qualities required to excel in the role and what COOs must do to thrive in the future. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 m