Episodios

  • Troy Nelson: Building Strength Through Adversity

    Troy Nelson: Building Strength Through Adversity
    Dec 9 2025
    The Edward Jones private wealth advisor discusses how he overcame a decade of personal trauma and burnout then used that experience, and his influence, to help leaders grow in emotional health and vulnerability. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    52 m
  • Tony Carpentieri: The Keys to a Successful Practice | Next Gen

    Tony Carpentieri: The Keys to a Successful Practice | Next Gen
    Dec 4 2025
    The Merrill Lynch private wealth advisor discusses the importance of honing your value proposition, cultivating a strong culture, and embracing AI. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 m
  • John Furey: When RIAs Should Rebrand—and How to Make the Call

    John Furey: When RIAs Should Rebrand—and How to Make the Call
    Dec 2 2025
    Advisor Growth Strategies’ founder describes the strategic signals that tell an RIA its brand no longer reflects its true value. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    33 m
  • Debra Brennan Tagg: Challenges and Opportunities for Women in Finance

    Debra Brennan Tagg: Challenges and Opportunities for Women in Finance
    Nov 25 2025
    The president of BFS Advisory Group shares tips to help women, particularly those in wealth management and business owners, advance in their careers. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    39 m
  • Heather Robison: Success in a Small Town | Next Gen

    Heather Robison: Success in a Small Town | Next Gen
    Nov 20 2025
    Based in Bartlesville, Oklahoma, the financial advisor discusses how she built an advisory practice with her mother and shares wealth planning strategies and tips to humanize client conversations. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    18 m
  • Alison Dooher: Why Data Is the Engine Behind RIAs That Scale

    Alison Dooher: Why Data Is the Engine Behind RIAs That Scale
    Nov 18 2025
    Charles Schwab’s head of Digital Advisor Solutions says the top advisory firms make data—not software—the core operating asset of their business. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    36 m
  • John Nersesian: Make These Tax Moves Before 2026 Arrives

    John Nersesian: Make These Tax Moves Before 2026 Arrives
    Nov 11 2025
    Pimco’s head of advisor education offers guidance on recent tax changes, covering investments, income tax, retirement, and legacy planning. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    30 m
  • Nate Lenz: Key Wealth Management Trends | Next Gen

    Nate Lenz: Key Wealth Management Trends | Next Gen
    Nov 6 2025
    The co-founder and CEO of Concurrent Investment Advisors discusses the evolution of his career, the growth of his firm, and notable wealth management trends involving next-gen advisors. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    30 m