Episodios

  • Gina Thompson: Empowering Clients Through Education | Next Gen

    Gina Thompson: Empowering Clients Through Education | Next Gen
    Jun 18 2025
    “I'm a strong believer in being educated on all the things that are being placed in your portfolio,” says the RBC senior vice president and portfolio director. “We aim to empower our clients through education.” Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 m
  • Dr. Daniel Crosby: The Psychology of Client Decision-Making Explained

    Dr. Daniel Crosby: The Psychology of Client Decision-Making Explained
    Jun 17 2025
    Orion’s chief behavioral officer discusses how advisors can guide clients through fear, bias, and emotionally charged decisions. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    44 m
  • Max Lane: Tech and the Future of Wealth Management

    Max Lane: Tech and the Future of Wealth Management
    Jun 10 2025
    Flourish’s CEO discusses his vision for the company, rising expectations from clients, dynamic financial planning, and strategies for organic growth. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    28 m
  • Kevin Casey: M&A, Valuations, and Deal Structures | Next Gen

    Kevin Casey: M&A, Valuations, and Deal Structures | Next Gen
    Jun 5 2025
    The managing director at Pathstone discusses the firm’s philosophy for making deals, how it values firms, and how employees can build equity in the company. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 m
  • David DeVoe: How to Maximize Your RIA Firm’s Valuation

    David DeVoe: How to Maximize Your RIA Firm’s Valuation
    Jun 3 2025
    Top consultant shares his view on what makes advisory firms thrive, scale, and command premium valuations. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    54 m
  • Raj Bhatia: Don’t Shy Away From Hiring Your Own Child

    Raj Bhatia: Don’t Shy Away From Hiring Your Own Child
    May 27 2025
    The long-time Merrill Private Wealth Management advisor explains why his daughter joined his firm and offers his best advice for advisors considering hiring their offspring. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    20 m
  • Kaden Bernstein: Key Ingredients for Success | Next Gen

    Kaden Bernstein: Key Ingredients for Success | Next Gen
    May 22 2025
    The Morgan Stanley financial advisor discusses the importance of knowing your limits, ways to avoid burnout, and the benefits of surrounding yourself with kindred spirits. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 m
  • Peter Wilken: The Biggest Branding Mistake Financial Advisors Make

    Peter Wilken: The Biggest Branding Mistake Financial Advisors Make
    May 20 2025
    Top marketer behind Coca Cola, Disney, and McDonald’s delivers a masterclass in brand strategy for growing your advisory firm. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    48 m
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