Episodes

  • Episode 215 – What Does Freedom Mean to You? with Scott Danner

    Episode 215 – What Does Freedom Mean to You? with Scott Danner
    Jun 18 2024
    Scott Danner is the Chief Executive Officer of Freedom Street at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this episode, Scott shares the inspiring journey of founding his company to revolutionize financial advising with a focus on relationship-building and personal impact. They also discussed: … Continue reading Episode 215 – What Does Freedom Mean to You? with Scott Danner →
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    16 mins
  • Episode 214 – Building the Firm of Today and the Future with Jim Gold

    Episode 214 – Building the Firm of Today and the Future with Jim Gold
    May 29 2024
    Jim Gold is the CEO and Co-Founder of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Jim reflects on Steward Partners’ exponential growth over the past decade, exploring its unique culture of partnership, and its mission-driven approach to financial advisory services. … Continue reading Episode 214 – Building the Firm of Today and the Future with Jim Gold →
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    12 mins
  • Episode 213 – Here’s a Solution for Your Organic Growth Problem with Steve Gresham

    Episode 213 – Here’s a Solution for Your Organic Growth Problem with Steve Gresham
    May 28 2024
    Steve Gresham is the Managing Principal of NextChapter: an industry community and a tech-enabled solutions company focused on creating better retirement outcomes for everyone. In this episode, we’ve invited Steve to share his insights on organic growth, exploring what fuels it, why it’s crucial, and how advisors can harness its power effectively. Also discussed: … Continue reading Episode 213 – Here’s a Solution for Your Organic Growth Problem with Steve Gresham →
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    Less than 1 minute
  • Episode 212 – Data-Driven Decisions: Key Insights from Hamilton Lane’s Market Overview with Jackie Rantanen

    Episode 212 – Data-Driven Decisions: Key Insights from Hamilton Lane’s Market Overview with Jackie Rantanen
    May 7 2024
    Hamilton Lane is a firm with a mission to offer superior financial well-being through tailored private market solutions, driven by over 30 years of client focus and innovation. Jackie Rantanen sits as the Head of Investor Solutions within the Evergreen Portfolio Management team, also serving as a member of the Investment, Responsible Investment and Executive … Continue reading Episode 212 – Data-Driven Decisions: Key Insights from Hamilton Lane’s Market Overview with Jackie Rantanen →
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    14 mins
  • Episode 211 – Empowering Change and Investing in Others with Jeff Vivacqua

    Episode 211 – Empowering Change and Investing in Others with Jeff Vivacqua
    May 7 2024
    Explore the dynamic intersection of financial services and philanthropy with Jeff Vivacqua, the new chairman of the Invest in Others Charitable Foundation, as he shares insights on empowering communities, raising industry visibility, and fostering impactful change. Topics also discussed: Jeff’s journey with Invest in Others, rooted in personal and professional philanthropic values. His key objectives … Continue reading Episode 211 – Empowering Change and Investing in Others with Jeff Vivacqua →
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    11 mins
  • Episode 210 – The Bitcoin Surge & Investing in its Digital Realm with Chris Gannatti

    Episode 210 – The Bitcoin Surge & Investing in its Digital Realm with Chris Gannatti
    Apr 11 2024
    WisdomTree works to create a better way to invest, offering a product range that offers access to a selection of unique and smart exposures. Christopher Gannatti has been an integral part of the organization since 2010, currently holding the position of Global Head of Research. Chris has the responsibility for many communications pertaining to global investment strategies, … Continue reading Episode 210 – The Bitcoin Surge & Investing in its Digital Realm with Chris Gannatti →
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    13 mins
  • Episode 209 – Through Innovation and Simplicity, New Strategies Bring Positive Returns in Down Markets with David Wood

    Episode 209 – Through Innovation and Simplicity, New Strategies Bring Positive Returns in Down Markets with David Wood
    Mar 28 2024
    David Wood is the Vice President of Fixed and Fixed Indexed Annuity sales at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century. In this episode, David presents the new innovative crediting strategies offered by Lincoln Financial Group in its fixed-indexed annuity portfolio. These … Continue reading Episode 209 – Through Innovation and Simplicity, New Strategies Bring Positive Returns in Down Markets with David Wood →
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    17 mins
  • Episode 208 – Investing with Purpose: Matson Money’s Path to Financial Empowerment with Josh Crawford

    Episode 208 – Investing with Purpose: Matson Money’s Path to Financial Empowerment with Josh Crawford
    Mar 26 2024
    Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They transform the investing experience by helping investors discover their true purpose for money and aligning clients’ investment strategies with their values. Josh Crawford is the youngest Matson Money executive team member, serving as the Vice President of Training and Development. In … Continue reading Episode 208 – Investing with Purpose: Matson Money’s Path to Financial Empowerment with Josh Crawford →
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    16 mins