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Description
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
279 Episodes
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The CMO of Verdence Capital Advisors offers practical tips to help advisors craft messages and reach targeted audiences. Host: Greg Bartalos.
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The Merrill Lynch private advisor discusses how different generations approach their investment portfolios, why private investments are often misunderstood, and why they are so important to offer clients.
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Focus Financial Partners' CEO shares the mindset and required shifts in structure to turn a billion-dollar AUM firm into a lasting 100-year enterprise. Host: Steve Sanduski, CFP.
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The former publisher turned wealth management consultant discusses the power of authentic relationships, the lessons she learned from her career change, and why advisors should “give back.” Host: Greg Bartalos.
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The attorney turned Wells Fargo financial advisor discusses her career transition and suggests how Next-Gen advisors can maximize their value to their teams and best serve younger clients.
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The Franklin Templeton innovation executive discusses the importance of embracing change and the role of digital assets and network technology in portfolio construction. Host: Steve Sanduski, CFP.
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“I'm looking for a 30-year client,” says the Neuberger Berman wealth advisor, who emphasizes the importance of establishing credibility and consistency with clients. “I'm looking for a relationship, not a transaction.” Host: Ray Sclafani.
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“You need to understand your own thoughts, feelings, and emotions around money and why and how you got there before you can even begin providing an experience or a journey with your client,” says the Cassaday & Co. financial advisor.
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The senior fellow in international economics, author, and journalist, who covers finance and the forces driving volatility, discusses how advisors can turn disruption into opportunity. Host: Steve Sanduski, CFP.
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Welling discusses the philosophy behind Mercer’s aggressive acquisition strategy, which has increased assets under management by seven-fold since he joined the company in 2017. Host: Greg Bartalos.
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The Morgan Stanley wealth advisor discusses what advisors need to know to successfully serve Next-Gen clients.
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The National Book Award winner explores how today’s extreme concentration of wealth is reshaping risk, client expectations, and the future of financial advice. Host: Steve Sanduski, CFP.
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Dr. Kim Henderson, the head of health and wellness education, discusses how she applies her medical expertise to help the firm’s advisors when clients face health-related challenges. Host: Greg Bartalos.
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Younger advisors at RIAs have “the ability to really drive change, thinking and innovation,” says the managing partner of Klingman & Associates. “There is no red tape.”
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The economic statecraft expert explains how sanctions, chokepoints, and financial tools are redefining market risk and opportunity. Host: Steve Sanduski, CFP.
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The founder and CEO of Financial Freedom Wealth Management Group also discusses how advisors can create team cultures that thrive. Host: Ray Sclafani.
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The Merrill Lynch Wealth Management advisor discusses how a sound financial plan can reduce client anxiety about their finances. Moran also offers career advice for younger advisors and discusses intergenerational planning, crypto, and more.
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A masterclass in connecting global disorder to smarter long-term investing. Host: Steve Sanduski, CFP.
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Adamson, a sports broadcaster and entrepreneur, and Roth, a Big Ten Network college football analyst and filmmaker, discuss the importance of storytelling, curiosity, and culture. Host: Greg Bartalos.
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“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.”
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