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Latest Episodes:

Affording the Extra Years Jan 05, 2021

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Longevity expert Andrew Scott says financial advisors should focus on helping clients invest in their future selves.

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Becoming an Elite Performer Dec 16, 2020

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In our new podcast series, coaching expert Tim Kight explains how average performers can become elite performers.

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Telewealth Reshapes Advisor Priorities Dec 01, 2020

Show notes

Advisors will benefit by offering "more meaningful remote-first experiences," Fidelity Institutional's Mike Durbin says.

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The Branch of the Future Nov 17, 2020

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Raymond James is considering how to remake its office space, particularly for a post-Covid world, Raymond James & Associates President and CEO Tash Elwyn says.

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You Can Make Me Poor Nov 11, 2020

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Drew Freides of UBS tells Sterling Shea how he's maximizing growth in his ultra high-net-worth practice during the pandemic, and what will change once it's behind us.

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Bridging the Political Divide Nov 03, 2020

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In an acrid political climate, it's vital to keep clients' family ties from fraying, say Michael Tiedemann and Jill Shipley of Tiedemann Advisors.

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Emotionally Overwhelmed Oct 28, 2020

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Sterling Shea interviews Tim Gerend and Aditi Javeri Gokhale, from Northwestern Mutual, on their response to the pandemic, hiring, reinvesting in technology and helping advisors improve their practices in order to serve an increasingly anxious public.

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Evolution, Beyond Technology Oct 20, 2020

Show notes

The pandemic has accelerated many changes, but some of the most vital go beyond technology, says Colony Group Chairman Michael Nathanson.

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Gay Money, Straight Advice Oct 14, 2020

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Jennifer Hatch, President of Christopher Street Financial, discusses how she's handling client relations, volatility and onboarding clients.

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X-ray Your Practice Oct 06, 2020

Show notes

With the routines and expectations of advisors everywhere upended, Merrill Private Wealth Advisor Peter Rohr says it's an unparalleled time to review your business inside and out.

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