Client Engagement Is the New Alpha Featuring Craig Martin
What’s the best way to add alpha to your practice?Is it tech? Your brand? Some special sauce? Or is it as simple as improving your client engagement experience? Join us as we chat with Craig Martin, E...
29 Nov 202337min
The Age of Digital Intimacy featuring Jason Pereira
How digitally intimate are you with your potential and current clients?What kind of digital intimacy experience are you creating for them? Join us as we discuss this fun yet compelling topic with fell...
8 Nov 202342min
Insights from an outsider turned industry insider featuring Eric McDermott
The outsider that became an insiderSometimes the best way to see what’s broken and figure out how to fix it is to take an outside looking inside approach. That’s just what our guest did when we left a...
27 Okt 202339min
Is Goldman Sachs supporting independent advisors? Featuring Richard Lofgren
Who’s better equipped to serve clients; independent financial advisors or large established companies?With the recent sale of United Capital there’s been a lot of talk about what Goldman Sachs is focu...
27 Sep 202338min
Why Blackrock is investing in Human Advice featuring Liz Koehler
Where is the smart money going? What is the world’s largest asset manager investing in? Is Empathy and investable asset class?With all the talk of companies investing in AI and a variety of asset cla...
13 Sep 202333min
Stop forcing advisors to be technologists! Featuring Marc Butler
Is tech actually helping societal well-being? With the recent release from Fidelity on how many 401k millionaires there are, and that the average account balance being just over 100k for over 45 mill...
18 Aug 202341min
Scaling Financial Advice 3.0 Featuring Michael Lecours
Are financial advisors unknowingly committing malpractice?How is our industry & profession changing? What can we learn from the medical field that will help us scale advice in a meaningful way? Join u...
4 Aug 202340min
What is your Financial Religion? Featuring Josh Curtis
Is what you believe in actually true? Does your financial religion serve you and your clients? Is it better than all other religions? Join us as we dive into financial religion with special guest Josh...
12 Jul 202340min
