Samantha Russell has been named to Investment News’s “40 Under 40” and to wealthmanagement.com’s “10 to Watch” list for her work in creating dynamic websites and digital marketing strategies for Advisors. Our conversation about why digital marketing matters and how to measure return on investment moved me from being slightly skeptical to being excited to … Continue reading Episode 6 – Samantha Russell →

Samantha Russell has been named to Investment News’s “40 Under 40” and to wealthmanagement.com’s “10 to Watch” list for her work in creating dynamic websites and digital marketing strategies for Advisors. Our conversation about why digital marketing matters and how to measure return on investment moved me from being slightly skeptical to being excited to try some new things in Kingswood’s marketing strategy.

I’ve known and respected Jeff Kleintop, Chief Global Investment Strategist at Charles Schwab & Co, Inc, for a long time. This conversation about what he’s watching in the worldwide financial markets feels extraordinarily relevant in these early days of both the new administration and the vaccine-led recovery.

I’ve known and respected Jeff Kleintop, Chief Global Investment Strategist at Charles Schwab & Co, Inc, for a long time. This conversation about what he’s watching in the worldwide financial markets feels extraordinarily relevant in these early days of both the new administration and the vaccine-led recovery.  Why Jeff thinks we are at the beginning … Continue reading Episode 5 – Jeffrey Kleintop, CFA® →

Orion Advisor Services CEO, Eric Clarke, and I covered a lot of ground in this conversation. As one of the most innovative leaders in both FinTech and financial services, Eric has tremendous insight into how technology drove our industry in 2020 – “A year of Darwinian evolution…” – and how our landscape has been permanently changed as a result.

Orion Advisor Services CEO, Eric Clarke, and I covered a lot of ground in this conversation. As one of the most innovative leaders in both FinTech and financial services, Eric has tremendous insight into how technology drove our industry in 2020 – “A year of Darwinian evolution…” – and how our landscape has been permanently … Continue reading Episode 4 – Eric Clarke →

I am proud to share this inspiring conversation with my friend and NFL Hall of Fame quarterback, Fran Tarkenton. His perspective on leadership and the importance of taking your ego out of the equation to become a great leader is something I think everyone will find incredibly valuable.

I am proud to share this inspiring conversation with my friend and NFL Hall of Fame quarterback, Fran Tarkenton. His perspective on leadership and the importance of taking your ego out of the equation to become a great leader is something I think everyone will find incredibly valuable.  How the most important lessons he learned … Continue reading Episode 3 – Fran Tarkenton →

I really enjoyed this conversation with Elizabeth Nesvold, Managing Director and Head of Asset & Wealth Management Investment Banking at Raymond James, about the raging party that is consolidation / Mergers & Acquisitions (M&A) across our industry. Liz provided some astute insight into this booming landscape, as well as to how financial advisors are turning … Continue reading Episode 2 – Elizabeth Nesvold of Raymond James →

Welcome to the inaugural episode of “Can You Hold My Attention?” – The Derek Bruton Podcast. We are proud to have renowned industry expert (some might say “the man behind the curtain”) and principal of RIABiz, Brooke Southall, as our guest. Listen as Derek & Brooke discuss and debate: Who is benefitting the most from … Continue reading Episode 1 – Brooke Southall →