Financial Planning

By Financial PlanningBusiness Investing Careers

Financial Planning episodes

September 11, 2018 Boosting the ranks of women financial advisors
Women have long been under-represented among the brokerage ranks, says Elizabeth McCourt. She offers her insights as we continue the dialogue from our Recruiters Roundtable.
13 min
August 13, 2018 Are high-end recruiting deals a relic of the old days?
Were 300% deals ever sustainable? What can advisors do today? And if you think it’s too late to break away, listen to the story of a 70-year old advisor who made the move. Mindy Diamond offers her insight as we continue the dialogue from our Recruiters Roundtable.
20 min
June 19, 2018 How advisors can master media interviews
Boston Private’s new CIO Shannon Saccocia has learned a thing or two about how to prepare for media interviews. She shares her secrets, and also weighs in on how artificial intelligence is transforming financial services and how advisors can stay relevant amid the shift to passive investing.
15 min
June 18, 2018 Your perceptions are biased – here’s how to manage it
Author and Commonwealth Financial Chairman Joseph Deitch discusses how to gain a better understanding of yourself and your clients, and how to resolve differences.
20 min
June 12, 2018 Social Security is healthier than you think
Consultant and author Brian Doherty explains why Social Security is in relatively good shape. In fact, his worst-case scenario won’t come to fruition until long after you’re dead.
23 min
June 04, 2018 Which firm is best-positioned for non-protocol world?
Wirehouses have made some mistakes in their recruiting strategies in recent years. Meanwhile some aspects of corporate strategy are being done right in certain pockets of the industry. Danny Sarch discusses the business and what he expects in the future as we continue the dialogue from our Recruiters Roundtable.
28 min
May 22, 2018 How do you like your pay: salary or commission?
How can the industry find organic growth again? And where will the next generation of advisors come from? Bill Willis tackles both challenges, and discusses how they will affect compensation, as we elaborate on the issues discussed at our Recruiters Roundtable.
18 min
May 14, 2018 Upping the ante for the next generation of clients (and colleagues)
About 40% of clients will be Gen X-ers and millennials in five years — and the industry is facing a succession problem. Kate Healy, managing director of GenNext at TD Ameritrade Institutional, discusses how RIAs can prepare for the future.
12 min
March 05, 2018 Should grandparents avoid paying for college?
14 min
February 08, 2018 After big revamp, what’s next for Investments & Wealth Institute?
Changes to how the group educates advisors is just one of the many transformations needed to keep pace with a rapidly evolving industry, says CEO Sean Walters.
21 min