Financial Planning

By Financial PlanningBusiness Investing Careers

Financial Planning episodes

May 17, 2023 The many ways to leave a legacy, with American College of Financial Services President George Nichols III
Inspired by two lessons his mother taught him when he was a child, this week's FP Podcast guest has a passion for giving and helping others give that runs deep.
32 min
April 26, 2023 Cracking the cash conversation with clients, with Frank Bonanno of StoneCastle Cash Management
With trillions of dollars just sitting in accounts and earning nothing for clients, the industry veteran said cash presents a significant business opportunity for advisors.
25 min
April 19, 2023 Why financial advisors should always keep it real, with Elements CEO Reese Harper
The advisor, firm founder and fintech CEO puts acting with a true sense of purpose at the heart of both his life philosophy and his business philosophy. To make the industry better, he encourages fellow advisors to do the same.
36 min
April 05, 2023 Personalized investing and 'polite disruption,' with Seeds Investor CEO Zach Conway
The second generation financial advisor turned fintech founder wants to help advisors get more personal with their clients.
26 min
March 22, 2023 Using tech to help advisors be more human more often, with Bento Engine CEO Philipp Hecker
Hecker wants to craft wealthtech so seamless that clients forget they're staring at a screen and feel like they're truly connected to their advisor.
24 min
March 08, 2023 Thematic ETFs and the great wealth transfer, with Sylvia Jablonski of Defiance ETFs
Defiance leader breaks down thematic investing as a long-term strategy, and why it matters to next-generation clients.
24 min
February 22, 2023 Why you should always bring your joy to work, with Orion's Brian McLaughlin
The tech nerd-turned-wealthtech exec accidentally stumbled into financial services via a job line in the late '90s. Here's how that happy accident changed everything for him and scores of advisors.
28 min
February 08, 2023 How the hunger for alternative assets creates hurdles, with Cliff Corso of Advisors Asset Management
Corso's love of economics has kept his passion for financial services burning for three decades, and is matched only by his desire to help advisors help their clients.
23 min
January 25, 2023 Attracting the next generation of advisors, with Hartford Funds VP Julie Genjac
When it comes to bringing in fresh talent, wealth management has a PR problem. Here's how the industry can solve it.
23 min
December 28, 2022 How interval funds can become an advisor's access key to alternatives
Bluerock Capital Markets CEO Jeff Schwaber says advisors looking to diversify with alts allocations in client portfolios may encounter hurdles.
25 min