FinPoint™

In our season finale Marc Squires is joined by Fidelity's Megan Kelley and Stephen Langlois of Kestra Financial. They discuss how our industry has accelerated in last couple of years and their views on what may be on the horizon.

Host Marc Squires is joined by Fidelity's Amanda Robinson and Advisor Group's Micah Wei for a discussion about how advisors can implement outsourcing to help them increase productivity, deepen client relationships, and deliver more value.

Marc Squires is joined by eMoney's Chad Porche and Peter Gale from Prudential to discuss how advisors can help encourage behavior changes with investors.

Marc Squires is joined by Fidelity's Chris Baker and Hansen Ringer from Sepio Capital to help demystify investor conversations around Bitcoin and other digital assets.

Fidelity's Amanda Scipione and Jamila Ramnanan of Blucora join guest host Anand Sekhar for an open discussion about today's evolving investor landscape, and how diversity is impacting the way advisors approach wealth management and financial planning.

Including family in the planning process is critical to client satisfaction. Host Marc Squires is joined by Fidelity's Tobias Donath and Kelly Maregni of Pathstone to discuss family harmony through the path of money, wealth, and estate planning.

Guests Sharon Appelman of Neuberger Berman and Fidelity's Margot Navins join host Marc Squires to discuss how to integrate charitable giving into planning conversations.

Guests Jon Jones of Brighton Jones and Fidelity's Gwendaline Mazzara join host Marc Squires to discuss how engaging in thoughtful digital marketing and active client segmentation may provide opportunities to attract more planning clients.

Guests Jon Jones of Brighton Jones and Fidelity's Gwendaline Mazzara join host Marc Squires to discuss how engaging in thoughtful digital marketing and active client segmentation may provide opportunities to attract more planning clients.

Marc Squires is joined by Fidelity's Richard Cresta and Creative Planning's Peter Mallouk to talk about how advisors can manage client emotions and gain more confidence when planning around -- and for -- life events.