FinPoint™

Financial advice looks different today:virtual experiences, increased volatility and insecurity, and acceleration of life events have all had an impact. Host Marc Squires is joined by Sanjiv Mirchandani and Seth Streeter to discuss how the past year.

Planning looks different today: virtual experiences, increased volatility and insecurity, and acceleration of life events. Host Marc Squires is joined by Sanjiv Mirchandani and Seth Streeter to discuss how the past year has changed our industry.

Marc Squires is joined again by Mike Durbin, head of Fidelity Institutional, to look back at the insights shared this season and discuss how growth engines work together to help advisors move their business forward.

Marc Squires is joined by Fidelity's Nicole Connolly and guests Mordechai Fishman, JSF Financial, and Jay Lipman, Ethic, to discuss the emotional quotient (EQ) and how firms can help investors align their values with their financial lives.

Marc Squires talks with Fidelity's Anand Sekhar and John Poulton from Brown Advisory explore intelligence quotient (IQ) and the shift to a focus on giving clients information, expertise, and solutions they need in a new way.

Marc Squires talks with Fidelity's Tricia Haskins and Gina Bradley from The Colony Group to explore digital quotient (DQ) and using technology to improve productivity, introduce revenue streams, and create a better customer experience.

Marc Squires is joined by Fidelity's Charlie Phelan and guests Matt Chisolm, Commonwealth Financial Network, and Patrick Goshtigian, EP Wealth Advisors, to discuss sustainability quotient (SQ) and how their firms have showcased resiliency.

Head of Fidelity Institutional, Mike Durbin, joins Marc Squires to offer insight on how growth engines can work simultaneously as a catalyst for expanding business and delivering value to customers.

Ellen Goodman, Pulitzer-prize winning columnist and Abbey Henderson of Abaris Financial Group explore ways advisors can create unique plans to help ensure clients leave the legacy they want behind.

Barnaby Riedel of Riedel Strategy and United Capital's Rosemary Caligiuri discuss this emotional level of our value stack and how advisors can help their clients achieve the peace of mind to live as they wish without worrying about money.