Nathan Browning, CFP, founder of Comprehensive Executive Financial Planning Group, joins hosts Herb Cohen and David Maola to discuss how his family's circumstances in the third grade led to a career in financial planning.

Evan Fabricant, CLU, ChFC, RICP at Financial Advisor at Legacy Partners joins host Herb Cohen to discuss using technology to customize communication with his retirement planning clients. 

Rick Helbing, ChFC, CFP, Financial Life Advisor at Suncoast Advisory Group, joins host Herb Cohen to discuss his firm's innovative financial and practice planning services for physicians and dentists..

Joe Elsasser, CFP, Founder and President of Covisum, joins host David Maola to discuss leadership, risk taking, the future of financial services, and the impact of technology on the industry.

Doug Wier, CLU, ChFC, President of Bettendorf Financial Group, joins host Herb Cohen to discuss how his childhood habits benefit his current clients and how Covid-19 has impacted his business. 

Mike McGlothlin, Executive Vice President of Retirement at Ash Brokerage, discusses the benefits of using a broker general agent for advisors and clients."

Lee V. Bethel, CLU, ChfC, REBC, RHU, CAP, AIF, President of Comprehensive Benefit Services, Inc., joins host David Maola to discuss leadership and diversity within the financial services industry.

Steve Parrish, JD, RICP, CLU, ChFC, RHU, AEP, Co-Director of the New York Life Center for Retirement Income and adjunct professor at the American College of Financial Services, joins host David Maola to discuss leadership, organizational mission and values, and career paths.  

Jim Aussem, JD, AEP, a shareholder at Cavitch Familo & Durkin, joins host David Maola to discuss leadership, motivating employees, and the future of business. 

Sheryl Hickerson, the CEO of Females and Finance, joins host David Maola to discuss leadership, being a woman in a male dominated industry, and the skills necessary to be an effective leader.