Innovative, well-versed, entrepreneur and client centric…these are just a few words that I took away from my conversation with Josh Bennett. Josh is a Certified Financial Planner that has a background in serving and helping families implement actionable financial advice. After spending some time at Charles Schwab and other wealth management firms, Josh decided to start his own innovative firm, Vincere Wealth. Focused on tech professionals and business owners, Josh provides extreme value to a niche industry and does so with a leading focus on innovation and value. Today, we talk about where Josh feels the industry is going and what got him to the point he is at today with Vincere Wealth.

A creator, innovator, outsider, and leader. These are just some of the words that I took away during my conversation with Anders Jones. Anders is the CEO and co-founder of Facet Wealth. Facet is a company that is changing the landscape of investment management by providing access to high-quality financial planning to all households. Anders comes from a background of innovation within the startup world, after being a part of the company LiveRamp and going through the sale of the company, he spent time investing and managing other startups. He has now taken the lessons learned from these experiences to start another endeavor and bring those lessons into our industry. Today we talk to him about everything from tech to financial services to open our eyes to a different perspective.

Experienced, versed, and industry-focused, these are just a few of the words that come to my mind from my conversation with Gordon Morse. Gordon has an extensive background within the financial services space, from being a financial advisor and restructuring a few firms, to now consulting and helping financial advisory firms push through both growing pains and desires to innovate. Gordon has seen the evolution of our industry and believes very much in the need to innovate and grow our firms. Today we are lucky enough to have Gordon on the show to talk about where the industry was, where it is going, and how firms are able to keep ahead in this ever-changing environment.

True industry veteran, mentor, strategic visionary and a true Schwabie. Those are just a few of the words that come to mind after my conversation with John Connor. John's official title is Vice President of Digital Advisor Solutions for Charles Schwab. But in my mind his job title should be bringer of change. John started with Charles Schwab over 20 years ago, when you still had to call the desk to make trades. He's been part of the transformation from phone and fax to online digital and app based trading. John gets the innovation that is occurring, is one of those industry vets that is open to it. Actually, he's all in on the innovation and today we go all in with John Connor on where Schwab is going technologically and what our IAS can do to stay innovative.

Experienced, holistic, comprehensive, and client focused, these are just a few words I took away from my conversation with Beth Bosworth. Beth is one of those individuals in our industry that we wish we could replicate and put everywhere. Beth is experienced and well versed within the industry, but also has a diverse set of experiences that allows her to relate and positively impact clients in the firm she works for.

After graduating from the University of Valencia in Spain, Beth has seen the big firm environment with Sun Trust and managing high-net-worth families monies there, to now working at an independent firm, Lakeview Capital Partners, who is pushing the independent advisory world forward.

And today we will push towards understanding the industry where it is today. And then where it will be tomorrow.

Trailblazer, futurist, heavyweight and influencer are just a few of the many words that I took away to describe my conversation with our guest this week, Brent Weiss. Brent is an industry vet, that has created an industry leader. Brent is a Co-Founder and Chief Evangelist of Facet Wealth. Facet is one of those companies that changes the game. They're an innovator that is focused on solving the decade-long challenge of how to serve the mass affluent the right way. Brent's background is filled with experience in our industry, and his viewpoints challenge the status quo, which is something our industry is in desperate need of. Today, we will challenge the status quo together and see what boats we can rock.

Guru focused, growth minded and culturally driven. These are just some of the words that I took away from my conversation with Charlie Jordan. Charlie is a stalwart in our industry who has been helping families reach their financial goals for nearly 18 years. And for the past 11 years, Charlie has been with Brightworth, a multi-billion dollar RIA here in Atlanta. Charlie is now a partner with Brightworth, which is a firm that is consistently growing and innovating both on the technology front along with the internal, cultural, and process front. Brightworth is a firm I've known for years and I've always admired the way they do business and have been able to grow. And today we get to go under the hood with this successful firm to understand what drives the success they have and will continue to have going forward.

Masterful, engaging, empowering and differentiated... these are just a couple of words I took away from my conversation with David Kurkjian. David is the founder of MasterMessaging, a company where he focuses on helping sales leaders accelerate revenue through high-value conversations and prospecting. The challenge that many advisors face daily is growth and David has proven an ability to help advisors and other industry leaders increase sales by innovating the way they communicate and talk about the value they provide. Leveraging experiences with large companies like Qwest Communications and the old Bellsouth, David utilizes experience and newly adopted behavioral psychology to help leaders become better salesmen and women. Today, David explores the ways to better communicate in an environment where communication will be a differentiator.

Heather is the Chief Compliance Officer and Chief Operations Offer and a Partner at SignatureFD, a multi-billion dollar RIA here in Atlanta. Heather is an extremely impressive professional in our industry who’s insights and views are well-respected across RIA’s and institutions. Heather has an ability and a knack to instill a culture of service and amazing experiences in her teams, and pushes her firm to think bigger and more innovative than anybody else out there. She’s by far one of the hardest working people I know in the industry, and one of the brightest and sharpest minds in our industry today. We are extremely lucky to have Heather here and to talk about the industry today and in the future.

Admired, influential, leader and client-centric... these are just a few of the words that I took away from my conversation with Trevor Wilde. Trevor is the managing director and an investment advisor representative for his firm Wilde Wealth Management Group. The focus they have in their firm is simple... they are there for you and your family today, tomorrow and the next generations. And Trevor has built the firm from the ground up. With 20 years of experience, Trevor has seen the changes that have occurred in our industry, adapted to them and continued to thrive in building a successful and impactful firm. And today we get to hear his vision to the future and what helped get his firm to the point it is at today.