When was the last time you felt that someone really listened to you? And when did you last deeply listen to a client? Listening well is powerful, yet in short supply. Host: Steve Sanduski.

Kate Murphy: How to Truly Hear and Understand Your Clients

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Management

“A tremendous war for talent” means that RIAs must provide paths for career advancement and an inclusive environment, says the vice chair of Emigrant Bank and chair of Emigrant Partners. Host: Greg Bartalos.

Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent

The head of MAI Capital Management discusses the dos and don’ts of successful dealmaking. Host: Greg Bartalos.

Rick Buoncore: M&A Strategy and the Importance of Culture in Deals

How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski.

Vinay Nair: Using AI to Personalize Wealth Management at Scale

Merit Financial Advisors’ president says transparency, collaboration, and personality tests can spur growth for advisory firms. Host: Greg Bartalos.

Kay Lynn Mayhue: How to Create a Culture of Personal Development

The CEO and founder of Carson Group shares what he's learned building his $35 billion wealth management firm over four decades. Host: Greg Bartalos.

Kate Murphy: How to Truly Hear and Understand Your Clients

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