Sr. Client Advisor Cathy Miller opens up about what clients need most from their advisors and some of the biggest industry changes she has seen over the years. Miller is the co-founder of Atlanta Financial Associated, which recently merged with Mercer Global Advisors.

Johnson Investment Counsel President and CIO Jason Jackman shares why people and culture are crucial to his RIA's success. He also discusses how the firm is using technology, focusing on diversity and inclusion, and getting more employees involved in the goals and planning process.

CEO Shannon Eusey discusses Beacon Pointe Advisors' focus on culture, M&A and female leadership. She says these factors differentiate the firm, which has been consistently ranked a top RIA by Barron's.

International Assets Advisory CEO Ed Cofrancesco shares his holistic approach to fostering strong relationships. With the historic rise of Gamestop, he also warns investors to be weary of "magic" in the markets and emphasizes the importance of diversification and a long-term strategy.

Chief Investments and Business Development Officer James Cahn shares the key points driving Wealth Enhancement Group's growth. He also discusses how the top RIA firm is transforming to the digital space and the role of technology in the ever-evolving industry.

Stratos Wealth Partners Founder & CEO Jeff Concepcion shares how the Coronavirus crisis has forced firms to innovate, offers his advice for staying engaged, and speculates about the future of communication.

Scott Hanson discusses his firm's approach to investing, a new philanthropic initiative, and where he sees the industry headed in the next 5-10 years. Hanson is Co-Founder and Co-CEO of Allworth Financial, which was ranked a Top 30 RIA Firm by Barron's.

Ritholtz Wealth Management Chairman & CIO Barry Ritholtz shares what it was like launching his own firm and the lessons he has learned along the way. He also outlines 10 finance phrases to avoid, compares the stock market to the economy, and talks about why it's important to set goals.

Joe McCaffrey, Partner and Chief Investment Officer at Salem Investment Counselors, shares his 2021 investment outlook, highlighting different areas of opportunity. He also warns investors about some common mistakes to avoid in the new year.

David Rea tells investors not to forget this very critical investing principle. He's President of Salem Investment Counselors, which has been ranked the #1 Advisory Firm by CNBC two years in a row.