Eliot Weissberg is the President of The Investors Center, a financial and longevity planning firm that guides clients to discover and leverage their capacity to live and age confidently. In this podcast, Eliot and hosts, Steve Gresham and Suzanne Schmitt, discuss the importance of longevity planning in financial advising, with insights on building long-term client … Continue reading Episode 225 – Engaging Clients Across Generations with Eliot Weissberg →

Greg Banasz is the Managing Director, founding partner, and Chief Marketing Officer at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.   In this podcast, Greg and Doug discussed the key factors contributing to Steward Partners’ success, as well as customization and flexibility in creating effective marketing … Continue reading Episode 224 – Why Marketing is Crucial for Advisors Seeking Practice Growth with Greg Banasz →

Kirstie Eustace is the Chief Human Resource Officer at Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Kirstie discusses the evolution of the HR profession, the crucial role of cultivating a strong and enduring company culture, and her personal experiences and … Continue reading Episode 223 – HR’s Crucial Role of Cultivating a Strong and Enduring Company Culture with Kirstie Eustace →

Janet Robinson is a Board Member for Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Janet shares her journalistic background as CEO of The New York Times Company, highlighting the commitment to quality journalism and the importance of culture and values in a … Continue reading Episode 222 – Inside the Decision to Become a Board Member of a Newly Developed Firm with Janet Robinson →

WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures. In this podcast, we are joined by Jeremy Schwartz,  the Global Chief Investment Officer at WisdomTree. Jeremy and Doug discuss international investment opportunities, with a focus on the promising … Continue reading Episode 221 – Global Markets: Why Japan and India Are Standing Out with Jeremy Schwartz →

Kunal Shah is the Managing Director and Head of Private Asset Research and Model Portfolios at the Global FinTech firm – iCapital. In this podcast, Doug and Kunal explore the rising interest in alternative investments, emphasizing the importance of education, data-driven model portfolios, and technological advancements to simplify and optimize advisor investment strategies. Topics discussed: … Continue reading Episode 220 – Model Portfolios for Modern Investing with Kunal Shah →

Mohan Gurupackiam is the Chief Information Officer at Steward Partners Global Advisory: an employee-owned, full-service partnership that caters to family, institutional, and multigenerational investors. In this podcast, Doug and Mohan discuss the latest technological advancements in the financial industry, talking through the impact of digital innovation and the future of fintech. Topics discussed: Mohan’s extensive … Continue reading Episode 219 – The Impact of Digital Innovation and the Future of Fintech with Mohan Gurupackiam →

Adam Holt is the CEO and Founder of Asset Map, a platform providing interactive financial overviews for informed and empowered decision-making.  Asset Map surveyed 175 advisors on challenges like accessing next-gen clients, the role of technology, and the industry’s current state. On this episode, Adam breaks down the data and offers his insights into their … Continue reading Episode 218 – Identifying Advisor Pain Points with Adam Holt →

Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century.  In this podcast, Tim and host, Steve Gresham, dive into the implications of millions of Americans retiring each year, the challenges … Continue reading Episode 217 – Why Annuities Matter More Than Ever with Tim Seifert →

Chris Reaney is the Managing Director of High Water Wealth Group at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.   In this podcast, listeners can expect an insightful discussion on Chris Reaney’s career journey from a traditional wirehouse to joining and growing with Steward Partners. The … Continue reading Episode 216 – Reaping the Benefits of an Independent Partner with Chris Reaney →