The Next Frontier

Season 2 Close - A Pause to Reflect


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At The Next Frontier, we've learned a lot from our guests about how to be better advisors both pre and post-pandemic. Join host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - as he reflects on how the unusual period of uncertainty we're now experiencing can be a valuable time for learning, growing and connecting with one another in new and meaningful ways.

In this episode, you'll hear:

  • How the pandemic has affected the way we think about the future
  • Why we may need to reconsider our approach to planning
  • What's in store for Season 3 of the podcast

Bill is an industry veteran, human performance enthusiast and life-long learner. An advisor by training and a client by choice, he understands that the industry is at a tipping point: the role of the advisor and what investors really value are changing. He continuously challenges himself and others to redefine the value they provide in helping clients excel in a world overrun by constant change.

 

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The Next FrontierBy Bill Coppel