More advisors are getting serious about the future, says Ray Sclafani, the CEO and founder of ClientWise. Host: Greg Bartalos.

Succession Planning, Next-Gen Talent, and What the Best Leaders Do

The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Management

The best lessons in leadership are often learned by navigating the most challenging environments, says the sailor and co-founder of 59° North. Host: Steve Sanduski.

Andy Schell: Leadership Lessons From the High Seas

“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.

Succession Planning, Next-Gen Talent, and What the Best Leaders Do

Download our free app to listen on your phone