By Suzanne Siracuse
The podcast currently has 20 episodes available.
In the Season Two Finale, the OnRamp Invest CEO discusses why advisors need to get educated on cryptoassets in order to truly act in their clients’ best interest, a fun and effective way on how to engage in the discussion with them, and his top tips on delivering a killer on-camera interview.
But he also shares some very personal thoughts around the many moments that have significantly influenced him and his journey including, the statement , “They’ll never do business with you” and how being an Olympic track and field hopeful almost cost him his life.
Plus, a Big Reveal that is all about feeding hungry children…www.nokidhungry.org
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In this episode, Carolyn shares how being a medical doctor influenced her decision to operate a holistic based and flat fee practice, and why healthcare costs, end of life planning and elder fraud are essential topics advisors should be discussing with their clients TODAY. Plus her lists of “promises” to her clients and how it leads to a JOYFUL practice.
In this episode, the Kestra Holdings CEO shares his critical components essential to achieving a successful and positive firm culture, his advice to anyone looking to buy or sell their practice and his thoughts on whether private equity investment is good for advisors long term! Plus, what is the one question he asks EVERYONE he interviews… and where you may find him during his downtime!
In this episode, Dani shares several ways firms can approach inclusion, where AI will provide the biggest assist for advisors, and why Embedded Finance is the next big thing! AND how a panel with ME lead her to Envestnet. Plus, Dani’s VERY SURPRISING BIG REVEAL….
In this episode, the “queen of practice management” shares why MINDSET is the biggest factor that contributes to success, how advisors can differentiate their offering and why when your vision is clear, your decisions are easy! Plus, her very personal BIG REVEAL, that will surprise you.
In this episode, the NYT’s “Sketch Guy “ shares his best advice for those providing advice, why our industry needs to stop selling certainty, how to reposition financial advice to your current and future clients and where creative thinking fits into an advisor’s workflow! Plus, which of his famous sketches was the most popular and how does it tie into his BIG REVEAL!
In this episode, Drew provides her global perspective on how technology is shaping the future of wealth management, which tech driven solutions have been overhyped, and which are underrated! She also demystifies all things AI, explains why she thinks it will have the biggest impact on the financial planning process and shares how technology will keep us all “client obsessed” for years to come. And you’ll be surprised at this uber educated researcher’s BIG REVEAL!
In this episode, The industry legends share top insights and learnings from their recently released Technology Survey and how they impact industry trends overall, provide guidance to advisors of all sizes on how to best evaluate tech tools and software, and discuss what important traits the Financial Advisor of the Future must have to survive. You’ll also hear not one… but TWO Big Reveals in this episode.
In this episode, Ron provides his thoughts on what advisors absolutely need to be thinking about regarding the tech stack of the future, how specialized planning tools are allowing advisors to anticipate a client's needs even before they do, and why you need a high AQ (adaptability quotient) to be successful in the future. Ron also discusses his vision for his completed 200,000 sq ft headquarters and a heartfelt and deeply personal BIG REVEAL.
The podcast currently has 20 episodes available.