At the Next Frontier, we’ve covered a lot of ground, exploring the impact of digital disruption, the changing industry landscape, and what it means to deliver value in the evolving advice business. Join host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing − as he reflects on the perspectives gained, and insights shared, on this journey.

Show Notes

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.

Ways to Connect with Bill

LinkedIn: linkedin.com/in/bill-coppel-05128ab

With the dramatic increase in life expectancies, many people near the traditional retirement age of 65 could potentially live another 30 years. In this episode, Erik Strid, Co-Founding Principal of Concentus Wealth Advisors, joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing − to explore how advisors can to help clients entering this important life transition craft their next chapter.

In this episode, you’ll hear:

• Ways to move “beyond the balance sheet” to help clients define and achieve what matters most in life
• What you should know about the four stages of “exploring”
• The unexpected downsides of a retirement solely focused on leisure

About Erik Strid

Erik Strid is the Co-Founding Principal of Concentus Wealth Advisors, a Registered Investment Advisor that helps clients actualize their most deeply held values. With more than 25 years in the industry, Erik serves as the firm’s Chief Executive Officer and guides its overall strategy. Hailing from Pennsylvania, Erik was named a Forbes Best-in-State Wealth Advisor for 2021. He has appeared on a number of network news programs and has published three books. Erik earned a bachelor’s degree in economics from Amherst College, and holds Certified Financial PlannerTM and Chartered Financial Consultant® designations.

Ways to connect with Erik:

LinkedIn: https://www.linkedin.com/in/erik-strid/

Website: https://www.concentus.com/cwa_team/erik-strid/

Additional Resources

Book: “Exploring: Replacing an Outdated Paradigm for the “Retirement Years” and Exploring a New Phase of Life”

For independent advisors, the ability to help clients discover what really matters and then achieve it depends, in large part, on how well they are served by their custodians. In this episode, Robb Baldwin, President and CEO of TradePMR, joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing – to explore what service means in a world dominated by fintech.

In this episode, you’ll hear:

• What’s missing from most custodial service models
• The four attributes that define a “boutique” custodian
• Key considerations when selecting a custodian

About Robb Baldwin

Robb Baldwin is Founder, President, and CEO of TradePMR, a growth-minded, service-oriented technology and custodial services firm built by RIAs for RIAs. He began his career as a financial advisor and became a fee-only advisor in the 1990s. In 1998, he founded TradePMR to improve workflow, increase margins, and bring new levels of efficiency to advisors, allowing them to focus more on their clients and less on back-office infrastructure. In 2019, Financial Planning magazine recognized Robb as one of the “20 people who will change wealth management in 2020.”

Ways to connect with Robb:
LinkedIn: https://www.linkedin.com/in/robbbaldwin/

Website: https://www.tradepmr.com/robb-baldwin

The impact of COVID-19 will likely reshape clients’ sentiments and expectations for generations to come, and it will likely reshape how we show up as leaders. In this episode, Susan Quinn − founder and CEO of circle S studio − joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing – to explore how leaders can approach the next chapter with confidence.

In this episode you'll hear:

• What’s changed for leaders, clients and employees
• Four guiding principles that have not changed
• Why EQ trumps IQ in the ranking of leadership skills

 About Susan Quinn

Susan Quinn is the founder, President, and CEO of circle S studio, a strategy, branding and digital agency that serves growth-minded companies and their leaders across the U.S, helping them cut through the clutter in today’s challenging business landscape. With a 30-year track record that includes running a successful agency, numerous board memberships, and an executive coaching practice, Susan has become a trusted ally of the C-suite, helping leadership teams define a strategic vision to propel growth for their companies.

Ways to Connect

Websites: worqcoach.com    Circlesstudio.com

LinkedIn: https://www.linkedin.com/in/susanquinn01/

The concept of truth has been disrupted by misinformation and fabricated realities. In this episode, Ethan Zuckerman − a professor of public policy at the University of Massachusetts at Amherst, and the author of Mistrust: Why Losing Faith in Institutions Provides the Tools to Transform Them, joins host Bill Coppel − Managing Director & Chief Client Growth Officer at First Clearing − to explore what this means for financial advisors.

In this episode, you’ll hear:

• How the concept of trust has evolved over time
• What the rising tide of misinformation and distrust means for the business of advice
• Ways to establish meaningful trust amid the uncertainty generated by conflicting information

About Ethan Zuckerman

Ethan Zuckerman is an educator, public speaker, and prolific writer. He’s an associate professor of public policy, communication and information at the University of Massachusetts at Amherst where he founded the Initiative on Digital Public Infrastructure, a research group that’s studying and building alternatives to the existing commercial internet. He has led the Center for Civic Media at the MIT Media Lab, and is an alum of the Berkman Klein Center for Internet & Society at Harvard. In addition to writing books and academic articles, Ethan is a frequent contributor on media outlets such as The Atlantic, WIRED, and CNN.

Ways to Connect

Book: Mistrust: Why Losing Faith in Institutions Provides the Tools to Transform Them

Website: https://ethanzuckerman.com/

LinkedIn: https://www.linkedin.com/in/ethan-zuckerman-16a4618b

At the Next Frontier, we’ve learned a lot from our guests about how to navigate a world of perpetual uncertainty and accelerating change. Join host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, as he reflects on how the 24/7 flow of information − and misinformation − affects our ability to transition and pivot through life.

In this episode, you’ll hear:

• Why advice delivered from a competent professional matters
• Three ways that advice can help us combat misinformation
• Perspectives on the nature of facts, news, and truth

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.

Ways to Connect with Bill

LinkedIn: linkedin.com/in/bill-coppel-05128ab

Website: https://www.firstclearing.com/the-next-frontier/the-next-frontier-podcast/

We often think about grief in the context of losing a loved one, but it can actually occur any time we experience changes like losing a job, health problems, or a move. In this episode, Sherri Snelling, founder & CEO of Caregiving Club, joins host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to explore why financial advisors should understand the grief cycle and what it takes to get beyond it.

In this episode, you’ll hear:
•  How the sixth stage of grief – ‘meaning’ – can help us move from surviving to thriving
•  Why advisors should be familiar with, and mindful of, the grieving process
•  Surprising reasons why your clients may be experiencing grief

Sherri Snelling is the founder and CEO of Caregiving Club, a strategic consulting firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. She’s the author of A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care and has explored the grieving process while researching her upcoming book on wellness, The Me Time Monday Method – Weekly Wellness for a Wonderful Life. Sherri is also the chief strategy and gerontology advisor for the VR training platform Embodied Labs. As a gerontologist and national caregiving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications.

Ways to Connect
LinkedIn: https://www.linkedin.com/in/sherrisnelling/
Website: https://www.caregivingclub.com

The disruption and uncertainty we’re experiencing today is cause for reflection on how we show up as leaders. In this episode, John Lawton - CEO and a financial advisor at BLB&B Advisors - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how authenticity, empathy, and emotional intelligence can help us evolve as firm leaders and advisors.

In this episode, you’ll hear:
•  How an empathetic leadership style can translate into value for team members and clients alike
•  Ways to help clients uncover what truly matters most to them
•  Why the traditional leadership style of the 20th century may not necessarily be effective today

John is CEO and a financial advisor at BLB&B Advisors, a registered investment advisory firm with roots dating back to 1964 when it was co-founded by his father as a brokerage firm. Drawing on his ability to lead through empathy, humility and authenticity, John has helped guide clients through generational wealth transfers, business succession and other life transitions for more than two decades. His leadership style, which is centered on caring about people, has created a culture where advisors have the freedom to serve as a coach, a guide, a general contractor and a sounding board for their clients.

Today, what it means to serve clients extends beyond money management. Advisors’ own life perspectives and lessons are now informing the way we approach the business. In this episode, David Hohimer - Founder and Managing Partner at Hohimer Wealth Management - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how authenticity can enhance the value we create as advisors.

In this episode, you’ll hear:
• What authenticity looks like in a financial advisor
• Key questions that can help you guide clients on a path to well-being
• How an authentic approach can help clients articulate what matters most to them in life

David is the Founder and Managing Partner at Hohimer Wealth Management, a Registered Investment Advisory firm in downtown Seattle. After 28 years of growing his wealth management business within the confines of a wire house, David established his firm in 2019 to help clients achieve what matters most to them in life. His firm is a natural extension of his personal approach to life, which is centered on building authentic relationships to create a client experience that's not only about numbers, but where people, family, and community come first.

Ways to Connect
• LinkedIn: https://www.linkedin.com/in/david-hohimer-cpwa-aif-520a92113/
• Website: https://hohimerwealthmanagement.com/

The business of advice has changed. And clients today are concerned about much more than their money. In this episode, Vaughan Scott, CEO of Axiom Financial Strategies Group, joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to discuss how advisors can use empathy and emotional intelligence to deliver advice centered on helping clients achieve what matters most to them.

In this episode, you’ll hear:

•   Why empathy and emotional intelligence are key skills for advisors in the 21st century
•   How family dynamics and family-owned business dynamics are often intertwined
•   Ways to navigate generational differences to enhance the client experience

Vaughan is CEO of Axiom Financial Strategies Group, a boutique wealth management firm, where he serves as a family business advocate and thought leader on innovative ways to address family wealth. He has been advising on the financial, strategic, transition, and succession needs of family enterprises and entrepreneurs since 1997 to help families and their businesses preserve wealth, capitalize on opportunities, and pass on their values. With the shared goal of making a meaningful difference in the lives of families for generations, he and his team of professionals hold a common philosophy, to ensure their clients are happy.
Vaughan is a faculty member in the Global Education Network where he teaches a course on family wealth for the Family Firm Institute, an association of professionals serving family enterprises. Among other credentials, he holds the certified private wealth advisor® designation from the Investments and Wealth Institute.

Ways to Connect
• LinkedIn: https://www.linkedin.com/in/vaughanscottcpwa/
• Website: https://www.axiomfsg.com/