In the midst of unusual and uncertain times, now can be a good time to pause and refocus on those things that are important to us. Speaker, entertainer and author Jason Hewlett joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to share how to identify the strengths that make you unique, ground yourself to them and magnify them to differentiate yourself and unleash your potential.

In this episode, you'll hear:

• How to distinguish yourself by discovering your signature move
• The importance of empathy and leadership
• How a promise is different than a goal
• Authenticity and human connection

Having delivered thousands of presentations over two decades, Jason Hewlett is teaching leadership in a performance of uncanny musical and comedy impressions, utilizing the legends of stage. Jason is the author of the Facebook post entitled, "I Saw My Wife at Target Today," which has been seen by more than 100 million people. He is also the author of a new book called "The Promise to the One." A recent, and one of the youngest inductees in the prestigious Speaker Hall of Fame, his talks inspire leadership from the perspective of a Promise, while giving attendees an engaging, entertaining, and educational experience all in one.

Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer, and non-bank affiliate of Wells Fargo & Company. Copyright 2020. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0420-02004

We've heard the stories and methods for building good relationships but they don't always make us better at it. Maybe we need a different viewpoint? Dr. Paul Zak, Professor and Founding Director of the Center of Neuroeconomics Studies at Claremont Graduate University joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how biology impacts the way we trust and build relationships.

In this episode, you'll hear:

• The meaning of neuroeconomics and how it varies from economics.
• Key reasons and factors why companies with high trust are more productive.
• How building trust is impacted by video conferencing and the virtual environment.
• Two important factors for building relationships one-on-one.
• Which traits are highly valued among team leaders.
• The keyword advisors should consider when putting customer needs first.

Dr. Paul Zak is Founding Director of the Center of Neuroeconomics Studies and Professor of Economics, Psychology, and Management at Claremont Graduate University. He also serves as Professor of Neurology at Loma Linda University Medical Center. Dr. Zak is a scientist, prolific author, entrepreneur, and public speaker and has degrees in Mathematics and Economics from San Diego State University, a PhD in Economics from the University of Pennsylvania, and post-doctoral training in neuroimaging from Harvard. He is credited with the first public use of the term of neuroeconomics and is a leader in the vanguard of this new discipline.

Disclosures:

This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0320-04649

A legacy of wealth anchored in healthy family dynamics can span generations, yet the dialogues around this topic are often taboo. As advisors, how do we help clients navigate these dynamics? Dr. Dennis Jaffe, Author, Professor, and Research Associate at Wise Counsel Research joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss ways advisors can help families set generational goals. 0320-00497

Longer lifespans paired with an increase in the number of childless adults mean many will be growing older solo. As advisors, how do we help clients cultivate the support network they are likely to need? Dr. Sara Zeff Geber, Author and Founder of LifeEncore, joins host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- to discuss ways to address the unique needs of individuals aging alone. 0220-03593

As every industry plans for an aging society, advisors have the opportunity to play an important role in the lives of a growing client base of caregivers. In part two of this conversation, gerontologist Sherri Snelling shares with Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, the emotional aspects of caregiving that advisors need to understand in order to authentically engage with clients.

In this episode, you'll hear: • When to start talking about the "third half" of your life • The differences between men and women in caregiving roles • How we can better support caregivers and promote caregiver wellness • What the advisor's approach should look like for Gen C (Generation Caregiver)

Sherri Snelling, a corporate gerontologist and author, is the founder and CEO of Caregiving Club, a strategic consulting and content creation firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. 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. She has participated in caregiving advisory groups for the Alzheimer's Association, the Centers for Medicare & Medicaid Services, the Centers for Disease Control and the White House Middle Class Task Force. She is a nationally sought speaker at events and conferences represented by the prestigious American Program Bureau.

Website: https://www.caregivingclub.com

Whitepaper: Meet Gen C – Generation Caregiver

Whitepaper: Helping Clients Navigate Longevity

The Next Frontier Podcast appearances: Episode 5, Episode 40, Episode 45

Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0220-02082

The caregiving landscape is complex and rapidly changing. As we live longer, we're facing a multitude of challenges that come with longevity, and yet we still seem to be caught by surprise when they occur. In this episode, founder and CEO of Caregiving Club, Sherri Snelling, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how we can better prepare for what's next

In this episode, you'll hear:

• A snapshot of caregiving in America today
• How Alzheimer's is affecting a huge portion of the aging population
• How caregiving is impacting the workplace
• The lack of preparedness for retirement and greater longevity

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 is also the chief strategy and gerontology advisor for the VR immersive training platforms, Embodied Labs and author of A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care. As a gerontologist and national care-giving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications. Sherri holds a master's degree in gerontology from the University of Southern California, the number one gerontology school in the nation, and a BA in journalism and political science from USC.

Ways to Connect with Sherri:

• Personal Website: https://www.caregiving.com
• Whitepapers: Helping Clients Navigate Longevity, Meet Gen C: Generation Caregiver
• Previous Episodes: 40: Helping Clients Navigate Longevity, Ep. 5: Care for the Caregiver

When it comes to retirement we may be prepared financially, but are we emotionally ready for what's next? Gerri Leder, President of LederMark Communications & Coaching, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss ways we might think differently about retirement through self-reflection and curiosity; learning to embrace the change and opportunity that comes with transition.

In this episode, you'll hear:

• Retirement is a type of transition
• Use a discovery process to uncover issues and get to the heart of what matters
• How advisors can help clients get curious and embrace transition
• Ways to build skills like coaching, leadership and facilitation to hone your practice

Gerri Leder is a leadership coach who helps leaders to boost their capacity to learn and grow, increase self-awareness, and create the life, the organization and the career they truly want. In addition to her coaching practice, she is an accomplished writer and thought leader in marketing and practice management in the financial services industry. In 1999, she founded her own firm, LederMark Communications & Coaching. And is currently a Leadership Program Partner at Loyola University Maryland.

Ways to Connect with Gerri:

• Website: ledermark.com
• Article: Visualizing Life's Journey
• LinkedIn: Gerri Leder

Advisors have been trained to view the world from their clients' perspective. Consultant Leo Pusateri believes that if we flip the script and lead with an understanding of ourselves, we can have a more significant impact on our own lives and the lives of others. In this episode, he and host Bill Coppel – Managing Director & Chief Client Growth Officer at First Clearing – discuss how to get this process started.

In this episode, you'll hear:

• Important questions advisors should ask about their own futures
• How self-reflection can lead to greater confidence
• Ways to begin noticing those things in life that truly matter

Leo Pusateri is president and CEO of Pusateri Consulting and Training, a firm that helps financial professionals discover, articulate and capitalize on their unique value by doing the internal work that lets them live lives of significance and be authentic in how they engage with clients.

Known as the "Value Man," Leo has been providing guidance to advisors globally for more than 30 years. He is frequently quoted in industry publications and is the author of several books, including Mirror Mirror on the Wall, Am I the Most Valued of Them All?, You are the Value, and Your Next Big Project is You.

Ways to contact Leo—

• Pusateri Consulting and Training: 716-631-9860
• com

It doesn't matter where you come from, it's about your intentions. For industry veteran LeCount Davis, this is reflected in his personal story and in his pursuit to serve his "village." In this episode, he shares with Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- the power of human connection in his life journey and career.

In this episode, you'll hear about:

• The power of connection and service to one's community
• How a personal mission can inform your professional path
• Why accumulating assets shouldn't be the only measure of our success

About LeCount Davis

Mr. LeCount Davis is an industry veteran with more than 40 years as a financial planner and a passion for service, community growth, and education.

Early in his career, he served as a Senior Consultant for a CPA firm, an Assistant Director of Finance for an international labor organization, and a lecturer at Howard University. He later established his own consulting firm specializing in tax planning, small business management, financial planning, financial management, and investment consulting.

In 1978, Mr. Davis became the first African American to earn the CFP® certification. He's listed in the 2019 edition of Marquis Who's Who Top Executives and received Investment News' inaugural 2018 Lifetime Achievement Award for Diversity and Inclusion.

He founded the Association of African American Financial Advisers in 2001, and he continues to give back to the profession and advocate for diversity within the industry every day.

While traditional advisor training is centered around money and finances, today's guest has a different view, focused on care, empathy, and an understanding of what matters most for clients. Author and Founder of the Kinder Institute of Life Planning, George Kinder, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how advisors can have conversations that go beyond the numbers.

In this episode, you'll hear:

• How the complexities around the idea of freedom have evolved
• The connection between money management, freedom, and financial advisors' role in guiding families
• Key questions to ask during the initial meetings with clients
• The meaning of Golden Civilization Conversations
• Ways advisors can add value in their clients' lives by helping them think differently
• Why the practice of mindfulness matters and what its benefits are

George Kinder is the founder and CEO of the Kinder Institute of Life Planning, a financial Life Planner training company where he's revolutionized what he refers to as client-centered financial advice with in-depth training programs experienced by thousands of advisors across the globe. In his latest book, A Golden Civilization and the Map of Mindfulness, George draws on his 50 years of experience as a mindfulness practitioner, his work as a life planner, and his experience training financial advisors globally to challenge the basic concepts of economics, our understanding of democracy, of space and time, and our own hearts.

More about George

• Website: kinderinstitute.com
• Books: A Golden Civilization and The Map of Mindfulness, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You
• Episode 23: George Kinder: Lighting the Torch, Recognizing Freedom in Your Life Vision

Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public.