People are living longer than ever before. In fact, most of us are going to have an extra 20 years of life that we didn't necessarily plan for.  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 financial advisors can help clients not only prepare for retirement but better understand the impact of these bonus years.

In this episode, you'll hear:

• What advisors are doing to help clients prepare for retirement and longevity
• The meaning of the term financial gerontologist and why it's important for advisors
• Ways to reframe life after retirement
• Which stage exists beyond "self-actualization" in the hierarchy of needs.
• The two elements advisors should consider when helping guide clients on their wealthspan of life
• What it takes to achieve optimal wellness
• The three questions to ask to a client transitioning into retirement

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.caregivingclub.com
• Whitepaper: Helping Clients Navigate Longevity
• Episode 5: Sherri Snelling: Care for the Caregiver – Insights for Clients and Ourselves

Related Information:

Episode 1: Dr. Bryan Vartabedian: A View on Disruption, What Advisors Might Learn from Health Care

Episode 11: Dr. Ellen Langer: Maybe It's Mindfulness

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.

Disruption is all around us as technology impacts every aspect of our lives. But despite all of the great things that technology can do, it's created an empathy void. Join host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing – in season two, we'll go deeper with experts and thought leaders from broad and rich professional, social and cultural arenas to identify those things that make us human. 

For more information:

Website: http://www.firstclearing.com/the-next-frontier/

Podcast: http://www.firstclearing.com/the-next-frontier/the-next-frontier-podcast/

Disclosure:

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.

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Bill Coppel – Managing Director & Chief Client Growth Officer at First Clearing – shares insights from season 1 guests on how advisors can approach remaining relevant and valued in the 21st century. Hear from physician Dr. Bryan Vartabedian; Harvard psychology professor Dr. Ellen Langer; sound and listening expert Julian Treasure; psychologist and Stanford professor Dr. Jeff Hancock; and wealth management CEO Seth Streeter.

In this episode, you'll hear:

• Why our approach to creating value should be examined and likely changed
• The importance of empathy in curating client well-being
• What success can look like for advice professionals in the 21st century

For more information —

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

Today's advertising business would be almost unrecognizable to the Don Drapers of the Mad Men era. Platforms, deliverables, compensation structures and client expectations have all changed dramatically and continue to evolve. Veteran agency owner and consultant Drew McLellan joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to discuss service-based business disruption and the implications for redefining the value of intermediaries.

In the classic ad agency model of the Mad Men era, built-in commissions from media purchases subsidized the services that went into the development of campaigns. However, the rise of digital platforms has flipped that model on its head. In a world where companies can now buy media and creative services directly, agencies must prove their value every day. Sound familiar?

In this episode, veteran agency owner and consultant Drew McLellan shares insights he's gained from over 30 years in advertising, and draws parallels with the disruption impacting financial advisors. He explains that success today means becoming deeply involved in clients' lives to learn more about what's important to them so you can redefine your value accordingly.

In this episode you'll hear:

• Three things service providers should do to succeed in the next decade
• Why branding your business is more important than ever before
• How building clients' confidence can help you solve more of their needs

Drew has worked in advertising for over 30 years and has spent more than 23 of those years running his own agency, the McLellan Marketing Group. He also owns and operates the Agency Management Institute, a consultancy that's been helping owners of small to medium-sized advertising agencies grow their businesses since the early '90s. He's written two books and been featured in the New York Times, Forbes, Entrepreneur Magazine, and Fortune Small Business. Drew is also the host of the podcast Build a Better Agency, which helps agency owners and entrepreneurs compete in these disruptive times.

Ways to contact Drew:

Podcast: Build a Better Agency

Web: agencymanagementinstitute.com

Is our educational system preparing us to be the lifelong learners we need to be for our individual and collective futures? Head of New City School, Alexis Wright, joins host Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — to discuss how curiosity and emotional intelligence can help equip us to address unknown future problems.

In this episode, you'll hear:

Why human interaction is so vital to learning The role of questioning in effective problem solving How to leverage technology in the learning process  

Alexis Wright is the head of New City School, an independent school in St. Louis that helps students discover a love of learning that leads to success not only in school but in life as well. He has more than 20 years of experience in education and is an active member of the National Association of Independent Schools. Alexis has written, consulted, and spoken at professional development workshops on science topics, as well as on diversity within the leadership ranks of independent schools.

For more about Alexis —

https://www.linkedin.com/in/alexis-wright-14b6619b/

https://www.newcityschool.org/

Digital disruption is impacting service-based businesses, causing intermediaries to search for new ways to add value for their clients. Imran Haider, head of the Wells Fargo Gateway platform initiative, and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss how advisors can balance the role of technology with the value of the human experience to deliver solutions in this new landscape.

In this episode, you'll hear: • How digital is changing the landscape for service-based businesses • Why embracing a digital strategy matters • How leveraging technology can help you enhance your role as an intermediary

Imran Haider is head of the Wells Fargo Gateway platform initiative – a market-leading, open API channel established in 2016 to connect Wells Fargo to its partners and customers. He is a thought leader in enhancing the client experience and is passionate about transforming businesses by using technology to create simple, compelling, and elegant experiences that give customers the financial services they want.

Ways to contact Imran— LinkedIn - https://www.linkedin.com/in/ihaider

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Health and wealth are interconnected, yet many delay health-care planning until later in life. Heywood Sloane works at the center of health care and financial services, and stresses the value of planning ahead. In this episode, he and Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — discuss the important role financial advisors can play in helping clients plan their health care futures.

In this episode, you'll hear:

• How your own life experiences can inform client conversations
• What it looks like to have a truly holistic view of your clients
• How to help clients avoid leaving a "negative emotional legacy"

Heywood Sloane is a Principal with the distribution and health care practice of the Diversified Services Group, which is a financial services consultancy. He works at the nexus of health care and financial services to help firms, advisors, and consumers understand the disruptive changes in both, and how to best build and execute plans to meet their families' needs. Heywood is cofounder of HealthStyles.net, a platform that engages individuals, their families, and their advisors to better understand and meet the challenges of managing health care and funding over a lifetime.

Ways to contact Heywood—

Email: [email protected]

Technology has fundamentally changed our lives, helping clients live longer, better and more fully. Dr. Joseph Coughlin, a leading authority on the longevity economy, and host Bill Coppel —Managing Director and Chief Client Growth Officer at First Clearing — discuss the opportunities this presents for advisors and how beginning to think like a client can give advisors a competitive advantage.

In this episode, you'll hear:

• The three skills advisors should adopt in the longevity economy
• How to help clients navigate a life stage that's unprecedented and unknown
• Why your personal experience as a human being matters

Dr. Joseph Coughlin is recognized as a leading authority on the longevity economy. He is the founder and director of the MIT Age Lab, a multidisciplinary research program created to understand the behavior of the 50-plus population, the role of technology and design in their lives, and how innovation can improve the quality of life for older adults and their families.

Joe was appointed by President George W. Bush to the White House Conference on Aging and advises major companies, not-for-profits, and governments worldwide. He teaches at MIT and is the author of The Longevity Economy: Inside the World's Fastest-Growing, Most Misunderstood Market. He's been featured in The Wall Street Journal, the New York Times, and in numerous other major media outlets throughout the world.

For more about Joe—

Book: The Longevity Economy: Inside the World's Fastest-Growing, Most Misunderstood Market

Technology and social media are profoundly impacting our relationships. How we relate to one another has evolved as technology advances. Bestselling author, podcaster, and Partner and Research Director at Future Workplace Dan Schawbel joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss generational differences in the workplace, human connection and mental health, and how financial advisors can recognize and address human needs more effectively.

In this episode, you'll hear:

• How to get in the habit of giving back and the impact it can have on your career
• Why financial advisors should consider becoming human advisors
• Key reasons why technology won't replace human connectivity
• Why empathy is a key skill for the financial advisor
• The importance of intent in social media
• The role of humans in a world constantly changed by technology
• How generational differences come into play in hiring
• The role technology plays in mental health
• Why creating positive experiences for job candidates matters
• A few of the top in-demand skills
• What introverts do to propel career growth
• How financial advisors can recognize and address human needs more effectively
• The value of branding in building trust

Dan Schawbel is the New York Times bestselling author of three books – Back to Human, Promote Yourself, and Me 2.0 and also Partner and Research Director at Future Workplace. Dan is also the Founder of both MillennialBranding.com and WorkplaceTrends.com, through which he's published over a dozen research studies that have been covered in over 400 media outlets including the New York Times, CNN, and USA Today. Currently, Dan is host of the podcast 5 Questions with Dan Schawbel where he interviews a variety of guests such as Richard Branson, Condoleezza Rice, Rachel Ray, Gary Vaynerchuk, and Jay Shetty.

Ways to contact Dan—

Books: Back to Human: How Great Leaders Create Connection in the Age of Isolation, Promote Yourself: The New Rules for Career Success, and Me 2.0: 4 Steps to Building Your Future 

Website: https://danschawbel.com

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 0719-02074

What common trait do truly exceptional leaders share? Great leaders are exceptional at asking the questions that others don't ask. In this episode, author and speaker Hal Gregersen joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss the power of asking the right questions and how financial advisors can use that skill to bridge the gap between fintech and the people they serve.

In this episode, you'll hear:

• The importance of asking the right questions
• Ways to combat isolation as a leader/executive
• What top leaders do to unlock disruptive ideas
• Examples of how advisors are redefining value creation for clients
• Techniques for getting 'unstuck'
• How to see and do things differently

Hal Gregersen is the Executive Director of the MIT Leadership Center and a senior lecturer of Leadership and Innovation at the MIT Sloan School of Management. As an inspirational speaker, he has worked with such renowned organizations as Chanel, Disney, Patagonia, UNICEF, and the World Economic Forum, and has been recognized by Thinkers50 as one of the world's most innovative minds. Hal has both authored and coauthored a total of 10 books over the years, including the bestseller The Innovator's DNA: Mastering the Five Skills of Disruptive Innovators. In addition to being a bestselling author, Hal pursues his lifelong avocation of photography at his home in Boston's North Shore which he shares with his wife, Suzi Lee.

Ways to contact Hal—

Website: https://halgregersen.com/

Book: Questions Are The Answer

Disclosures:

If you like this content, share it or like us. If you want to join the conversation or connect with us, please visit us at www.firstclearing.com. 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 of 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 0619-04588