Lisa Westermark on How Top Advisors Hand Off Client Relationships
Lisa Westermark explains how she stepped into a more prominent role as her firm thoughtfully designed the transition of a founding partner.
Duncan MacPherson on How Advisors Can Thrive in the AI Era
Duncan MacPherson believes this is the best time in history to be a financial advisor -- if you're willing to evolve.
Tom Freeman’s Playbook for Projecting Confidence and Winning with Ultra-High-Net-Worth Families
Tom Freeman shares his unique journey from the football field at Notre Dame to high finance and his service menu for affluent families.
John Scianna on Building an Authentic Enterprise-Grade RIA Brand
John Scianna, the Founder of Objective Brand, on building a brand that attracts your ideal clients and repels folks you shouldn't work with.
Anthony Scaramucci on Resilience, Reinvention, and Repairing What’s Broken in the U.S. Economy
Anthony Scaramucci discusses what it takes to recover when life hits hard and the economic problems that are fracturing America.
“Both/And” Thinking: Kelly Lewis on Navigating Polarities to Deepen Client Conversations
Kelly Lewis explains why leaders need to understand the difference between a problem to be solved and a polarity to be navigated.
Omani Carson on the Journey from Scarcity to Abundance, Conscious Capitalism, and Embracing the AI Revolution
I catch up with my old friend and colleague Omani Carson to talk about why true wealth isn't about the size of your balance sheet.
Jamie Hopkins on Exit Planning, Training New Advisors, and “Your Retirement Sketchbook”
Jamie Hopkins discusses why business exit planning will be the single greatest organic growth engine over the next 15 years.
Jason Early of RISR on How to Attract, Win, and Serve Business Owner Clients
Jason Early on how financial advisors can find and work with business owners, who are some of the best possible clients advisors can have.
Dan Haylett and Alan Smith: AI Is Compressing Technical Advice to Zero
Discussing AI and the future of financial advisory with Dan Haylett of TFP Financial Planning and Alan Smith of Capital Partners.