Mary Beth Franklin on Helping Clients Overcome Their Fears and Optimize Their Social Security Benefits
Mary Beth Franklin on how fear about Social Security's future is causing some seniors to claim their benefits too early.
CNBC’s Bob Pisani on Storytelling, Behavioral Economics, Financial Nihilism, Investing, and AI
Bob Pisani explains how he became a firm believer in behavioral economics and the futility of short-term forecasting.
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.