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.
Liz Ann Sonders on AI, the “Temperamental Era” of Inflation, and the End of the Traditional Investment Cycle
Liz Ann Sonders explores the forces redefining investment, from the rapid pace of tech advancement to ongoing war in the Middle East.
Lisa Salvi: Why AI Is Forcing Advisors to Redefine Their Value
Lisa Salvi discusses the current pace of AI innovation and why AI is forcing advisors to redefine their core value proposition.
Go with the Flow: Robert Crossley on How Neobrokers, Wallets, and Generational Divides Are Rewriting the Rules of Retirement Planning
Robert Crossley digs into Franklin Templeton’s massive new research on retirement and discusses what's reshaping the retirement ecosystem.