Using AI to Scale Personalization and Advisor Efficiency with Vinay Nair
Vinay Nair on the state of AI in financial services and why the rise of AI will make person-to-person skills even more critical.
Strategically Designing a Diverse Summer Internship Program to Create a Talent Pipeline with Chloé Moore and Tracy Hutton
Chloé Moore and Tracy Hutton discuss how BLX and Mariner create intern programs to foster the next generation of advisors.
Strategies CEOs Employ to Balance Compassionate Leadership with Competitive Excellence with Former Celebrity Cruises CEO Lisa Lutoff-Perlo
Lisa Lutoff-Perlo discusses how she led Celebrity Cruises through COVID-19, the launch of a new ship, and a devastating family tragedy.
Mona Sobhani: Reinventing Self-identity Through Life’s Big Transitions
Mona Sobhani shares her personal journey of transformation and explains how she learned to open herself up to new possibilities.
The Financial Advisor’s Guide to Planning and Hosting a High-End Wine Tasting Event with Rian Hill
Rian Hill and I discuss how to plan a first-class wine tasting event, from varietals and food pairings to choosing a venue and music.
Suzanne Peterson On How To Be An Admired Leader That Gets Results
Suzanne Peterson explores the behaviors that great leaders consistently demonstrate to earn the respect of their teams.
Cresset’s Eric Becker On Serving the Ultra-High-Net-Worth, a 100-Year Multi-Family Office Vision, and Business Execution
Eric Becker discusses Cresset's origin story and explains how he and his co-founder methodically built the firm.
Tobias Dengel on How Voice Tech Will Revolutionize Work, Life, and Financial Services
Tobias Dengel and I discuss what advisors should be thinking about as they prepare for the voice tech revolution.
Fidelity’s Andrew Brzezinski on Practical AI Applications for Advisors and Prepping for the Future
Andrew Brzezinski on generative AI, overcoming the barriers to adopting AI, key risks and ethical considerations, and the future of AI.
Saundra Davis On Money, Meaning, Self-Discovery, and Financial Coaching
Saundra Davis and I discuss how curiosity, learning, mastery, and growing can create more meaningful relationships with your clients.