How Focused Marketing and Top-Tier Advice Doubled Erin Scannell’s AUM to $4B in Just 4 Years
Erin Scannell shares the secrets behind his firm's explosive growth, including their innovative approach to organic marketing.
Dr. Shaywanna Harris-Pierre on Family Dynamics, Interior Finance, and Identifying Your Clients’ Money Flashpoints
Dr. Shay shares her journey into financial therapy and how to open dialogues that will help you and your clients understand the emotional side of money better.
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.
How to Shift From a Financial Advisor to a Financial Coach
Todd Tresidder on being a financial coach as distinguished from being a financial advisor or a registered representative