Shannon Larson discusses how she and her team manage a shared service model and help advisors navigate alternative investments.
David Copeland discusses his approach to investing and how alternatives play an important role in his clients’ portfolios.
Ben Harrison shares 3 of the biggest challenges and opportunities facing advisors from his unique perch at Pershing.
Matt Brown makes a strong case for adding alternative investments to your portfolios.
Steve Sanduski shares the launch of 2 new series of episodes. One series is about investing, the other, about "adventure and achievement."
Demetri Kofinas discusses what roles technology, monetary policy, the 2008 economic crisis, financial nihilism, and mimetic desire play in how we decide where to invest our money.
Michael Nathanson offers some tips on creating inspiration, innovation, and growth in your business, and also shares memories of a couple of his Harvard Law School classmates whose names you'll definitely recognize (hint: think President and Supreme Court Justice)
Dynasty's founder, Shirl Penney, discusses the core services that RIAs have to provide their clients to remain independent
Dr. Daniel Crosby discusses how to improve your investment performance by overcoming some of the behavioral investing mistakes that are so easy for all of us to make
How Ric Edelman plans to grow to $150 billion in AUM, 300,000 clients, and 1,250 financial advisors in 10 years
Ric Edelman talks about this concept of exponential growth and how that impacts the way you should be planning for clients