184 episodios

The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future.

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    • Economía y empresa

The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future.

    Kay Lynn Mayhue: How to Create a Culture of Personal Development

    Kay Lynn Mayhue: How to Create a Culture of Personal Development

    Merit Financial Advisors’ president says that transparency, collaboration, and personality tests can spur growth throughout advisory firms. Host: Greg Bartalos. 

    • 24 min
    Ron Carson: Lessons in Leadership for Financial Advisors

    Ron Carson: Lessons in Leadership for Financial Advisors

    The CEO and founder of Carson Group shares what he's learned building his $35 billion wealth management firm over four decades. Host: Greg Bartalos. 

    • 23 min
    Chloe Moore and Tracy Hutton: Talent Pipeline Secrets

    Chloe Moore and Tracy Hutton: Talent Pipeline Secrets

    How to create a successful internship program with diverse talent to foster firm growth . Host: Steve Sanduski.

    • 30 min
    Angela Raitzin: Life Changes, Ted Lasso, and the Power of Curiosity

    Angela Raitzin: Life Changes, Ted Lasso, and the Power of Curiosity

    The managing director and wealth manager at Cresset explains how advisors can help clients through a divorce, death, sale of a company, or other important transition. Host: Greg Bartalos .

    • 19 min
    Tom Palecek: Divorce Is Tough. How to Help Clients Navigate It.

    Tom Palecek: Divorce Is Tough. How to Help Clients Navigate It.

    The founding partner and advisor at Summit Trail Advisors discusses what most advisors get wrong, prenuptial agreements, and the importance of full financial disclosure in a marriage. Host: Greg Bartalos. 

    • 18 min
    Lisa Lutoff-Perlo: The CEO’s Guide to High-Performance Leadership

    Lisa Lutoff-Perlo: The CEO’s Guide to High-Performance Leadership

    Discover the strategies CEOs employ to balance compassionate leadership with competitive excellence. Host: Steve Sanduski.

    • 45 min

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