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12 episodes
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Meet the Luminaries Charles Garnar
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- Business
Top advisors, executives and other financial professionals share their stories of how they are driving the industry forward with ThinkAdvisor's Contributing Editor Jane Wollman Rusoff.
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Why Advisors Must Mix Automation and Personalization
It's critical "because people don’t like phoniness. There’s a real hunger for authenticity and being human,” says Snappy Kraken's Angel Gonzalez.
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Luminaries Podcast with David Lillis of Raymond James
As for Raymond James’s achievement as a LUMNIARIRES finalist, he calls that recognition “motivating. It gives me incentive and drive to continue to improve and evolve in delivering technology education to advisors.”
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Why Leaders Need to Work on Cultural Competencies: LUMINARIES Podcast
Attracting diversity to a financial advisor team is easy; keeping it is more difficult, argues Caron Group's Ana Trujillo Limon.
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How to Wow and Hire Young Talent: LUMINARIES Podcast
Schwab Advisor Services' Lisa Salvi says young adults want to see a clear path to a rewarding career and business ownership.
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LUMINARIES Podcast: Leadership Lessons From Shirl Penney
At Dynasty Financial Partners, "You have to think in-depth. But you have to be dynamic in your management style as well,” the CEO explains. To hear Penney discuss his leadership philosophy and a mix of industry issues, please listen to this insightful podcast.
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How Advisors Can Get a 'Leg Up' Today: Gabe Garcia
He says mentors like Mark Tibergien have taught him how to go beyond business metrics and "elevate the profession.”