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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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Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent
“A tremendous war for talent” means that RIAs must provide paths for career advancement and an inclusive environment, says the vice chair of Emigrant Bank and chair of Emigrant Partners. Host: Greg Bartalos.
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Rick Buoncore: M&A Strategy and the Importance of Culture in Deals
The head of MAI Capital Management discusses the dos and don’ts of successful dealmaking. Host: Greg Bartalos.
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Vinay Nair: Using AI to Personalize Wealth Management at Scale
How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski.
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Kay Lynn Mayhue: How to Create a Culture of Personal Development
Merit Financial Advisors’ president says transparency, collaboration, and personality tests can spur growth for advisory firms. Host: Greg Bartalos.
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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.
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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.