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- Zaken en persoonlijke financiën
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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Jon Foster: Multigenerational Planning and the Psychology of Wealth
The president and CEO of Angeles Wealth Management discusses tax-aware investing, legacy planning, and how to keep ultrahigh-net-worth families from splintering over money. Host: Greg Bartalos.
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Andy Schell: Leadership Lessons From the High Seas
The best lessons in leadership are often learned by navigating the most challenging environments, says the sailor and co-founder of 59° North. Host: Steve Sanduski.
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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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