Meet the Luminaries

Charles Garnar
  • 5.0 (1)
  • Investing
  • Weekly

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.

Episodes

  1. 06/05/2023

    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.

  2. 04/11/2023

    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."

  3. 02/17/2023

    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.

  4. 01/31/2023

    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.

  5. 10/19/2022

    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.

  6. 04/12/2022

    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."

  7. 03/01/2022

    How to Attract Next-Gen Talent: Kate Healy

    The industry veteran and LUMINARIES judge says younger individuals just "don't seem to know about financial planning."

  8. 01/19/2022

    Why the Industry Needs to Change Now: Jamie Hopkins

    Clients are asking more and more about Bitcoin and other digital assets, for instance, the Carson Group executive says in an interview.

  9. 12/17/2021

    How Being Tuned Into Psychology Pays Off in Finance: Cambridge's Amy Webber

    In the podcast interview, the Cambridge president and CEO discusses a number of pressing advisor issues.

  10. 12/01/2021

    Edelman Speaks Out on What's Next for Advisors, Retirees

    The industry VIP shares his views on everything from Bitcoin to robotic dogs that can help Alzheimer's patients and their caregivers.

  11. 11/17/2021

    Commissions Will Be Gone Within a Decade: American Portfolio's Dolber

    The industry veteran and LUMINARIES 2021 winner also says subscription-based services are on the rise.

  12. 09/28/2021

    Meet the LUMINARIES

    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.

  • 12 Episodes

About

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.

Information

  • Creator
    Charles Garnar
  • Years Active
    2021 - 2023
  • Episodes
    12
  • Rating
    Clean
  • Show Website
    Meet the Luminaries