196 集
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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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Joe McQuaid: How to Build the Best Tech Stack for Your RIA
Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos.
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Rick Kent: How I Scaled My RIA Into a $10 Billion Firm
Merit Financial Advisors’ CEO discusses essential leadership principles and the crucial choices that must be made to achieve high growth. Host: Steve Sanduski.
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Cozy Wittman: Mastering the Brutal College Planning Process
Tips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos.
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Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed
The founding partner at Parr McKnight and managing director at Price & Associates at Merrill Lynch discuss strategies around crafting incentive structures that reward employees and collaborative achievement. Host: Ray Sclafani.
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Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’
Strategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP.
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Jeff Brown: How to Successfully Transition From Advisor to CEO
The president of Stratos Private Wealth offers actionable advice for financial advisors set to take the top job. Host: Greg Bartalos.