The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future.
How to Attract and Retain Top Talent in a Tight Market
One reason why the big advisory firms keep getting bigger is they do a better job of creating a culture that attracts and retains top talent. Gartner's Brian Kropp shows how.
How to Earn Guaranteed Income in a Time of Heightened Volatility
David Lau, founder and CEO of DPL Financial Partners, explains why RIAs should consider commission-free annuities.
Clinical Psychologist Shares the Science Behind Behavior Change
Dr. Joy Lere discusses how the mind works, how our beliefs are formed, and the tools and techniques we can use to guide positive behavior change for our clients.
Chris Davis Picks Stocks, Praises Buffett, Rips Politicians
The chairman and portfolio manager of Davis Advisors stresses the importance of long-term investing and buying "durable, growing businesses at value prices."
Former Yum! Brands CEO on Leadership, Talent, and Self-Coaching
David Novak distills decades of success into practical "dynasty drivers" that led to double-digit growth for 13 consecutive years.
Shirl Penney on the 10 Things Elite Advisory Teams Do Best
Dynasty Financial Partners' CEO discusses the importance of creative client engagement, establishing a five-year plan for your brand, and hiring a chief of staff.
Chris Hughes Interview
really top notch. first class guy and interview.
I’ll listen to it a second time for sure
During this bizarre year of quarantine, I wanted to use my walks to learn. I’ve found this to be the single best resource. Sterling asks the right q’s to get financial advisors and management to be open about their challenges as well as their wins. It makes our competitive industry feel more like a community and it’s given me great ideas as well as comfort.