112 episodes

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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    • Business
    • 4.3 • 71 Ratings

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

    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.

    • 46 min
    How to Earn Guaranteed Income in a Time of Heightened Volatility

    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.

    • 24 min
    Clinical Psychologist Shares the Science Behind Behavior Change

    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.

    • 54 min
    Chris Davis Picks Stocks, Praises Buffett, Rips Politicians

    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."

    • 48 min
    Former Yum! Brands CEO on Leadership, Talent, and Self-Coaching

    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.

    • 51 min
    Shirl Penney on the 10 Things Elite Advisory Teams Do Best

    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.

    • 28 min

Customer Reviews

4.3 out of 5
71 Ratings

71 Ratings

VegasGolferBC ,

Chris Hughes Interview

really top notch. first class guy and interview.
I’ll listen to it a second time for sure

NYCM ,

Brain Trust

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.

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