Our world is experiencing a tsunami of digital disruption—shaking the very foundations of established institutions, industries and service-based businesses. A recurring theme affecting each is the shifting role and ultimate value of experts and intermediaries in this technology-driven, highly networked ecosystem.
Welcome to The Next Frontier podcast where we’ll break down and analyze the forces at work in our world, our culture and our businesses. Our goal is to unlock the challenges to reveal the opportunities and what it means to provide advice in the 21st century. In each episode, we’ll examine this rapidly evolving reality with probing questions like:
~How is the digitization of our world altering clients’ sentiments and expectations?
~How is the business of “advice” and “guidance” coping with and preparing for this stark reality?
~What are the new and different skills, methods and insights that will redefine the value of the human intermediary—both professionally and personally?
~Where will high tech and high touch intersect in your business?
~Is the digitization of our lives redefining trust?
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR-0618-05371
David Hohimer: Enhancing the Client Experience Through Authenticity
Today, what it means to serve clients extends beyond money management. Advisors’ own life perspectives and lessons are now informing the way we approach the business. In this episode, David Hohimer - Founder and Managing Partner at Hohimer Wealth Management - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how authenticity can enhance the value we create as advisors.
Vaughan Scott: Enhancing Your Value Through Empathy and Emotional Intelligenc
The business of advice has changed. And clients today are concerned about much more than their money. In this episode, Vaughan Scott, CEO of Axiom Financial Strategies Group, joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to discuss how advisors can use empathy and emotional intelligence to deliver advice centered on helping clients achieve what matters most to them.
Jeff Gitterman: Investing for a Sustainable Future
The heightened uncertainty we’re experiencing has brought with it a new sense of conviction. And more investors are now looking to align their portfolios with their values. In this episode, Jeff Gitterman, Co-founding Partner of Gitterman Wealth Management, joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how advisors can be prepared to help clients invest sustainably.
Mark Widmer: Delivering Transformational Experiences to Help Families and Businesses Thrive
Many families and businesses don’t realize that building a legacy is about more than the transfer of wealth. In this episode, Mark Widmer licensed recreational therapist and professor at BYU’s Marriott School of Business joins host Bill Coppel Managing Director and Chief Client Growth Officer at First Clearing to discuss how to build a culture that aligns with your values to help ensure a legacy for generations to come.
Andy Raub: The Five Biggest Retirement Dangers That Money Can't Fix
You’ve helped clients prepare for retirement financially, but what will they do with the rest of their lives? In this episode, Andy Raub, Financial Advisor and Managing Director at Ameriprise Financial Services and host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - discuss how advisors can help clients discover ways to make the next phase of their lives a time of significance rather than decline.
Brian Hamburger and John Peluso: Perspectives on the Evolving Advice Business
2020 will go down in history as one of the most challenging periods of our time. But the New Year brings advisors a fresh opportunity to make a difference. In this episode, Brian Hamburger, MarketCounsel President & CEO, and John Peluso, First Clearing President, join host Bill Coppel Managing Director & Chief Client Growth Officer at First Clearing to explore the important role our industry can play in crafting the future.
Learning a lot
These podcast are fantastic! Very educational and insightful. Goes well beyond dollars and cent!