54 episodes

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?

Disclosure:
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

The Next Frontier Bill Coppel

    • Business News
    • 5.0, 41 Ratings

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?

Disclosure:
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

    Bill Burnett: Designing a Life of Meaning and Purpose, Part 1

    Bill Burnett: Designing a Life of Meaning and Purpose, Part 1

    Society tells us our lives should follow a set path, yet we often need to pivot to move forward. Luckily, there are specific tools and mind-sets that can help us build meaningful futures. Bill Burnett, Executive Director of Stanford’s Product Design Program, joins host Bill Coppel, Managing Director & Chief Client Growth Officer at First Clearing, to discuss how the principles of design thinking can help us figure out what’s next.

    • 33 min
    Hope Reiner: Easing the Burden of Loneliness with Authentic Friendship

    Hope Reiner: Easing the Burden of Loneliness with Authentic Friendship

    Research from the American Association of Retired Persons shows that social isolation and loneliness have emerged as public health issues. As advisors, how can we better understand this topic to deliver holistic life guidance? Join Hope Reiner, an expert on the essential human need for interaction, and host Bill Coppel -- Managing Director & Chief Client Growth Officer at First Clearing -- as they explore this important question.

    • 25 min
    Jason Hewlett: Discovering Your Signature Moves

    Jason Hewlett: Discovering Your Signature Moves

    In the midst of unusual and uncertain times, now can be a good time to pause and refocus on those things that are important to us. Speaker, entertainer and author Jason Hewlett joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to share how to identify the strengths that make you unique, ground yourself to them and magnify them to differentiate yourself and unleash your potential.

    • 34 min
    Dr. Paul J. Zak: Biology’s Impact on Relationship Building and Trust

    Dr. Paul J. Zak: Biology’s Impact on Relationship Building and Trust

    We’ve heard the stories and methods for building good relationships but they don’t always make us better at it. Maybe we need a different viewpoint? Dr. Paul Zak, Professor and Founding Director of the Center of Neuroeconomics Studies at Claremont Graduate University joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how biology impacts the way we trust and build relationships.

    • 46 min
    Dr. Dennis Jaffe: The Impact of Family Dynamics on Generational Wealth

    Dr. Dennis Jaffe: The Impact of Family Dynamics on Generational Wealth

    A legacy of wealth anchored in healthy family dynamics can span generations, yet the dialogues around this topic are often taboo. As advisors, how do we help clients navigate these dynamics? Dr. Dennis Jaffe, Author, Professor, and Research Associate at Wise Counsel Research joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss ways advisors can help families set generational goals.

    • 45 min
    Dr. Sara Zeff Geber: Helping Solo Agers Stay Connected in Their Bonus Years

    Dr. Sara Zeff Geber: Helping Solo Agers Stay Connected in Their Bonus Years

    Longer lifespans paired with an increase in the number of childless adults mean many will be growing older solo. As advisors, how do we help clients cultivate the support network they are likely to need? Dr. Sara Zeff Geber, Author and Founder of LifeEncore, joins host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- to discuss ways to address the unique needs of individuals aging alone.

    • 26 min

Customer Reviews

5.0 out of 5
41 Ratings

41 Ratings

KatTel15 ,

Learning a lot

These podcast are fantastic! Very educational and insightful. Goes well beyond dollars and cent!

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