82 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

    • News
    • 5.0 • 44 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 Coppel: The Next Frontier Final Episode

    Bill Coppel: The Next Frontier Final Episode

    At the Next Frontier, we’ve covered a lot of ground, exploring the impact of digital disruption, the changing industry landscape, and what it means to deliver value in the evolving advice business. Join host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing − as he reflects on the perspectives gained, and insights shared, on this journey.
     
    Show Notes
    Bill is an industry veteran, human performance enthusiast, and life-long learner. An advisor by training and a client by choice, he understands that the industry is at a tipping point: the role of the advisor and what investors really value are changing. He continuously challenges himself and others to redefine the value they provide in helping clients excel in a world overrun by constant change.
     
    Ways to Connect with Bill
    LinkedIn: linkedin.com/in/bill-coppel-05128ab

    • 4 min
    Erik Strid: Helping Clients Navigate the “Exploring” Phase of Life

    Erik Strid: Helping Clients Navigate the “Exploring” Phase of Life

    With the dramatic increase in life expectancies, many people near the traditional retirement age of 65 could potentially live another 30 years. In this episode, Erik Strid, Co-Founding Principal of Concentus Wealth Advisors, joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing − to explore how advisors can to help clients entering this important life transition craft their next chapter.
    In this episode, you’ll hear:
    Ways to move “beyond the balance sheet” to help clients define and achieve what matters most in life What you should know about the four stages of “exploring” The unexpected downsides of a retirement solely focused on leisure About Erik Strid
    Erik Strid is the Co-Founding Principal of Concentus Wealth Advisors, a Registered Investment Advisor that helps clients actualize their most deeply held values. With more than 25 years in the industry, Erik serves as the firm’s Chief Executive Officer and guides its overall strategy. Hailing from Pennsylvania, Erik was named a Forbes Best-in-State Wealth Advisor for 2021. He has appeared on a number of network news programs and has published three books. Erik earned a bachelor’s degree in economics from Amherst College, and holds Certified Financial PlannerTM and Chartered Financial Consultant® designations.

    Ways to connect with Erik:
    LinkedIn: https://www.linkedin.com/in/erik-strid/
    Website: https://www.concentus.com/cwa_team/erik-strid/

    Additional Resources
    Book: “Exploring: Replacing an Outdated Paradigm for the “Retirement Years” and Exploring a New Phase of Life”

    • 49 min
    Robb Baldwin: What’s Driving Custodial Decisions in the RIA Space Today

    Robb Baldwin: What’s Driving Custodial Decisions in the RIA Space Today

    For independent advisors, the ability to help clients discover what really matters and then achieve it depends, in large part, on how well they are served by their custodians. In this episode, Robb Baldwin, President and CEO of TradePMR, joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing – to explore what service means in a world dominated by fintech.
    In this episode, you’ll hear:
    What’s missing from most custodial service models The four attributes that define a “boutique” custodian Key considerations when selecting a custodian  
    About Robb Baldwin
    Robb Baldwin is Founder, President, and CEO of TradePMR, a growth-minded, service-oriented technology and custodial services firm built by RIAs for RIAs. He began his career as a financial advisor and became a fee-only advisor in the 1990s. In 1998, he founded TradePMR to improve workflow, increase margins, and bring new levels of efficiency to advisors, allowing them to focus more on their clients and less on back-office infrastructure. In 2019, Financial Planning magazine recognized Robb as one of the “20 people who will change wealth management in 2020.”
    Ways to connect with Robb:
    LinkedIn: https://www.linkedin.com/in/robbbaldwin/
    Website: https://www.tradepmr.com/robb-baldwin

    • 23 min
    Susan Quinn: Leadership Lessons we Learned from COVID

    Susan Quinn: Leadership Lessons we Learned from COVID

    The impact of COVID-19 will likely reshape clients’ sentiments and expectations for generations to come, and it will likely reshape how we show up as leaders. In this episode, Susan Quinn − founder and CEO of circle S studio − joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing – to explore how leaders can approach the next chapter with confidence.
    In this episode you'll hear:
    What’s changed for leaders, clients and employees Four guiding principles that have not changed Why EQ trumps IQ in the ranking of leadership skills  About Susan Quinn
    Susan Quinn is the founder, President, and CEO of circle S studio, a strategy, branding and digital agency that serves growth-minded companies and their leaders across the U.S, helping them cut through the clutter in today’s challenging business landscape. With a 30-year track record that includes running a successful agency, numerous board memberships, and an executive coaching practice, Susan has become a trusted ally of the C-suite, helping leadership teams define a strategic vision to propel growth for their companies.
    Ways to Connect
    Websites: worqcoach.com    Circlesstudio.com
    LinkedIn: https://www.linkedin.com/in/susanquinn01/

    • 35 min
    Ethan Zuckerman: Building a Trust Bridge in an Era of Misinformation

    Ethan Zuckerman: Building a Trust Bridge in an Era of Misinformation

    The concept of truth has been disrupted by misinformation and fabricated realities. In this episode, Ethan Zuckerman − a professor of public policy at the University of Massachusetts at Amherst, and the author of Mistrust: Why Losing Faith in Institutions Provides the Tools to Transform Them, joins host Bill Coppel − Managing Director & Chief Client Growth Officer at First Clearing − to explore what this means for financial advisors.
    In this episode, you’ll hear:
    How the concept of trust has evolved over time What the rising tide of misinformation and distrust means for the business of advice Ways to establish meaningful trust amid the uncertainty generated by conflicting information About Ethan Zuckerman
    Ethan Zuckerman is an educator, public speaker, and prolific writer. He’s an associate professor of public policy, communication and information at the University of Massachusetts at Amherst where he founded the Initiative on Digital Public Infrastructure, a research group that’s studying and building alternatives to the existing commercial internet. He has led the Center for Civic Media at the MIT Media Lab, and is an alum of the Berkman Klein Center for Internet & Society at Harvard. In addition to writing books and academic articles, Ethan is a frequent contributor on media outlets such as The Atlantic, WIRED, and CNN.
    Ways to Connect
    Book: Mistrust: Why Losing Faith in Institutions Provides the Tools to Transform Them
    Website: https://ethanzuckerman.com/
    LinkedIn: https://www.linkedin.com/in/ethan-zuckerman-16a4618b

    • 42 min
    Bill Coppel: Season 3 Close – Separating Fact from Fiction

    Bill Coppel: Season 3 Close – Separating Fact from Fiction

    At the Next Frontier, we’ve learned a lot from our guests about how to navigate a world of perpetual uncertainty and accelerating change. Join host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, as he reflects on how the 24/7 flow of information − and misinformation − affects our ability to transition and pivot through life.
    In this episode, you’ll hear:
    Why advice delivered from a competent professional matters Three ways that advice can help us combat misinformation Perspectives on the nature of facts, news, and truth Bill is an industry veteran, human performance enthusiast, and life-long learner. An advisor by training and a client by choice, he understands that the industry is at a tipping point: the role of the advisor and what investors really value are changing. He continuously challenges himself and others to redefine the value they provide in helping clients excel in a world overrun by constant change.
    Ways to Connect with Bill
    LinkedIn: linkedin.com/in/bill-coppel-05128ab
    Website: https://www.firstclearing.com/the-next-frontier/the-next-frontier-podcast/
     

    • 9 min

Customer Reviews

5.0 out of 5
44 Ratings

44 Ratings

KatTel15 ,

Learning a lot

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

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