Episódios

  • Kaden Bernstein: Key Ingredients for Success | Next Gen

    Kaden Bernstein: Key Ingredients for Success | Next Gen
    May 22 2025
    The Morgan Stanley financial advisor discusses the importance of knowing your limits, ways to avoid burnout, and the benefits of surrounding yourself with kindred spirits. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 minutos
  • Peter Wilken: The Biggest Branding Mistake Financial Advisors Make

    Peter Wilken: The Biggest Branding Mistake Financial Advisors Make
    May 20 2025
    Top marketer behind Coca Cola, Disney, and McDonald’s delivers a masterclass in brand strategy for growing your advisory firm. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    48 minutos
  • Joe McLean: Winning Strategies for Advisors Who Serve Athletes

    Joe McLean: Winning Strategies for Advisors Who Serve Athletes
    May 13 2025
    The managing partner at MAI Capital Management discusses his time as a professional basketball player and how that experience helps him connect with and create successful outcomes for clients. Host: Greg Bartalos.
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    24 minutos
  • Dane Burkholder: 3 Key Skills for Advisors | Next Gen

    Dane Burkholder: 3 Key Skills for Advisors | Next Gen
    May 8 2025
    The ability to communicate effectively, build relationships, and execute with a sense of urgency are "three of the best skills" that an advisor can focus on, says the managing partner of Roseville Wealth Management.
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    23 minutos
  • Samantha Russell: What Works Right Now in Financial Advisor Marketing

    Samantha Russell: What Works Right Now in Financial Advisor Marketing
    May 6 2025
    The FMG Suite marketing expert provides a blueprint for building a scalable marketing machine that drives qualified leads. Host: Steve Sanduski, CFP.
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    49 minutos
  • 10 Time-Tested Investment Principles for Volatile Markets

    10 Time-Tested Investment Principles for Volatile Markets
    Apr 29 2025
    Schaffer Private Wealth Group president Michael Schaffer, Sr. and managing partner Michael Schaffer, Jr. discuss how investors can stay calm and stick with their investment plans amid whipsawing markets. Host: Greg Bartalos.
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    19 minutos
  • Eric Sontag: Solving for Intergenerational Challenges | Next Gen

    Eric Sontag: Solving for Intergenerational Challenges | Next Gen
    Apr 24 2025
    “Having next-gen advisors and listening to their perspectives and understanding how they would approach members of their generation is a key place to start,” says the president of Wealthspire Advisors.
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    25 minutos
  • Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years

    Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years
    Apr 22 2025
    Elson discusses the mindset, methods, and mentorship that fueled her quick rise from intern to lead advisor at Perigon Wealth. Host: Steve Sanduski, CFP.
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    38 minutos