Episódios

  • Josh Bronstein: ‘Playing the Long Game Is Key’

    Josh Bronstein: ‘Playing the Long Game Is Key’
    Aug 19 2025
    “I'm looking for a 30-year client,” says the Neuberger Berman wealth advisor, who emphasizes the importance of establishing credibility and consistency with clients. “I'm looking for a relationship, not a transaction.” Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    51 minutos
  • Riley Saunders: The Psychology of Financial Planning | Next Gen

    Riley Saunders: The Psychology of Financial Planning | Next Gen
    Aug 14 2025
    “You need to understand your own thoughts, feelings, and emotions around money and why and how you got there before you can even begin providing an experience or a journey with your client,” says the Cassaday & Co. financial advisor. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 minutos
  • Sebastian Mallaby: Trump, the Fed, AI and Liquidity Risks for Advisors

    Sebastian Mallaby: Trump, the Fed, AI and Liquidity Risks for Advisors
    Aug 12 2025
    The senior fellow in international economics, author, and journalist, who covers finance and the forces driving volatility, discusses how advisors can turn disruption into opportunity. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    54 minutos
  • Dave Welling: How Mercer’s M&A Push Made It a $70 Billion Juggernaut

    Dave Welling: How Mercer’s M&A Push Made It a $70 Billion Juggernaut
    Aug 5 2025
    Welling discusses the philosophy behind Mercer’s aggressive acquisition strategy, which has increased assets under management by seven-fold since he joined the company in 2017. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 minutos
  • Lindsay Pazdan: Essential Trust and Estate Planning Advice | Next Gen

    Lindsay Pazdan: Essential Trust and Estate Planning Advice | Next Gen
    Jul 31 2025
    The Morgan Stanley wealth advisor discusses what advisors need to know to successfully serve Next-Gen clients. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23 minutos
  • Evan Osnos: What Advisors Need to Know About the New Gilded Age

    Evan Osnos: What Advisors Need to Know About the New Gilded Age
    Jul 29 2025
    The National Book Award winner explores how today’s extreme concentration of wealth is reshaping risk, client expectations, and the future of financial advice. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 hora
  • How a Top Morgan Stanley Doctor Helps Clients Stay Healthy

    How a Top Morgan Stanley Doctor Helps Clients Stay Healthy
    Jul 22 2025
    Dr. Kim Henderson, the head of health and wellness education, discusses how she applies her medical expertise to help the firm’s advisors when clients face health-related challenges. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 minutos
  • Tom Klingman: The Best Things About Independence | Next Gen

    Tom Klingman: The Best Things About Independence | Next Gen
    Jul 17 2025
    Younger advisors at RIAs have “the ability to really drive change, thinking and innovation,” says the managing partner of Klingman & Associates. “There is no red tape.” Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 minutos