Episodes

  • 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 mins
  • 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 mins
  • 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 mins
  • Jennifer Wallace: Resilience and the Importance of Mattering at Work

    Jennifer Wallace: Resilience and the Importance of Mattering at Work
    Apr 15 2025
    “We talk a lot in the workplace about belonging and connection,” says the author. “Mattering goes deeper because you can belong to a group and not know how much you really matter to that group.” Host: Greg Bartalos.
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    25 mins
  • James Taylor: The Power of Process | Next Gen

    James Taylor: The Power of Process | Next Gen
    Apr 10 2025
    “I always tell our team that what we can get done in a day most people can’t get done in a couple weeks,” says the founding member of The Taylor Group at Morgan Stanley. “That’s because every single aspect of our business has a process around it.”
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    23 mins
  • Bill Keen/Matt Wilson: How a Hyper-local Niche Fueled a $1 Billion RIA

    Bill Keen/Matt Wilson: How a Hyper-local Niche Fueled a $1 Billion RIA
    Apr 8 2025
    Inside Keen Wealth Advisor’s “ACE” niche strategy and advisor development program that powered the RIA’s rise. Host: Steve Sanduski, CFP.
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    44 mins
  • Wen Nottebohm: A Go-Getter’s Career Tips for Young Financial Advisors

    Wen Nottebohm: A Go-Getter’s Career Tips for Young Financial Advisors
    Apr 1 2025
    The Barron’s-ranked Cresset wealth advisor discusses her rapid career ascent and the best ways for advisors to win the trust of clients and get ahead. Host: Greg Bartalos.
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    18 mins
  • Alanna Morey: Making Content and Connecting With Clients | Next Gen

    Alanna Morey: Making Content and Connecting With Clients | Next Gen
    Mar 27 2025
    The Ameriprise Financial managing director shares her best advice for financial advisors interested in boosting their presence on social media.
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    22 mins
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