Episodes

  • Vanguard's Maria Quinn: An 'Amazing' Opportunity Is Here for Advisors

    Vanguard's Maria Quinn: An 'Amazing' Opportunity Is Here for Advisors
    Nov 19 2024
    The senior advice strategist at Vanguard’s Investment Advisory Research Center discusses how advisors can best serve next-gen clients amid a $84 trillion wealth transfer. Host: Greg Bartalos.
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    30 mins
  • Carley Dillon: How We Consistently Deliver Over 15% Organic Growth

    Carley Dillon: How We Consistently Deliver Over 15% Organic Growth
    Nov 12 2024
    Brighton Jones’ chief experience officer details how individual accountability and a focus on metrics consistently drive rapid growth. Host: Steve Sanduski, CFP.
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    53 mins
  • Keith Jacoby: How to Build and Lead a Large Wealth Management Firm

    Keith Jacoby: How to Build and Lead a Large Wealth Management Firm
    Nov 5 2024
    With 30 years of industry experience, the CEO of Clarity Wealth—and “self-confessed process geek”— shares his best advice for advisors in leadership positions. Host: Ray Sclafani.
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    49 mins
  • Pete Goss: Leadership Lessons From the World’s Toughest Sailing Race

    Pete Goss: Leadership Lessons From the World’s Toughest Sailing Race
    Oct 29 2024
    How meticulous planning, trust in his team, and a commitment to shared values enabled a legendary sailor to overcome unimaginable challenges. Host: Steve Sanduski.
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    37 mins
  • Jackie Insinger: Positive Psychology Is the Key to Motivate Employees

    Jackie Insinger: Positive Psychology Is the Key to Motivate Employees
    Oct 22 2024
    The author and executive coach discusses how financial advisors can harness the power of neuroscience and data-driven frameworks to help teams thrive. Host: Greg Bartalos.
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    26 mins
  • Ramesh Srinivasan: The Power of Purpose-Driven Leadership

    Ramesh Srinivasan: The Power of Purpose-Driven Leadership
    Oct 15 2024
    The McKinsey senior partner explains why the journey of leadership starts by developing greater self-awareness. Host: Steve Sanduski, CFP.
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    35 mins
  • Michael Arone: 3 Investment Strategies for the Rest of 2024 and 2025

    Michael Arone: 3 Investment Strategies for the Rest of 2024 and 2025
    Oct 8 2024
    State Street Global Advisors’ chief investment strategist discusses the Fed, the economy, and how investors should position their portfolios. Host: Greg Bartalos.
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    36 mins
  • Joe Anderson: 4 Marketing Channels That Drove 45,000+ Leads This Year

    Joe Anderson: 4 Marketing Channels That Drove 45,000+ Leads This Year
    Oct 1 2024
    Pure Financial Advisors co-founder and CEO explains how his firm cracked the code on organic growth and delivers financial planning at scale. Host: Steve Sanduski, CFP.
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    49 mins