Category: Podcasts

Collaboration over Competition and Managing Expectations of Next-Gen Advisors, with Thomas Pargett of Carson Wealth

December 7, 2023

Leveraging Estate Planning as a Marketing Tool for Advisors, with Matt Morris of EncorEstate Plans

December 5, 2023

Hiring the Right People and Bettering Yourself via Peer Networking, with David Stevens of Stevens Capital Partners

November 30, 2023

Conversations that Lead to Conversions and Effective Marketing Tactics for Advisors, with Lara Galloway of White Glove

November 28, 2023

Changing the Consulting Game and Building on Data, with Doug Fritz of F2 Strategy

November 21, 2023

The Power of Industry Conferences and Professional Organizations, with Nate Hudson of Avior Wealth Management

November 16, 2023

Holding Generational and Gendered Conversations and Retaining Diverse Voices, with Julie Johnson of XY Communication

November 14, 2023

Tackling Industry Trends and Taking a Holistic Approach, with Marlena Lee of Dimensional Fund Advisors

November 9, 2023

Bridging the Communication Gap and Reaching Next-Gen Clients, with Tom Fields of Fynancial

November 7, 2023

Rebranding Riskalyze to Nitrogen and the Future of Tech Stacks, with Tricia Rothschild of Nitrogen

October 31, 2023