The CEO of The Colony Group argues that organizations must adapt to an ever-changing environment or risk going extinct. Host: Greg Bartalos.

When was the last time you felt that someone really listened to you? And when did you last deeply listen to a client? Listening well is powerful, yet in short supply. Host: Steve Sanduski.

Robert Balentine, chairman of his namesake firm, explains why it's crucial that advisors focus on conversations about family relationships. Host: Greg Bartalos.

The senior vice president of relationship management makes the case for hiring women with non-traditional backgrounds. Host: Greg Bartalos.

The founder of Professional Planning Group and master storyteller discusses the power of transparency and having a light touch. Host: Greg Bartalos.

Wells Fargo advisor Nelrae Pasha Ali explains how she overcame long odds to excel in sports and wealth management as a Black woman. Host: Greg Bartalos.

Scott Tiras, president of Houston-based Tiras Wealth Management, shares evergreen lessons in an interview recorded late last year. Host: Greg Bartalos.

“We're providing the education that advisors need to help them understand and feel more comfortable investing in alternatives,” says CAIS’ chief marketing officer. Host: Greg Bartalos.

Barbara Hudock, CEO and founding partner of Hudock Capital Group, traces her altruism back to an epiphany from her youth. Host: Greg Bartalos.

Storytelling and story listening are both art and science. Master them and you’ll deepen your human connection and deliver greater value to your clients. Host: Steve Sanduski.

Holly Newman Kroft, managing director at Neuberger Berman, discusses where investors can find enticing opportunities. Host: Greg Bartalos.

New investment vehicles make it possible to attain market-like returns while not compromising your values. Host: Steve Sanduski.

Barron’s Hall of Fame advisor Kimberlee Orth describes how to get the most out of your team. Host: Greg Bartalos.

Rather than constantly striving for more, we can transform our relationship with money by deepening our experience with what we already have, says author Lynne Twist. Host: Steve Sanduski.

“The answers are not going to come from investing,” says the head of Goldman Sachs Personal Financial Management. “They're going to come from financial planning.” Host: Greg Bartalos.

Yes, we’re in a relationship business. And what better way to create a sense of trust, connection, and belonging than through building client communities. Host: Steve Sanduski.

Uncannily accurate with his recent stock market calls, the founder of Stack Financial Management offers a bittersweet forecast. Host: Greg Bartalos.

Our relationship to money is complicated, especially for women who have an added cultural history layered on top. Sarah Carlson untangles this challenge. Host: Steve Sanduski.

Risk management expert Rick Bookstaber makes the case against complacency. Host: Greg Bartalos.

The women who have been disrupting industries often share key commonalities that make them uniquely equipped to lead, grow businesses, and navigate crises. Here’s their story. Host: Steve Sanduski.

Scott Wilson and Crystal Ho of the Atlas Group discuss the importance of hiring employees who match well in terms of chemistry, dedication, and a willingness to learn. Host: Greg Bartalos.

Your company’s success rises or falls based on your leadership ability. Here’s the playbook for leading in a post-pandemic world with Antonia Hock. Host: Steve Sanduski.

More advisors are getting serious about the future, says Ray Sclafani, the CEO and founder of ClientWise, a coaching and training company. Host: Greg Bartalos.

Social psychologist and scientist Dr. Emily Balcetis explains how to use vision and brain science to overcome challenges and achieve our most important goals. Host: Steve Sanduski.

Jeff Bradanini, financial advisor and director of marketing for Beirne Wealth Consulting, explains how advisors can best use social media and digital marketing to gain new clients. Host: Greg Bartalos.

Podcasting makes you a better advisor. It deepens your client relationships. You’ll meet new people and make intriguing connections. And it helps with client prospecting and recruiting new team members. Host: Steve Sanduski.

Advisors should leverage technology to grow their business or risk falling behind, says Mike Byrnes, founder and president of Byrnes Consulting. Host: Greg Bartalos.

Far from “soft,” empathy is an important business skill that fuels great businesses and brands, increases retention, drives profits, and supports employees’ wellbeing. Host: Steve Sanduski.

Allison Felix, who rose from executive assistant to chief operating officer at Cassaday & Co., describes what it takes to succeed in the role. Host: Greg Bartalos.

Employee experience drives customer experience and that leads to faster sales growth. Bova shares the core elements of employee experience you should focus on to drive that growth. Host: Steve Sanduski.

David Armstrong and Jessica Gibbs of Monument Wealth Management describe how their firm helps employees advance and why it embraces “opinionated” content. Host: Greg Bartalos.

Andy Crestodina, Orbit Media co-founder, has built more than 1,000 websites. He lays out what it takes to design one that attracts and converts the right prospects. Host: Steve Sanduski.

Kevin Myeroff and Elizabeth Scheiderer of Sequoia Financial Group discuss the success of their long-running internship program. Host: Greg Bartalos.

One reason why the big advisory firms keep getting bigger is they do a better job of creating a culture that attracts and retains top talent. Gartner's Brian Kropp shows how. Host: Steve Sanduski.

David Lau, founder and CEO of DPL Financial Partners, explains why RIAs should consider commission-free annuities. Host: Greg Bartalos.

Dr. Joy Lere discusses how the mind works, how our beliefs are formed, and the tools and techniques we can use to guide positive behavior change for our clients. Host: Steve Sanduski.

The chairman and portfolio manager of Davis Advisors stresses the importance of long-term investing and buying "durable, growing businesses at value prices." Host: Greg Bartalos.

David Novak distills decades of success into practical "dynasty drivers" that led to double-digit growth for 13 consecutive years. Host: Steve Sanduski.

Dynasty Financial Partners' CEO discusses the importance of creative client engagement, establishing a five-year plan for your brand, and hiring a chief of staff. Host: Greg Bartalos.

Love, the most powerful of human emotions, has been systematically drained from our lives - our work, teams, and classrooms. Marcus Buckingham says it's time we brought love back in. Host: Steve Sanduski.

"We donate roughly 20% of our profit every year to our community and other places," says Charles Zhang, founder and president of Zhang Financial. Host: Greg Bartalos.

Eric Pliner, who counsels top CEOs on how to make difficult decisions, says that you won't please everyone but there is a framework to help you make informed, effective decisions. Host: Steve Sanduski.

Valerie Newell, principal and senior wealth advisor of Mariner Wealth Advisors, describes how advisors should work with multigenerational families. Host: Greg Bartalos.

Mission Wealth founder Seth Streeter ran his $4.8 billion AUM firm as CEO for more than 20 years. Now, still in his early 50s, he put his ego aside, gave up the reins, and is focusing on other company initiatives. Host: Steve Sanduski.

"Deals win or lose based upon their structure," says the president and CEO of MarketCounsel. Host: Greg Bartalos.

Hanson describes his evolution as a leader and the steps he took to ensure success. Host: Steve Sanduski.

"It's conceivable that the blue chip indexes could drop 35 to 40%," says the founder of Stack Financial Management. Host: Greg Bartalos.

After just three years at Abacus Wealth Partners, Mary Beth Storjohann was promoted into the co-CEO role of this $4 billion RIA. Here's the story of how she hit the ground running. Host: Steve Sanduski.

The founder of Canvas discusses how technology has powered the evolution of the index fund to direct indexing and now custom indexing. Host: Greg Bartalos.

McKinsey & Company Senior Partners Scott Keller and Vik Malhotra discuss the six responsibilities of the CEO role and the associated mindsets that distinguish the best leaders from the rest. Host: Steve Sanduski.

"The vast majority of this demographic wants to feel more in control," says David Snider, founder and CEO of Harness Wealth. Host: Greg Bartalos.

Performance coach Denise Shull says don't fight the feeling. Instead, your performance will soar when you effectively answer, "What am I feeling and why am I feeling it?" Host: Steve Sanduski.

Dasarte Yarnway and Emlen Miles-Mattingly explain how they're helping underrepresented advisors. Host: Greg Bartalos.

Many of today's popular ideas around generational differences are superficial stereotypes that miss the majority of what's actually happening among generations. Host: Steve Sanduski.

"This is a field that's going to give you a lot of emotional satisfaction when you know you've really helped a family," says Ken Van Leeuwen, founder of Van Leeuwen & Co. Host: Greg Bartalos.

Cash compensation is just one of many factors that you have to get right if you want to attract and retain the best talent in the industry. Host: Steve Sanduski.

"Clients are looking at their money in a much more digital environment and looking to get information at their fingertips whenever they want it." Host: Greg Bartalos.

Dr. Maria Nemeth discusses how to develop a healthy and powerful relationship with money that ultimately leads to living a fulfilling life as a hero's journey. Host: Steve Sanduski.

Advisors are missing out on an opportunity to help themselves, their firms, and their clients, argues Howard Epstein, a wealth management advisor and sports memorabilia expert. Host: Greg Bartalos.

The co-founder of the XY Planning Network says the growth trend for registered investment advisor firms is "almost inevitable." Hosts: Jack Otter and Ray Sclafani.

Historically, advisors were routinely asked "why are you recommending Bitcoin?" says the founder of the Digital Assets Council of Financial Professionals. "The question is now becoming, why aren't you?" Host: Jack Otter.

Rohit Bhargava, founder of the Non-Obvious Company and Ideapress Publishing, also discusses how to host and participate in events that exemplify diversity and inclusion. Host: Steve Sanduski.

"You have to figure out who you are, who you are meant to serve, why you want to serve them and everything else will flow out of that," says Patrick Brewer, president and CMO of WealthSource. Host: Greg Bartalos.

"If I've got a client with very low emotional intelligence, this is going to make my job as an advisor much more challenging," says Beverly Flaxington, cofounder of The Collaborative, who explains how advisors should engage with these clients. Host: Greg Bartalos.

Influence is a byproduct of who we are connected to, how much our connections trust us, and the sense of community that we share, according to author and behaviorist Jon Levy. Host: Steve Sanduski.

"Advisors are in a way in a therapeutic sort of relationship that requires staying with curiosity longer than maybe they'd like to," says author and management consultant Beverly Flaxington, who champions the importance of EQ and active listening. Host: Greg Bartalos.

Dane Jensen, CEO of Third Factor, says pressure, when understood correctly, can be a catalyst for peak performance. He details how to turn pressure into your ally using the "Pressure Equation." Host: Steve Sanduski.

The managing director of Kayne Anderson Rudnick also discusses alternative investments and the firm's defensive market posture. Host: Greg Bartalos.

Only by facing fear head-on is it possible to quiet your "impending doom generator" and realize your full potential, says Victoria Song, author and leadership advisor to successful founders and CEOs. Host: Steve Sanduski.

"You've got to figure out how to grow organically. And we've done it largely by overwhelming our clients with service," says Andy Berg, cofounder of Homrich Berg. Host: Greg Bartalos.

Allen Darby, CEO of Alaris Acquisitions, on M&A and how to analyze your profit and loss statement to uncover ways to enhance your firm's worth. Host: Steve Sanduski.

The pandemic is making people recognize that "life is not forever and they want to bring more purpose and intentionality to it," says Julie Kelly, a financial advisor with Edward Jones. Host: Greg Bartalos.

Valorie Kondos Field, who never was an athlete, led the UCLA Bruins gymnastics team to seven national titles. "A coach's job isn't to dictate change in someone. It's to motivate them to want to make consistent change." Host: Steve Sanduski.

Sometimes high-touch service means helping clients buy a Kentucky Derby-caliber racehorse, says GenTrust co-founder George Perez. Host: Ross Snel.

Building trust happens over time yet "it doesn't take a lot to destroy that trust," says David Sears who retired from the Navy after serving for 20 years. Host: Steve Sanduski.

"All of wealth management and banking is trying to wrap their head around" the ecosystem of non-fungible tokens and digital art, says Evan Beard, who runs the art services group at Bank of America Private Bank. Host: Greg Bartalos.

"People have increasingly lost faith in the models, frameworks, and moral codes that they grew up with," says the host of a popular podcast. Host: Steve Sanduski.

Brighton Jones CEO Jon Jones, who took a year off to visit 35 countries with his family, insists that his employees also find balance in their lives. Host: Greg Bartalos.

"Assets that you can't touch or feel are been becoming more and more important," says Stian Westlake, coauthor of Capitalism Without Capital. Host: Steve Sanduski.

Some of the firm's fastest-growing teams and products are emphasizing ESG investing, she says. Host: Ross Snel.

"One of the key elements in a trusted advisor relationship is the willingness to challenge the client," management consultant John Hagel says. Host: Steve Sanduski.

There's new attention on the power of shareholder voting, says the firm's ETF lead, Yasmin Dahya Bilger. Host: Greg Bartalos.