145 Available Episodes (145 Total)Average duration: 00:35:55
Apr 18, 2023
Michael Nathanson: What Advisors Can Learn From Charles Darwin
00:25:39
The CEO of The Colony Group argues that organizations must adapt to an ever-changing environment or risk going extinct. Host: Greg Bartalos.
Apr 04, 2023
Kate Murphy: How to Truly Hear and Understand Your Clients
00:47:04
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.
Mar 21, 2023
How to Build an Enduring Legacy and Secure Long-Lasting Wealth
00:22:59
Robert Balentine, chairman of his namesake firm, explains why it's crucial that advisors focus on conversations about family relationships. Host: Greg Bartalos.
Mar 07, 2023
Dynasty’s Casey McKeon: How to Bring More Women Into Wealth Management
00:22:17
The senior vice president of relationship management makes the case for hiring women with non-traditional backgrounds. Host: Greg Bartalos.
Feb 21, 2023
Mal Makin’s Underrated—and Understated—Ways to Gain Clients
00:35:15
The founder of Professional Planning Group and master storyteller discusses the power of transparency and having a light touch. Host: Greg Bartalos.
Feb 07, 2023
‘Failure Is Not an Option.’ Lessons Learned From High Expectations
00:23:36
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.
Jan 24, 2023
How to Keep Clients From Acting on Fear and Greed
00:19:29
Scott Tiras, president of Houston-based Tiras Wealth Management, shares evergreen lessons in an interview recorded late last year. Host: Greg Bartalos.
Jan 10, 2023
CAIS’ Abby Salameh on Alts, Advisors, and ‘Leading With Learning’
00:21:21
“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.
Dec 27, 2022
A Candy Bar, a 10-Year Old, and a Successful RIA
00:16:54
Barbara Hudock, CEO and founding partner of Hudock Capital Group, traces her altruism back to an epiphany from her youth. Host: Greg Bartalos.
Dec 20, 2022
Using Stories to Connect with Clients and Prospects
00:48:10
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.
Apr 18 | 00:25:39
Michael Nathanson: What Advisors Can Learn From Charles Darwin
Apr 04 | 00:47:04
Kate Murphy: How to Truly Hear and Understand Your Clients
Mar 21 | 00:22:59
How to Build an Enduring Legacy and Secure Long-Lasting Wealth
Mar 07 | 00:22:17
Dynasty’s Casey McKeon: How to Bring More Women Into Wealth Management
Feb 21 | 00:35:15
Mal Makin’s Underrated—and Understated—Ways to Gain Clients
Feb 07 | 00:23:36
‘Failure Is Not an Option.’ Lessons Learned From High Expectations
Jan 24 | 00:19:29
How to Keep Clients From Acting on Fear and Greed
Jan 10 | 00:21:21
CAIS’ Abby Salameh on Alts, Advisors, and ‘Leading With Learning’
Dec 27 | 00:16:54
A Candy Bar, a 10-Year Old, and a Successful RIA
Dec 20 | 00:48:10
Using Stories to Connect with Clients and Prospects
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