On the Circuit
Total duration:
17 h 36 min
45. The Role of Custodians and Digital Marketing in Advisor Efficiency, with Tony Stitch of Entrustody
On the Circuit
16:51
44. Why Longevity Planning is the New Financial Planning, with Keena Pettijohn of Lifelogixs Strategic Consultancy Group
On the Circuit
14:28
43. Unlocking the Potential of Private Markets, with Ryan VanGorder of Opto Investments
On the Circuit
10:27
42. Building Stronger Client Relationships Through Behavioral Finance, with Jerry Szatko of Unitifi
On the Circuit
11:29
41. Why Liability Planning is the Next Differentiator for Financial Advisors, with Siddhartha Oza of Sora Finance
On the Circuit
18:51
40. Collaboration over Competition and Managing Expectations of Next-Gen Advisors, with Thomas Pargett of Carson Wealth
On the Circuit
12:23
39. Leveraging Estate Planning as a Marketing Tool for Advisors, with Matt Morris of EncorEstate Plans
On the Circuit
15:23
38. Hiring the Right People and Bettering Yourself via Peer Networking, with David Stevens of Stevens Capital Partners
On the Circuit
12:01
37. Conversations that Lead to Conversions and Effective Marketing Tactics for Advisors, with Lara Galloway of White Glove
On the Circuit
12:24
36. Changing the Consulting Game and Building on Data, with Doug Fritz of F2 Strategy
On the Circuit
18:17
35. The Power of Industry Conferences and Professional Organizations, with Nate Hudson of Avior Wealth Management
On the Circuit
08:26
34. Holding Generational and Gendered Conversations and Retaining Diverse Voices, with Julie Johnson of XY Communication
On the Circuit
17:14
33. Tackling Industry Trends and Taking a Holistic Approach, with Marlena Lee of Dimensional Fund Advisors
On the Circuit
09:38
32. Bridging the Communication Gap and Reaching Next-Gen Clients, with Tom Fields of Fynancial
On the Circuit
12:46
31. Rebranding Riskalyze to Nitrogen and the Future of Tech Stacks, with Tricia Rothschild of Nitrogen
On the Circuit
14:49
30. John O’Connell on Values-based Investing, the Cybersecurity Education and the Future of AI in Fintech
On the Circuit
24:36
29. Angie Herbers on Organic Growth for Financial Planners in a post-COVID World
On the Circuit
22:13
28. Philipp Hecker on Mastering Actionable Advice for Client Engagement
On the Circuit
16:13
27. Diana Cabrices on the Art of Unique Positioning and Fractional Evangelism
On the Circuit
17:34
26. Expert Advice from Ryan Marcus: The Benefits and Risks of Independence
On the Circuit
24:21
25. Liang Zhao on Amplifying Awareness and Engagement in a Competitive Market
On the Circuit
25:14
24. Aaron Klein on the Genesis of Nitrogen and the Power of Growth Platforms
On the Circuit
20:35
23. Sheryl O’Connor on Empowering Clients through Secure Financial Planning
On the Circuit
29:19
22. Dr. Mary Bell Carlson and Jonathan Walker on the Intersection of Technology and Humanity in Financial Planning
On the Circuit
34:32
21. Susan Bradley and Sarah Newcomb on Creating Purposeful Lives Through Personalized Financial Planning
On the Circuit
55:38
20. Dr. Kristy Archuleta, Dr. Michael Kothakota and Ed Coambs on the Psychology of Financial Planning
On the Circuit
60:38
19. Deirdre Van Nest and Torie Happe On Connecting with Clients through Authentic Storytelling
On the Circuit
55:43
18. Brian Portnoy and Amy Mullen on Achieving Financial Well-Being
On the Circuit
62:14
17. Adam Holt and Jess Bost on Navigating the Future of Finance with Tech and Trust
On the Circuit
50:49
16. Jason Wenk & Dr. Meghaan Lurtz on Creating a Mission-Driven Culture in Financial Planning
On the Circuit
67:49
15. Corey Westphal’s Vision for the Future of Finance: Mobile Assistant’s Rebrand
On the Circuit
27:08
14. How to Ask Clients the Right Questions, Featuring Brendan Frazier and Dr. Sarah Fallaw
On the Circuit
49:28
13. Building Trust Begins with Conversations: Insights from Dr. Preston Cherry and Shana Sissel
On the Circuit
45:24
12. A Human-First Approach to Financial Planning with Ross Marino
On the Circuit
46:04
11. Tony Stich & Aaron Brodt
On the Circuit
19:48
10. Suleman Din
On the Circuit
15:14
9. Joel Bruckenstein & Shannon Spotswood
On the Circuit
16:43
8. Anand Sheth & Scott Scherr
On the Circuit
18:13
7. Jack Ginter & Matt Middleton
On the Circuit
27:14
6. Shannon Rosic & Brandon Kawal
On the Circuit
18:04
