Podcast 007: Robert Powell – Editor of Retirement Daily on TheStreet
Retirement expert discusses what Americans are doing RIGHT – and more importantly, what they’re overlooking. Robert Powell contributes regularly to TheStreet and USA TODAY, serves as editor of the Retirement Management Journal, and hosts the Exceptional Advisor podcast. He has written…
Podcast 006: James Pethokoukis – Economic Analyst and Columnist at the American Enterprise Institute
Discover expert insight on how the latest trade and policy issues will impact your clients James Pethokoukis is the DeWitt Wallace Fellow at the American Enterprise Institute and a frequent CNBC commentator who offers his perspective on trade, economics, and other financial subjects. He…
Podcast 004: Carl Richards – Creator of The Behavior Gap
New York Time columnist sheds light on practical tactics to connect with clients and ease their anxieties. A Certified Financial Planner and creator of The Behavior Gap, Carl Richards has discovered that the most powerful tactic to help a client that’s thinking irrationally isn’t to explain the…
Podcast 003: Susan Danzig – Business Development Coach for Financial Services Professionals
Secrets to creating a winning succession plan for financial advisors What does an advisory owner really need to have in order when they’re preparing for retirement and succession? For 25 years Susan Danzig has been helping financial services professionals understand their value, create and…
Podcast 002: Dave Christensen – Chief Product & Technology Officer at FMG Suite
Fintech mastermind shows how marketing has evolved and where advisors need to catch up Dave Christensen has been leading the development of marketing technology for financial advisors, insurance agents, and other service professionals for 20 years. In that time he’s had the chance to get a unique…