Marc Spilker's guest appearances

Marc Spilker

The Next Frontier

Julian Treasure

Chip Conley

Lolly Daskal

Ellen Langer

Marc Freedman

Jason Hewlett

Carolyn McClanahan

Dan Schawbel

Carolyn Rosenblatt

Robert Biswas-Diener

Bill Burnett

Hal Gregersen

George Kinder

Alexis Wright

Julie Littlechild

OwlTail

John Peluso

Digital advancements are reshaping our expectations as clients while also presenting new opportunities for financial advisors. In this episode, Marc Spilker, Executive Chairman of Merchant Investment Management, and John Peluso, President of First Clearing, join host Bill Coppel - Managing Director &amp; Chief Client Growth Officer at First Clearing - to share their perspectives on key trends unfolding in the wealth management space. In this episode, you’ll hear:  Three drivers reshaping the future of advice Why the move toward independence is accelerating – particularly in the Registered Investment Advisor (RIA) segment How advisors are redefining their value in the 21st century  Marc Spilker is Executive Chairman of Merchant Investment Management, a private partnership providing growth capital, management resources, strategic opportunities, and direction to independent financial services companies, particularly those focused on wealth and asset management. He previously served as president of Apollo Global Management - one of the world’s largest alternative investment managers - after a 20-year career at Goldman Sachs where he rose to become co-head of the investment management division. John Peluso is President of First Clearing, a business unit of Wells Fargo Clearing Services serving broker-dealers and RIA firms. A 25-year veteran with Wells Fargo Advisors and its predecessor firms, John was instrumental in launching Profit Formula which was the firm's first foray into independence. He then went on to lead Wells Fargo Advisors' Financial Network, the firm's independent representative channel, into becoming one of the most successful independent businesses in the country.  Ways to Connect  Marc Spilker: https://www.linkedin.com/in/marcspilker/ John Peluso: https://www.linkedin.com/in/john-peluso-79178814b/ 

Digital advancements are reshaping our expectations as clients while also presenting new opportunities for financial advisors. In this episode, Marc Spilker, Executive Chairman of Merchant Investment Management, and John Peluso, President of First Clearing, join host Bill Coppel - Managing Director &amp; Chief Client Growth Officer at First Clearing - to share their perspectives on key trends unfolding in the wealth management space. In this episode, you’ll hear: <ul> <li>Three drivers reshaping the future of advice</li> <li>Why the move toward independence is accelerating – particularly in the Registered Investment Advisor (RIA) segment</li> <li>How advisors are redefining their value in the 21st century</li> </ul> Marc Spilker is Executive Chairman of Merchant Investment Management, a private partnership providing growth capital, management resources, strategic opportunities, and direction to independent financial services companies, particularly those focused on wealth and asset management. He previously served as president of Apollo Global Management - one of the world’s largest alternative investment managers - after a 20-year career at Goldman Sachs where he rose to become co-head of the investment management division. John Peluso is President of First Clearing, a business unit of Wells Fargo Clearing Services serving broker-dealers and RIA firms. A 25-year veteran with Wells Fargo Advisors and its predecessor firms, John was instrumental in launching Profit Formula which was the firm's first foray into independence. He then went on to lead Wells Fargo Advisors' Financial Network, the firm's independent representative channel, into becoming one of the most successful independent businesses in the country.  Ways to Connect <ul> <li>Marc Spilker: <a href="https://www.linkedin.com/in/marcspilker/" rel="nofollow" target="_blank">https://www.linkedin.com/in/marcspilker/</a></li> <li>John Peluso: <a href="https://www.linkedin.com/in/john-peluso-79178814b/" rel="nofollow" target="_blank">https://www.linkedin.com/in/john-peluso-79178814b/</a></li> </ul>

Marc Spilker &  John Peluso: Perspectives on the Evolving Advice Business