Ranked #1
Nancy Daoud: Why Women Will 'Take Over' Wealth Management
Nancy Daoud: Why Women Will 'Take Over' Wealth Management
The Ameriprise private wealth advisor explains why she sees a bright future for women in the industry. Host: Greg Bartal... Read more
8 Aug 2023
•
18mins
Ranked #2
Sammy Azzouz: Mastering Organic Growth as an Independent RIA
Sammy Azzouz: Mastering Organic Growth as an Independent RIA
Growth is coming from a strategic focus on employee engagement, business development, client retention, and operational ... Read more
1 Aug 2023
•
46mins
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Ranked #3
Karen Altfest: Advising Women, Widows and 9/11 Families
Karen Altfest: Advising Women, Widows and 9/11 Families
The principal advisor at family-owned Altfest Personal Wealth Management has spent four decades advocating for women. Ho... Read more
11 Jul 2023
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14mins
Ranked #4
Matt Somberg: The Art and Science of Scaling to $2 Billion in AUM
Matt Somberg: The Art and Science of Scaling to $2 Billion in AUM
Advisor capacity, compensation, culture, blasting through the “messy middle,” differentiating your firm, and growth, the... Read more
27 Jun 2023
•
47mins
Ranked #5
Kate Healy: Evangelizing for Financial Planning as a Career Choice
Kate Healy: Evangelizing for Financial Planning as a Career Choice
Long dedicated to driving awareness of the profession to attract younger and more diverse applicants, Healy offers pract... Read more
13 Jun 2023
•
19mins
Ranked #6
Kevin Kelly Explores 'In the Year 2525,' Tech, and Longevity
Kevin Kelly Explores 'In the Year 2525,' Tech, and Longevity
Through the timeless narrative of 'In the Year 2525,' the co-founder of Wired magazine traverses the frontiers of tech a... Read more
30 May 2023
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43mins
Ranked #7
Barry Ritholtz: How Advisors Can Create Killer Content
Barry Ritholtz: How Advisors Can Create Killer Content
Want to create content, but not sure how to get started? The chairman and CIO of Ritholtz Wealth Management tells all. H... Read more
16 May 2023
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25mins
Ranked #8
Kenton Cool: Lessons in Leadership From a 16-Time Everest Summiteer
Kenton Cool: Lessons in Leadership From a 16-Time Everest Summiteer
The high altitude adventurer shares his hard-earned lessons from a life climbing the world’s highest mountains and how t... Read more
2 May 2023
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46mins
Ranked #9
Michael Nathanson: What Advisors Can Learn From Charles Darwin
Michael Nathanson: What Advisors Can Learn From Charles Darwin
The CEO of The Colony Group argues that organizations must adapt to an ever-changing environment or risk going extinct. ... Read more
18 Apr 2023
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25mins
Ranked #10
Kate Murphy: How to Truly Hear and Understand Your Clients
Kate Murphy: How to Truly Hear and Understand Your Clients
When was the last time you felt that someone really listened to you? And when did you last deeply listen to a client? Li... Read more
4 Apr 2023
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47mins