Navigating the market with Michael Antonelli
Navigating the market with Michael Antonelli
Michael Antonelli of Baird joins to talk his approach to building a social brand (7:53 - 16:06), how to translate market... Read more
26 May 2021
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45mins
Building a meaningful client experience with Kristen Schmidt
Building a meaningful client experience with Kristen Schmidt
Kristen Schmidt of RIA Oasis joins to discuss her journey, how to build an exceptional client experience and service mod... Read more
12 May 2021
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49mins
Staying prepared for industry shifts
Staying prepared for industry shifts
With a tax proposal from the new administration revealed, what should advisors be doing to educate themselves and their ... Read more
30 Apr 2021
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33mins
Transforming client-advisor meetings with Corey Westphal
Transforming client-advisor meetings with Corey Westphal
Corey Westphal of MobileAssistant joins to discuss the practice management challenges facing advisors across efficiency,... Read more
14 Apr 2021
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44mins
Most Popular Podcasts
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Crypto 101 for advisors with Tyrone Ross Jr.
Crypto 101 for advisors with Tyrone Ross Jr.
Tyrone Ross Jr. of Onramp Invest joins to discuss what advisors need to know about cryptocurrency in the segment “No Dum... Read more
31 Mar 2021
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52mins
Remote client relationships, alternative investments
Remote client relationships, alternative investments
Now one year into the pandemic, how can advisors retain strong client relationships in the remote world? (04:33 - 15:35)... Read more
17 Mar 2021
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26mins
Introductions, meme stocks, 2021 FinTech conferences
Introductions, meme stocks, 2021 FinTech conferences
Introducing The Planning Desk podcast and hosts Anthony Stich and Tom Burmeister of NaviPlan by Advicent. How should adv... Read more
3 Mar 2021
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24mins
