Tag: Wealth Management
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087 Turning Your Practice Into a Lamborghini With Derek Notman
Your practice can’t be defined by a zip code in today’s digital age. Derek Notman, founder of Intrepid Wealth Partners and Conneqtor talks to us today…
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077 Syncing Your Message With Your Market With Marie Swift
We all need to reconnect with clients in today’s stressful world. However, Marie Swift, CEO of Swift Communications says it’s more important to back u…
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074 Building Your Brand With Social Media with Debra Jasper
Do you used LinkedIn on a regular basis? Your clients, or more importantly, their kids most certainly do. Making certain your profile reflects your pe…
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071 Better Serving Your Female Clients With Kathleen Burns Kingsbury
Some of your most overlooked prospects in the pandemic may be the female members of the couples you have helped over the past several years. Kathleen …
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068 Creating Efficient, Authentic Connections With Clients Over Video With Charles Samuel
Learn how to build better connections with clients and their family, make complicated concepts simpler, and conduct more business over a camera on the…
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059 Mastering Money For The Masses With Norm Champ
Today’s virtual advisor model creates a new opportunity to educate more people than ever about basic financial concepts. We explore both challenges an…
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054 The Case for More Female Advisors With Sheila Jelinek and Suzanne Norman
Sheila Jelinek and Suzanne Norman join us today from Milliman to discuss a recent paper they wrote entitled, “The Case for More Female Advisors”. Advi…
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050 Building a Modern Annuity Business with Cathy Dewitt Dunn
Today, we talk strategies, trends and client needs with Cathy DeWitt Dunn, a pioneer in the digital advice arena. Connect with Cathy DeWitt Dunn: W…
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045 Adapting to Disruption and Other Lessons from Emerging Markets With Angus Shillington
Angus Shillington, a long-time emerging markets equity expert, joins us to talk about disruption in markets by technology and external catalytic event…
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041 Helping Clients Navigate Chaos While Creating New Value For Your Practice With H. Adam Holt
Today, H. Adam Holt, CEO of Asset-Map joins us to talk about the company he founded to help clients visually understand their goals and how they will …