The founder and CEO of Dynasty Financial Partners describes five things that buyers and sellers of RIAs each need to do before engaging in a transaction. Host: Greg Bartalos.
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May 26
18 min
The founder of FCS Family Office describes how Lou Holtz’s coaching shaped the character and values behind his success advising billionaire families. Host: Steve Sanduski, CFP.
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May 19
40 min
The CEO of Envestnet explains why data and AI are increasingly valuable assets for advisors. Host: Greg Bartalos.
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May 12
21 min
The SkyBridge Capital founder and short-lived White House communications director says that financial advisors must recognize the growing economic disparity and rise of populism and educate clients about AI and digital assets. Host: Steve Sanduski.
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May 5
50 min
State Street Investment Management’s president and CEO discusses the company’s product strategy, corporate partnerships, and "incredibly important" retirement segment. Host: Greg Bartalos.
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Apr 28
16 min
The CEO and founder of NorthRock Partners explains how industry consolidation, AI, digital assets, private markets, and a consumer shift toward digital convenience are connected. Host: Ray Sclafani.
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Apr 21
1 hr
Carson Group’s founder opens up about the highs, lows, lessons learned, and sacrifices made in building a $57 billion firm. Host: Steve Sanduski, CFP.
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Apr 14
59 min
Given the current uncertain environment, the co-chief investment officer of Evoke Advisors advises investors to maintain a long-term horizon and reduce asset correlation. Host: Greg Bartalos.
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Apr 7
38 min
The founder of RISR describes how advisors can position themselves to attract, and deliver more value to, business owners. Host: Steve Sanduski, CFP.
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Mar 31
36 min
A partner at Socium Advisors, Magner describes her firm's growth from $12 million to $2.6 billion in assets under management and its shift from investment management to a comprehensive "defensive planning" structure. Host: Ray Sclafani.
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Mar 24
52 min
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