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.

Jason Early: How Top Advisors Win Business Owner Clients

The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.