Michele Welsh: How Advisors Can Leverage YouTube, Podcasts, and AI
The CMO of Verdence Capital Advisors offers practical tips to help advisors craft messages and reach targeted audiences. Host: Greg Bartalos.
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27:46
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27:46
Ariana Bhatia: Investing for Multigenerational Families | Next Gen
The Merrill Lynch private advisor discusses how different generations approach their investment portfolios, why private investments are often misunderstood, and why they are so important to offer clients.
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19:59
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19:59
Michael Nathanson: Scaling Your Firm From Practice to Enterprise
Focus Financial Partners' CEO shares the mindset and required shifts in structure to turn a billion-dollar AUM firm into a lasting 100-year enterprise. Host: Steve Sanduski, CFP.
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1:07:20
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1:07:20
Suzanne Siracuse: How to Reinvent Yourself and Your Career
The former publisher turned wealth management consultant discusses the power of authentic relationships, the lessons she learned from her career change, and why advisors should “give back.” Host: Greg Bartalos.
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34:58
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34:58
Emily Malone: It’s Never too Late to Become an Advisor | Next Gen
The attorney turned Wells Fargo financial advisor discusses her career transition and suggests how Next-Gen advisors can maximize their value to their teams and best serve younger clients.
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