Raj Bhatia: Don’t Shy Away From Hiring Your Own Child
The long-time Merrill Private Wealth Management advisor explains why his daughter joined his firm and offers his best advice for advisors considering hiring their offspring. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
19:39
Kaden Bernstein: Key Ingredients for Success | Next Gen
The Morgan Stanley financial advisor discusses the importance of knowing your limits, ways to avoid burnout, and the benefits of surrounding yourself with kindred spirits.
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
19:09
Peter Wilken: The Biggest Branding Mistake Financial Advisors Make
Top marketer behind Coca Cola, Disney, and McDonald’s delivers a masterclass in brand strategy for growing your advisory firm. Host: Steve Sanduski, CFP.
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
48:15
Joe McLean: Winning Strategies for Advisors Who Serve Athletes
The managing partner at MAI Capital Management discusses his time as a professional basketball player and how that experience helps him connect with and create successful outcomes for clients. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
24:06
Dane Burkholder: 3 Key Skills for Advisors | Next Gen
The ability to communicate effectively, build relationships, and execute with a sense of urgency are "three of the best skills" that an advisor can focus on, says the managing partner of Roseville Wealth Management.
Learn more about your ad choices. Visit megaphone.fm/adchoices
México