Episodios

  • Episode 231 – Kingswood’s Billion-Dollar Partnership with Eudaimonia with Mike Nessim, Jaime Golden, & John Goodson

    Episode 231 – Kingswood’s Billion-Dollar Partnership with Eudaimonia with Mike Nessim, Jaime Golden, & John Goodson
    Oct 9 2024
    Kingswood U.S. recently announced the successful partnership of the Nashville, Tennessee-based Eudaimonia Partners and Eudaimonia Advisors (Collectively known as “Eudaimonia”). Additionally, it entered a strategic alliance with Eudaimonia Asset Management, a turnkey asset management-based RIA. The three RIAs under the Eudaimonia Group collectively represent more than $1 billion in total client assets. To discuss this … Continue reading Episode 231 – Kingswood’s Billion-Dollar Partnership with Eudaimonia with Mike Nessim, Jaime Golden, & John Goodson →
    Más Menos
    15 m
  • Episode 230 – Maximizing Returns in a New Rate Environment with Kevin Flanagan

    Episode 230 – Maximizing Returns in a New Rate Environment with Kevin Flanagan
    Sep 27 2024
    WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures. Kevin Flanagan is the Head of Fixed Income Strategy at WisdomTree, joining us to share expert insights on the shifting yield curve, Federal Reserve rate strategies, and actionable tips for managing … Continue reading Episode 230 – Maximizing Returns in a New Rate Environment with Kevin Flanagan →
    Más Menos
    20 m
  • Episode 229 – What’s Driving Record Highs for HNWIs? with Elias Ghanem

    Episode 229 – What’s Driving Record Highs for HNWIs? with Elias Ghanem
    Sep 16 2024
    Elias Ghanem is the Global Head of Capgemini Research Institute for Financial Services. Capgemini is a global partner in business and technology transformation, helping organizations accelerate their digital and sustainable transitions for tangible impact on both enterprises and society. In this podcast, we explore the record-breaking growth of high-net-worth individuals (HNWIs) and the factors contributing … Continue reading Episode 229 – What’s Driving Record Highs for HNWIs? with Elias Ghanem →
    Más Menos
    17 m
  • Episode 228 – The Psychology of Wealth and Financial Confidence with Michelle Arpin Begina

    Episode 228 – The Psychology of Wealth and Financial Confidence with Michelle Arpin Begina
    Sep 10 2024
    Michelle Arpin Begina is a Senior Partner and Managing Director at Snowden Lane Partners. Snowden Lane is a $13 billion RIA firm providing global independent wealth advice. In this podcast, Michelle discusses her book Be Good with Money, drawing from her 30-year career to offer insights combining social psychology and financial therapy. Also discussed: The … Continue reading Episode 228 – The Psychology of Wealth and Financial Confidence with Michelle Arpin Begina →
    Más Menos
    14 m
  • Episode 227 – Inside a Century of Wealth Stewardship with Matt McCarte

    Episode 227 – Inside a Century of Wealth Stewardship with Matt McCarte
    Aug 26 2024
    Matt McCarte is the Managing Director and Head of Wealth Management of Pitcairn: a century-old family office located in suburban Philadelphia with $8.3 billion in assets under advisement. In this episode, we explore Pitcairn’s approach to wealth management and the strategies behind guiding ultra-high net worth families in preserving their legacy. Topics Discussed: The … Continue reading Episode 227 – Inside a Century of Wealth Stewardship with Matt McCarte →
    Más Menos
    16 m
  • Episode 226 – How Hybrid RIAs Can Position Themselves for the Future and Attract Top Talent with Jeff Gonyo

    Episode 226 – How Hybrid RIAs Can Position Themselves for the Future and Attract Top Talent with Jeff Gonyo
    Aug 16 2024
    Jeff Gonyo is the Senior Divisional President of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Jeff Gonyo discusses the shift to independent advisory models, entrepreneurial freedom, and the firm’s unique equity ownership structure that fosters growth and collaboration. Also discussed: … Continue reading Episode 226 – How Hybrid RIAs Can Position Themselves for the Future and Attract Top Talent with Jeff Gonyo →
    Más Menos
    Menos de 1 minuto
  • Episode 225 – Engaging Clients Across Generations with Eliot Weissberg

    Episode 225 – Engaging Clients Across Generations with Eliot Weissberg
    Aug 12 2024
    Eliot Weissberg is the President of The Investors Center, a financial and longevity planning firm that guides clients to discover and leverage their capacity to live and age confidently. In this podcast, Eliot and hosts, Steve Gresham and Suzanne Schmitt, discuss the importance of longevity planning in financial advising, with insights on building long-term client … Continue reading Episode 225 – Engaging Clients Across Generations with Eliot Weissberg →
    Más Menos
    23 m
  • Episode 224 – Why Marketing is Crucial for Advisors Seeking Practice Growth with Greg Banasz

    Episode 224 – Why Marketing is Crucial for Advisors Seeking Practice Growth with Greg Banasz
    Aug 8 2024
    Greg Banasz is the Managing Director, founding partner, and Chief Marketing Officer at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Greg and Doug discussed the key factors contributing to Steward Partners’ success, as well as customization and flexibility in creating effective marketing … Continue reading Episode 224 – Why Marketing is Crucial for Advisors Seeking Practice Growth with Greg Banasz →
    Más Menos
    15 m