Episodes

  • Abby Salameh: How to Merge Marketing and Sales to Spur Organic Growth

    Abby Salameh: How to Merge Marketing and Sales to Spur Organic Growth
    Sep 24 2024
    The veteran RIA marketing executive explains how advisors can benefit by centralizing business silos. She also discusses the unsung power of annual client surveys and RFG Advisory’s initiatives to help women. Host: Greg Bartalos.
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    28 mins
  • Megan Gorman: Mastering Taxes and Estate Planning for Wealthy Clients

    Megan Gorman: Mastering Taxes and Estate Planning for Wealthy Clients
    Sep 17 2024
    Chequers Financial Management’s founder discusses why ultrahigh-net-worth investors require highly personalized services. Host: Steve Sanduski, CFP.
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    43 mins
  • Nelrae Pasha Ali: How to Teach Teens About Money and Investing

    Nelrae Pasha Ali: How to Teach Teens About Money and Investing
    Sep 10 2024
    The managing principal at Array Private Investment Advisory Group of Wells Fargo Financial Network discusses deferred gratification, budgeting, and tapping into what motivates teens. Host: Greg Bartalos.
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    47 mins
  • Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM

    Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM
    Sep 3 2024
    SignatureFD's CEO discusses the unsexy realities of building a multibillion-dollar RIA. Host: Steve Sanduski, CFP.
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    42 mins
  • Caroline Gundeck: Leveraging Your Firm’s Resources to Help Clients

    Caroline Gundeck: Leveraging Your Firm’s Resources to Help Clients
    Aug 27 2024
    The Morgan Stanley director discusses how connections and community in the workplace can help advisors anticipate and meet client expectations. Host: Greg Bartalos.
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    27 mins
  • Susie Cranston: Scaling Strategies for Multibillion-Dollar RIA Firms

    Susie Cranston: Scaling Strategies for Multibillion-Dollar RIA Firms
    Aug 20 2024
    Cresset’s president explains how strong leadership, a client-centric culture, and integrated technology can drive massive growth. Host: Steve Sanduski, CFP.
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    40 mins
  • Michael Schaffer: Long-Term Investing in a Short-Term World

    Michael Schaffer: Long-Term Investing in a Short-Term World
    Aug 13 2024
    The president of Schaffer Private Wealth Group discusses the importance of discipline and temperament and identifies the five criteria he seeks in long-term investments. Host: Greg Bartalos.
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    24 mins
  • Matt Cooper: Driving Growth With M&A and Private Equity

    Matt Cooper: Driving Growth With M&A and Private Equity
    Aug 6 2024
    How Beacon Pointe leveraged private equity to strike 19 deals in 21 months and kickstarted billions in organic and inorganic growth. Host: Steve Sanduski, CFP.
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    42 mins