Episodes

  • Ryan Moran: Top Tips for Working With Younger Clients | Next Gen

    Ryan Moran: Top Tips for Working With Younger Clients | Next Gen
    Jul 3 2025
    The Merrill Lynch Wealth Management advisor discusses how a sound financial plan can reduce client anxiety about their finances. Moran also offers career advice for younger advisors and discusses intergenerational planning, crypto, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    18 mins
  • Ashley Adamson and Yogi Roth: Top Teams and the Power of Connection

    Ashley Adamson and Yogi Roth: Top Teams and the Power of Connection
    Jun 24 2025
    Adamson, a sports broadcaster and entrepreneur, and Roth, a Big Ten Network college football analyst and filmmaker, discuss the importance of storytelling, curiosity, and creating a culture where team members feel seen and heard. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    42 mins
  • Gina Thompson: Empowering Clients Through Education | Next Gen

    Gina Thompson: Empowering Clients Through Education | Next Gen
    Jun 18 2025
    “I'm a strong believer in being educated on all the things that are being placed in your portfolio,” says the RBC senior vice president and portfolio director. “We aim to empower our clients through education.” Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 mins
  • Dr. Daniel Crosby: The Psychology of Client Decision-Making Explained

    Dr. Daniel Crosby: The Psychology of Client Decision-Making Explained
    Jun 17 2025
    Orion’s chief behavioral officer discusses how advisors can guide clients through fear, bias, and emotionally charged decisions. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    44 mins
  • Max Lane: Tech and the Future of Wealth Management

    Max Lane: Tech and the Future of Wealth Management
    Jun 10 2025
    Flourish’s CEO discusses his vision for the company, rising expectations from clients, dynamic financial planning, and strategies for organic growth. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    28 mins
  • Kevin Casey: M&A, Valuations, and Deal Structures | Next Gen

    Kevin Casey: M&A, Valuations, and Deal Structures | Next Gen
    Jun 5 2025
    The managing director at Pathstone discusses the firm’s philosophy for making deals, how it values firms, and how employees can build equity in the company. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23 mins
  • David DeVoe: How to Maximize Your RIA Firm’s Valuation

    David DeVoe: How to Maximize Your RIA Firm’s Valuation
    Jun 3 2025
    Top consultant shares his view on what makes advisory firms thrive, scale, and command premium valuations. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    54 mins