Bill Coppel's guest appearances

Bill Coppel

The Next Frontier

Julian Treasure

Chip Conley

Lolly Daskal

Ellen Langer

Marc Freedman

Jason Hewlett

Carolyn McClanahan

Dan Schawbel

Carolyn Rosenblatt

Robert Biswas-Diener

Bill Burnett

Hal Gregersen

George Kinder

Alexis Wright

Julie Littlechild

OwlTail

At the Next Frontier, we’ve covered a lot of ground, exploring the impact of digital disruption, the changing industry landscape, and what it means to deliver value in the evolving advice business. Join host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing − as he reflects on the perspectives gained, and insights shared, on this journey.   Show Notes Bill is an industry veteran, human performance enthusiast, and life-long learner. An advisor by training and a client by choice, he understands that the industry is at a tipping point: the role of the advisor and what investors really value are changing. He continuously challenges himself and others to redefine the value they provide in helping clients excel in a world overrun by constant change.   Ways to Connect with Bill LinkedIn: linkedin.com/in/bill-coppel-05128ab

At the Next Frontier, we’ve covered a lot of ground, exploring the impact of digital disruption, the changing industry landscape, and what it means to deliver value in the evolving advice business. Join host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing − as he reflects on the perspectives gained, and insights shared, on this journey. Show Notes Bill is an industry veteran, human performance enthusiast, and life-long learner. An advisor by training and a client by choice, he understands that the industry is at a tipping point: the role of the advisor and what investors really value are changing. He continuously challenges himself and others to redefine the value they provide in helping clients excel in a world overrun by constant change. Ways to Connect with Bill LinkedIn: <a href="https://www.linkedin.com/in/bill-coppel-05128ab" rel="nofollow" target="_blank">linkedin.com/in/bill-coppel-05128ab</a>

Bill Coppel: The Next Frontier Final Episode

At the Next Frontier, we’ve learned a lot from our guests about how to navigate a world of perpetual uncertainty and accelerating change. Join host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, as he reflects on how the 24/7 flow of information − and misinformation − affects our ability to transition and pivot through life. In this episode, you’ll hear:  Why advice delivered from a competent professional matters Three ways that advice can help us combat misinformation Perspectives on the nature of facts, news, and truth  Bill is an industry veteran, human performance enthusiast, and life-long learner. An advisor by training and a client by choice, he understands that the industry is at a tipping point: the role of the advisor and what investors really value are changing. He continuously challenges himself and others to redefine the value they provide in helping clients excel in a world overrun by constant change. Ways to Connect with Bill LinkedIn: linkedin.com/in/bill-coppel-05128ab Website:  https://www.firstclearing.com/the-next-frontier/the-next-frontier-podcast/

At the Next Frontier, we’ve learned a lot from our guests about how to navigate a world of perpetual uncertainty and accelerating change. Join host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, as he reflects on how the 24/7 flow of information − and misinformation − affects our ability to transition and pivot through life. In this episode, you’ll hear: <ul> <li>Why advice delivered from a competent professional matters</li> <li>Three ways that advice can help us combat misinformation</li> <li>Perspectives on the nature of facts, news, and truth</li> </ul> Bill is an industry veteran, human performance enthusiast, and life-long learner. An advisor by training and a client by choice, he understands that the industry is at a tipping point: the role of the advisor and what investors really value are changing. He continuously challenges himself and others to redefine the value they provide in helping clients excel in a world overrun by constant change. Ways to Connect with Bill LinkedIn: <a href="https://www.linkedin.com/in/bill-coppel-05128ab" rel="nofollow" target="_blank">linkedin.com/in/bill-coppel-05128ab</a> Website: <a href="https://www.firstclearing.com/the-next-frontier/the-next-frontier-podcast/" rel="nofollow" target="_blank"> https://www.firstclearing.com/the-next-frontier/the-next-frontier-podcast/</a>

Bill Coppel: Season 3 Close – Separating Fact from Fiction

Bill Coppel – Managing Director &amp; Chief Client Growth Officer at First Clearing – shares insights from season 1 guests on how advisors can approach remaining relevant and valued in the 21st century. Hear from physician Dr. Bryan Vartabedian; Harvard psychology professor Dr. Ellen Langer; sound and listening expert Julian Treasure; psychologist and Stanford professor Dr. Jeff Hancock; and wealth management CEO Seth Streeter. In this episode, you’ll hear:  Why our approach to creating value should be examined and likely changed The importance of empathy in curating client well-being What success can look like for advice professionals in the 21st century    For more information — Website:  https://www.firstclearing.com/the-next-frontier/the-next-frontier-podcast/

Bill Coppel – Managing Director &amp; Chief Client Growth Officer at First Clearing – shares insights from season 1 guests on how advisors can approach remaining relevant and valued in the 21st century. Hear from physician Dr. Bryan Vartabedian; Harvard psychology professor Dr. Ellen Langer; sound and listening expert Julian Treasure; psychologist and Stanford professor Dr. Jeff Hancock; and wealth management CEO Seth Streeter. In this episode, you’ll hear: <ul> <li>Why our approach to creating value should be examined and likely changed</li> <li>The importance of empathy in curating client well-being</li> <li>What success can look like for advice professionals in the 21st century</li> </ul> For more information — Website: <a href="https://www.firstclearing.com/the-next-frontier/the-next-frontier-podcast/" rel="nofollow" target="_blank"> https://www.firstclearing.com/the-next-frontier/the-next-frontier-podcast/</a>