Ranked #1
07: Tim Dean: The Silent Disruptor - Generations in the Workplace
07: Tim Dean: The Silent Disruptor - Generations in the Workplace
Today, we have five generations participating simultaneously in the workforce and with that comes conflicting beliefs an... Read more
7 Nov 2018
•
28mins
Ranked #2
George Kinder: Golden Civilization Conversations
George Kinder: Golden Civilization Conversations
While traditional advisor training is centered around money and finances, today’s guest has a different view, focused on... Read more
4 Dec 2019
•
49mins
Ranked #3
09: Bob Chapman: Truly Human Leadership
09: Bob Chapman: Truly Human Leadership
Amidst digital disruption in the financial services industry, Bob Chapman knows there will always be a need for caring. ... Read more
5 Dec 2018
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36mins
Ranked #4
Bill Coppel: Season 1 Reflections – What Really Matters
Bill Coppel: Season 1 Reflections – What Really Matters
Bill Coppel – Managing Director & Chief Client Growth Officer at First Clearing – shares insights from season 1 gues... Read more
23 Oct 2019
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32mins
Most Popular Podcasts
The Joe Rogan Experience
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Ranked #5
Pat Blassie: The Power of Relationship
Pat Blassie: The Power of Relationship
Why hire a travel agent when you can DIY online? The answer: guidance, empathy & trust. These are the human elements... Read more
5 Jun 2019
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37mins
Ranked #6
Welcome to Season 2 of The Next Frontier
Welcome to Season 2 of The Next Frontier
Disruption is all around us as technology impacts every aspect of our lives. But despite all of the great things that te... Read more
6 Nov 2019
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7mins
Ranked #7
15: Mikol Davis and Carolyn Rosenblatt: Aging Clients and Family Dynamics – Navigating the Dialogue
15: Mikol Davis and Carolyn Rosenblatt: Aging Clients and Family Dynamics – Navigating the Dialogue
Client conversations about aging are difficult but essential -- especially when advisors are entrusted to protect their ... Read more
27 Feb 2019
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47mins
Ranked #8
11: Dr. Ellen Langer - Maybe It’s Mindfulness
11: Dr. Ellen Langer - Maybe It’s Mindfulness
Mindfulness – It’s a word that many people equate with meditation, but it actually is the simple process of noticing new... Read more
2 Jan 2019
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32mins
Ranked #9
03: Secrets of Top Sellers, Part 1, with Steve Harvill
03: Secrets of Top Sellers, Part 1, with Steve Harvill
A conversation at a sales awards dinner led Steve Harvill to study top performers across a variety of industries. What h... Read more
12 Sep 2018
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24mins
Ranked #10
The Real-Life Challenges of Wealth Management, Part 2
The Real-Life Challenges of Wealth Management, Part 2
If you’re only talking to clients about investments, then you’re missing the issues that are actually top of mind, and f... Read more
15 May 2019
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26mins
Ranked #11
Carolyn Armitage: Advising the Advisor
Carolyn Armitage: Advising the Advisor
As consumer demand is increasing and financial advisors are aging, the industry is facing a succession crisis. Industry ... Read more
29 May 2019
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36mins
Ranked #12
Jeff Hancock: The Evolution of Trust
Jeff Hancock: The Evolution of Trust
In an era of fake news, our society is in a bit of a moral panic. But Dr. Jeff Hancock, an expert in social media behavi... Read more
26 Jun 2019
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49mins
Ranked #13
Dr. Michelle Pannor Silver: Should We Retire the Concept of Retirement?
Dr. Michelle Pannor Silver: Should We Retire the Concept of Retirement?
Work has shifted from being strictly a source of income to becoming a major source of personal identity, so the way we t... Read more
22 May 2019
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50mins
Ranked #14
A View on Disruption: What Advisors Might Learn from the Agency World
A View on Disruption: What Advisors Might Learn from the Agency World
Today’s advertising business would be almost unrecognizable to the Don Drapers of the Mad Men era. Platforms, deliverabl... Read more
9 Oct 2019
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32mins
Ranked #15
20: Learning to Walk the Talk
20: Learning to Walk the Talk
We often think communication is as natural as walking, but really, it requires much thoughtfulness and preparation. With... Read more
8 Apr 2019
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42mins
Ranked #16
10: Conor Delaney: Trading Jaguars for Jogging
10: Conor Delaney: Trading Jaguars for Jogging
No matter your career, physical, spiritual, and emotional health is essential to success. Conor Delaney understands the ... Read more
19 Dec 2018
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28mins
Ranked #17
Hal Gregersen: How Unexpected Questions Can Lead to Breakthroughs
Hal Gregersen: How Unexpected Questions Can Lead to Breakthroughs
What common trait do truly exceptional leaders share? Great leaders are exceptional at asking the questions that others ... Read more
10 Jul 2019
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40mins
Ranked #18
17: Dr. Tim Ursiny: Building Better Relationships with a New Kind of Coaching
17: Dr. Tim Ursiny: Building Better Relationships with a New Kind of Coaching
In a period of rapid change, financial advisors must learn how to deal with stress and build resilience, for themselves ... Read more
20 Mar 2019
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29mins
Ranked #19
Heywood Sloane: Your Health Is Your Wealth
Heywood Sloane: Your Health Is Your Wealth
Health and wealth are interconnected, yet many delay health-care planning until later in life. Heywood Sloane works at t... Read more
21 Aug 2019
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32mins
Ranked #20
05: Sherri Snelling: Care for the Caregiver – Insights for Clients and Ourselves
05: Sherri Snelling: Care for the Caregiver – Insights for Clients and Ourselves
Caregiving is an issue touching more lives today than you may realize. Today, an estimated 65 million Americans are in a... Read more
10 Oct 2018
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44mins
