Cover image of The Next Frontier

The Next Frontier

Our world is experiencing a tsunami of digital disruption—shaking the very foundations of established institutions, industries and service-based businesses. A recurring theme affecting each is the shi... Read more

Ranked #1

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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

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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

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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

36mins

Ranked #4

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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

32mins

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Ranked #5

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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

37mins

Ranked #6

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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

7mins

Ranked #7

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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

47mins

Ranked #8

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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

32mins

Ranked #9

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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

24mins

Ranked #10

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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

26mins

Ranked #11

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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

36mins

Ranked #12

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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

49mins

Ranked #13

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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

50mins

Ranked #14

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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

32mins

Ranked #15

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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

42mins

Ranked #16

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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

28mins

Ranked #17

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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

40mins

Ranked #18

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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

29mins

Ranked #19

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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

32mins

Ranked #20

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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

44mins

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