Bill Coppel

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

Erik Strid

With the dramatic increase in life expectancies, many people near the traditional retirement age of 65 could potentially live another 30 years. In this episode, Erik Strid, Co-Founding Principal of Concentus Wealth Advisors, joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing − to explore how advisors can to help clients entering this important life transition craft their next chapter. In this episode, you’ll hear:  Ways to move “beyond the balance sheet” to help clients define and achieve what matters most in life What you should know about the four stages of “exploring” The unexpected downsides of a retirement solely focused on leisure  About Erik Strid Erik Strid is the Co-Founding Principal of Concentus Wealth Advisors, a Registered Investment Advisor that helps clients actualize their most deeply held values. With more than 25 years in the industry, Erik serves as the firm’s Chief Executive Officer and guides its overall strategy. Hailing from Pennsylvania, Erik was named a Forbes Best-in-State Wealth Advisor for 2021. He has appeared on a number of network news programs and has published three books. Erik earned a bachelor’s degree in economics from Amherst College, and holds Certified Financial PlannerTM and Chartered Financial Consultant® designations.  Ways to connect with Erik: LinkedIn: https://www.linkedin.com/in/erik-strid/ Website: https://www.concentus.com/cwa_team/erik-strid/  Additional Resources Book: “Exploring: Replacing an Outdated Paradigm for the “Retirement Years” and Exploring a New Phase of Life”

With the dramatic increase in life expectancies, many people near the traditional retirement age of 65 could potentially live another 30 years. In this episode, Erik Strid, Co-Founding Principal of Concentus Wealth Advisors, joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing − to explore how advisors can to help clients entering this important life transition craft their next chapter. In this episode, you’ll hear: <ul> <li>Ways to move “beyond the balance sheet” to help clients define and achieve what matters most in life</li> <li>What you should know about the four stages of “exploring”</li> <li>The unexpected downsides of a retirement solely focused on leisure</li> </ul> About Erik Strid Erik Strid is the Co-Founding Principal of Concentus Wealth Advisors, a Registered Investment Advisor that helps clients actualize their most deeply held values. With more than 25 years in the industry, Erik serves as the firm’s Chief Executive Officer and guides its overall strategy. Hailing from Pennsylvania, Erik was named a Forbes Best-in-State Wealth Advisor for 2021. He has appeared on a number of network news programs and has published three books. Erik earned a bachelor’s degree in economics from Amherst College, and holds Certified Financial PlannerTM and Chartered Financial Consultant® designations. Ways to connect with Erik: LinkedIn: <a href="https://www.linkedin.com/in/erik-strid/" rel="nofollow" target="_blank">https://www.linkedin.com/in/erik-strid/</a> Website: <a href="https://www.concentus.com/cwa_team/erik-strid/" rel="nofollow" target="_blank">https://www.concentus.com/cwa_team/erik-strid/</a> Additional Resources Book: “Exploring: Replacing an Outdated Paradigm for the “Retirement Years” and Exploring a New Phase of Life”

Erik Strid: Helping Clients Navigate the “Exploring” Phase of Life

Robb Baldwin

For independent advisors, the ability to help clients discover what really matters and then achieve it depends, in large part, on how well they are served by their custodians. In this episode, Robb Baldwin, President and CEO of TradePMR, joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing – to explore what service means in a world dominated by fintech. In this episode, you’ll hear:  What’s missing from most custodial service models The four attributes that define a “boutique” custodian Key considerations when selecting a custodian    About Robb Baldwin Robb Baldwin is Founder, President, and CEO of TradePMR, a growth-minded, service-oriented technology and custodial services firm built by RIAs for RIAs. He began his career as a financial advisor and became a fee-only advisor in the 1990s. In 1998, he founded TradePMR to improve workflow, increase margins, and bring new levels of efficiency to advisors, allowing them to focus more on their clients and less on back-office infrastructure. In 2019, Financial Planning magazine recognized Robb as one of the “20 people who will change wealth management in 2020.” Ways to connect with Robb:LinkedIn: https://www.linkedin.com/in/robbbaldwin/ Website: https://www.tradepmr.com/robb-baldwin

For independent advisors, the ability to help clients discover what really matters and then achieve it depends, in large part, on how well they are served by their custodians. In this episode, Robb Baldwin, President and CEO of TradePMR, joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing – to explore what service means in a world dominated by fintech. In this episode, you’ll hear: <ul> <li>What’s missing from most custodial service models</li> <li>The four attributes that define a “boutique” custodian</li> <li>Key considerations when selecting a custodian</li> </ul> About Robb Baldwin Robb Baldwin is Founder, President, and CEO of TradePMR, a growth-minded, service-oriented technology and custodial services firm built by RIAs for RIAs. He began his career as a financial advisor and became a fee-only advisor in the 1990s. In 1998, he founded TradePMR to improve workflow, increase margins, and bring new levels of efficiency to advisors, allowing them to focus more on their clients and less on back-office infrastructure. In 2019, Financial Planning magazine recognized Robb as one of the “20 people who will change wealth management in 2020.” Ways to connect with Robb:LinkedIn: <a href="https://www.linkedin.com/in/robbbaldwin/" rel="nofollow" target="_blank">https://www.linkedin.com/in/robbbaldwin/</a> Website: <a href="https://www.tradepmr.com/robb-baldwin" rel="nofollow" target="_blank">https://www.tradepmr.com/robb-baldwin</a>

Robb Baldwin: What’s Driving Custodial Decisions in the RIA Space Today

Susan Quinn

The impact of COVID-19 will likely reshape clients’ sentiments and expectations for generations to come, and it will likely reshape how we show up as leaders. In this episode, Susan Quinn − founder and CEO of circle S studio − joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing – to explore how leaders can approach the next chapter with confidence. In this episode you'll hear:  What’s changed for leaders, clients and employees Four guiding principles that have not changed Why EQ trumps IQ in the ranking of leadership skills   About Susan Quinn Susan Quinn is the founder, President, and CEO of circle S studio, a strategy, branding and digital agency that serves growth-minded companies and their leaders across the U.S, helping them cut through the clutter in today’s challenging business landscape. With a 30-year track record that includes running a successful agency, numerous board memberships, and an executive coaching practice, Susan has become a trusted ally of the C-suite, helping leadership teams define a strategic vision to propel growth for their companies. Ways to Connect Websites: worqcoach.comCirclesstudio.com LinkedIn: https://www.linkedin.com/in/susanquinn01/

The impact of COVID-19 will likely reshape clients’ sentiments and expectations for generations to come, and it will likely reshape how we show up as leaders. In this episode, Susan Quinn − founder and CEO of circle S studio − joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing – to explore how leaders can approach the next chapter with confidence. In this episode you'll hear: <ul> <li>What’s changed for leaders, clients and employees</li> <li>Four guiding principles that have not changed</li> <li>Why EQ trumps IQ in the ranking of leadership skills</li> </ul>  About Susan Quinn Susan Quinn is the founder, President, and CEO of circle S studio, a strategy, branding and digital agency that serves growth-minded companies and their leaders across the U.S, helping them cut through the clutter in today’s challenging business landscape. With a 30-year track record that includes running a successful agency, numerous board memberships, and an executive coaching practice, Susan has become a trusted ally of the C-suite, helping leadership teams define a strategic vision to propel growth for their companies. Ways to Connect Websites: <a href="http://worqcoach.com" rel="nofollow" target="_blank">worqcoach.com</a><a href="http://Circlesstudio.com" rel="nofollow" target="_blank">Circlesstudio.com</a> LinkedIn: <a href="https://www.linkedin.com/in/susanquinn01/" rel="nofollow" target="_blank">https://www.linkedin.com/in/susanquinn01/</a>

Susan Quinn: Leadership Lessons we Learned from COVID

Ethan Zuckerman

The concept of truth has been disrupted by misinformation and fabricated realities. In this episode, Ethan Zuckerman − a professor of public policy at the University of Massachusetts at Amherst, and the author of Mistrust: Why Losing Faith in Institutions Provides the Tools to Transform Them, joins host Bill Coppel − Managing Director &amp; Chief Client Growth Officer at First Clearing − to explore what this means for financial advisors. In this episode, you’ll hear:  How the concept of trust has evolved over time What the rising tide of misinformation and distrust means for the business of advice Ways to establish meaningful trust amid the uncertainty generated by conflicting information  About Ethan Zuckerman Ethan Zuckerman is an educator, public speaker, and prolific writer. He’s an associate professor of public policy, communication and information at the University of Massachusetts at Amherst where he founded the Initiative on Digital Public Infrastructure, a research group that’s studying and building alternatives to the existing commercial internet. He has led the Center for Civic Media at the MIT Media Lab, and is an alum of the Berkman Klein Center for Internet &amp; Society at Harvard. In addition to writing books and academic articles, Ethan is a frequent contributor on media outlets such as The Atlantic, WIRED, and CNN. Ways to Connect Book: Mistrust: Why Losing Faith in Institutions Provides the Tools to Transform Them Website: https://ethanzuckerman.com/ LinkedIn: https://www.linkedin.com/in/ethan-zuckerman-16a4618b

The concept of truth has been disrupted by misinformation and fabricated realities. In this episode, Ethan Zuckerman − a professor of public policy at the University of Massachusetts at Amherst, and the author of Mistrust: Why Losing Faith in Institutions Provides the Tools to Transform Them, joins host Bill Coppel − Managing Director &amp; Chief Client Growth Officer at First Clearing − to explore what this means for financial advisors. In this episode, you’ll hear: <ul> <li>How the concept of trust has evolved over time</li> <li>What the rising tide of misinformation and distrust means for the business of advice</li> <li>Ways to establish meaningful trust amid the uncertainty generated by conflicting information</li> </ul> About Ethan Zuckerman Ethan Zuckerman is an educator, public speaker, and prolific writer. He’s an associate professor of public policy, communication and information at the University of Massachusetts at Amherst where he founded the Initiative on Digital Public Infrastructure, a research group that’s studying and building alternatives to the existing commercial internet. He has led the Center for Civic Media at the MIT Media Lab, and is an alum of the Berkman Klein Center for Internet &amp; Society at Harvard. In addition to writing books and academic articles, Ethan is a frequent contributor on media outlets such as The Atlantic, WIRED, and CNN. Ways to Connect Book: Mistrust: Why Losing Faith in Institutions Provides the Tools to Transform Them Website: <a href="https://ethanzuckerman.com/" rel="nofollow" target="_blank">https://ethanzuckerman.com/</a> LinkedIn: <a href="https://www.linkedin.com/in/ethan-zuckerman-16a4618b" rel="nofollow" target="_blank">https://www.linkedin.com/in/ethan-zuckerman-16a4618b</a>

Ethan Zuckerman: Building a Trust Bridge in an Era of Misinformation

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

Sherri Snelling

We often think about grief in the context of losing a loved one, but it can actually occur any time we experience changes like losing a job, health problems, or a move. In this episode, Sherri Snelling, founder &amp; CEO of Caregiving Club, joins host Bill Coppel - Managing Director &amp; Chief Client Growth Officer at First Clearing - to explore why financial advisors should understand the grief cycle and what it takes to get beyond it. In this episode, you’ll hear: •  How the sixth stage of grief – ‘meaning’ – can help us move from surviving to thriving •  Why advisors should be familiar with, and mindful of, the grieving process •  Surprising reasons why your clients may be experiencing grief Sherri Snelling is the founder and CEO of Caregiving Club, a strategic consulting firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. She’s the author of A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care and has explored the grieving process while researching her upcoming book on wellness, The Me Time Monday Method – Weekly Wellness for a Wonderful Life. Sherri is also the chief strategy and gerontology advisor for the VR training platform Embodied Labs. As a gerontologist and national caregiving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications. Ways to Connect LinkedIn: https://www.linkedin.com/in/sherrisnelling/ Website: https://www.caregivingclub.com

We often think about grief in the context of losing a loved one, but it can actually occur any time we experience changes like losing a job, health problems, or a move. In this episode, Sherri Snelling, founder &amp; CEO of Caregiving Club, joins host Bill Coppel - Managing Director &amp; Chief Client Growth Officer at First Clearing - to explore why financial advisors should understand the grief cycle and what it takes to get beyond it. In this episode, you’ll hear: •  How the sixth stage of grief – ‘meaning’ – can help us move from surviving to thriving •  Why advisors should be familiar with, and mindful of, the grieving process •  Surprising reasons why your clients may be experiencing grief Sherri Snelling is the founder and CEO of Caregiving Club, a strategic consulting firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. She’s the author of A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care and has explored the grieving process while researching her upcoming book on wellness, The Me Time Monday Method – Weekly Wellness for a Wonderful Life. Sherri is also the chief strategy and gerontology advisor for the VR training platform Embodied Labs. As a gerontologist and national caregiving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications. Ways to Connect LinkedIn: <a href="https://www.linkedin.com/in/sherrisnelling/" rel="nofollow" target="_blank">https://www.linkedin.com/in/sherrisnelling/</a> Website: <a href="https://www.caregivingclub.com" rel="nofollow" target="_blank">https://www.caregivingclub.com</a>

Sherri Snelling: What Advisors Should Know About the Cycle of Grief

The disruption and uncertainty we’re experiencing today is cause for reflection on how we show up as leaders. In this episode, John Lawton - CEO and a financial advisor at BLB&amp;B Advisors - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how authenticity, empathy, and emotional intelligence can help us evolve as firm leaders and advisors. In this episode, you’ll hear: •  How an empathetic leadership style can translate into value for team members and clients alike •  Ways to help clients uncover what truly matters most to them •  Why the traditional leadership style of the 20th century may not necessarily be effective today John is CEO and a financial advisor at BLB&amp;B Advisors, a registered investment advisory firm with roots dating back to 1964 when it was co-founded by his father as a brokerage firm. Drawing on his ability to lead through empathy, humility and authenticity, John has helped guide clients through generational wealth transfers, business succession and other life transitions for more than two decades. His leadership style, which is centered on caring about people, has created a culture where advisors have the freedom to serve as a coach, a guide, a general contractor and a sounding board for their clients.

The disruption and uncertainty we’re experiencing today is cause for reflection on how we show up as leaders. In this episode, John Lawton - CEO and a financial advisor at BLB&amp;B Advisors - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how authenticity, empathy, and emotional intelligence can help us evolve as firm leaders and advisors. In this episode, you’ll hear: •  How an empathetic leadership style can translate into value for team members and clients alike •  Ways to help clients uncover what truly matters most to them •  Why the traditional leadership style of the 20th century may not necessarily be effective today John is CEO and a financial advisor at BLB&amp;B Advisors, a registered investment advisory firm with roots dating back to 1964 when it was co-founded by his father as a brokerage firm. Drawing on his ability to lead through empathy, humility and authenticity, John has helped guide clients through generational wealth transfers, business succession and other life transitions for more than two decades. His leadership style, which is centered on caring about people, has created a culture where advisors have the freedom to serve as a coach, a guide, a general contractor and a sounding board for their clients.

John Lawton: 21st Century Leadership for an Ever-Changing Landscape

David Hohimer

Today, what it means to serve clients extends beyond money management. Advisors’ own life perspectives and lessons are now informing the way we approach the business. In this episode, David Hohimer - Founder and Managing Partner at Hohimer Wealth Management - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how authenticity can enhance the value we create as advisors. In this episode, you’ll hear: • What authenticity looks like in a financial advisor • Key questions that can help you guide clients on a path to well-being • How an authentic approach can help clients articulate what matters most to them in life David is the Founder and Managing Partner at Hohimer Wealth Management, a Registered Investment Advisory firm in downtown Seattle. After 28 years of growing his wealth management business within the confines of a wire house, David established his firm in 2019 to help clients achieve what matters most to them in life. His firm is a natural extension of his personal approach to life, which is centered on building authentic relationships to create a client experience that's not only about numbers, but where people, family, and community come first. Ways to Connect • LinkedIn: https://www.linkedin.com/in/david-hohimer-cpwa-aif-520a92113/ • Website: https://hohimerwealthmanagement.com/

Today, what it means to serve clients extends beyond money management. Advisors’ own life perspectives and lessons are now informing the way we approach the business. In this episode, David Hohimer - Founder and Managing Partner at Hohimer Wealth Management - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how authenticity can enhance the value we create as advisors. In this episode, you’ll hear: • What authenticity looks like in a financial advisor • Key questions that can help you guide clients on a path to well-being • How an authentic approach can help clients articulate what matters most to them in life David is the Founder and Managing Partner at Hohimer Wealth Management, a Registered Investment Advisory firm in downtown Seattle. After 28 years of growing his wealth management business within the confines of a wire house, David established his firm in 2019 to help clients achieve what matters most to them in life. His firm is a natural extension of his personal approach to life, which is centered on building authentic relationships to create a client experience that's not only about numbers, but where people, family, and community come first. Ways to Connect • LinkedIn: <a href="https://www.linkedin.com/in/david-hohimer-cpwa-aif-520a92113/" rel="nofollow" target="_blank">https://www.linkedin.com/in/david-hohimer-cpwa-aif-520a92113/</a> • Website: <a href="https://hohimerwealthmanagement.com/" rel="nofollow" target="_blank">https://hohimerwealthmanagement.com/</a>

David Hohimer: Enhancing the Client Experience Through Authenticity

Vaughan Scott

The business of advice has changed. And clients today are concerned about much more than their money. In this episode, Vaughan Scott, CEO of Axiom Financial Strategies Group, joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to discuss how advisors can use empathy and emotional intelligence to deliver advice centered on helping clients achieve what matters most to them. In this episode, you’ll hear: •   Why empathy and emotional intelligence are key skills for advisors in the 21st century •   How family dynamics and family-owned business dynamics are often intertwined •   Ways to navigate generational differences to enhance the client experience Vaughan is CEO of Axiom Financial Strategies Group, a boutique wealth management firm, where he serves as a family business advocate and thought leader on innovative ways to address family wealth. He has been advising on the financial, strategic, transition, and succession needs of family enterprises and entrepreneurs since 1997 to help families and their businesses preserve wealth, capitalize on opportunities, and pass on their values. With the shared goal of making a meaningful difference in the lives of families for generations, he and his team of professionals hold a common philosophy, to ensure their clients are happy. Vaughan is a faculty member in the Global Education Network where he teaches a course on family wealth for the Family Firm Institute, an association of professionals serving family enterprises. Among other credentials, he holds the certified private wealth advisor® designation from the Investments and Wealth Institute. Ways to Connect • LinkedIn: https://www.linkedin.com/in/vaughanscottcpwa/ • Website: https://www.axiomfsg.com/

The business of advice has changed. And clients today are concerned about much more than their money. In this episode, Vaughan Scott, CEO of Axiom Financial Strategies Group, joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to discuss how advisors can use empathy and emotional intelligence to deliver advice centered on helping clients achieve what matters most to them. In this episode, you’ll hear: •   Why empathy and emotional intelligence are key skills for advisors in the 21st century •   How family dynamics and family-owned business dynamics are often intertwined •   Ways to navigate generational differences to enhance the client experience Vaughan is CEO of Axiom Financial Strategies Group, a boutique wealth management firm, where he serves as a family business advocate and thought leader on innovative ways to address family wealth. He has been advising on the financial, strategic, transition, and succession needs of family enterprises and entrepreneurs since 1997 to help families and their businesses preserve wealth, capitalize on opportunities, and pass on their values. With the shared goal of making a meaningful difference in the lives of families for generations, he and his team of professionals hold a common philosophy, to ensure their clients are happy. Vaughan is a faculty member in the Global Education Network where he teaches a course on family wealth for the Family Firm Institute, an association of professionals serving family enterprises. Among other credentials, he holds the certified private wealth advisor® designation from the Investments and Wealth Institute. Ways to Connect • LinkedIn: <a href="https://www.linkedin.com/in/vaughanscottcpwa/" rel="nofollow" target="_blank">https://www.linkedin.com/in/vaughanscottcpwa/</a> • Website: <a href="https://www.axiomfsg.com/" rel="nofollow" target="_blank">https://www.axiomfsg.com/</a>

Vaughan Scott: Enhancing Your Value Through Empathy and Emotional Intelligenc

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 shifting role and ultimate value of experts and intermediaries in this technology-driven, highly networked ecosystem.Welcome to The Next Frontier podcast where we’ll break down and analyze the forces at work in our world, our culture and our businesses. Our goal is to unlock the challenges to reveal the opportunities and what it means to provide advice in the 21st century. In each episode, we’ll examine this rapidly evolving reality with probing questions like: ~How is the digitization of our world altering clients’ sentiments and expectations? ~How is the business of “advice” and “guidance” coping with and preparing for this stark reality? ~What are the new and different skills, methods and insights that will redefine the value of the human intermediary—both professionally and personally? ~Where will high tech and high touch intersect in your business? ~Is the digitization of our lives redefining trust?Disclosure:This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR-0618-05371

These podcast are fantastic! Very educational and insightful. Goes well beyond dollars and cent!

Learning a lot

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 shifting role and ultimate value of experts and intermediaries in this technology-driven, highly networked ecosystem. Welcome to The Next Frontier podcast where we’ll break down and analyze the forces at work in our world, our culture and our businesses. Our goal is to unlock the challenges to reveal the opportunities and what it means to provide advice in the 21st century. In each episode, we’ll examine this rapidly evolving reality with probing questions like: ~How is the digitization of our world altering clients’ sentiments and expectations? ~How is the business of “advice” and “guidance” coping with and preparing for this stark reality? ~What are the new and different skills, methods and insights that will redefine the value of the human intermediary—both professionally and personally? ~Where will high tech and high touch intersect in your business? ~Is the digitization of our lives redefining trust? Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit <a href="http://firstclearing.com" rel="nofollow" target="_blank">firstclearing.com</a>. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR-0618-05371

The Next Frontier

Tim Dean

Today, we have five generations participating simultaneously in the workforce and with that comes conflicting beliefs and values; technology playing an important factor. Author, speaker and coach Tim Dean has built his career around understanding generational differences, and in this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – examine these differences and consider how we can leverage generational diversity in the workplace. A generation is generally defined as a birth cohort of individuals who share social, political and economic events, and Tim Dean explains how technology has been added as another defining event for the millennial generation. It’s pretty evident that these events create differences between generations, and that’s especially visible in the workplace. Tim describes how millennials not only desire to be coached versus managed, they also want others to care about them as a whole person, and place a greater importance on a company’s values and social impacts than previous generations. Each generation comes with its own stereotypes and they will always exist; however, Tim advises that we first acknowledge them but then quickly set them aside and find ways to harness the unique strengths of that generation. This will lead to more cohesiveness and trust in the workplace, and creates an environment open to better collaboration and shared learnings. In this episode, you’ll hear:  What defines each generation The different ways generations think about work What drives millennials and how technology has shaped their generation What it means to be living in a post-truth era Why millennials are the least trusting generation The most productive way to approach generational stereotypes The difference between management and coaching    Tim Dean has built his career around understanding generational differences, speaking nationally on the topic and teaching how to leverage generational diversity at the Richard A. Chaifetz School of Business at Saint Louis University in St. Louis, Mo. Coaching is an integral skillset and approach to this. Tim founded his company, The Coaching Dean, to provide an individualized and holistic coaching approach, which has helped clients across the globe achieve their professional and personal goals.  Ways to contact Tim:  Website: thecoachingdean.com LinkedIn: Tim J. Dean Twitter: @timdeanstl    Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0918-04935

Today, we have five generations participating simultaneously in the workforce and with that comes conflicting beliefs and values; technology playing an important factor. Author, speaker and coach Tim Dean has built his career around understanding generational differences, and in this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – examine these differences and consider how we can leverage generational diversity in the workplace. A generation is generally defined as a birth cohort of individuals who share social, political and economic events, and Tim Dean explains how technology has been added as another defining event for the millennial generation. It’s pretty evident that these events create differences between generations, and that’s especially visible in the workplace. Tim describes how millennials not only desire to be coached versus managed, they also want others to care about them as a whole person, and place a greater importance on a company’s values and social impacts than previous generations. Each generation comes with its own stereotypes and they will always exist; however, Tim advises that we first acknowledge them but then quickly set them aside and find ways to harness the unique strengths of that generation. This will lead to more cohesiveness and trust in the workplace, and creates an environment open to better collaboration and shared learnings. In this episode, you’ll hear: <ul> <li>What defines each generation</li> <li>The different ways generations think about work</li> <li>What drives millennials and how technology has shaped their generation</li> <li>What it means to be living in a post-truth era</li> <li>Why millennials are the least trusting generation</li> <li>The most productive way to approach generational stereotypes</li> <li>The difference between management and coaching  </li> </ul> Tim Dean has built his career around understanding generational differences, speaking nationally on the topic and teaching how to leverage generational diversity at the Richard A. Chaifetz School of Business at Saint Louis University in St. Louis, Mo. Coaching is an integral skillset and approach to this. Tim founded his company, The Coaching Dean, to provide an individualized and holistic coaching approach, which has helped clients across the globe achieve their professional and personal goals.  Ways to contact Tim: <ul> <li>Website: <a href="http://thecoachingdean.com" rel="nofollow" target="_blank">thecoachingdean.com</a></li> <li>LinkedIn: Tim J. Dean</li> <li>Twitter: @timdeanstl</li> </ul> Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit <a href="http://firstclearing.com" rel="nofollow" target="_blank">firstclearing.com</a>. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0918-04935

07: Tim Dean: The Silent Disruptor - Generations in the Workplace

George Kinder

While traditional advisor training is centered around money and finances, today’s guest has a different view, focused on care, empathy, and an understanding of what matters most for clients. Author and Founder of the Kinder Institute of Life Planning, George Kinder, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how advisors can have conversations that go beyond the numbers. In this episode, you’ll hear:  How the complexities around the idea of freedom have evolved The connection between money management, freedom, and financial advisors’ role in guiding families Key questions to ask during the initial meetings with clients The meaning of Golden Civilization Conversations Ways advisors can add value in their clients’ lives by helping them think differently Why the practice of mindfulness matters and what its benefits are    George Kinder is the founder and CEO of the Kinder Institute of Life Planning, a financial Life Planner training company where he’s revolutionized what he refers to as client-centered financial advice with in-depth training programs experienced by thousands of advisors across the globe. In his latest book, A Golden Civilization and the Map of Mindfulness, George draws on his 50 years of experience as a mindfulness practitioner, his work as a life planner, and his experience training financial advisors globally to challenge the basic concepts of economics, our understanding of democracy, of space and time, and our own hearts.   More about George  Website: kinderinstitute.com Books: A Golden Civilization and The Map of Mindfulness, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You Episode 23:  George Kinder: Lighting the Torch, Recognizing Freedom in Your Life Vision    Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public.

While traditional advisor training is centered around money and finances, today’s guest has a different view, focused on care, empathy, and an understanding of what matters most for clients. Author and Founder of the Kinder Institute of Life Planning, George Kinder, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how advisors can have conversations that go beyond the numbers. In this episode, you’ll hear: <ul> <li>How the complexities around the idea of freedom have evolved</li> <li>The connection between money management, freedom, and financial advisors’ role in guiding families</li> <li>Key questions to ask during the initial meetings with clients</li> <li>The meaning of Golden Civilization Conversations</li> <li>Ways advisors can add value in their clients’ lives by helping them think differently</li> <li>Why the practice of mindfulness matters and what its benefits are</li> </ul> George Kinder is the founder and CEO of the Kinder Institute of Life Planning, a financial Life Planner training company where he’s revolutionized what he refers to as client-centered financial advice with in-depth training programs experienced by thousands of advisors across the globe. In his latest book, A Golden Civilization and the Map of Mindfulness, George draws on his 50 years of experience as a mindfulness practitioner, his work as a life planner, and his experience training financial advisors globally to challenge the basic concepts of economics, our understanding of democracy, of space and time, and our own hearts. More about George <ul> <li>Website: <a href="http://kinderinstitute.com" rel="nofollow" target="_blank">kinderinstitute.com</a></li> <li>Books: A Golden Civilization and The Map of Mindfulness, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You</li> <li>Episode 23: <a href="https://www.firstclearing.com/content/podcast-full/lighting-the-torch-recognizing-freedom-in-your-life-vision/" rel="nofollow" target="_blank"> George Kinder: Lighting the Torch, Recognizing Freedom in Your Life Vision</a></li> </ul> Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit <a href="http://firstclearing.com" rel="nofollow" target="_blank">firstclearing.com</a>. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public.

George Kinder: Golden Civilization Conversations

Bob Chapman

Amidst digital disruption in the financial services industry, Bob Chapman knows there will always be a need for caring. Bob has embraced an approach that he calls “truly human leadership” as CEO of Barry-Wehmiller, a $2.5 billion global manufacturing business. In this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss how caring for people and making them feel valued is the real differentiator in this industry and can profoundly affect the world. Looking at the financial services industry, Bob Chapman asks, “How do you shape the future for the people you have the privilege of leading?" Bob defines leadership as the stewardship of the lives entrusted to you, and he believes that making people feel valued and cared for affects how they treat others. When you feel cared for as a financial advisor, you bring that caring to your clients, which is the foundation of all relationships. Caring is not something that can be digitized or replaced by a computer, so in our industry today, being known for having the most caring organization could differentiate you from everyone else. In this episode, you’ll hear:  How to measure success The difference between a manager and a leader Why leadership and parenting are identical How leadership affects others’ self-worth and home life The steps necessary to transition from a classic business manager to someone caring for the lives of their team members What it would look like to be a caring institution in the financial services industry How financial advisors can impact their clients’ lives and differentiate themselves in the industry through caring  As the CEO of a global manufacturing company with more than 11,000 team members, Bob Chapman certainly has leadership experience. He became the company’s senior executive at age 30, after the untimely death of his father, and after an early focus on financial success, transformed his thinking about what it means to be a leader. Bob is the author of Everybody Matters: The Extraordinary Power of Caring, where he narrates this transformation and explains the profound impact of what he calls “truly human leadership." Ways to contact Bob:  Book: Everybody Matters: The Extraordinary Power of Caring      Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0918-02325

Amidst digital disruption in the financial services industry, Bob Chapman knows there will always be a need for caring. Bob has embraced an approach that he calls “truly human leadership” as CEO of Barry-Wehmiller, a $2.5 billion global manufacturing business. In this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss how caring for people and making them feel valued is the real differentiator in this industry and can profoundly affect the world. Looking at the financial services industry, Bob Chapman asks, “How do you shape the future for the people you have the privilege of leading?" Bob defines leadership as the stewardship of the lives entrusted to you, and he believes that making people feel valued and cared for affects how they treat others. When you feel cared for as a financial advisor, you bring that caring to your clients, which is the foundation of all relationships. Caring is not something that can be digitized or replaced by a computer, so in our industry today, being known for having the most caring organization could differentiate you from everyone else. In this episode, you’ll hear: <ul> <li>How to measure success</li> <li>The difference between a manager and a leader</li> <li>Why leadership and parenting are identical</li> <li>How leadership affects others’ self-worth and home life</li> <li>The steps necessary to transition from a classic business manager to someone caring for the lives of their team members</li> <li>What it would look like to be a caring institution in the financial services industry</li> <li>How financial advisors can impact their clients’ lives and differentiate themselves in the industry through caring</li> </ul> As the CEO of a global manufacturing company with more than 11,000 team members, Bob Chapman certainly has leadership experience. He became the company’s senior executive at age 30, after the untimely death of his father, and after an early focus on financial success, transformed his thinking about what it means to be a leader. Bob is the author of Everybody Matters: The Extraordinary Power of Caring, where he narrates this transformation and explains the profound impact of what he calls “truly human leadership." Ways to contact Bob: <ul> <li>Book: Everybody Matters: The Extraordinary Power of Caring</li> </ul> Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit <a href="http://firstclearing.com" rel="nofollow" target="_blank">firstclearing.com</a>. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0918-02325

09: Bob Chapman: Truly Human Leadership

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>

Bill Coppel: Season 1 Reflections – What Really Matters

Pat Blassie

Why hire a travel agent when you can DIY online? The answer: guidance, empathy &amp; trust. These are the human elements that technology can never replace. In this episode, Pat Blassie, President of Altair Travel &amp; Cruises, joins Bill Coppel – Managing Director &amp; Chief Client Growth Officer at First Clearing – to discuss the power of relationships for her travel business’s success, &amp; how financial advisors can leverage this same power.   In this episode, you’ll hear:    What it looks like to position your business as value-driven instead of price-driven How the role of the travel advisor is still relevant today How to start conversations that lead to relationships The role of trust in the travel industry The value of creating experiences How to meet fundamental human needs to feel known and connected    Pat Blassie is owner and president of Altair Travel and Cruises, which she has grown to 50 agents since the agency’s beginning. Pat has built a business around her simple understanding of the power of relationships despite technology’s disruption of the travel industry. She is a frequent guest on St. Louis Radio and contributes to a column in the St. Louis Post Dispatch.   Ways to contact Pat— Website: https://altairtravel.com   Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2019. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public.

Why hire a travel agent when you can DIY online? The answer: guidance, empathy &amp; trust. These are the human elements that technology can never replace. In this episode, Pat Blassie, President of Altair Travel &amp; Cruises, joins Bill Coppel – Managing Director &amp; Chief Client Growth Officer at First Clearing – to discuss the power of relationships for her travel business’s success, &amp; how financial advisors can leverage this same power. In this episode, you’ll hear: <ul> <li>What it looks like to position your business as value-driven instead of price-driven</li> <li>How the role of the travel advisor is still relevant today</li> <li>How to start conversations that lead to relationships</li> <li>The role of trust in the travel industry</li> <li>The value of creating experiences</li> <li>How to meet fundamental human needs to feel known and connected</li> </ul> Pat Blassie is owner and president of Altair Travel and Cruises, which she has grown to 50 agents since the agency’s beginning. Pat has built a business around her simple understanding of the power of relationships despite technology’s disruption of the travel industry. She is a frequent guest on St. Louis Radio and contributes to a column in the St. Louis Post Dispatch. Ways to contact Pat— Website: <a href="https://altairtravel.com" rel="nofollow" target="_blank">https://altairtravel.com</a> Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit <a href="http://firstclearing.com" rel="nofollow" target="_blank">firstclearing.com</a>. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2019. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public.

Pat Blassie: The Power of Relationship

Disruption is all around us as technology impacts every aspect of our lives. But despite all of the great things that technology can do, it’s created an empathy void. Join host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing – in season two, we’ll go deeper with experts and thought leaders from broad and rich professional, social and cultural arenas to identify those things that make us human.    For more information: Website: http://www.firstclearing.com/the-next-frontier/ Podcast:  http://www.firstclearing.com/the-next-frontier/the-next-frontier-podcast/ Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer, and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2019. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR-1019-03773

Disruption is all around us as technology impacts every aspect of our lives. But despite all of the great things that technology can do, it’s created an empathy void. Join host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing – in season two, we’ll go deeper with experts and thought leaders from broad and rich professional, social and cultural arenas to identify those things that make us human.  For more information: Website: <a href="http://www.firstclearing.com/the-next-frontier/" rel="nofollow" target="_blank">http://www.firstclearing.com/the-next-frontier/</a> Podcast: <a href="http://www.firstclearing.com/the-next-frontier/the-next-frontier-podcast/" rel="nofollow" target="_blank"> http://www.firstclearing.com/the-next-frontier/the-next-frontier-podcast/</a> Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit <a href="http://firstclearing.com" rel="nofollow" target="_blank">firstclearing.com</a>. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer, and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2019. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR-1019-03773

Welcome to Season 2 of The Next Frontier

Mikol Davis

Carolyn Rosenblatt

Client conversations about aging are difficult but essential -- especially when advisors are entrusted to protect their clients and families. Dr. Mikol Davis and Carolyn Rosenblatt, co-founders of aginginvestor.com, join host Bill Coppel – Managing Director and Chief Growth Officer at First Clearing -- to discuss how advisors can start this dialogue in an age where the role of the advisor goes beyond simply managing money. Engaging in dialogue with someone about aging and diminished capacity can be filled with landmines. From personal feelings of independence to family conflict, these conversations can bring up strong emotions. Dr. Mikol Davis and Carolyn Rosenblatt believe the advisor can play a significant role here, however, they have found that financial advisors typically do not possess the knowledge needed to lead these conversations well. But because statistics show the average advisor works with at least seven clients with some form of diminished capacity, possessing this knowledge is critical. In this episode, Mikol and Carolyn provide things advisors should know when navigating the conversation, such as how to identify signs of diminished capacity in clients, what kind of data to track over time, how to involve family members and third-party mediators in discussions, and where to find resources. In this episode, you’ll hear:  How society’s stigma on aging effects conversations When and how to initiate dialogue with clients about aging The signs that identify diminished capacity symptoms How to involve family members in these discussions Why third-party mediators are important The unique needs of senior clients The signs of elder abuse  Dr. Mikol Davis is a clinical psychologist, gerontologist, author, and mediator with years of experience in mental health and telemedicine. Carolyn Rosenblatt is a medical professional, registered nurse, and attorney. Both have worked extensively with issues of aging, and the two combined their areas of expertise and interest to co-create aginginvestor.com. The site is a resource for the financial services industry to learn about aging, offering books, ebooks, online courses, and checklists related to the topic. They have written two books for financial advisors — Succeed with Senior Clients and Hidden Truths About Retirement and Long Term Care — and a family resource book, titled The Family Guide to Aging Parents. Ways to contact Carolyn and Mikol:  Website: aginginvestor.com Book: Succeed with Senior Clients, Hidden Truths About Retirement and Long Term Care, and The Family Guide to Aging Parents  Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All right reserved. First Clearing provides correspondence services to broker-dealers and does not provide services to the general public. CAR 1018-05438

Client conversations about aging are difficult but essential -- especially when advisors are entrusted to protect their clients and families. Dr. Mikol Davis and Carolyn Rosenblatt, co-founders of <a href="http://aginginvestor.com" rel="nofollow" target="_blank">aginginvestor.com</a>, join host Bill Coppel – Managing Director and Chief Growth Officer at First Clearing -- to discuss how advisors can start this dialogue in an age where the role of the advisor goes beyond simply managing money. Engaging in dialogue with someone about aging and diminished capacity can be filled with landmines. From personal feelings of independence to family conflict, these conversations can bring up strong emotions. Dr. Mikol Davis and Carolyn Rosenblatt believe the advisor can play a significant role here, however, they have found that financial advisors typically do not possess the knowledge needed to lead these conversations well. But because statistics show the average advisor works with at least seven clients with some form of diminished capacity, possessing this knowledge is critical. In this episode, Mikol and Carolyn provide things advisors should know when navigating the conversation, such as how to identify signs of diminished capacity in clients, what kind of data to track over time, how to involve family members and third-party mediators in discussions, and where to find resources. In this episode, you’ll hear: <ul> <li>How society’s stigma on aging effects conversations</li> <li>When and how to initiate dialogue with clients about aging</li> <li>The signs that identify diminished capacity symptoms</li> <li>How to involve family members in these discussions</li> <li>Why third-party mediators are important</li> <li>The unique needs of senior clients</li> <li>The signs of elder abuse</li> </ul> Dr. Mikol Davis is a clinical psychologist, gerontologist, author, and mediator with years of experience in mental health and telemedicine. Carolyn Rosenblatt is a medical professional, registered nurse, and attorney. Both have worked extensively with issues of aging, and the two combined their areas of expertise and interest to co-create <a href="http://aginginvestor.com" rel="nofollow" target="_blank">aginginvestor.com</a>. The site is a resource for the financial services industry to learn about aging, offering books, ebooks, online courses, and checklists related to the topic. They have written two books for financial advisors — Succeed with Senior Clients and Hidden Truths About Retirement and Long Term Care — and a family resource book, titled The Family Guide to Aging Parents. Ways to contact Carolyn and Mikol: <ul> <li>Website: <a href="http://aginginvestor.com" rel="nofollow" target="_blank">aginginvestor.com</a></li> <li>Book: Succeed with Senior Clients, Hidden Truths About Retirement and Long Term Care, and The Family Guide to Aging Parents</li> </ul> Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast visit <a href="http://firstclearing.com" rel="nofollow" target="_blank">firstclearing.com</a>. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All right reserved. First Clearing provides correspondence services to broker-dealers and does not provide services to the general public. CAR 1018-05438

15: Mikol Davis and Carolyn Rosenblatt: Aging Clients and Family Dynamics – Navigating the Dialogue

Ellen Langer

Mindfulness – It’s a word that many people equate with meditation, but it actually is the simple process of noticing new things. Our guest, Dr. Ellen Langer, has conducted extensive research on the practice of mindfulness and insists that it can have enormous, profound effects. In this episode, she and host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- discuss how mindfulness leads us to be more engaged in whatever we’re doing, which can have great application to the financial services industry. Dr. Ellen Langer is a Professor of Psychology at Harvard and has conducted extensive research on the illusion of control, mindful aging, stress, decision-making, and health. She is often called “the mother of mindfulness” and brings a wealth of insight to the topic. Dr. Langer’s research on mindfulness demonstrates how we can find more enjoyment and engagement in our mundane, everyday behavior. She has found that the more mindful we are, the more we notice. And the more we notice, the more we connect. For financial advisors, this is a possible way to emerge triumphant over the current challenge of digitization, where the greatest value an advisor can offer is the value of connection. In this episode, we’ll explore:  The difference between mindfulness and intelligence How to change your behavior from being mindless to being mindful Why mindfulness changes the way you experience even the most mundane tasks How mindfulness can decrease stress and increase innovation What makes a mindful advisor better than a computer   Ways to contact Ellen:  Website: ellenlanger.com Books: Mindfulness, The Power of Mindful Learning, Counterclockwise, Mindful Health and the Power of Possibilities, On Becoming an Artist, Reinventing Yourself Through Mindful Creativity    Disclosures:This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit Firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0718-04028

Mindfulness – It’s a word that many people equate with meditation, but it actually is the simple process of noticing new things. Our guest, Dr. Ellen Langer, has conducted extensive research on the practice of mindfulness and insists that it can have enormous, profound effects. In this episode, she and host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- discuss how mindfulness leads us to be more engaged in whatever we’re doing, which can have great application to the financial services industry. Dr. Ellen Langer is a Professor of Psychology at Harvard and has conducted extensive research on the illusion of control, mindful aging, stress, decision-making, and health. She is often called “the mother of mindfulness” and brings a wealth of insight to the topic. Dr. Langer’s research on mindfulness demonstrates how we can find more enjoyment and engagement in our mundane, everyday behavior. She has found that the more mindful we are, the more we notice. And the more we notice, the more we connect. For financial advisors, this is a possible way to emerge triumphant over the current challenge of digitization, where the greatest value an advisor can offer is the value of connection. In this episode, we’ll explore: <ul> <li>The difference between mindfulness and intelligence</li> <li>How to change your behavior from being mindless to being mindful</li> <li>Why mindfulness changes the way you experience even the most mundane tasks</li> <li>How mindfulness can decrease stress and increase innovation</li> <li>What makes a mindful advisor better than a computer</li> </ul>  Ways to contact Ellen: <ul> <li>Website: <a href="http://ellenlanger.com" rel="nofollow" target="_blank">ellenlanger.com</a></li> <li>Books: Mindfulness, The Power of Mindful Learning, Counterclockwise, Mindful Health and the Power of Possibilities, On Becoming an Artist, Reinventing Yourself Through Mindful Creativity</li> </ul> Disclosures:This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit <a href="http://Firstclearing.com" rel="nofollow" target="_blank">Firstclearing.com</a>. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0718-04028

11: Dr. Ellen Langer - Maybe It’s Mindfulness

Steve Harvill

A conversation at a sales awards dinner led Steve Harvill to study top performers across a variety of industries. What he learned forms the basis for his recently published book, 21 Secrets of Million Dollar Sellers: America's Top Earners Reveal the Keys to Sales Success. In this episode, he shares some of the common traits and habits of high performers along with powerful tools advisors can use to help establish trust and deepen relationships with their clients. Steve Harvill is the founder of Creative Ventures and a change agent who works with the Fortune 500 to challenge and remove the boundaries that prevent them from seeing strategic opportunities. What do top sales performers know and do that propels them ahead of their peers? Do they have more in-depth knowledge or greater charisma? Guest Steve Harvill spent time interviewing top sellers from a variety of industries to understand what it is that sets them apart. It turns out that this elite group shares a set of traits and behaviors that helps them form emotional connections with their clients. In this episode, Steve and host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- explore the changing role of financial advisors and how they can cultivate the skills that can help them remain relevant to their clients. In this episode, you’ll hear:  Why change is so difficult Essential skills to cultivate Two simple words that can spur deeper conversations  Steve Harvill is a change agent who works with Fortune 500 firms to challenge and remove the boundaries that prevent them from seeing strategic opportunities. A scientist by training, his natural curiosity led him to study million-dollar producers across industries to uncover the common behavioral traits that separate highly successful salespeople from the pack. This research forms the basis of his recently published book, 21 Secrets of Million Dollar Sellers: America's Top Earners Reveal the Keys to Sales Success. Ways to contact Steve  Web: Creativeventures.com Book: 21 Secrets of Million Dollar Sellers LinkedIn: https://www.linkedin.com/in/steve-harvill-90806613/  Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0718-00302

A conversation at a sales awards dinner led Steve Harvill to study top performers across a variety of industries. What he learned forms the basis for his recently published book, 21 Secrets of Million Dollar Sellers: America's Top Earners Reveal the Keys to Sales Success. In this episode, he shares some of the common traits and habits of high performers along with powerful tools advisors can use to help establish trust and deepen relationships with their clients. Steve Harvill is the founder of Creative Ventures and a change agent who works with the Fortune 500 to challenge and remove the boundaries that prevent them from seeing strategic opportunities. What do top sales performers know and do that propels them ahead of their peers? Do they have more in-depth knowledge or greater charisma? Guest Steve Harvill spent time interviewing top sellers from a variety of industries to understand what it is that sets them apart. It turns out that this elite group shares a set of traits and behaviors that helps them form emotional connections with their clients. In this episode, Steve and host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- explore the changing role of financial advisors and how they can cultivate the skills that can help them remain relevant to their clients. In this episode, you’ll hear: <ul> <li>Why change is so difficult</li> <li>Essential skills to cultivate</li> <li>Two simple words that can spur deeper conversations</li> </ul> Steve Harvill is a change agent who works with Fortune 500 firms to challenge and remove the boundaries that prevent them from seeing strategic opportunities. A scientist by training, his natural curiosity led him to study million-dollar producers across industries to uncover the common behavioral traits that separate highly successful salespeople from the pack. This research forms the basis of his recently published book, 21 Secrets of Million Dollar Sellers: America's Top Earners Reveal the Keys to Sales Success. Ways to contact Steve <ul> <li>Web: <a href="http://Creativeventures.com" rel="nofollow" target="_blank">Creativeventures.com</a></li> <li>Book: 21 Secrets of Million Dollar Sellers</li> <li>LinkedIn: <a href="https://www.linkedin.com/in/steve-harvill-90806613/" rel="nofollow" target="_blank">https://www.linkedin.com/in/steve-harvill-90806613/</a></li> </ul> Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit <a href="http://firstclearing.com" rel="nofollow" target="_blank">firstclearing.com</a>. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0718-00302

03: Secrets of Top Sellers, Part 1, with Steve Harvill

If you’re only talking to clients about investments, then you’re missing the issues that are actually top of mind, and for financial advisors’ biggest client base those issues are related to aging. In this episode, industry veteran Steve Gresham and host Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing —continue their conversation around the need to tackle what can sometimes be uncomfortable topics. In this episode, you’ll hear:  Why longevity planning matters How advisors are adopting incremental services that are resonating with Baby Boomers Why true customer centricity is an act of extreme humility   With more than 35 years in the industry, Steve Gresham has been at the forefront of financial services transformation and innovation for decades. He is the author of five books about the wealth management industry and has been featured in Business Week, Fortune, Investment News and The New York Times.   For more about Steve — Book: The New Advisor for Life Website: thegreshamco.com

If you’re only talking to clients about investments, then you’re missing the issues that are actually top of mind, and for financial advisors’ biggest client base those issues are related to aging. In this episode, industry veteran Steve Gresham and host Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing —continue their conversation around the need to tackle what can sometimes be uncomfortable topics. In this episode, you’ll hear: <ul> <li>Why longevity planning matters</li> <li>How advisors are adopting incremental services that are resonating with Baby Boomers</li> <li>Why true customer centricity is an act of extreme humility</li> </ul>  With more than 35 years in the industry, Steve Gresham has been at the forefront of financial services transformation and innovation for decades. He is the author of five books about the wealth management industry and has been featured in Business Week, Fortune, Investment News and The New York Times. For more about Steve — Book: The New Advisor for Life Website: <a href="http://thegreshamco.com" rel="nofollow" target="_blank">thegreshamco.com</a>

The Real-Life Challenges of Wealth Management, Part 2

Carolyn Armitage

As consumer demand is increasing and financial advisors are aging, the industry is facing a succession crisis. Industry veteran Carolyn Armitage asks, “Who is there to advise advisors?” In this episode, she joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to discuss how advisors can prepare for the next chapter and better serve their clients. In this episode, you’ll hear:    Why advisors are not taking the time to think about what the transaction and transition of succession will look like Overlooked elements of planning for succession The emotional aspects of selling your firm Where advisors can find a sense of identity in the transition How to set a solid vision for the next phase of life How to understand your firm’s valuation in context Why advisors need financial advisors Why a lack of preparedness is underserving clients    Financial Planning recently named Carolyn Armitage as one of 19 people who will change wealth management in 2019. Carolyn is a managing director of ECHELON Partners, a frequent keynote speaker and a leading authority in private wealth management who is quoted extensively in industry publications. She also founded and runs True Circle Organization, a public nonprofit that works to improve the lives of homeless people in Southern California.   Ways to contact Carolyn Website: www.echelon-partners.com Email: carmitage@echelon-partners.com   Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2019. Wells Fargo Clearing Services, LLC. All

As consumer demand is increasing and financial advisors are aging, the industry is facing a succession crisis. Industry veteran Carolyn Armitage asks, “Who is there to advise advisors?” In this episode, she joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to discuss how advisors can prepare for the next chapter and better serve their clients. In this episode, you’ll hear: <ul> <li>Why advisors are not taking the time to think about what the transaction and transition of succession will look like</li> <li>Overlooked elements of planning for succession</li> <li>The emotional aspects of selling your firm</li> <li>Where advisors can find a sense of identity in the transition</li> <li>How to set a solid vision for the next phase of life</li> <li>How to understand your firm’s valuation in context</li> <li>Why advisors need financial advisors</li> <li>Why a lack of preparedness is underserving clients</li> </ul> Financial Planning recently named Carolyn Armitage as one of 19 people who will change wealth management in 2019. Carolyn is a managing director of ECHELON Partners, a frequent keynote speaker and a leading authority in private wealth management who is quoted extensively in industry publications. She also founded and runs True Circle Organization, a public nonprofit that works to improve the lives of homeless people in Southern California. Ways to contact Carolyn Website: <a href="http://www.echelon-partners.com" rel="nofollow" target="_blank">www.echelon-partners.com</a> Email: carmitage@echelon<a href="http://-partners.com" rel="nofollow" target="_blank">-partners.com</a> Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit <a href="http://firstclearing.com" rel="nofollow" target="_blank">firstclearing.com</a>. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2019. Wells Fargo Clearing Services, LLC. All

Carolyn Armitage: Advising the Advisor

Jeff Hancock

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 behavior, has found that it’s human psychology, not technology, which drives deception and distrust. In this episode, he and Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — discuss how to navigate the digital landscape to maintain trust and how we can use technology to help build it. In this episode, you’ll hear: ·         How trust has evolved over time ·         The many definitions and kinds of trust ·         The new forms of trust we’re seeing today ·         How we evaluate someone’s trustworthiness ·         What role social media plays in the trust formula ·         How reputation has changed with the rise of social media ·         How differences in communication lead to distrust between generations ·         What role technology will play in maintaining trust between advisor and client   Dr. Jeff Hancock is a psychologist and professor of communications at Stanford University. He is the founder of the Social Media Lab at Stanford and also serves as director of Stanford's Center for Computational Social Science. A leading expert in social media behavior and the psychology of online interaction, Jeff studies how social technologies and artificial intelligence affect us, from how we trust, to how we develop and maintain relationships, to understanding how technology is affecting our well-being. His view isn't that social media is good or bad, but that it amplifies everything and we must learn to navigate the effects.   Before earning his PhD in psychology, Jeff served as a customs officer in Canada. Prior to joining the Stanford faculty, he was an associate professor of cognitive science and communication at Cornell University. He lives in Silicon Valley with his wife and daughter, and still enjoys playing hockey regularly and does his best to keep pucks out of the net.   Ways to contact Jeff: Email: hancockj@stanford.edu Website: Stern Speakers: Jeff Hancock

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 behavior, has found that it’s human psychology, not technology, which drives deception and distrust. In this episode, he and Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — discuss how to navigate the digital landscape to maintain trust and how we can use technology to help build it. In this episode, you’ll hear: ·         How trust has evolved over time ·         The many definitions and kinds of trust ·         The new forms of trust we’re seeing today ·         How we evaluate someone’s trustworthiness ·         What role social media plays in the trust formula ·         How reputation has changed with the rise of social media ·         How differences in communication lead to distrust between generations ·         What role technology will play in maintaining trust between advisor and client Dr. Jeff Hancock is a psychologist and professor of communications at Stanford University. He is the founder of the Social Media Lab at Stanford and also serves as director of Stanford's Center for Computational Social Science. A leading expert in social media behavior and the psychology of online interaction, Jeff studies how social technologies and artificial intelligence affect us, from how we trust, to how we develop and maintain relationships, to understanding how technology is affecting our well-being. His view isn't that social media is good or bad, but that it amplifies everything and we must learn to navigate the effects. Before earning his PhD in psychology, Jeff served as a customs officer in Canada. Prior to joining the Stanford faculty, he was an associate professor of cognitive science and communication at Cornell University. He lives in Silicon Valley with his wife and daughter, and still enjoys playing hockey regularly and does his best to keep pucks out of the net. Ways to contact Jeff: Email: hancockj@stanford.edu Website: Stern Speakers: Jeff Hancock

Jeff Hancock: The Evolution of Trust 

Work has shifted from being strictly a source of income to becoming a major source of personal identity, so the way we think about retirement should change, too. In this episode, author Dr. Michelle Silver joins Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — to question common assumptions about retirement and explore the non-financial aspects of this important life transition. Michelle earned her Ph.D. in public policy from the University of Chicago, and is a professor at the University of Toronto. Her book, Retirement and its Discontents: Why We Won’t Stop Working Even If We Can, follows doctors, CEOs, elite athletes, professors and homemakers as they transition into retirement.  In this episode, you’ll hear:  Surprising reasons why retirement can be disappointing Why maintaining structure and a sense of social connectedness matters How financial advisors can help clients prepare for this important life transition  For more about Michelle— Book: Retirement and its Discontents: Why We Won’t Stop Working Even If We Can Website: michellepannorsilver.com

Work has shifted from being strictly a source of income to becoming a major source of personal identity, so the way we think about retirement should change, too. In this episode, author Dr. Michelle Silver joins Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — to question common assumptions about retirement and explore the non-financial aspects of this important life transition. Michelle earned her Ph.D. in public policy from the University of Chicago, and is a professor at the University of Toronto. Her book, Retirement and its Discontents: Why We Won’t Stop Working Even If We Can, follows doctors, CEOs, elite athletes, professors and homemakers as they transition into retirement.  In this episode, you’ll hear: <ul> <li>Surprising reasons why retirement can be disappointing</li> <li>Why maintaining structure and a sense of social connectedness matters</li> <li>How financial advisors can help clients prepare for this important life transition</li> </ul> For more about Michelle— Book: Retirement and its Discontents: Why We Won’t Stop Working Even If We Can Website: <a href="http://michellepannorsilver.com" rel="nofollow" target="_blank">michellepannorsilver.com</a>

Dr. Michelle Pannor Silver: Should We Retire the Concept of Retirement?

Today’s advertising business would be almost unrecognizable to the Don Drapers of the Mad Men era. Platforms, deliverables, compensation structures and client expectations have all changed dramatically and continue to evolve. Veteran agency owner and consultant Drew McLellan joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to discuss service-based business disruption and the implications for redefining the value of intermediaries.   In the classic ad agency model of the Mad Men era, built-in commissions from media purchases subsidized the services that went into the development of campaigns. However, the rise of digital platforms has flipped that model on its head. In a world where companies can now buy media and creative services directly, agencies must prove their value every day. Sound familiar? In this episode, veteran agency owner and consultant Drew McLellan shares insights he’s gained from over 30 years in advertising, and draws parallels with the disruption impacting financial advisors. He explains that success today means becoming deeply involved in clients’ lives to learn more about what’s important to them so you can redefine your value accordingly.   In this episode you’ll hear:  Three things service providers should do to succeed in the next decade Why branding your business is more important than ever before How building clients’ confidence can help you solve more of their needs  Drew has worked in advertising for over 30 years and has spent more than 23 of those years running his own agency, the McLellan Marketing Group. He also owns and operates the Agency Management Institute, a consultancy that’s been helping owners of small to medium-sized advertising agencies grow their businesses since the early ’90s. He’s written two books and been featured in the New York Times, Forbes, Entrepreneur Magazine, and Fortune Small Business. Drew is also the host of the podcast Build a Better Agency, which helps agency owners and entrepreneurs compete in these disruptive times.   Ways to contact Drew: Podcast: Build a Better Agency Web: agencymanagementinstitute.com

Today’s advertising business would be almost unrecognizable to the Don Drapers of the Mad Men era. Platforms, deliverables, compensation structures and client expectations have all changed dramatically and continue to evolve. Veteran agency owner and consultant Drew McLellan joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to discuss service-based business disruption and the implications for redefining the value of intermediaries. In the classic ad agency model of the Mad Men era, built-in commissions from media purchases subsidized the services that went into the development of campaigns. However, the rise of digital platforms has flipped that model on its head. In a world where companies can now buy media and creative services directly, agencies must prove their value every day. Sound familiar? In this episode, veteran agency owner and consultant Drew McLellan shares insights he’s gained from over 30 years in advertising, and draws parallels with the disruption impacting financial advisors. He explains that success today means becoming deeply involved in clients’ lives to learn more about what’s important to them so you can redefine your value accordingly. In this episode you’ll hear: <ul> <li>Three things service providers should do to succeed in the next decade</li> <li>Why branding your business is more important than ever before</li> <li>How building clients’ confidence can help you solve more of their needs</li> </ul> Drew has worked in advertising for over 30 years and has spent more than 23 of those years running his own agency, the McLellan Marketing Group. He also owns and operates the Agency Management Institute, a consultancy that’s been helping owners of small to medium-sized advertising agencies grow their businesses since the early ’90s. He’s written two books and been featured in the New York Times, Forbes, Entrepreneur Magazine, and Fortune Small Business. Drew is also the host of the podcast Build a Better Agency, which helps agency owners and entrepreneurs compete in these disruptive times. Ways to contact Drew: Podcast: Build a Better Agency Web: <a href="http://agencymanagementinstitute.com" rel="nofollow" target="_blank">agencymanagementinstitute.com</a>

A View on Disruption: What Advisors Might Learn from the Agency World

We often think communication is as natural as walking, but really, it requires much thoughtfulness and preparation. With vastly different communication practices across generations and an overwhelming amount of distraction in today’s digital landscape, we must learn to adapt and step out of our comfort zones. In this episode, author and coach Matt Abrahams joins Bill Coppel to discuss how we can be more effective communicators. In this episode, you’ll hear:  Key factors to getting your audience’s attention The connection between mindfulness and effective communication What it will look like to have 5 different generations in the workplace Ways to manage our anxiety about speaking in public Suggestions for practicing speaking and presentations How different generations interact in face-to-face communication The 3 steps to becoming a more effective communicator    Matt Abrahams is a writer, educator, scholar and coach in the area of communication. As co-founder of BoldEcho, a communication coaching consulting practice, Matt leads workshops and coaches individuals to deliver more confident and compelling presentations. He has also published a book, Speaking Up Without Freaking Out, and curated a collection of resources on his blog to help people manage anxiety and become more comfortable in their speaking.     Ways to contact Matt Websites: https://nofreakingspeaking.com, https://boldecho.com Books: Speaking Up Without Freaking Out

We often think communication is as natural as walking, but really, it requires much thoughtfulness and preparation. With vastly different communication practices across generations and an overwhelming amount of distraction in today’s digital landscape, we must learn to adapt and step out of our comfort zones. In this episode, author and coach Matt Abrahams joins Bill Coppel to discuss how we can be more effective communicators. In this episode, you’ll hear: <ul> <li>Key factors to getting your audience’s attention</li> <li>The connection between mindfulness and effective communication</li> <li>What it will look like to have 5 different generations in the workplace</li> <li>Ways to manage our anxiety about speaking in public</li> <li>Suggestions for practicing speaking and presentations</li> <li>How different generations interact in face-to-face communication</li> <li>The 3 steps to becoming a more effective communicator</li> </ul> Matt Abrahams is a writer, educator, scholar and coach in the area of communication. As co-founder of BoldEcho, a communication coaching consulting practice, Matt leads workshops and coaches individuals to deliver more confident and compelling presentations. He has also published a book, Speaking Up Without Freaking Out, and curated a collection of resources on his blog to help people manage anxiety and become more comfortable in their speaking.   Ways to contact Matt Websites: <a href="https://nofreakingspeaking.com" rel="nofollow" target="_blank">https://nofreakingspeaking.com</a>, <a href="https://boldecho.com" rel="nofollow" target="_blank">https://boldecho.com</a> Books: Speaking Up Without Freaking Out

20: Learning to Walk the Talk

Conor Delaney

No matter your career, physical, spiritual, and emotional health is essential to success. Conor Delaney understands the importance of this, and as CEO of The Good Life companies, whose headquarters has a 4,000-square-foot fitness institute, he has witnessed its transformative effects on his advisors’ lives and relationships with their clients. In this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss this holistic approach to financial advising. As the financial services industry changes, the value of the financial advisor is no longer to give access to a product or to look the part. Instead, Conor Delaney explains that advisors must be relatable, approachable, and disciplined, making way for a more intimate relationship and meaningful conversations with clients. He highlights four components needed to balance out the employee experience: financial fitness, physical fitness, nutrition, and spiritual and emotional health. When advisors have access and the knowledge base to make good, informed decisions on how to run through each day, they holistically learn a better lifestyle, which they can pass on to their clients. Conor believes that this approach of helping people manage their life, not just their financial affairs, is the future of the industry. In this episode, you’ll hear:  The importance of health for financial advisors The shift in desired advisor characteristics, from successful to relatable How a multipurpose wellness center can transform individual lives and communities How to approach the subject of health and lifestyle in conversation How to create an ecosystem around the client experience that brings life fulfillment Why advisors are the gateway to make changes in communities around the U.S.  Conor Delaney began working in the financial services industry as a sophomore in college and NCAA athlete. After losing his dad at a young age and personally experiencing the correlation between poverty and poor health, he learned the great importance of health and wellness. He is the founder and CEO of The Good Life Companies, where he is directly involved with his clients and the advisors that work for him. Conor has also led the construction of The Good Life Fitness Institute, which is a resource for employees, clients, and the general public in hopes to give them the access and knowledge base to lead healthy and successful lifestyles. Ways to contact Conor:  Website: goodlifefa.com      Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0918-02332

No matter your career, physical, spiritual, and emotional health is essential to success. Conor Delaney understands the importance of this, and as CEO of The Good Life companies, whose headquarters has a 4,000-square-foot fitness institute, he has witnessed its transformative effects on his advisors’ lives and relationships with their clients. In this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss this holistic approach to financial advising. As the financial services industry changes, the value of the financial advisor is no longer to give access to a product or to look the part. Instead, Conor Delaney explains that advisors must be relatable, approachable, and disciplined, making way for a more intimate relationship and meaningful conversations with clients. He highlights four components needed to balance out the employee experience: financial fitness, physical fitness, nutrition, and spiritual and emotional health. When advisors have access and the knowledge base to make good, informed decisions on how to run through each day, they holistically learn a better lifestyle, which they can pass on to their clients. Conor believes that this approach of helping people manage their life, not just their financial affairs, is the future of the industry. In this episode, you’ll hear: <ul> <li>The importance of health for financial advisors</li> <li>The shift in desired advisor characteristics, from successful to relatable</li> <li>How a multipurpose wellness center can transform individual lives and communities</li> <li>How to approach the subject of health and lifestyle in conversation</li> <li>How to create an ecosystem around the client experience that brings life fulfillment</li> <li>Why advisors are the gateway to make changes in communities around the U.S.</li> </ul> Conor Delaney began working in the financial services industry as a sophomore in college and NCAA athlete. After losing his dad at a young age and personally experiencing the correlation between poverty and poor health, he learned the great importance of health and wellness. He is the founder and CEO of The Good Life Companies, where he is directly involved with his clients and the advisors that work for him. Conor has also led the construction of The Good Life Fitness Institute, which is a resource for employees, clients, and the general public in hopes to give them the access and knowledge base to lead healthy and successful lifestyles. Ways to contact Conor: <ul> <li>Website: <a href="http://goodlifefa.com" rel="nofollow" target="_blank">goodlifefa.com</a></li> </ul> Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit <a href="http://firstclearing.com" rel="nofollow" target="_blank">firstclearing.com</a>. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0918-02332

10: Conor Delaney: Trading Jaguars for Jogging

Hal Gregersen

LEAD

What common trait do truly exceptional leaders share? Great leaders are exceptional at asking the questions that others don’t ask. In this episode, author and speaker Hal Gregersen joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss the power of asking the right questions and how financial advisors can use that skill to bridge the gap between fintech and the people they serve. In this episode, you’ll hear:  The importance of asking the right questions Ways to combat isolation as a leader/executive What top leaders do to unlock disruptive ideas Examples of how advisors are redefining value creation for clients Techniques for getting ‘unstuck’ How to see and do things differently    Hal Gregersen is the Executive Director of the MIT Leadership Center and a senior lecturer of Leadership and Innovation at the MIT Sloan School of Management. As an inspirational speaker, he has worked with such renowned organizations as Chanel, Disney, Patagonia, UNICEF, and the World Economic Forum, and has been recognized by Thinkers50 as one of the world’s most innovative minds. Hal has both authored and coauthored a total of 10 books over the years, including the bestseller The Innovator’s DNA: Mastering the Five Skills of Disruptive Innovators. In addition to being a bestselling author, Hal pursues his lifelong avocation of photography at his home in Boston’s North Shore which he shares with his wife, Suzi Lee.   Ways to contact Hal— Website: https://halgregersen.com/ Book: Questions Are The Answer     Disclosures: If you like this content, share it or like us. If you want to join the conversation or connect with us, please visit us at www.firstclearing.com. This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member of SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0619-04588

What common trait do truly exceptional leaders share? Great leaders are exceptional at asking the questions that others don’t ask. In this episode, author and speaker Hal Gregersen joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss the power of asking the right questions and how financial advisors can use that skill to bridge the gap between fintech and the people they serve. In this episode, you’ll hear: <ul> <li>The importance of asking the right questions</li> <li>Ways to combat isolation as a leader/executive</li> <li>What top leaders do to unlock disruptive ideas</li> <li>Examples of how advisors are redefining value creation for clients</li> <li>Techniques for getting ‘unstuck’</li> <li>How to see and do things differently</li> </ul> Hal Gregersen is the Executive Director of the MIT Leadership Center and a senior lecturer of Leadership and Innovation at the MIT Sloan School of Management. As an inspirational speaker, he has worked with such renowned organizations as Chanel, Disney, Patagonia, UNICEF, and the World Economic Forum, and has been recognized by Thinkers50 as one of the world’s most innovative minds. Hal has both authored and coauthored a total of 10 books over the years, including the bestseller The Innovator’s DNA: Mastering the Five Skills of Disruptive Innovators. In addition to being a bestselling author, Hal pursues his lifelong avocation of photography at his home in Boston’s North Shore which he shares with his wife, Suzi Lee. Ways to contact Hal— Website: <a href="https://halgregersen.com/" rel="nofollow" target="_blank">https://halgregersen.com/</a> Book: Questions Are The Answer Disclosures: If you like this content, share it or like us. If you want to join the conversation or connect with us, please visit us at <a href="http://www.firstclearing.com" rel="nofollow" target="_blank">www.firstclearing.com</a>. This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit <a href="http://firstclearing.com" rel="nofollow" target="_blank">firstclearing.com</a>. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member of SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0619-04588

Hal Gregersen: How Unexpected Questions Can Lead to Breakthroughs

Tim Ursiny

In a period of rapid change, financial advisors must learn how to deal with stress and build resilience, for themselves and their clients. In this episode, host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – sits down with Dr. Tim Ursiny, Founder of Advantage Coaching &amp; Training, and discusses how to use emotional intelligence to build powerful, trusted relationships with clients. In this episode, Dr. Ursiny explains how to meet a client’s greatest need – to be heard – and why that ultimately leads to greater personal satisfaction for the client and the advisor.  In this episode, you’ll hear:  Ways to manage stress and help your clients do the same Why providing advice alone is no longer enough How to use emotional intelligence to build better relationships with clients   As a speaker and certified business coach, Dr. Ursiny shares his expertise in areas such as communication skills, navigating change, coaching, and helping individuals and businesses achieve quality and balance in life. He is the author of several books, including “The Confidence Plan: How to Build a Stronger You”, “Coaching the Sale” and “The Top Performer’s Guide” series.   Ways to contact Tim and access related resources: Website: advantagecoaching.com Email: drtim@advantagecoaching.com Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR-0818-00723

In a period of rapid change, financial advisors must learn how to deal with stress and build resilience, for themselves and their clients. In this episode, host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – sits down with Dr. Tim Ursiny, Founder of Advantage Coaching &amp; Training, and discusses how to use emotional intelligence to build powerful, trusted relationships with clients. In this episode, Dr. Ursiny explains how to meet a client’s greatest need – to be heard – and why that ultimately leads to greater personal satisfaction for the client and the advisor.  In this episode, you’ll hear: <ul> <li>Ways to manage stress and help your clients do the same</li> <li>Why providing advice alone is no longer enough</li> <li>How to use emotional intelligence to build better relationships with clients</li> </ul>  As a speaker and certified business coach, Dr. Ursiny shares his expertise in areas such as communication skills, navigating change, coaching, and helping individuals and businesses achieve quality and balance in life. He is the author of several books, including “The Confidence Plan: How to Build a Stronger You”, “Coaching the Sale” and “The Top Performer’s Guide” series. Ways to contact Tim and access related resources: Website: <a href="http://advantagecoaching.com" rel="nofollow" target="_blank">advantagecoaching.com</a> Email: drtim@advantagecoaching.com Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit <a href="http://firstclearing.com" rel="nofollow" target="_blank">firstclearing.com</a>. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR-0818-00723

17: Dr. Tim Ursiny: Building Better Relationships with a New Kind of Coaching

Heywood Sloane

Health and wealth are interconnected, yet many delay health-care planning until later in life. Heywood Sloane works at the center of health care and financial services, and stresses the value of planning ahead. In this episode, he and Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — discuss the important role financial advisors can play in helping clients plan their health care futures. In this episode, you’ll hear:  How your own life experiences can inform client conversations What it looks like to have a truly holistic view of your clients How to help clients avoid leaving a “negative emotional legacy”  Heywood Sloane is a Principal with the distribution and health care practice of the Diversified Services Group, which is a financial services consultancy. He works at the nexus of health care and financial services to help firms, advisors, and consumers understand the disruptive changes in both, and how to best build and execute plans to meet their families’ needs. Heywood is cofounder of HealthStyles.net, a platform that engages individuals, their families, and their advisors to better understand and meet the challenges of managing health care and funding over a lifetime.   Ways to contact Heywood— Email: heywoods@dsg-network.com

Health and wealth are interconnected, yet many delay health-care planning until later in life. Heywood Sloane works at the center of health care and financial services, and stresses the value of planning ahead. In this episode, he and Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — discuss the important role financial advisors can play in helping clients plan their health care futures. In this episode, you’ll hear: <ul> <li>How your own life experiences can inform client conversations</li> <li>What it looks like to have a truly holistic view of your clients</li> <li>How to help clients avoid leaving a “negative emotional legacy”</li> </ul> Heywood Sloane is a Principal with the distribution and health care practice of the Diversified Services Group, which is a financial services consultancy. He works at the nexus of health care and financial services to help firms, advisors, and consumers understand the disruptive changes in both, and how to best build and execute plans to meet their families’ needs. Heywood is cofounder of <a href="http://HealthStyles.net" rel="nofollow" target="_blank">HealthStyles.net</a>, a platform that engages individuals, their families, and their advisors to better understand and meet the challenges of managing health care and funding over a lifetime. Ways to contact Heywood— Email: heywoods@dsg<a href="http://-network.com" rel="nofollow" target="_blank">-network.com</a>

Heywood Sloane: Your Health Is Your Wealth

Caregiving is an issue touching more lives today than you may realize. Today, an estimated 65 million Americans are in a caregiving role, and by 2030, there will be more people over the age of 65 than children under the age of five, creating an even greater need now to  prepare for the future. Author and CEO Sherri Snelling joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to share her insights and discuss the opportunities financial advisors have to help clients prepare to be caregivers, and to plan for their own health and wellness. After personally watching her mother step into a caregiving role and later stepping into a caregiving role herself, Sherri Snelling’s career in healthcare led her to run wellness programs that support caregivers in the workplace. The combination of these personal and professional experiences has made Sherri an expert on the topic of caregiving. Sherri explains the emotional and physical tolls caretaking has on the caregiver. She has found that preparation is extremely important – through conversations well in advance of someone’s need for care and through intentional plans for the caregiver’s personal health. Financial advisors can join this critical team dynamic by making it a part of their conversations and guiding their clients to emotionally and mentally prepare to be caregivers. In this episode, we’ll explore:  How the changing demographics in the U.S. are shifting towards an eldercare-focused society The need for employers to support caregiving employees The conversations that are necessary to prepare for caregiving The role financial advisors can play in preparing and supporting their clients as caregivers Self-care practices for caregivers   Sherri Snelling is the founder/CEO of Caregiving Club, a strategic consulting, impactful communications, partnership connections and creative content company focused on supporting the nation’s 65 million family caregivers. She is the author of A Cast of Caregivers – Celebrity Stories to Help You Prepare to Care and is a contributing columnist on caregiving for PBS Next Avenue, Forbes.com, Huffington Post and USA Today. Sherri was the chairman of the National Alliance for Caregiving in Washington, D.C. and is currently a board member of the National Alzheimer’s Association in her local area. She also serves as ambassador for the Caregiver Monday campaign with her ‘Me Time Monday’ initiative.   Ways to contact Sherri:  Website: www.caregivingclub.com Twitter, Facebook, and LinkedIn Book: A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care  Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0818-04022

Caregiving is an issue touching more lives today than you may realize. Today, an estimated 65 million Americans are in a caregiving role, and by 2030, there will be more people over the age of 65 than children under the age of five, creating an even greater need now to  prepare for the future. Author and CEO Sherri Snelling joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to share her insights and discuss the opportunities financial advisors have to help clients prepare to be caregivers, and to plan for their own health and wellness. After personally watching her mother step into a caregiving role and later stepping into a caregiving role herself, Sherri Snelling’s career in healthcare led her to run wellness programs that support caregivers in the workplace. The combination of these personal and professional experiences has made Sherri an expert on the topic of caregiving. Sherri explains the emotional and physical tolls caretaking has on the caregiver. She has found that preparation is extremely important – through conversations well in advance of someone’s need for care and through intentional plans for the caregiver’s personal health. Financial advisors can join this critical team dynamic by making it a part of their conversations and guiding their clients to emotionally and mentally prepare to be caregivers. In this episode, we’ll explore: <ul> <li>How the changing demographics in the U.S. are shifting towards an eldercare-focused society</li> <li>The need for employers to support caregiving employees</li> <li>The conversations that are necessary to prepare for caregiving</li> <li>The role financial advisors can play in preparing and supporting their clients as caregivers</li> <li>Self-care practices for caregivers</li> </ul>  Sherri Snelling is the founder/CEO of Caregiving Club, a strategic consulting, impactful communications, partnership connections and creative content company focused on supporting the nation’s 65 million family caregivers. She is the author of A Cast of Caregivers – Celebrity Stories to Help You Prepare to Care and is a contributing columnist on caregiving for PBS Next Avenue, <a href="http://Forbes.com" rel="nofollow" target="_blank">Forbes.com</a>, Huffington Post and USA Today. Sherri was the chairman of the National Alliance for Caregiving in Washington, D.C. and is currently a board member of the National Alzheimer’s Association in her local area. She also serves as ambassador for the Caregiver Monday campaign with her ‘Me Time Monday’ initiative. Ways to contact Sherri: <ul> <li>Website: <a href="http://www.caregivingclub.com" rel="nofollow" target="_blank">www.caregivingclub.com</a></li> <li>Twitter, Facebook, and LinkedIn</li> <li>Book: A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care</li> </ul> Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit <a href="http://firstclearing.com" rel="nofollow" target="_blank">firstclearing.com</a>. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0818-04022

05: Sherri Snelling: Care for the Caregiver – Insights for Clients and Ourselves

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Best Episodes on Relationships & Love

The best podcast episodes of the most interesting stories and things. From skyping someone while they're in space, to tracking down and meeting a telephone scammer in person, to the story of a Galapagos. These episodes will keep you and all your friends entertained and captivated for hours. Learn something new in every episode! Add episodes you're interested into your queue below!