Ranked #1
Building Your Practice with Retirement Income
Building Your Practice with Retirement Income
In this episode, Matt Shute is joined by Phil Lubinski. Phil is known as a pioneer in retirement income planning and mor... Read more
12 Jun 2018
•
41mins
Ranked #2
Strengthening your Financial Planning Processes with Charts and Checklists
Strengthening your Financial Planning Processes with Charts and Checklists
On this episode, Matt Shute is joined by Mike Lecours the co-founder of fpPathfinder. fpPathfinder creates checklists an... Read more
20 Mar 2019
•
26mins
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Sales and Services Philosophy From an Industry Veteran
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On this episode of our Advisor Success Series Podcast, we are joined by Paul Berard. Paul is the head of distribution fo... Read more
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Ranked #4
Keys to Success Within an Advisory Practice
Keys to Success Within an Advisory Practice
For this episode of the Advisor Success Series Podcast, Matt Shute is joined by Matt Eilers of USA Financial. Matt is th... Read more
8 Mar 2019
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Understanding Fixed Income Risk Premiums: Perspectives from Dimensional Fund Advisors (DFA)
Understanding Fixed Income Risk Premiums: Perspectives from Dimensional Fund Advisors (DFA)
In this episode, Tom Goodrum, Institutional Fixed Income Strategist at DFA, will share with us the firm’s perspective on... Read more
7 Jan 2019
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Stay the course – A conversation with dimensional fund advisors on risk-based factor investing
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Today Ben Lavine is joined by Lukas Smart, portfolio manager at Dimensional Funds or DFA. In today’s podcast, Lukas shar... Read more
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In this episode, Ben Lavine and our guest Justin Sibears will discuss an article published by Justin in August 2017 titl... Read more
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Ranked #8
A Conversation with Brian Cooper of ProAdvisor Coach
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"The Good, the Bad, the Ugly and Recession After the Fact" – November 2019 Market Outlook with John Davi, Astoria Advisors
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In this episode, we welcome back John Davi, Founder and Chief Investment Officer at Astoria Advisors. We discuss Astoria... Read more
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Gold and Cash: A Conversation with Rich Farr, Merion Capital Group
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Round 2 with Phil Lubinski- Retirement Income Planning and Other Keys to Practice Growth
Round 2 with Phil Lubinski- Retirement Income Planning and Other Keys to Practice Growth
On this episode, Matt Shute is once again joined by Phil Lubinski from IncomeConductor. Phil has been a life-long financ... Read more
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Pushing Ahead with Crypto-Currencies – A Conversation with Matt Hougan, Head of Global Research at Bitwise
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“Investing for Relative Value Amidst an Uncertain Global Growth Outlook” – A Conversation with Bob DeRochie, Fixed Income Specialist – Client Portfolio Manager at First Trust Advisors
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Assessing the ETF Landscape
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A Conversation with Motif: Investing in the Next Wave of Innovation
A Conversation with Motif: Investing in the Next Wave of Innovation
In this episode, we sit down with Hardeep Walia, founder and CEO of Motif. Hardeep discusses Motif’s approach for apply... Read more
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Driving Growth and Building Brand Value - A Conversation with Chris Shea, CFA of CataMetrics
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Plan4Life: Educating Financial Advisors for the Future
Plan4Life: Educating Financial Advisors for the Future
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A Conversation with Phil Bak, CEO Exponential ETFs
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A Conversation with SPDRs: Positioning Around the Business Cycle
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We are, once again, joined by Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors. Matt shar... Read more
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25mins
