In our season finale Marc Squires is joined by Fidelity's Megan Kelley and Stephen Langlois of Kestra Financial. They discuss how our industry has accelerated in last couple of years and their views on what may be on the horizon.

Season 3 Ep 11: The Future of Financial Planning

Host Marc Squires is joined by Fidelity's Amanda Robinson and Advisor Group's Micah Wei for a discussion about how advisors can implement outsourcing to help them increase productivity, deepen client relationships, and deliver more value.

Season 3 Ep 10: Approaches to Accelerate Planning Productivity

Marc Squires is joined by eMoney's Chad Porche and Peter Gale from Prudential to discuss how advisors can help encourage behavior changes with investors.

Season 3 Ep 9: Driving Client Behavior

Marc Squires is joined by Fidelity's Chris Baker and Hansen Ringer from Sepio Capital to help demystify investor conversations around Bitcoin and other digital assets.

Season 3 Ep 8: Incorporating Digital Assets into Planning Conversations

Fidelity's Amanda Scipione and Jamila Ramnanan of Blucora join guest host Anand Sekhar for an open discussion about today's evolving investor landscape, and how diversity is impacting the way advisors approach wealth management and financial planning.

Season 3 Ep 7: The Evolving Investor Landscape

Including family in the planning process is critical to client satisfaction. Host Marc Squires is joined by Fidelity's Tobias Donath and Kelly Maregni of Pathstone to discuss family harmony through the path of money, wealth, and estate planning.

Season 3 Ep 6: Planning Across the Family Tree

Guests Sharon Appelman of Neuberger Berman and Fidelity's Margot Navins join host Marc Squires to discuss how to integrate charitable giving into planning conversations.

Season 3 Ep 5: Incorporating Philanthropy into Planning

Guests Jon Jones of Brighton Jones and Fidelity's Gwendaline Mazzara join host Marc Squires to discuss how engaging in thoughtful digital marketing and active client segmentation may provide opportunities to attract more planning clients.

Season 3 Ep 4: How Digital Marketing Can Help Advisors Attract Planning Clients

Marc Squires is joined by Fidelity's Richard Cresta and Creative Planning's Peter Mallouk to talk about how advisors can manage client emotions and gain more confidence when planning around -- and for -- life events.

Season 3 Ep 3: Life Events as a Catalyst for Planning

Financial advice looks different today:virtual experiences, increased volatility and insecurity, and acceleration of life events have all had an impact. Host Marc Squires is joined by Sanjiv Mirchandani and Seth Streeter to discuss how the past year.

Season 3 Ep 2: Financial Planning Post-2020

Fidelity's latest podcast series explores the new thinking on today's shifting wealth management industry.

Planning looks different today: virtual experiences, increased volatility and insecurity, and acceleration of life events. Host Marc Squires is joined by Sanjiv Mirchandani and Seth Streeter to discuss how the past year has changed our industry.

Season 3 Ep 1: The 'New Normal' in the Wealth Management Industry

Marc Squires is joined again by Mike Durbin, head of Fidelity Institutional, to look back at the insights shared this season and discuss how growth engines work together to help advisors move their business forward.

Season 2 Ep 6: How the Growth Engines Can Work Together

Marc Squires is joined by Fidelity's Nicole Connolly and guests Mordechai Fishman, JSF Financial, and Jay Lipman, Ethic, to discuss the emotional quotient (EQ) and how firms can help investors align their values with their financial lives.

Season 2  Episode 5: Emotional Quotient (EQ)

Marc Squires talks with Fidelity's Anand Sekhar and John Poulton from Brown Advisory explore intelligence quotient (IQ) and the shift to a focus on giving clients information, expertise, and solutions they need in a new way.

Season 2 Episode 4: Intelligence Quotient

Marc Squires talks with Fidelity's Tricia Haskins and Gina Bradley from The Colony Group to explore digital quotient (DQ) and using technology to improve productivity, introduce revenue streams, and create a better customer experience.

Season 2 Episode 3: Exploring Digital Quotient

Marc Squires is joined by Fidelity's Charlie Phelan and guests Matt Chisolm, Commonwealth Financial Network, and Patrick Goshtigian, EP Wealth Advisors, to discuss sustainability quotient (SQ) and how their firms have showcased resiliency.

Season 2 Episode 2: Sustainability Quotient

Head of Fidelity Institutional, Mike Durbin, joins Marc Squires to offer insight on how growth engines can work simultaneously as a catalyst for expanding business and delivering value to customers.

Season 2 Episode 1: Introducing the Growth Engines

Ellen Goodman, Pulitzer-prize winning columnist and Abbey Henderson of Abaris Financial Group explore ways advisors can create unique plans to help ensure clients leave the legacy they want behind.

Episode 5: Fulfillment

Barnaby Riedel of Riedel Strategy and United Capital's Rosemary Caligiuri discuss this emotional level of our value stack and how advisors can help their clients achieve the peace of mind to live as they wish without worrying about money.

Episode 4: Peace of Mind

eMoney's Matt Schulte and Fairhaven Wealth Management's Marc Horner offer insights into Achieving goals. Hear about goals-based planning and how certain tools can help make the experience simple, scalable, and repeatable.

Episode 3: Achieving goals

FinPoint™

Fidelity's Matt Goulet and Paul Ma join Gregory Pinto of Baystate Financial to discuss Managing the money. Hear about investment outsourcing, portfolio construction, and other ways to increase value for your clients.

Episode 2: Managing the money

Eric Almquist from Bain &amp; Company and Fidelity's Sanjiv Mirchandani discuss the Elements of Value, the "advice value stack", and what they consider are the best ways for firms to move up the stack to help attract and retain more clients.

Episode 1: Establishing the new advice value stack

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