Mar 29, 2021
In this episode, we sit down with Brad Rathe - CIO at StrategIQ and host of the Friday's With Brad podcast. This episode is a big mash-up of topics, we dive into why advisors need to set boundaries, how things like ESG is influencing advisor/investor relationships, and how no one of prepared for the pace of change.
Mar 22, 2021
In this episode we’re sitting down with Peter Lazaroff, CIO at Plan Corp – a practice down in St. Louis, Missouri. Peter also has a weekly blog that has gained tremendous popularity over the years. Peter is all about simplifying money, and accomplishes a lot of this through his blog. In this episode we dive into...
Mar 15, 2021
In this episode, we sit down with Kristen O'Grady, COO & Head of Product at Seeds, a new platform for financial advisors that puts investor values at the center of the platform. Kristen, an ex-BlackRock executive, unpacks the current state of ESG investing, how advisors can better align a client's values with their...
Mar 8, 2021
In this episode, we sit down with Derek Schwartz, National Sales Manager at CION Investments. Derek comes with decades of experience and working with investment managers and financial advisors to build sales organizations. He dives into his best practices for what you need as an advisor to not only build your practice,...
Mar 1, 2021
In this episode, we sit down with Penny Phillips, co-Founder and President of Journey Strategic Wealth, a new RIA that's reimagining the independent advisor model. This episode does not disappoint - Penny covers everything an advisors should be thinking about before you make the jump to RIA.