Dec 13, 2021
With us coming to the end of the year, we’re going to be taking a two week break from the podcast. We’ll be back on January 3rd with a new set of guests, rocking new episodes every week. We welcome Michael Nathanson, Chair and CEO of Colony Group, an RIA with over $13 billion in assets under management. We dive into...
Dec 7, 2021
In this episode, we’re joined by Diana Britton, Managing Editor, WealthManagement.com, and host of The Healthy Advisor podcast. Diana is known for her excellent coverage of the wealth management space, but I wanted to chat with her about her podcast, The Healthy Advisor, and how she’s helping advisors build a life...