Aug 27, 2024
Stephanie Aliaga – J.P. Morgan
Hosts Brad Wright and Kathleen Kenealy are joined by Stephanie
Aliaga, Global Market
Strategist on the JP Morgan Asset Management Market Insights Team,
based out of New York.
Stephanie helps formulate and communicate economic views, deliver
timely commentary and
maintain forecasting...
Aug 20, 2024
Richard LeFauve – Client Edge
Host Brad Wright along with Guest Co-Host Mike Connaughton are
joined by performance
coach Richard “Rick” LeFauve.
Rick founded Client Edge for performance coaching after compiling
extensive experience in
management, recruiting, training, business development, and
coaching at Morgan...
Aug 13, 2024
This week we’re talking about Difficult Conversations. Whether telling clients they don’t have enough and need to get back to work, talking clients through market down turns, or speaking with clients at times of loss, some conversation are more challenging than others. We discuss challenging financial planning...
Aug 6, 2024
Vanguard
Hosts Brad Wright and Chris Boyd are joined by Ted Dinucci, an
investment strategist with
Vanguard’s Investment Advisory Research Center, the team tasked
with creating thought
leadership for their intermediary advisory partners across a range
of investment, wealth
management, and financial planning...