May 28, 2024
As an advisor, you may have a considerable part of your personal wealth connected to your business. How and when will you obtain that wealth by selling your business? Will you sell internally or to another firm? Will that firm be larger and backed by private equity? How soon do you want to exit or how long do you...
May 21, 2024
Mike Arone – State Street Global Advisors
Hosts Brad Wright and Kathleen Kenealy are joined by Mike Arone.
Mike is Managing Director
and Chief Investment Strategist for State Street Global Advisors US
Intermediary Business
Group. Michael is a highly regarded speaker at industry conferences
and is the author of...
May 14, 2024
Jim Sinai - Vanilla
Host Brad Wright is joined by Jim Sinai. Jim is Chief Marketing
Officer at Vanilla, The Estate
Advisory Platform, designed to transform how wealth advisors help
their clients manage their
estate and build their legacy. Jim is a seasoned cloud executive
and experienced marketer, with a
background in...
May 7, 2024
For our 200th episode, we are joined by the legendary George Kinder, best known for creating the Registered Life Planner designation and curriculum through the Kinder Institute of Life Planning. George is a pioneer who helped to shape what has become the financial planning industry. Join past chapter president, Chris...
May 1, 2024
Tiffany Markarian – Advantus Marketing
Host Brad Wright is joined by Managing Director of Advantus
Marketing, Tiffany Markarian.
Tiffany has coached hundreds of wealth advisors, broker/dealers,
brokerage and insurance firms
in driving productivity, practice equity and overall growth. She
draws from her deep...