Podcasts

Streaming you podcasts from our industry partners

Using Your CFA Designation to Power Your Private Wealth Practice

Here’s my interview with Bob Dannhauser , head of Private Wealth Management at the CFA Institute, about the special tools that CFA® charterholders have available to them to develop their wealth management practices.

Gameshow [Extremely Humorous]

This month’s gameshow was action packed, featuring judge Vikram Rajan of phoneBlogger.net and contestants Sheryl Garrett of the Garrett Planning Network and Scott Salaske of FirstMetric.

You’ll enjoy the interplay of skill and chance in this episode – but that’s not all.

Is 1% Dead and Gone? With Scott MacKillop

Does the emergence of new technologies such as TAMPS and roboadvisors have to mean a deflated revenue stream for financial advisors? Not necessarily. Join me and my guest Scott MacKillop of First Ascent Asset Management as we discuss the new model for managing assets and how advisors can make it work for them without becoming poverty stricken.

How to Leverage Your Charisma with Kim Seltzer

Business success depends heavily upon the person to person connections that you make. Often we try to make it more complicated than that, but it boils down to the connection human being to human being. Our guest Kim Seltzer, makeover and confidence expert, has helped thousands of people build lasting connections with her Charisma Quotient process and this style advice is readily applicable for any financial advisor who wants to grow his or her business!