Ryan Parker: What Advisors Can Learn From EP Wealth’s Rapid Growth
The CEO of the acquisitive wealth management firm, which has about $40 billion in assets, discusses how it pursues organic and inorganic growth. Host: Greg Bartalos.
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20:16
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20:16
Aileen Schruth: Financial Planning for Divorcing Clients | Next Gen
The UBS financial advisor shares her best advice for advising clients who are going through a divorce.
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22:45
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22:45
Alisa Maute: Cracking the Organic Growth Code for RIAs
Mercer Advisors’ head of client development discusses how the firm built a data-driven client development machine that separates advice from acquisition and drives measurable, repeatable growth. Host: Steve Sanduski, CFP.
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42:51
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42:51
Dryden Pence: Why I'm Bullish on Small-Caps, Defense Stocks, and AI
The chief investment officer at Pence Wealth Management expects that strong earnings and lower interest rates will lift the S&P 500 next year and particularly benefit smaller stocks. Host: Greg Bartalos.
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47:49
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47:49
Nick Kavallieratos: Mastering Lifestyle Planning | Next Gen
The Morgan Stanley managing director explains how advisors can serve multigenerational clients and cater to their ever-changing priorities while helping them achieve their goals.
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