Molly Townsend: Empowering Clients With Financial Literacy | Next Gen
The senior wealth strategy associate at UBS says “I've become very passionate about employee education and making that part of each and every relationship that I work with.”
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19:14
Anne-Laure Le Cunff: Tiny Experiments for Smarter Decision-Making
How financial advisors can help clients break free from societal scripts and set goals that truly align with their values. Host: Steve Sanduski, CFP.
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38:57
Jill Williams: Advice for Clients Facing Unexpected Retirement
The Ameriprise private wealth advisor shares her top priorities when working with clients who fall on hard times and discusses the importance of instilling them with hope. Host: Greg Bartalos.
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20:07
Max Winthrop: 'Quirkiness Matters' | Next Gen
“I think people inherently have quirks and sometimes we seek to hide those quirks because we want to put up a professional facade,” says Max Winthrop, CEO of Winthrop. “I like to joke around and I think that also makes me approachable.”
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24:25
Geri Eisenman Pell: Succession Planning Tips for Financial Advisors
Having recently merged her Ameriprise practice into Rise Private Wealth Management, Pell shares insights about the best ways for advisors to navigate succession planning. Host: Ray Sclafani.
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