Our Podcast Series

Episode #80

Bill Coppel: The Next Frontier Final Episode

At the Next Frontier, we’ve covered a lot of ground, exploring the impact of digital disruption, the changing industry landscape, and what it means to deliver value in the evolving advice business. Join host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing − as he reflects on the perspectives gained, and insights shared, on this journey.

Episode #79

Erik Strid: Helping Clients Navigate the “Exploring” Phase of Life

With the dramatic increase in life expectancies, many people near the traditional retirement age of 65 could potentially live another 30 years. In this episode, Erik Strid, joins host Bill Coppel − to explore how advisors can to help clients entering this important life transition craft their next chapter.

Episode #78

Robb Baldwin: What’s Driving Custodial Decisions in the RIA Space Today

In the evolving advice business, one thing hasn't changed for RIAs, and that's the power of relationships. Relationships with our clients, of course, but also the relationship with our custodian. With the unbundling of the value chain, independent advisors have access to an array of technologies that can drive up value, drive down costs, and create better outcomes for their clients

Episode #77

Susan Quinn: Leadership Lessons we Learned from COVID

The impact of COVID-19 will likely reshape clients’ sentiments and expectations for generations to come, and it will likely reshape how we show up as leaders. In this episode, Susan Quinn − founder and CEO of circle S studio − joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing – to explore how leaders can approach the next chapter with confidence.

Episode #76

Ethan Zuckerman: Building a Trust Bridge in an Era of Misinformation

The concept of truth has been disrupted by misinformation and fabricated realities. In this episode, Ethan Zuckerman − educator, public speaker, and prolific writer -- joins host Bill Coppel − Managing Director & Chief Client Growth Officer at First Clearing − to explore what this means for financial advisors.

Episode #75

Bill Coppel: Season 3 Close – Separating Fact from Fiction

At the Next Frontier, we’ve learned a lot from our guests about how to navigate a world of perpetual uncertainty and accelerating change. Join host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, as he reflects on how the 24/7 flow of information − and misinformation − affects our ability to transition and pivot through life.

Episode #74

Sherri Snelling: What Advisors Should Know About the Cycle of Grief

We often think about grief in the context of losing a loved one, but it can actually occur any time we experience changes like losing a job, health problems, or a move. In this episode, Sherri Snelling, founder & CEO of Caregiving Club, explores why financial advisors should understand the grief cycle and what it takes to get beyond it.

Episode #73

John Lawton: 21st Century Leadership for an Ever-Changing Landscape

The disruption and uncertainty we’re experiencing today is cause for reflection on how we show up as leaders. In this episode, John Lawton, CEO and a financial advisor at BLB&B Advisors, explores how authenticity, empathy, and emotional intelligence can help us evolve as firm leaders and advisors.

Episode #72

David Hohimer: Enhancing the Client Experience Through Authenticity

Today, what it means to serve clients extends beyond money management. Advisors’ own life perspectives and lessons are now informing the way we approach the business. In this episode, David Hohimer, Founder and Managing Partner at Hohimer Wealth Management, explores how authenticity can enhance the value we create as advisors.

Episode #71

Vaughan Scott: Enhancing Your Value Through Empathy and Emotional Intelligence

The business of advice has changed. And clients today are concerned about much more than their money. In this episode, Vaughan Scott, CEO of Axiom Financial Strategies Group, discusses how advisors can use empathy and emotional intelligence to deliver advice centered on helping clients achieve what matters most to them.

Episode #70

Jeff Gitterman: Investing for a Sustainable Future

The heightened uncertainty we’re experiencing has brought with it a new sense of conviction. And more investors are now looking to align their portfolios with their values. In this episode, Jeff Gitterman, Co-founding Partner of Gitterman Wealth Management, explores how advisors can be prepared to help clients invest sustainably.

Episode #69

Mark Widmer: Delivering Transformational Experiences to Help Families and Businesses Thrive

Many families and businesses don’t realize that building a legacy is about more than the transfer of wealth. In this episode, Mark Widmer, licensed recreational therapist and professor at BYU’s Marriott School of Business, discusses how to build a culture that aligns with your values to help ensure a legacy for generations to come.

Episode #68

Andy Raub: The Five Biggest Retirement Dangers That Money Can’t Fix

You’ve helped clients prepare for retirement financially, but what will they do with the rest of their lives? In this episode, we discuss how advisors can help clients discover ways to make the next phase of their lives a time of significance rather than decline.

Episode #67

Brian Hamburger and John Peluso: Perspectives on the Evolving Advice Business

2020 will go down in history as one of the most challenging periods of our time. But the New Year brings advisors a fresh opportunity to make a difference. In this episode, Brian Hamburger, MarketCounsel President and CEO, and John Peluso, First Clearing President, explore the important role our industry can play in crafting the future.

Episode #66

Dr. Tim Bono: Simple Secrets to Smart Living and Well-Being

As 2020 draws to a close, we at The Next Frontier look back over the year and reflect on the important topic of well-being. In this episode, we revisit a conversation between author, professor, and happiness expert Dr. Tim Bono and host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, as they explore practical tips that can improve our everyday lives.

Episode #65

Tony Sirianni: Navigating an Industry in Transition

In a world of perpetual uncertainty and accelerating change, holistic advice and guidance become even more valuable. In this episode, Tony Sirianni, Publisher and Owner of AdvisorHub, joins host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- to explore new approaches to delivering value for an industry in transition.

Episode #64

Mindy Diamond: Navigating Choice to Build Your “Best Business Life”

Increasingly sophisticated financial services technology is creating new opportunities and putting more choice into the hands of individual advisors. In this episode, we discuss how advisors can navigate these choices in a way that helps position them and their clients to thrive.

Episode #63

Marc Spilker and John Peluso: Perspectives on the Evolving Advice Business

Digital advancements are reshaping our expectations as clients while also presenting new opportunities for financial advisors. In this episode, Marc Spilker, Executive Chairman of Merchant Investment Management, and John Peluso, President of First Clearing, share their perspectives on key trends unfolding in the wealth management space.

Episode #62

Anita Shaughnessy: Weaving Well-Being into the Fabric of Advice

From remote work to social isolation, COVID-19 has had a major impact on our well-being. In this episode, Anita Shaughnessy -- Wells Fargo Vice President and Well-Being Benefits Manager -- joins host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- to explore how the well-being of the families that advisors serve extends far beyond their finances.

Episode #61

Chip Conley: Rewire, Don’t Retire

Society has a negative view on aging, but in reality the wisdom, insight and knowledge acquired from a lifelong career can be one of our greatest assets. In this episode, we explore ways to repurpose a lifetime of experience and gain a new sense of relevance.

Episode #60

Marc Freedman: Finding a New Life Currency as We Age

The need for a meaningful and purposeful life transcends age. In fact, you might say it’s even more important as we grow older. In this episode, we explore ways advisors can help clients prepare for what could be the most exciting stage of their lives.

Episode #59

Sam Fiorello: Is it Time to Revisit the Art of Planning?

Starting the year with a plan is a time-honored tradition, but in the blink of an eye, our 2020 plans were upended by a global pandemic. Recorded in late July, Sam Fiorello, President and CEO of the Cortex Innovation Community, explores new ways to think about planning in a world of perpetual uncertainty and accelerating change.

Episode #58

Sherri Snelling: Home Sweet Home – Navigating Where and How to Live Out Our Bonus Years

Buying a house is one of the most important investments we’ll ever make. Yet we often forget to consider whether this home will serve us well during the later years of our lives. In this episode, Founder and CEO of Caregiving Club Sherri Snelling discusses ways advisors can help clients navigate through options for living as they age.

Episode #57

Season 2 Close – A Pause to Reflect

At The Next Frontier, we’ve learned a lot from our guests about how to be better advisors both pre and post-pandemic. Join host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, as he reflects on how the unusual period of uncertainty we’re now experiencing can be a valuable time for learning, growing and connecting with one another in new and meaningful ways.

Episode #56

Dr. Tim Bono: Can Money Buy Happiness? Part 2

If comparison is the thief of joy, then what are some tools and strategies that can actually increase our happiness? In part 2 of this conversation, psychologist and author Dr. Tim Bono will discuss practical solutions that can improve our everyday lives.

Episode #55

Dr. Tim Bono: Can Money Buy Happiness? Part 1

The answer to the age-old question, “Can money buy happiness?” may surprise you. Psychologist and author Dr. Tim Bono has been studying the science of happiness for years. In part 1 of this conversation, Dr. Bono will explore the key drivers of happiness along with specific behaviors and mindsets that can help set us on a path to well-being.

Episode #54

Susan Quinn: Crafting a Brand Experience to Help Set Your Business Apart

Positioning your business for growth is an ongoing challenge — especially for advice professionals who seemingly all provide “the same” service. So, how do you present your firm in a way that helps you stand out? Susan Quinn, President and CEO of circle S studio, discusses the power of creating truly differentiated experiences for clients.

Episode #53

Bill Burnett: Designing a Life of Meaning and Purpose, Part 2

Design thinking, an approach commonly associated with product development, can also help us plan for what’s next – in our own lives and the lives of our clients. In this episode, Bill Burnett, Executive Director of Stanford’s Product Design Program, continues the conversation around tools and techniques that can help us move our lives forward.

Episode #52

Bill Burnett: Designing a Life of Meaning and Purpose, Part 1

Society tells us our lives should follow a set path, yet we often need to pivot to move forward. Luckily, there are specific tools and mind-sets that can help us build meaningful futures. Bill Burnett, Executive Director of Stanford’s Product Design Program, discusses how the principles of design thinking can help us figure out what’s next.

Episode #51

Hope Reiner: Easing the Burden of Loneliness with Authentic Friendship

Research from the American Association of Retired Persons shows that social isolation and loneliness have emerged as public health issues. As advisors, how can we better understand this topic to deliver holistic life guidance? Join Hope Reiner, an expert on the essential human need for interaction, as she explores this important question.

Episode #50

Jason Hewlett: Discovering Your Signature Moves

In the midst of unusual and uncertain times, now can be a good time to pause and refocus on those things that are important to us. Join speaker, entertainer and author Jason Hewlett as he shares how to identify the strengths that make you unique, ground yourself to them and magnify them to differentiate yourself and unleash your potential.

Episode #49

Dr. Paul J. Zak: Biology’s Impact on Relationship Building and Trust

We’ve heard the stories and methods for building good relationships but they don’t always make us better at it. Maybe we need a different viewpoint? In this episode, Dr. Paul Zak, Professor and Founding Director of the Center of Neuroeconomics Studies at Claremont Graduate University, will discuss how biology impacts the way we trust and build relationships.

Episode #48

Dr. Dennis Jaffe: The Impact of Family Dynamics on Generational Wealth

A legacy of wealth anchored in healthy family dynamics can span generations, yet the dialogues around this topic are often taboo. As advisors, how do we help clients navigate these dynamics? In this episode, Dr. Dennis Jaffe, Author, Professor, and Research Associate at Wise Counsel Research, will discuss ways advisors can help families set generational goals.

Episode #47

Dr. Sara Zeff Geber: Helping Solo Agers Stay Connected in Their Bonus Years

Longer lifespans paired with an increase in the number of childless adults mean many will be growing older solo. As advisors, how do we help clients cultivate the support network they are likely to need? In this episode, Dr. Sara Zeff Geber, Author and Founder of LifeEncore, will discuss ways to address the unique needs of individuals aging alone.

Episode #46

Sherri Snelling: Preparing to Care, Part 2

As every industry plans for an aging society, advisors have the opportunity to play an important role in the lives of a growing client base of caregivers. In part two of this conversation, gerontologist Sherri Snelling shares the emotional aspects of caregiving that advisors need to understand in order to authentically engage with clients.

Episode #45

Sherri Snelling: Preparing to Care – Part 1

The caregiving landscape is complex and rapidly changing. As we live longer, we’re facing a multitude of challenges that come with longevity, and yet we still seem to be caught by surprise when they occur. In this episode, founder and CEO of Caregiving Club, Sherri Snelling, will discuss how we can better prepare for what’s next.

Episode #44

Gerri Leder: Are we truly ready to transition?

When it comes to retirement we may be prepared financially, but are we emotionally ready for what’s next? Gerri Leder, President of LederMark Communications & Coaching, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss ways we might think differently about retirement through self-reflection and curiosity.

Episode #43

Leo Pusateri: Your Next Big Project is You

Advisors have been trained to view the world from their clients’ perspective. Consultant Leo Pusateri believes that if we flip the script and lead with an understanding of ourselves, we can have a more significant impact on our own lives and the lives of others.

Episode #42

LeCount Davis: One Man’s Journey and The Power of Connection

It doesn’t matter where you come from, it’s about your intentions. For industry veteran LeCount Davis, this is reflected in his personal story and in his pursuit to serve his “village.” In this episode, he shares with Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- the power of human connection in his life journey and career.

Episode #41

George Kinder: Golden Civilization Conversations

While traditional advisor training is centered around money and finances, today’s guest has a different view, focused on care, empathy, and an understanding of what matters most for clients. In this episode, author and founder of the Kinder Institute of Life Planning George Kinder will discuss how advisors can have conversations that go beyond the numbers.

Episode #40

Sherri Snelling – Helping Clients Navigate Longevity

People are living longer than ever before. In fact, most of us are going to have an extra 20 years of life that we didn’t necessarily plan for. In this episode, Founder and CEO of Caregiving Club Sherri Snelling will discuss how financial advisors can help clients not only prepare for retirement but better understand, but better understand the impact of these bonus years.

Episode #39

Welcome to Season 2 of The Next Frontier

Disruption is all around us as technology impacts every aspect of our lives. But despite all of the great things that technology can do, it’s created an empathy void. Join host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, as we build upon the ideas introduced in Season 1.

Episode #38

Bill Coppel: Season 1 Reflections – What Really Matters

Bill Coppel, Managing Director & Chief Client Growth Officer at First Clearing, shares insights from Season 1 guests on how advisors can approach remaining relevant and valued in the 21st century. Hear from physician Dr. Bryan Vartabedian; Harvard psychology professor Dr. Ellen Langer; sound and listening expert Julian Treasure; psychologist and Stanford professor Dr. Jeff Hancock; and more.

Episode #37

Drew McLellan: A View on Disruption: What Advisors Might Learn from the Agency World

Today’s advertising business would be almost unrecognizable to the Don Drapers of the Mad Men era. Platforms, deliverables, compensation structures, and client expectations have all changed dramatically and continue to evolve. In the episode, veteran agency owner Drew McLellan will discuss service-based business disruption and the implications for redefining the value of intermediaries.

Episode #36

Alexis Wright: Becoming the Lifelong Learners of the Future

Is our educational system preparing us to be the lifelong learners we need to be for our individual and collective futures? Head of New City School Alexis Wright joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how curiosity and emotional intelligence can help equip us to address unknown future problems.

Episode #35

Imran Haider: Creating New Value Through High Tech and High Touch

Digital disruption is impacting service-based businesses, causing intermediaries to search for new ways to add value for their clients. In this episode, Imran Haider, head of the Wells Fargo Gateway platform initiative, discusses how advisors can balance the role of technology with the value of the human experience to deliver solutions in this new landscape.

Episode #34

Heywood Sloane: Your Health Is Your Wealth

Health and wealth are interconnected, yet many delay healthcare planning until later in life. Heywood Sloane works at the center of healthcare and financial services, and stresses the value of planning ahead. In this episode, we discuss the important role financial advisors can play in helping clients plan their healthcare futures.

Episode #33

Dr. Joseph Coughlin: Making the Most of Our Bonus Years

Technology has fundamentally changed our lives, helping clients live longer, better and more fully. Dr. Joseph Coughlin, a leading authority on the longevity economy, and host Bill Coppel —Managing Director and Chief Client Growth Officer at First Clearing — discuss the opportunities this presents for advisors and how beginning to think like a client can give advisors a competitive advantage.

Episode #32

Dan Schawbel: The Value and Power of Human Interaction

Technology and social media are profoundly impacting our relationships. How we relate to one another has evolved as technology advances. In this episode, bestselling author, podcaster and Partner and Research Director at Future Workplace Dan Schawbel will discuss generational differences in the workplace, human connection, mental health, and more.

Episode #31

Hal Gregersen: How Unexpected Questions Can Lead to Breakthroughs

What common trait do truly exceptional leaders share? Great leaders are exceptional at asking the questions that others don’t ask. In this episode, author and speaker Hal Gregersen will discuss the power of asking the right questions and how financial advisors can use that skill to bridge the gap between fintech and the people they serve.

Episode #30

Jeff Hancock: The Evolution of Trust

In an era of fake news, our society is in a bit of a moral panic. But Dr. Jeff Hancock, an expert in social media behavior, has found that it’s human psychology, not technology, which drives deception and distrust. In this episode, he will discuss how to navigate the digital landscape to maintain trust and how we can use technology to help build it.

Episode #29

Leo Pusateri: The Next Big Project is About You

Many advisors are at a crossroads in their careers and are wondering what’s next. Consultant Leo Pusateri believes advisors must spend time looking inward in order to have authentic relationships with clients. In this episode, we explore how gaining a better understanding of their own emotions can help advisors redefine their value.

Episode #28

Pat Blassie: The Power of Relationship

Why hire a travel agent when you can do everything yourself online? The answer: perspective, guidance, empathy and trust. These are the human elements that technology can never replace. In this episode, Pat Blassie, President of Altair Travel and Cruises, will discuss the power of relationships for her travel business’s success, and how financial advisors can leverage this same power.

Episode #27

Carolyn Armitage: Advising the Advisor

As consumer demand is increasing and financial advisors are aging, the industry is facing a succession crisis. Industry veteran Carolyn Armitage asks, “Who is there to advise advisors?” In this episode, she joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to discuss how advisors can prepare for the next chapter and better serve their clients.

Episode #26

Dr. Michelle Pannor Silver: Should We Retire the Concept of Retirement?

Work has shifted from being strictly a source of income to becoming a major source of personal identity, so the way we think about retirement should change, too. In this episode, author Dr. Michelle Silver questions common assumptions about retirement and explores the non-financial aspects of this important life transition.

Episode #25

Steve Gresham: The Real-Life Challenges of Wealth Management, Part 2

If you’re only talking to clients about investments, then you’re missing the issues that are actually top of mind, and for financial advisors’ biggest client base those, issues are related to aging. In this episode, industry veteran Steve Gresham continues the discussion around the need to tackle what can sometimes be uncomfortable topics.

Episode #24

Steve Gresham: The Real-Life Challenges of Wealth Management, Part 1

Financial advisors tend to view their clients in a frozen moment of time—treating their needs as static. Industry veteran Steve Gresham believes the biggest challenge facing advisors is staying in touch with clients as their lives change. In this episode, we discuss how advisors can be proactive in offering a better client experience.

Episode #23

George Kinder: Lighting the Torch: Recognizing Freedom in Your Life Vision

Our world’s larger economic forces have us convinced that our life focus should be on jobs and profits, but what we want more than anything is freedom. In this episode, Founder of the Kinder Institute of Life Planning, George Kinder will discuss the benefits of shifting the advisor-client conversation from money to life vision.

Episode #22

Michael Kitces: Adapting to an Ever-Evolving Landscape

Conversations surrounding the provision of holistic financial advice have been occurring for years, but the time to embrace this approach is now. In this episode, writer and speaker Michael Kitces will discuss key insights to aid financial advisors in acclimating to the evolving industry landscape.

Episode #21

Doug Fritz: Technology Is Not Your Enemy, But Your Friend

As our lives become more and more digitized, our clients’ expectations are only going to grow. Rather than fear technology or attempt to compete with it, Doug Fritz says financial advisors can utilize it to redefine their value. In this episode, we explore what it would look like for advisors to leverage technology to bridge the widening gap between client expectations and experience.

Episode #20

Matt Abrahams: Learning to Walk the Talk

We often think communication is as natural as walking, but really, it requires much thoughtfulness and preparation. With vastly different communication practices across generations and an overwhelming amount of distraction in today’s digital landscape, we must learn to adapt and step out of our comfort zones.

Episode #19

Dr. Jonah Berger: The Impact of Social Influence on Financial Advisors

People have a surprisingly powerful impact on each other. Social influence plays a tremendous role in shaping human behavior. Dr. Jonah Berger has spent over 15 years studying these concepts within the field of behavioral science. In this episode, we discuss what motivates us, drives customer behavior and the impacts of social influence.

Episode #18

Seth Streeter: Heeding the Spark: Redefining Success in a Culture of Productivity

In a world that places so much value on productivity and success, we often lose sight of what truly matters. What if our measure of success was something beyond the amount of wealth we accumulated? In this episode, Seth Streeter asks this question and explores what it means to redefine success and the ways it could change how we manage wealth.

Episode #17

Dr. Tim Ursiny: Building Better Relationships with a New Kind of Coaching

In a period of rapid change, financial advisors must learn how to deal with stress and build resilience, for themselves and their clients. In this episode Dr. Tim Ursiny, Founder of Advantage Coaching and Training, will discuss how to use emotional intelligence to build powerful, trusted relationships with clients.

Episode #16

Scott Deming: The Power of Client Loyalty and How to Build It

In this technologically-driven world, financial advisors need to make sure they’re adding value. According to consultant Scott Deming, knowing your client on a personal level can make all the difference. In this episode, Deming will discuss how advisors can make a profound difference in their clients’ lives through relationship building and the client experience.

Episode #15

Dr. Mikol Davis and Carolyn Rosenblatt: Aging Clients and Family Dynamics – Navigating the Dialogue

Client conversations about aging are difficult but essential -- especially when advisors are entrusted to protect their clients and families. In this episode, Dr. Mikol Davis and Carolyn Rosenblatt, co-founders of aginginvestor.com, will discuss how advisors can start this dialogue in an age where the role of the advisor goes beyond simply managing money.

Episode #14

Lolly Daskal: Rethinking Great Leadership – How to Avoid Falling into the Gaps

In the quest to become a great leader, most people want to know the how; they typically don’t think much about the who. Lolly Daskal, a world-renowned executive leadership coach, believes that great leadership starts from within. In this episode, she and host Bill Coppel - Chief Client Growth Officer at First Clearing - discuss how we can fall into leadership gaps if we don’t know who we are.

Episode #13

Dr. Robert Biswas-Diener: Can Money Buy Happiness?

As technology continues to change how we live, are we any better off? Dr. Robert Biswas-Diener researches happiness across the globe and finds that people in industrialized nations are happier now than ever before. In this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss the opportunity financial advisors have to help clients...

Episode #12

Julian Treasure: Do You Hear What I Hear?

In a world of constant change, we must be alert to succeed, and being alert requires listening. With more than 30 years of experience in sound and business, Julian Treasure understands the complexities and the power of listening. In this episode, we explore how being conscious about listening can transform our most important relationships.

Episode #11

Dr. Ellen Langer: Maybe It’s Mindfulness

Mindfulness – It’s a word that many people equate with meditation, but it actually is the simple process of noticing new things. Dr. Ellen Langer has conducted extensive research on the practice and insists that it can have enormous, profound effects. In this episode, we discuss how mindfulness leads us to more engagement, which can have great application to the financial services industry.

Episode #10

Conor Delaney: Trading Jaguars for Jogging

No matter your career, physical, spiritual, and emotional health is essential to success. Conor Delaney understands the importance of this, and as CEO of The Good Life companies, he has witnessed its transformative effects on his advisors’ lives and relationships with their clients. In this episode, we discuss this holistic approach to financial advising.

Episode #9

Bob Chapman: Truly Human Leadership

Amidst digital disruption in the financial services industry, Bob Chapman knows there will always be a need for caring. Bob has embraced an approach that he calls “truly human leadership” as CEO of Barry-Wehmiller. In this episode, we discuss how caring for people and making them feel valued is the real differentiator in this industry and can profoundly affect the world.

Episode #8

Carolyn McClanahan: What’s Next for Financial Advisors?

As someone who made a career transition from emergency medicine to financial planning, Dr. Carolyn McClanahan offers an insightful perspective on the evolving role of a financial advisor. In this episode, we discuss how advisors can guide their clients in preparing for the effects of aging and in finding what brings joy to their lives.

Episode #7

Tim Dean: The Silent Disruptor – Generations in the Workplace

Today, we have five generations participating simultaneously in the workforce and with that comes conflicting beliefs and values; technology playing an important factor. Author, speaker and coach Tim Dean has built his career around understanding generational differences, and in this episode, we examine these differences and consider how we can leverage generational diversity in the workplace.

Episode #6

Julie Littlechild: Alignment of Passion and Vision

Many financial advisors are consistently delivering good or great service. This may lead to satisfied and loyal clients, but does it truly set an advisor apart? Our guest, Julie Littlechild, has been studying client engagement for over 20 years and believes that narrowing your target audience and designing the client experience around their journey can lead to innovation and growth.

Episode #5

Sherri Snelling: Care for the Caregiver – Insights for Clients and Ourselves

Caregiving is an issue touching more lives today than you may realize. Today, an estimated 65 million Americans are in a caregiving role, and by 2030, there will be more people over the age of 65 than children under the age of five. In this episode, author and CEO Sherri Snelling will share her insights and discuss the opportunities financial advisors have to clients prepare to be caregivers.

Episode #4

Secrets of Top Sellers, Part 2, with Steve Harvill

As technology impacts nearly every aspect of our lives, we are faced with a world of more —more information, more speed, more everything. In part two of this conversation, Steve Harvill, founder of Creative Ventures, shares how advisors can actually increase their value to clients by slowing down and simplifying their approach.

Episode #3

Steve Harvill: Secrets of Top Sellers, Part 1

What do top sales performers know and do that propel them ahead of their peers? Do they have more in-depth knowledge or greater charisma? Guest Steve Harvill spent time interviewing top sellers to understand what it is that sets them apart. In this episode, we explore the changing role of advisors and how they can cultivate the skills that can help them remain relevant.

Episode #2

Matt Oechsli: Changing Investor Expectations – Are You Ready?

According to Matt Oechsli, there’s one group of financial advisors who are not being disrupted by the shifting technological landscape and changing expectations of affluent clients. He identifies these professionals as elite advisors. In this episode, Matt shares insights from his latest research and the implications for advisors who want to remain relevant today and in the future.

Episode #1

Dr. Bryan Vartabedian: A View on Disruption – What Advisors Might Learn from Health Care

As the disruptive impact of technology continues to change the nature of client-advisor relationships, we believe there are lessons to be learned from professionals in other industries. What challenges are they facing? One such industry is health care. Like financial advisors, physicians are finding their traditional care models disrupted by technology and their patients' access to information.

Welcome to The Next Frontier

In a world of artificial intelligence and algorithms, what is the role of the financial advisor and how does it align with changing client expectations? In this new podcast, thought leaders and practitioners from financial services and other industries share their perspectives on navigating the digital paradigm shift and the skills advisors will need to thrive. Host Bill Coppel...