The Next Frontier Podcast

Our Podcast Series

Welcome to The Next Frontier podcast where we’ll break down and analyze the forces at work in our world, our culture and our businesses. Our goal is to unlock the challenges to reveal the opportunities and what it means to provide advice in the 21st century.

In each episode, we’ll examine this rapidly evolving reality with provocative questions like:

  • How is the digitization of our world altering clients’ sentiments and expectations?
  • How is the business of “advice” and “guidance” coping with and preparing for this stark reality?
  • What are the next new, different skills, methods and insights that will redefine the value of the human intermediary – both professionally and personally?
  • Where will high tech and high touch intersect in your business?
  • Is the digitization of our lives re-defining trust?
About The Host
 

Bill Coppel
Managing Director, Chief Client Growth Officer, First Clearing

Bill is an industry veteran, human performance enthusiast and life-long learner. An advisor by training and a client by choice, he understands that the industry is at a tipping point: the role of the advisor and what investors really value are changing. He continuously challenges himself and others to redefine the value they provide in helping clients excel in a world overrun by constant change.

Episode Listing

 

Episode #64

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

I think the biggest change I've seen is change in advisor mindset. Advisors went from valuing deals, meaning keeping the status quo the same or how can I get the biggest transition package to fuel this move or to monetize my business at some point along the way, to really valuing freedom, flexibility, and control more than anything.

Listen to the full episode
 

Episode #63

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

This is the first episode in a new series we're launching here at The Next Frontier. We call this Inside Financial Services: Perspectives on the Evolving Advice Business. I’d like to start with a macro question. What are some of the trends in wealth management you're seeing today?

Listen to the full episode
 

Episode #62

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

I think my passion around health and well-being initially started with playing sports. I was on the ski team in high school and I played soccer and lacrosse in college, and I really appreciated the social and emotional lift, so to speak, that I get from exercise and also working as part of a team.

Listen to the full episode
 

Episode #61

Chip Conley: Rewire, Don’t Retire

There's a movie called The Intern with Robert DeNiro and Anne Hathaway and Robert DeNiro is 70 years old and she's 34 and she's the CEO and he's going to be her senior intern, and in the movie early on he says, "Musicians don't retire. They quit when there's no one music left inside of them." So I was 50 years old. I'd sold Joie de Vivre which is now part of Hyatt.

Listen to the full episode
 

Episode #60

Marc Freedman: Finding a New Life Currency as We Age

Let me stop and recount Walter Reuther, the head of the United Autoworkers Union, who got up in front of his union in 1948 and described retirees as too old to work, too young to die. Essentially, in this roleless role, living in a state of limbo apart from the rest of society. And when I read that Walter Reuther quote, I had that same question. How did we get there?

Listen to the full episode
 

Episode #59

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

I officially took the leadership here on March 30. So, I'm in day 100 approximately. And I've yet to have a single face-to-face meeting with any of my team members. I've yet to have a face-to-face with members of my board or the partner institutions. That's really difficult. I come into an office in a suite that's empty. Our campus is very quiet. Many of the tenants still haven't come back.

Listen to the full episode
 

Episode #58

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

First of all, we know that as we get older, the two biggest considerations we have in just lifestyle choices but also cost is going to be our medical, healthcare cost, but it's also going to be our housing cost. And I think that one of the things we don't think often about is what are those housing costs. What does long-term care cost, and what does senior living cost?

Listen to the full episode
 

Episode #57

Season 2 Close – A Pause to Reflect

Here we are in week 20 of working remotely. This may be true for you, or you may have headed back to some kind of new hybrid working paradigm, one that blends the old with the new. Either way, it's been a time of significant adjustment, triggering an opportunity for self-reflection while at the same time testing our resilience and adaptability.

Listen to the full episode
 

Episode #56

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

When I first started doing this research, I was in my second or third year of my Ph.D. program. This was 2008. And it was just after Facebook had gone public, and a lot of students were getting Facebook accounts. This was before Instagram, so Facebook was really the primary social media outlet. People were out taking pictures so that they could post them, and they were so excited.

Listen to the full episode
 

Episode #55

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

In many ways when I was conducting all of this research, I always had my younger self in mind. And I tell my students that on the first day of the class that in a way this class is really an overview of the things that I personally wish that I had known when I was an undergraduate.

Listen to the full episode
 

Episode #54

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

I honestly want to start with the word “branding.” I mean, it literally comes from a word "to burn" and this is where cattle ranchers back in the day would burn their livestock to signify the ownership, I mean, right? That's where a brand came from and so what hasn't changed is, today we still want to create unique brands that would identify your company that is different from the next company.

Listen to the full episode
 

Episode #53

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

In the design process, sometimes you're trying to have lots of ideas. During the ideation phase, you want to have lots of ideas before you choose. And other times you're really zooming in and you're prototyping and testing one thing. And when you're on a team, it's good for everybody to know, where are we in the process.

Listen to the full episode
 

Episode #52

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

Because what designers are good at doing is designing experiences or products or services that are new to the world. And we're designing ourselves into this world. Plus just thinking about your life as a design versus some kind of a static plan or something-- I mean, think about planning.

Listen to the full episode
 

Episode #51

Hope Reiner: Easing the Burden of Loneliness with Authentic Friendship

The aide, the caregiver, the geriatric care manager, the music therapist, they do something. Everybody does something. But the work that I do is very unique. First of all, it's evidence and science based, which I can talk about, but also, it's genuine and authentic. So that the friendship that is created between myself and the client is as real as any friendship.

Listen to the full episode
 

Episode #50

Jason Hewlett: Discovering Your Signature Moves

When it comes to your signature moves, there are things and techniques, skills, and talents you've used your whole life to get you to where you are. And so, if you're utilizing them, that's what you're known for. And if we were to think about what someone might say about you at say, your funeral or say, when you leave the room, what are people saying about you?

Listen to the full episode
 

Episode #49

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

Your brother-in-law who's buying investment real estate in 2007, when you told them that market was in a huge bubble, what's that about? If we have such big brains, if we have evolved for some many eons to make the decision so we can survive and reproduce, how can we see people making systematic mistakes?

Listen to the full episode
 

Episode #48

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

And in order to advise them about finances, the finances are involved in who these families are and what they want. So it's just happening that the world of financial services and financial advising is coming upon family and personal issues. And so I find that the kind of work that I do and the kind of help that I give them is really relevant.

Listen to the full episode
 

Episode #47

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

I coined the term solo ager initially to mean anyone who didn't have children because what I discovered is that almost 20% of Baby Boomer women never had children. And that has huge implications as we get older. Now, how did that happen? Well, it's actually 20% is actually a doubling of the childlessness rate from all previous generations.

Listen to the full episode
 

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 with Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, the emotional aspects of caregiving that advisors need to understand

Listen to the full episode
 

Episode #45

Sherri Snelling: Preparing to Care – Part 1

First of all, we know that 66 million people are caring for someone in their life as a caregiver, and that crosses three generations. So we've got the typical boomer who's caring for, typically, an older parent. So we have 70-year-olds now who are caring for 90-year-olds. But at the same time, 50% of all these caregivers are really in that middle-age section of being Gen X in your 40s and 50s

Listen to the full episode
 

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

Listen to the full episode
 

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.

Listen to the full episode
 

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.

Listen to the full episode
 

Episode #41

George Kinder: Golden Civilization Conversations

Instead of financial advisors being trained primarily to sell products or to parse complex regulations, what we train advisors to do is to get to know their clients and get to know them in a way to have a real, authentic, and inspiring relationship with them that is primarily one of listening.

Listen to the full episode
 

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. Founder and CEO of Caregiving Club Sherri Snelling, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how financial advisors can help clients not only prepare for retirement but better understand

Listen to the full episode
 

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.

Listen to the full episode
 

Episode #38

Bill Coppel: Season 1 Reflections – What Really Matters

To cap off season one, we want to share with you a few thoughts and reflections from our guests that point to the challenges and opportunities that confront us in what I refer to as a world characterized by perpetual change and accelerating technological advancement. From this broad, deep, and rich reservoir of content, three themes consistently surfaced. First,

Listen to the full episode
 

Episode #37

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

In the classic ad agency model of the Mad Men era, built-in commissions from media purchases subsidized the services that went into the development of campaigns. However, the rise of digital platforms has flipped that model on its head. In a world where companies can now buy media and creative services directly, agencies must prove their value every day. Sound familiar? In this episode...

Listen to the full episode
 

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.

Listen to the full episode
 

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. Imran Haider, head of the Wells Fargo Gateway platform initiative, and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss how advisors can balance the role of technology with the value of the human experience to...

Listen to the full episode
 

Episode #34

Heywood Sloane: Your Health Is Your Wealth

Health and wealth are interconnected, yet many delay health-care planning until later in life. Heywood Sloane works at the center of health care and financial services, and stresses the value of planning ahead. In this episode, he and Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — discuss the important role financial advisors can play in helping clients plan...

Listen to the full episode
 

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.

Listen to the full episode
 

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. Bestselling author, podcaster and Partner and Research Director at Future Workplace Dan Schawbel joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss generational differences in the workplace, human connection...

Listen to the full episode
 

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 joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss the power of asking the right questions and how financial advisors can use that skill to bridge the gap between...

Listen to the full episode
 

Episode #30

Jeff Hancock: The Evolution of Trust

In this “post-truth” era of fake news, our society is in a bit of a moral panic. But Dr. Jeff Hancock, a leading expert in social media behavior, has found that it’s human psychology, not the technology, which drives deception and distrust online. In this episode, he and Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — discuss how to navigate the digital...

Listen to the full episode
 

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, he and host Bill Coppel – Managing Director & Chief Client Growth Officer at First Clearing – explore how gaining a better understanding of their own emotions can help...

Listen to the full episode
 

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, joins Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing –to discuss the power of relationships for her travel...

Listen to the full episode
 

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.

Listen to the full episode
 

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 joins Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — to question common assumptions about retirement and explore the non-financial aspects of this...

Listen to the full episode
 

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 and host Bill Coppel—Managing Director and Chief Client Growth Officer at First Clearing—continue their conversation around the need to tackle what can...

Listen to the full episode
 

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, he and host Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — discuss how advisors can be proactive in...

Listen to the full episode
 

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. Founder of the Kinder Institute of Life Planning, George Kinder joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to discuss the benefits of shifting the advisor-client conversation from money to life...

Listen to the full episode
 

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 joins Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing —to discuss key insights to aid financial advisors in acclimating to the evolving industry landscape.

Listen to the full episode
 

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, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing– explore what it would look like for advisors to leverage...

Listen to the full episode
 

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. In this episode, author and coach Matt Abrahams joins Bill Coppel to discuss how we...

Listen to the full episode
 

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, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss what motivates us, drives customer behavior...

Listen to the full episode
 

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 and host Bill Coppel– Managing Director and Chief Client Growth Officer at First Clearing– pose this question and explore what it means to redefine success and the ways...

Listen to the full episode
 

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. Host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – sits down with Dr. Tim Ursiny, Founder of Advantage Coaching & Training, and discusses how to use emotional intelligence to build powerful, trusted relationships with...

Listen to the full episode
 

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. Scott and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss how advisors can make a profound difference in their clients’ lives through...

Listen to the full episode
 

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. Dr. Mikol Davis and Carolyn Rosenblatt, co-founders of aginginvestor.com, join host Bill Coppel – Managing Director and Chief Growth Officer at First Clearing -- to discuss how advisors can start this dialogue in an age where the role of the advisor goes...

Listen to the full episode
 

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.

Listen to the full episode
 

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...

Listen to the full episode
 

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, he and host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - explore how being conscious about listening can...

Listen to the full episode
 

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. Our guest, Dr. Ellen Langer, has conducted extensive research on the practice of mindfulness and insists that it can have enormous, profound effects. In this episode, she and host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing...

Listen to the full episode
 

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, whose headquarters has a 4,000-sq-ft fitness institute, he has witnessed its transformative effects on his advisors’ lives and relationships with their clients. In this episode, he and host Bill Coppel – Managing...

Listen to the full episode
 

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, a $2.5 billion global manufacturing business. In this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss how caring for...

Listen to the full episode
 

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, she and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss how advisors can guide their clients in preparing for the effects of aging and in...

Listen to the full episode
 

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, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – examine...

Listen to the full episode
 

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. This starts...

Listen to the full episode
 

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, creating an even greater need now to prepare for the future. Author and CEO Sherri Snelling joins host Bill Coppel – Managing Director and Chief Client Growth...

Listen to the full episode
 

Episode #4

Secrets of Top Sellers, Part 2, with Steve Harvill

In part two of this conversation, Steve Harvill shares how advisors can increase their value to clients by slowing down and simplifying their approach. He and Bill share examples of advisors who have leveraged these concepts and the power of storytelling to enhance their client relationships.

Listen to the full episode
 

Episode #3

Steve Harvill: Secrets of Top Sellers, Part 1

A conversation at a sales awards dinner led Steve Harvill to study top performers across a variety of industries. In this episode, he shares some of the common traits and habits of high performers along with powerful tools advisors can use to help establish trust and deepen relationships with their clients.

Listen to the full episode
 

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. What are they doing differently? What do they know that other advisors can incorporate into their own businesses? In this episode, Matt shares insights from...

Listen to the full episode
 

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? How are they changing long-held practices and adapting to this new reality? One such industry is health care. Like financial advisors, physicians are finding their traditional...

Listen to the full episode
 

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...

Listen to the full episode