Financial advisors and their clients are likely feeling a lot of anxiety in the face of the COVID-19 pandemic and its impact on the economy and society. As a wealth management leader or individual financial advisor, you have an important role to play as a leader. In this podcast, Mike Langford shares some action steps you can take to project leadership and a sense of calm during this time of crisis.
Episode 9 Grant Hicks of Advisor Practice Management on Increasing Client Value
Episode 8 - Henry Yoshida of Rocket Dollar on the value of alternative investments in IRAs
Episode 7 - Jeremi Karnell on digital transformation and blockchain
Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms
Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms
Episode 4 - Special Guest Shane Morrow of IronBridge Wealth Counsel
Episode 3 - What makes a wealth management firm valuable? Jeff Miller of Truelytics
Episode 2 - Practice Management with Carla McCabe of Truelytics
Episode 1 - The Truelytics Origin Story with Terry Mullen
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