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Episode | Date |
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Coloring Outside the Lines - Creativity, Resilience & Authentic Client Relationships with Will Baggett
|
Apr 01, 2025 |
How Financial Advisors Can Build Authority and Attract High-Value Clients with Paul McManus
|
Mar 18, 2025 |
From Refugee to Rockstar: Christian Ray-Flores on Personal Branding and High Performance
|
Mar 04, 2025 |
The Taylor Swift Effect: Building Client Loyalty Through Emotional Connection with Edmund Chien
|
Feb 18, 2025 |
Investment Strategies That Work: Avoiding Costly Mistakes with Larry Swedroe
|
Feb 04, 2025 |
Money, Meaning, and Happiness: The Financial Advisor's Guide with Daniel Crosby
|
Jan 21, 2025 |
Say ‘Yes, And...’ - Applying Improv Principles to Business Success with Ian Keeling
|
Jan 07, 2025 |
A Firm Worth Building - The Digital Family Office with Michael Clarke
|
Dec 17, 2024 |
Health Meets Wealth - A Future-Ready Guide to Aging Gracefully with Scott Fulton
|
Dec 03, 2024 |
Enhancing Retirement Advice Delivery and Digital Tools with Ryan Donovan
|
Nov 19, 2024 |
How to Engage Clients 150 Times a Year: Strategies from John Prendergast
|
Nov 05, 2024 |
Breaking the Optimism Bias in Financial Advisory with John De Goey
|
Oct 22, 2024 |
There’s No Place Like Home: The Power of Place in Wealth Planning with Ryan Frederick
|
Oct 08, 2024 |
Beyond the Balance Sheet with Seth Streeter
|
Sep 24, 2024 |
Beyond the Buzz: Real AI Insights with Dr. Jeffrey Funk
|
Sep 10, 2024 |
Episode 27: Rewriting Retirement Spending Rules with Adam Chapman
|
Aug 27, 2024 |
Episode 26: Revolutionizing Client Collaboration in Financial Services with Ali Qureshi
|
Aug 13, 2024 |
Episode 25: Integrating Technology and the Human Touch with Nataša Williams
|
Jul 30, 2024 |
Episode 24: Secrets to Successful Business Sales with Richard Betsalel
|
Jul 16, 2024 |
Episode 23: Decoding Behavioral Finance with Merle van den Akker
|
Jul 02, 2024 |
Episode 22: Revolutionizing Client Onboarding with Brandon Chapman
|
Jun 18, 2024 |
Episode 21: Navigating Retirement with Gillian Leithman
|
Jun 04, 2024 |
Episode 20: Charting New Ground in Investment Strategy with Rob Janson
|
May 21, 2024 |
Episode 19: The Human Touch in Wealth Management with Candice Jay
|
May 08, 2024 |
Episode 18: Designing a Purpose-Driven Retirement with Simon Chan and Mike Drak
|
Apr 23, 2024 |
Episode 17: Fostering Lasting Impact with Mike Todd
|
Apr 09, 2024 |
Episode 16: The Art of Retiring with Susan Latremoille
|
Mar 26, 2024 |
Episode 15: Investor’s Guide to a Cleaner Economy with Joanna Klimczak
|
Mar 12, 2024 |
Episode 14: The Art of Courageous Questioning with Alex Bunyan
|
Feb 27, 2024 |
Episode 13: The Art of Building a Successful Financial Advice Practice with Dan Allen
|
Feb 13, 2024 |
Episode 12: The Rise of the Integrated Advisor with Tom McCullough
|
Jan 30, 2024 |
Episode 11: The New Era of Investing - Balancing ESG and Returns with Angela Wiebeck
|
Jan 16, 2024 |
Episode 10: Unleashing the Power of Personal Branding with Michelle Griffin
|
Jan 02, 2024 |
Episode 9: Trust-Building and Goal-Setting in Financial Planning with Bill Bell
|
Dec 12, 2023 |
Episode 8: The Future of Finance: Women, Wealth and Wisdom with Sarah Kolla-Empey
|
Nov 28, 2023 |
Episode 7: Fixed Income Opportunities and Central Bank Policies with Konstantin Boehmer
|
Nov 14, 2023 |
Episode 6: Mastering the Art of Long-Term Investing with Morten Springborg
|
Oct 31, 2023 |
Episode 5: Creating a Meaningful Financial Life Plan with Andy Baxley
|
Oct 17, 2023 |
Episode 4: Maximizing Wealth Through Insurance with Bryan Scott
|
Oct 03, 2023 |
Episode 3: The Future of Regulation in Canada with Bill Donegan
|
Sep 19, 2023 |
Episode 0: Embracing the Future: The Changing Tides of Financial Advice
|
Sep 14, 2023 |
Episode 1: Rethinking the Role of Financial Advisors in the Digital Age with Christopher Dewdney
|
Sep 14, 2023 |
Episode 2: Harness the Power of Your Five Brains with Dr. Carlos Davidovich
|
Sep 14, 2023 |