Heather Robison: Success in a Small Town | Next Gen
Based in Bartlesville, Oklahoma, the financial advisor discusses how she built an advisory practice with her mother and shares wealth planning strategies and tips to humanize client conversations.
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
18:23
--------
18:23
Alison Dooher: Why Data Is the Engine Behind RIAs That Scale
Charles Schwab’s head of Digital Advisor Solutions says the top advisory firms make data—not software—the core operating asset of their business. Host: Steve Sanduski, CFP.
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
36:20
--------
36:20
John Nersesian: Make These Tax Moves Before 2026 Arrives
Pimco’s head of advisor education offers guidance on recent tax changes, covering investments, income tax, retirement, and legacy planning. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
29:54
--------
29:54
Nate Lenz: Key Wealth Management Trends | Next Gen
The co-founder and CEO of Concurrent Investment Advisors discusses the evolution of his career, the growth of his firm, and notable wealth management trends involving next-gen advisors.
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
30:22
--------
30:22
Scott Sparks: How Starting in Insurance Gave His Firm an Advantage.
The founder and CEO of Sparks Financial discusses his firm's evolution from insurance to comprehensive wealth advisor, emphasizing multi-generational planning, tax mitigation, and a unique "second opinion" service. Host: Ray Sclafani.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Deutschland