Mary Ann Bartels: Tech and International Stocks to Rise in 2026
Sanctuary Wealth's chief investment strategist expects a “'reset year” with more modest gains, favoring growth over value and large-cap stocks over small-caps. Host: Greg Bartalos.
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53:19
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53:19
Troy Nelson: Building Strength Through Adversity
The Edward Jones private wealth advisor discusses how he overcame a decade of personal trauma and burnout then used that experience, and his influence, to help leaders grow in emotional health and vulnerability. Host: Ray Sclafani.
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52:24
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52:24
Tony Carpentieri: The Keys to a Successful Practice | Next Gen
The Merrill Lynch private wealth advisor discusses the importance of honing your value proposition, cultivating a strong culture, and embracing AI.
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20:47
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20:47
John Furey: When RIAs Should Rebrand—and How to Make the Call
Advisor Growth Strategies’ founder describes the strategic signals that tell an RIA its brand no longer reflects its true value. Host: Steve Sanduski, CFP.
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32:58
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32:58
Debra Brennan Tagg: Challenges and Opportunities for Women in Finance
The president of BFS Advisory Group shares tips to help women, particularly those in wealth management and business owners, advance in their careers. Host: Greg Bartalos.
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