Podcast
The Lumber/Gold Ratio, Copper, Commodity Investing and Tether’s Impact On Bitcoin with Michael Gayed
Michael Gayed, the publisher of The Lead-Lag Report, comes on the show to talk about the markets through his Risk…
Keep the Home Fires Burning – Wells Fargo Chooses to Leave the International Space
Wells Fargo’s decision to leave the international space is a move that makes sense, as Elite Consulting Partners CEO Frank…
Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl
An often under-appreciated aspect of the financial planning process (and the resulting Plan that financial planning software packages produce) is…
Advisor Choice: How Models Like Wells Fargo’s First Clearing Offer Optionality and Flexibility
A conversation with John Peluso, President, First Clearing Multi-channel models have become one of the hottest options for advisors considering…
TOP BDs In Conversation – John Pierce, Head of Business Development at Cetera
Listen to Additional Episodes in this Series Secure multiple offers all while remaining 100% anonymous. Visit 3xequity.com today.
Top Broker Dealers Webinar | Ameriprise Focus
Listen to Additional Episodes in this Series An edited version of our December 8, 2020 Top BDs webinar focused solely…
Top Broker Dealers Webinar | Cetera, LPL, and Ameriprise
Listen to Additional Episodes in this Series Live webinar recording from December 8, 2020 featuring executive leaders from…
Industry Update: Answers to the Top 10 Questions Advisors Ask When Considering Change
A conversation with Louis Diamond Advisors who are considering a change of firms or models often have a lot of…
Watch Your Back – Beware of Hidden Competition
Financial advisors are well aware of their traditional competition, be it advisor vs. advisor or W-2 vs. independent. However, few…
Mark Widmer: Delivering Transformational Experiences to Help Families and Businesses Thrive
LISTEN TO ADDTIONAL EPISODES Many families and businesses don’t realize that building a legacy is about more than the transfer…
Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl
The evolution of advisor technology in recent decades has made it easier and easier for financial advisors to build (and…
