Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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Lost Cultures: Living Legacies
On the Season 2 debut of Lost Cultures: Living Legacies , we travel to Bermuda, an Atlantic island whose history spans centuries and continents. Once uninhabited, Bermuda became a vital stop in transatlantic trade, a maritime stronghold, and a cultural crossroads shaped by African, European, Caribbean, and Native American influences. Guests Dr. Kristy Warren and Dr. Edward Harris trace its transformation from an uninhabited island to a strategic outpost shaped by shipwrecks, colonization, the transatlantic slave trade, and the rise and fall of empires. Plus, former Director of Tourism Gary Phillips shares the story of the Gombey tradition, a vibrant performance art rooted in resistance, migration, and cultural fusion. Together, they reveal how Bermuda’s layered past continues to shape its people, culture, and identity today. You can also find us online at travelandleisure.com/lostcultures Learn more about your ad choices. Visit podcastchoices.com/adchoices…
Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM
Manage episode 437938740 series 2905227
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SignatureFD's CEO discusses the unsexy realities of building a multibillion-dollar RIA. Host: Steve Sanduski, CFP.
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257 episodes
ShareManage episode 437938740 series 2905227
Content provided by Barron's Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barron's Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
SignatureFD's CEO discusses the unsexy realities of building a multibillion-dollar RIA. Host: Steve Sanduski, CFP.
Learn more about your ad choices. Visit megaphone.fm/adchoices
257 episodes
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1 Kevin Casey: M&A, Valuations, and Deal Structures | Next Gen 22:19
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Play Later Play Later Lists Like LikedThe managing director at Pathstone discusses the firm’s philosophy for making deals, how it values firms, and how employees can build equity in the company. Learn more about your ad choices. Visit megaphone.fm/adchoices
1 David DeVoe: How to Maximize Your RIA Firm’s Valuation 54:29
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Play Later Play Later Lists Like LikedTop consultant shares his view on what makes advisory firms thrive, scale, and command premium valuations. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Raj Bhatia: Don’t Shy Away From Hiring Your Own Child 19:39
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Play Later Play Later Lists Like LikedThe long-time Merrill Private Wealth Management advisor explains why his daughter joined his firm and offers his best advice for advisors considering hiring their offspring. Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Kaden Bernstein: Key Ingredients for Success | Next Gen 19:09
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Play Later Play Later Lists Like LikedThe Morgan Stanley financial advisor discusses the importance of knowing your limits, ways to avoid burnout, and the benefits of surrounding yourself with kindred spirits. Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Peter Wilken: The Biggest Branding Mistake Financial Advisors Make 48:15
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Play Later Play Later Lists Like LikedTop marketer behind Coca Cola, Disney, and McDonald’s delivers a masterclass in brand strategy for growing your advisory firm. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Joe McLean: Winning Strategies for Advisors Who Serve Athletes 24:06
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Play Later Play Later Lists Like LikedThe managing partner at MAI Capital Management discusses his time as a professional basketball player and how that experience helps him connect with and create successful outcomes for clients. Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Dane Burkholder: 3 Key Skills for Advisors | Next Gen 23:22
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Play Later Play Later Lists Like LikedThe ability to communicate effectively, build relationships, and execute with a sense of urgency are "three of the best skills" that an advisor can focus on, says the managing partner of Roseville Wealth Management. Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Samantha Russell: What Works Right Now in Financial Advisor Marketing 48:34
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Play Later Play Later Lists Like LikedThe FMG Suite marketing expert provides a blueprint for building a scalable marketing machine that drives qualified leads. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
1 10 Time-Tested Investment Principles for Volatile Markets 19:09
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Play Later Play Later Lists Like LikedSchaffer Private Wealth Group president Michael Schaffer, Sr. and managing partner Michael Schaffer, Jr. discuss how investors can stay calm and stick with their investment plans amid whipsawing markets. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Eric Sontag: Solving for Intergenerational Challenges | Next Gen 24:39
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Play Later Play Later Lists Like Liked“Having next-gen advisors and listening to their perspectives and understanding how they would approach members of their generation is a key place to start,” says the president of Wealthspire Advisors. Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years 38:24
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Play Later Play Later Lists Like LikedElson discusses the mindset, methods, and mentorship that fueled her quick rise from intern to lead advisor at Perigon Wealth. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Jennifer Wallace: Resilience and the Importance of Mattering at Work 25:28
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Play Later Play Later Lists Like Liked“We talk a lot in the workplace about belonging and connection,” says the author. “Mattering goes deeper because you can belong to a group and not know how much you really matter to that group.” Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
1 James Taylor: The Power of Process | Next Gen 22:59
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Play Later Play Later Lists Like Liked“I always tell our team that what we can get done in a day most people can’t get done in a couple weeks,” says the founding member of The Taylor Group at Morgan Stanley. “That’s because every single aspect of our business has a process around it.” Learn more about your ad choices. Visit megaphone.fm/adchoices…
1 Bill Keen/Matt Wilson: How a Hyper-Local Niche Fueled a $1 Billion RIA 43:30
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Play Later Play Later Lists Like LikedInside Keen Wealth Advisor’s “ACE” niche strategy and advisor development program that powered the RIA’s rise. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Wen Nottebohm: A Go-Getter’s Career Tips for Young Financial Advisors 17:48
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Play Later Play Later Lists Like LikedThe Barron’s -ranked Cresset wealth advisor discusses her rapid career ascent and the best ways for advisors to win the trust of clients and get ahead. Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 Alanna Morey: Making Content and Connecting With Clients | Next Gen 21:33
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Play Later Play Later Lists Like LikedThe Ameriprise Financial managing director shares her best advice for financial advisors interested in boosting their presence on social media. Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 Morton Brown: Fueling Organic RIA Growth Through Client-Centric Advice 47:20
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Play Later Play Later Lists Like LikedDennis Morton and Katie Brown discuss how a focus on excellence, client service, and embracing change can spark dynamic growth and reinvigorate your advisory practice. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 Jessica Douieb: How to Get Wealthy Clients the Expert Help They Need 20:35
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Play Later Play Later Lists Like LikedThe head of Wealth Partners at J.P. Morgan Wealth Management explains how advisors can respond to the priorities of clients and connect them with experts who “always deliver.” Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 Molly Townsend: Empowering Clients With Financial Literacy | Next Gen 19:14
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Play Later Play Later Lists Like LikedThe senior wealth strategy associate at UBS says “I've become very passionate about employee education and making that part of each and every relationship that I work with.” Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 Anne-Laure Le Cunff: Tiny Experiments for Smarter Decision-Making 38:57
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Play Later Play Later Lists Like LikedHow financial advisors can help clients break free from societal scripts and set goals that truly align with their values. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 Jill Williams: Advice for Clients Facing Unexpected Retirement 20:07
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Play Later Play Later Lists Like LikedThe Ameriprise private wealth advisor shares her top priorities when working with clients who fall on hard times and discusses the importance of instilling them with hope. Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 Max Winthrop: 'Quirkiness Matters' | Next Gen 24:25
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Play Later Play Later Lists Like Liked“I think people inherently have quirks and sometimes we seek to hide those quirks because we want to put up a professional facade,” says Max Winthrop, CEO of Winthrop. “I like to joke around and I think that also makes me approachable.” Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 Geri Eisenman Pell: Succession Planning Tips for Financial Advisors 43:10
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Play Later Play Later Lists Like LikedHaving recently merged her Ameriprise practice into Rise Private Wealth Management, Pell shares insights about the best ways for advisors to navigate succession planning. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 Tom Ruggie: What Financial Advisors Should Know About Collectibles 29:58
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Play Later Play Later Lists Like LikedThe CEO of Destiny Family Office discusses practical steps to help your clients value, protect, and pass on their collections. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 Unexpected Lessons Learned While Navigating Challenges | Next Gen 19:54
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Play Later Play Later Lists Like LikedHollis Montgomery, a financial advisor at Morgan Stanley Wealth Management, discusses her maternity leave and how it made her team more efficient and brought members “so much closer.” Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations 13:23
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Play Later Play Later Lists Like LikedAdvisors can glean much better information from clients if they reframe questions, says the senior strategic advisor of Sequoia Financial Group. Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 Jim Gold: Building a $40B RIA With Leadership That’s Firm—Yet Fun 30:19
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Play Later Play Later Lists Like LikedSteward Partners’ founder discusses his management philosophy and the firm’s relentless pursuit to $1 billion in revenue. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 The Promise—and Peril—of Working With Family Members | Next Gen 23:59
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Play Later Play Later Lists Like LikedLisa VanArsdale, senior wealth advisor at SageView Advisory Group, discusses how she and her mother work together to lead their RIA. Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 Patti Brennan: How to Avoid Costly Mistakes With Inherited IRAs 25:08
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Play Later Play Later Lists Like LikedThe CEO of Key Financial discusses changes in IRS regulations and how nonspouse beneficiaries with inherited IRAs can steer clear of penalties. Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 Gary Roth and Mike Capelle: Blueprint for RIA M&A Success 43:10
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Play Later Play Later Lists Like LikedThe Modern Wealth co-founders reveal their $200 million private equity-backed strategy for building a national RIA. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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