The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business. Hosted by Mark Mersman, this series contains a wide variety of content – from quick win ideas to long-form interviews, each episode provides actionable marketing ideas and insights that can be implemented easily into your practice. From digital marketing to traditional direct-res ...
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Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
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Welcome to the Educators Among Us Podcast! We are devoted to walking the journey with those who heed the call to teach, coach, lead, and serve at all levels of education. We speak your language and understand the challenges you face because we’ve been there too. We get it and we got you! This podcast is uniquely designed to share inspiring messages that connect with the heart of your life's work. This includes candid conversations with and about unusually impactful educators, exploring their ...
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Kinda back to it a wee bit.
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Ric Edelman is the nation’s most acclaimed financial advisor, the #1 New York Times bestselling author of 11 books on personal finance with more than one million copies in print in seven languages, and founder of the nation’s largest financial planning firm, ranked #1 for quality by Consumer Reports. Every weekday, Ric gives you the information you need about the five personal finance topics that matter most today: longevity, retirement security, exponential technologies, digital assets, and ...
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Evan Osnos: What Advisors Need to Know About the New Gilded Age
59:48
59:48
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59:48The National Book Award winner explores how today’s extreme concentration of wealth is reshaping risk, client expectations, and the future of financial advice. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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What if life had rumble strips—those loud, vibrating warnings that jolt you back on course when you’re drifting? In many ways, it does. Feedback comes in all forms, from a gut feeling to a colleague’s tough words. The key question is: Are you paying attention? In this episode of the Educators Among Us Podcast, Scott Barron, Chief Reinvention Office…
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How a Top Morgan Stanley Doctor Helps Clients Stay Healthy
24:40
24:40
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24:40Dr. Kim Henderson, the head of health and wellness education, discusses how she applies her medical expertise to help the firm’s advisors when clients face health-related challenges. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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As educators, we have learned that appreciation for our efforts is not always instant, and it’s not always visible. Our students, our parents, even our leaders may never know the hard work we put in, the sacrifices we make, and the love we pour into our profession and our people. But we know, and we know that our sacrifice is our own reward. In thi…
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Tom Klingman: The Best Things About Independence | Next Gen
25:57
25:57
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25:57Younger advisors at RIAs have “the ability to really drive change, thinking and innovation,” says the managing partner of Klingman & Associates. “There is no red tape.” Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Financial Proverbs: Old Sayings, Real Retirement Lessons
10:11
10:11
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10:11📱 Have questions about your retirement strategy? Connect with Mark to get personalized guidance: 👉 https://retirementhuddle.com/#contact You’ve heard them your whole life, classic proverbs like “Don’t put all your eggs in one basket” or “A bird in the hand is worth two in the bush.” But did you know these old sayings can teach you a lot about how t…
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Edward Fishman: Weaponizing Finance and What It Means for Portfolios
45:28
45:28
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45:28The economic statecraft expert explains how sanctions, chokepoints, and financial tools are redefining market risk and opportunity. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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A Simple Way to Connect With The Next Generation
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9:06In this episode of The Financial Advisor Marketing Playbook, Mark Mersman shares a smart, strategic way for financial advisors to turn the often-overlooked trusted contact form into a powerful marketing opportunity. By reframing this regulatory requirement as a chance to connect with the next generation—especially the “alpha child” often listed as …
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Expectations shape everything, from how we see the day ahead to how we lead and build trust. We all carry expectations into our work, our relationships, and our daily routines, but too often they’re unspoken, unrealistic, or undefined. When that happens, conflict thrives and trust erodes. This episode explores why clear expectations are essential f…
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Julia Carlson: Why You Should ‘Fire Yourself’ to Grow Your Business
41:48
41:48
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41:48The founder and CEO of Financial Freedom Wealth Management Group also discusses how advisors can create team cultures that thrive. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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We, as teachers, are expected to know everything. Of course, that is impossible and unrealistic. Try as we might, the best we can do is to ask better questions. Asking better questions of ourselves is the only way we can get the answers we need to continue to improve. Perhaps we are truly at our best when we realize we don’t know it all. In this ep…
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Ryan Moran: Top Tips for Working With Younger Clients | Next Gen
18:13
18:13
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18:13The Merrill Lynch Wealth Management advisor discusses how a sound financial plan can reduce client anxiety about their finances. Moran also offers career advice for younger advisors and discusses intergenerational planning, crypto, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Are you losing sleep over your retirement plan? You’re not alone, and this episode breaks down the most common financial pain points keeping retirees up at night. Mark shares the five biggest fears he sees in his own practice, from outliving savings to the crushing cost of long-term care. But more importantly, he offers clear, realistic strategies …
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Robert D. Kaplan: How to Invest Wisely in an Age of Permanent Crisis
31:28
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31:28A masterclass in connecting global disorder to smarter long-term investing. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Timing is the secret sauce of nearly every story of success, and we can improve ours. Do you ever feel like you’re out of sync—rushing through lessons, reacting instead of responding, or missing the moments that matter most? Knowing when to act is just as important as what to do. But how do you master that sense of timing when every day feels unpre…
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Ashley Adamson and Yogi Roth: Top Teams and the Power of Connection
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41:34
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41:34Adamson, a sports broadcaster and entrepreneur, and Roth, a Big Ten Network college football analyst and filmmaker, discuss the importance of storytelling, curiosity, and culture. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Episode 115 - Failure and Innovation: A Conversation with Davies Owens
37:47
37:47
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37:47What is the future of education? Certainly, it includes Artificial Intelligence, and that is a new phenomenon to be sure. But the future still includes parents, motivation, kids who need support and encouragement and motivation, leaders who aspire to higher levels of organizational success, and clear communication across all facets. All of these th…
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Retirement isn’t just a financial transition, it’s a complete lifestyle transformation. It marks the beginning of a new chapter that should be filled with purpose, connection, and well-being. In this episode, Mark draws inspiration from The Five People You Meet in Heaven to highlight the five essential people you should meet before you retire. Thes…
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Gina Thompson: Empowering Clients Through Education | Next Gen
21:47
21:47
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21:47“I'm a strong believer in being educated on all the things that are being placed in your portfolio,” says the RBC senior vice president and portfolio director. “We aim to empower our clients through education.” Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Dr. Daniel Crosby: The Psychology of Client Decision-Making Explained
43:46
43:46
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43:46Orion’s chief behavioral officer discusses how advisors can guide clients through fear, bias, and emotionally charged decisions. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Challenges help us to grow. As in baseball, we have to keep “getting in the box” and taking that swing. Let’s ensure that when we do, we “swing like we mean it”. Purposefully, with focus, intention, hope, confidence, and resolute commitment. There’s nothing wrong with a swing and a miss, as long as you keep swinging. In this episode of the Educator…
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How Financial Advisors Can Build Trust and Keep Clients
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13:23
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13:23Struggling with client retention or referrals? In this episode, Mark Mersman shares proven communication strategies for financial advisors to strengthen trust, improve client retention, and increase referrals. You'll discover four things your best clients likely believe—and why most clients leave not because of poor advice, but because of surprises…
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Max Lane: Tech and the Future of Wealth Management
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27:47
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27:47Flourish’s CEO discusses his vision for the company, rising expectations from clients, dynamic financial planning, and strategies for organic growth. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Episode 113 - Architecting the Future: A Conversation with Alan Metcalfe
30:23
30:23
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30:23Schools are a culture and a community. Families are coming together in pursuit of excellence in education. The buildings are a function of that work. How can we create buildings that inspire each other? How can we make our buildings more a part of our plan, and less about walls and square footage and classrooms? In this episode of the Educators Amo…
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Kevin Casey: M&A, Valuations, and Deal Structures | Next Gen
23:19
23:19
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23:19The 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/adchoicesBy Barron's Advisor
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Retirement is meant to bring peace of mind, but that’s hard to achieve when your plans are based on ideas that aren’t completely true. Too many people head into retirement relying on outdated assumptions they’ve heard for years, without realizing the risks they carry. These myths can create a false sense of security, leaving critical gaps in your p…
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David DeVoe: How to Maximize Your RIA Firm’s Valuation
54:29
54:29
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54:29Top 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/adchoicesBy Barron's Advisor
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If you’ve ever found yourself lost, then you know how it feels to be found. To realize that you are loved and welcome to come inside. That’s the power of an unlocked door. It helps others to know that you care about them and want to welcome them in. Often, especially as educators, we are mandated to lock our doors. But leaving them unlocked can giv…
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Raj Bhatia: Don’t Shy Away From Hiring Your Own Child
19:39
19:39
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19:39The 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/adchoicesBy Barron's Advisor
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Episode 111 - Doing the Hard Things: A Conversation with Rob Bridges
29:43
29:43
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29:43Almost by definition, doing the hard things is not easy. It’s a choice. When you do hard things, you make yourself better. You show others what you’re willing to do in pursuit of excellence. And you make a difference that needs to be made, even when others are not as willing to try. All of these things are key in the role of educators, and for the …
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Kaden Bernstein: Key Ingredients for Success | Next Gen
19:09
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19:09The 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/adchoicesBy Barron's Advisor
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Peter Wilken: The Biggest Branding Mistake Financial Advisors Make
48:15
48:15
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48:15Top 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/adchoicesBy Barron's Advisor
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Enhance Your Client Experience and Grow Your Practice with This Simple Tool
8:43
8:43
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8:43How well do you really know your clients? In this inaugural episode of the Financial Advisor Marketing Playbook Mark Mersman, Chief Marketing Officer at USA Financial, shares a really simple idea to leverage your clients’ interests and turn them into a marketing opportunity for you. The Financial Advisor Marketing Playbook is a podcast/video series…
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Mixing families into the emotional ecosystem of a school yields predictable struggle. Schools, like families, are places where learning, growth, failure, creativity, and maturity occur. Schools are difficult by design! They contain all of the ideal ingredients needed for adversity, rumbling, and strife. It’s no wonder they, like family, are messy a…
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Most people approach retirement planning with a list of questions in hand, but what if you're asking the wrong questions? In this episode, Mark unpacks why traditional thinking about retirement often leads people astray. If you’ve ever fixated on your “magic number” for retirement or chased high returns, Mark will show you how those concerns might …
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Joe McLean: Winning Strategies for Advisors Who Serve Athletes
24:06
24:06
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24:06The managing partner at MAI Capital Management discusses his time as a professional basketball player and how that experience helps him create successful outcomes for clients. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Client Event Marketing Secrets: How This Financial Advisor Builds Relationships
1:11:28
1:11:28
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1:11:28Want to create client events that are more than just a meet-and-greet? In this episode of the Financial Advisor Marketing Playbook, Mark Mersman sits down with Jeff Bush, founder of WellSpring Financial, to uncover the secrets of successful client event marketing. Jeff shares real-world examples of events that have worked wonders for his firm, and …
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Life is a quest in pain. It is an unavoidable journey, and it is inevitable. But how we respond to pain is elective. Suffering is a choice. When we go through the pain of learning, we can grow in ways we had never thought possible before. As an educator, that growth allows us to teach what we’ve learned and to share the pain with others as they see…
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Dane Burkholder: 3 Key Skills for Advisors | Next Gen
23:22
23:22
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23:22The 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/adchoicesBy Barron's Advisor
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Samantha Russell: What Works Right Now in Financial Advisor Marketing
48:34
48:34
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48:34The 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/adchoicesBy Barron's Advisor
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Life is impossible without placing our faith and trust in people, in principles, in practices, in possibilities, in plausibility, and in promises. The things we would hold onto the most are the things that require faith to let go. Faith is personal. However, the discipline of faith is very public and shows others a glimpse into our character. In th…
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Mailbag: Federal Job Uncertainty & The Travel Bug
10:34
10:34
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10:34In this mailbag episode, Mark tackles two listener questions from opposite ends of the retirement spectrum. One faces a potential layoff, and the other dreams of seeing the world. Different situations, same goal: a secure, flexible retirement. Mark shares clear, practical strategies for both, including how to build financial resilience, strengthen …
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10 Time-Tested Investment Principles for Volatile Markets
19:09
19:09
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19:09Schaffer Private Wealth Group president Michael Schaffer, Sr. and managing partner Michael Schaffer, Jr. discuss how investors can stick with their investment plans. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Episode 107 - Collective Impact: A Conversation with Dr. Rudy Ruiz
30:33
30:33
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30:33What is Collective Impact? It’s a term used to describe aligning community efforts around shared educational goals. It means that teachers who work together, lifting each other up, and focus on common outcomes of excellence in education can make the strongest impact on others. Transparency, shared accountability and collaboration are things we can …
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Eric Sontag: Solving for Intergenerational Challenges | Next Gen
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24:39
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24:39“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/adchoicesBy Barron's Advisor
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Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years
38:24
38:24
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38:24Elson 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/adchoicesBy Barron's Advisor
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What we say matters. Our words are important and when well-intended, they can make a tremendous difference to those who will listen. But timing is also crucial. There is a time to provide an opinion, and a time to let it go. Difficult moments, emotional days, and stressful situations may not be the best time to share our words of wisdom. Weddings a…
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Mailbag: RMD Strategy, Emergency Funds and Long-Term Healthcare
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12:12In this listener Q&A episode, Mark answers some of the questions that keep people up at night, from long-term healthcare without the monthly drain to how much to actually have in your emergency fund. We walk through strategies like Roth conversions, qualified charitable distributions, and alternative ways to cover long-term care costs, all with the…
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Market Volatility Conversations: What Your Clients Need to Hear
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49:03In this episode of Financial Advisor Marketing Playbook, I’m joined by Senior Advisory Business Consultant Kevin Roskam to discuss navigating market volatility with clients. With markets experiencing recent fluctuations, we’ll dive into understanding investor sentiment, differentiating between working and retired clients, and addressing common advi…
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Jennifer Wallace: Resilience and the Importance of Mattering at Work
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25:28“We talk a lot 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/adchoicesBy Barron's Advisor
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