Focused on the Future Podcast

Expressive Wealth's Vanessa Martinez details how her journey shaped her commitment to empowering clients through education and comprehensive wealth management.

The MarketCounsel founder explains why "hope is not a plan" and the common pitfalls that advisors and firms face in transition.

IntegriVest's founder shares her path to innovation and client-centric financial planning.

Perigon Wealth Management's Beth Bosworth explains why advisors should throw traditional minimums “out the window” to attract next-gen clients.

TIFIN's founder discusses the opportunities and challenges AI presents and the importance of adaptability for achieving success.

The founder and president of Affiliated Advisors discusses the crucial rule networking places in succession planning, navigating change and more.

FP Alpha's Andrew Altfest explains why what has worked for advisors in the past more than likely won’t work for advisors in the future.