Wealthies Circle Podcast

Shannon Spotswood, president of RFG Advisory, discusses how technology changed the way advisors interact with clients and the future of advisory platforms.

Jeffrey Getty, an advisor for Key Banks Family Wealth Consulting Team, takes us on a deep dive into the most common mistakes made by business owners when preparing for succession.

TIFIN President Jack Swift dives into how the firm's nine business units use machine learning, natural language processing, semantic search and other technologies to provide personalization to financial advisors and their clients.

American Portfolios' Lon Dolber talks about the firm's laser focus on service for his affiliated advisors, a shared ownership model and a reluctance to pursue outside investors or growth through acquiring or being acquired.

Envestnet MoneyGuide President Tony Leal discusses how 'embedded finance' will push the concept of financial planning far wider in the future—bringing both competition, and opportunity, to financial advisors.

Elite Consulting Partners CEO Frank LaRosa shares his thoughts on how advisors should handle the transition and monetization of their company as they approach retirement. 

Allianz Life's Heather Kelly discusses the Conversations That Matter project, client and advisor relationships and communications, how the pandemic and technology has changed how advisors work, and the language that best resonates with clients...