Wealthies Circle Podcast

John Pierce talks about what Cetera Financial is doing to help advisors grow and assist them working with clients.

Kristi Rodriguez, SVP of Nationwide Retirement Institute, and John Carter, president of Nationwide Financial, discuss how advisors can provide additional value to their clients through diverse markets.

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.

Riskalyze CEO Aaron Klein details the initiatives, platforms and strategies that helped the firm become finalists in multiple categories at the 2021 WealthManagement.com Industry Awards. 

Hamilton Lane's Andrew Schardt discusses the benefits of private markets for advisors in terms of diversification and more opportunities for returns.

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.