“I'm looking for a 30-year client,” says the Neuberger Berman wealth advisor, who emphasizes the importance of establishing credibility and consistency with clients. “I'm looking for a relationship, not a transaction.” Host: Ray Sclafani.
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51:28
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51:28
Riley Saunders: The Psychology of Financial Planning | Next Gen
“You need to understand your own thoughts, feelings, and emotions around money and why and how you got there before you can even begin providing an experience or a journey with your client,” says the Cassaday & Co. financial advisor.
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22:03
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22:03
Sebastian Mallaby: Trump, the Fed, AI and Liquidity Risks for Advisors
The senior fellow in international economics, author, and journalist, who covers finance and the forces driving volatility, discusses how advisors can turn disruption into opportunity. Host: Steve Sanduski, CFP.
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54:19
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54:19
Dave Welling: How Mercer’s M&A Push Made It a $70 Billion Juggernaut
Welling discusses the philosophy behind Mercer’s aggressive acquisition strategy, which has increased assets under management by seven-fold since he joined the company in 2017. Host: Greg Bartalos.
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17:19
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17:19
Lindsay Pazdan: Essential Trust and Estate Planning Advice | Next Gen
The Morgan Stanley wealth advisor discusses what advisors need to know to successfully serve Next-Gen clients.
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