Apr 10, 2024
Jennifer Climo, CEO of Milestone Financial Planning, and Martine Lellis, chief talent officer at Mercer Advisors, work in advisory firms that are vastly different in size but have the common goal of creating an environment that fosters growth in both revenue and talent. They share their experience in bringing on new...
Mar 5, 2024
David DeVoe, founder of DeVoe & Co., appropriately nicknamed the "RIA M&A Guru," has spent 15 years helping advisors buy, sell, and merge their firms. With so much to consider in a deal, how are advisors avoiding analysis paralysis when preparing for a transition? Hear from the expert on why you should get...
Jan 29, 2024
Dr. Moira Somers, founder of Money, Mind and Meaning, is a financial psychologist, family wealth consultant, executive coach, and author, specializing in areas like neuroscience and behavioral economics. Her body of work helps financial advisors facilitate follow-through on recommendations and advice to clients. She...
Dec 14, 2023
Daron Roberts, founding director of the Center for Sports Leadership & Innovation at the University of Texas, is a Harvard Law School graduate turned NFL coach who now guides students, athletes, and business leaders on stepping outside their comfort zone, practicing discipline, and hiring and managing teams. In...
Nov 17, 2023
Arabella Macpherson, director of Resonate Communications, turned a passion for acting into a career coaching, mentoring, and training leaders and teams to overcome communication obstacles. She shares her experience in influencing, negotiation, and conflict resolution; ways that advisors can manage difficult...