Nov 22, 2024
In this episode, Gordon Bernhardt and Scott Oeth discuss how storytelling and incorporating their own personal “why” into various interactions can support deeper client relationships and drive growth in their advisory firms. Bernhardt, a wealth manager and principal with Modera Wealth Management, and Oeth, a...
Oct 25, 2024
Helen Stephens, president and CEO of Aspen Wealth Management, has more than three decades of experience serving investors across various client profiles. Her firm has developed several personas for those clients that they serve best, and Stephens attributes success to advisory councils that match those personas....
Sep 3, 2024
Helen Learmonth, director and financial planner at WealthFlow, and Matt Hall, cofounder and CEO of Hill Investment Group, put the client experience at the forefront of their business operations to increase retention and drive referrals. They have each incorporated their firms’ mission and values, as well as a higher...
Jul 19, 2024
Mark Johnsen, CEO of Wealth Architects, and Rob Greenman, Chief Growth Officer of Vista Capital, both live, breathe, and bear the responsibility in their respective firms for managing growth, and with it, creating a culture and sales cycle that fosters a business development mindset. They talk through their leadership...
Jun 21, 2024
Art Markman, PhD, is vice provost for academic affairs at the University of Texas at Austin and the author of more than 150 scholarly works on cognitive science and related topics. In this podcast episode, he shares his expertise on “smart” thinking and decision-making. With tens of thousands of decisions to make...