Happiest of holidays from WealthManagement.com. Enjoy these great podcast insights.
| | Podcast Spotlight - December 2021 | | | Each episode of the Inside ETFs podcast is a deep-dive with an ETF industry thought leader and is designed to help financial advisors understand how they can construct portfolios that are highly customized, cost efficient and designed to meet a wide range of client needs.
Episode 5: The Impact of the Pandemic on ETFs With Michael Arone State Street Global Advisors' Michael Arone reveals how the pandemic has impacted the way investors and advisors are building their portfolios, and shares his opinions on enhancing your portfolio as new variants emerge.
Episode 4: The ETF Evolution From Broad Beta to Broad Scale Adoption with John Feyerer Invesco's John Feyerer discusses how ETFs have been adopted by investors, the approach Invesco focuses on when advising clients and what they are looking toward in 2022.
Episode 3: Investing Beyond the US with Jonathan Krane KraneShares CEO Jonathan Krane discusses his predictions for the future of investments in China and reveals the opportunities investors may be missing out on today. | | | Where can financial advisors and wealth professionals learn more about the innovations that are impacting their lives and the lives of their clients? The Advisor Innovations Podcast was built with this goal in mind, see who we recently sat down with through these exclusive audio casts:
Episode 16: Adam Holt on the Role of Technology for Advisors in Creating a Client’s Plan Asset-Map's Adam Holt discusses how automation has entered the financial planning industry and the influence of technology for current and future financial advisors.
Episode 15: Ric Edelman Looks to the Future Now that he's stepped away from his firm, Ric Edelman is focused on investments based on technologies that will transform our lives and is on a mission to educate advisors about cryptocurrency.
Episode 14: How to Invest Sustainably With Jay Lipman Jay Lipman shares how Ethic can help advisors construct portfolios that reflect clients' values. | | | The RIA Edge Podcast is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&A and strategic organic growth plans. Hosted by Mark Bruno, The RIA Edge Podcast provides leaders of advisory firms with research, best practices, and recommendations designed to drive intentional growth.
Episode 11: Wipfli's Jeff Pierce's Strategies for Driving Quality RIA Growth Wipfli Financial Advisors CEO Jeff Pierce details how his firm is using M&A to acquire both clients and talent that will drive future growth.
Episode 10: Growth by Design with Journey’s Penny Phillips Penny Phillips, co-founder and president of Journey Strategic Wealth, discusses the keys to creating sustainable growth and the evolution of options now available to independent advisors. | | | Each episode of the WealthStack podcast is a deep-dive with a WealthTech or wealth management industry thought leader and is designed to help financial advisors understand how they can accelerate the growth of their businesses, deliver an elite digital client experience and improve productivity and profitability.
Episode 4: Dakota’s Carina Diamond on WealthTech’s Impact on the Future of Advice Dakota Wealth Management's Carina Diamond shares how successful advisory firms are using technology to customize financial plans, improve and deepen relationships with clients — and ultimately run a more productive and profitable business.
Episode 3: Articulating and Demonstrating Your True 'Alpha' with Jamie Hopkins Dive into different ways to communicate your value with prospects and demonstrate what makes you different from other advisors. | | | The 2021 WealthManagement.com Industry Awards saw a record-shattering number of nominations submitted this year—more than 900 entries were received from 346 companies. The Wealthies Circle Podcast is an extension of some of those finalists and/or winners. Catch the latest insight from:
Grow Your Brand Without Giving It Up With Carolyn Armitage
Adapting to Change With Fidelity Investments’ Amanda Robinson and Bill Spera | Additional Podcast Series |
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