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The chief growth officer at Steward Partners says advisors should forge strategic partnerships, implement succession plans, and strive to achieve work/life balance. Host: Greg Bartalos.
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OTROS EPISODIOS EN ESTE PODCAST
Humanity Labs’ founder discusses what happens when AI takes over the machine work and advisors are left to focus on the work only humans can do. Host: Steve Sanduski, CFP.
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The Head of BlackRock Business Consulting shares how growth-minded advisors can sharpen strategy, improve execution, and evolve from practitioners into enterprise leaders. Host: Steve Sanduski, CFP.
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Lee, a founding partner at Summit Trail Advisors, and Nickow, a principal and advisor, discuss how the RIA develops internal talent. Host: Greg Bartalos.
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The physician turned financial planner describes how health decisions, family dynamics, and medical uncertainty can reshape a client’s financial life. Host: Steve Sanduski, CFP.
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To prevent panic selling, Cornerstone Alternatives’ managing partner says advisors should make sure clients understand liquidity constraints and that they should plan to hold the investment for a long time horizon. Host: Greg Bartalos.
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