Tips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos. 

Tony Parr and Jeff Price discuss strategies for empowering financial advisor teams by focusing on career planning, transparent compensation structures, and incentivizing team roles. They emphasize the importance of industry benchmarks, inclusive workplace culture, and fostering financial transparency for team well-being and success.

Strategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP.

The president of Stratos Private Wealth offers actionable advice for financial advisors set to take the top job. Host: Greg Bartalos. 

How a stable work environment creates the conditions in which people can do their best work. Host: Steve Sanduski.

The president and CEO of Angeles Wealth Management discusses tax-aware investing, legacy planning, and how to keep ultrahigh-net-worth families from splintering over money. Host: Greg Bartalos. 

The best lessons in leadership are often learned by navigating the most challenging environments, says the sailor and co-founder of 59° North. Host: Steve Sanduski.

“A tremendous war for talent” means that RIAs must provide paths for career advancement and an inclusive environment, says the vice chair of Emigrant Bank and chair of Emigrant Partners. Host: Greg Bartalos. 

The head of MAI Capital Management discusses the dos and don’ts of successful dealmaking. Host: Greg Bartalos.

Vinay Nair, a serial entrepreneur and founder of Tiffin, discusses how AI is transforming wealth management by bridging high-touch service with scalable solutions. He emphasizes the necessity of continuous learning for advisors to keep pace with technological advancements. Nair highlights the innovative use of AI tools, like predictive modeling, to enhance client interactions while balancing technology with personal advice. He also addresses the challenges of integrating AI into existing practices and the importance of collaboration for sustainable growth.