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.

Merit Financial Advisors’ president says transparency, collaboration, and personality tests can spur growth for advisory firms. Host: Greg Bartalos. 

The CEO and founder of Carson Group shares what he's learned building his $35 billion wealth management firm over four decades. Host: Greg Bartalos. 

How to create a successful internship program with diverse talent to foster firm growth . Host: Steve Sanduski.

The managing director and wealth manager at Cresset explains how advisors can help clients through a divorce, death, sale of a company, or other important transition. Host: Greg Bartalos .

The founding partner and advisor at Summit Trail Advisors discusses what most advisors get wrong, prenuptial agreements, and the importance of full financial disclosure in a marriage. Host: Greg Bartalos. 

Discover the strategies CEOs employ to balance compassionate leadership with competitive excellence. Host: Steve Sanduski.

The practice management consultant describes how financial advisors can effectively engage and motivate employees. Host: Greg Bartalos. 

The Ameriprise advisor and president of the Black Empowerment Advisory Community Network explains why she evangelizes for financial literacy. Host: Greg Bartalos.