Evan Osnos: What Advisors Need to Know About the New Gilded Age
The National Book Award winner explores how today’s extreme concentration of wealth is reshaping risk, client expectations, and the future of financial advice. Host: Steve Sanduski, CFP.
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59:48
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59:48
How a Top Morgan Stanley Doctor Helps Clients Stay Healthy
Dr. Kim Henderson, the head of health and wellness education, discusses how she applies her medical expertise to help the firm’s advisors when clients face health-related challenges. Host: Greg Bartalos.
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24:40
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24:40
Tom Klingman: The Best Things About Independence | Next Gen
Younger advisors at RIAs have “the ability to really drive change, thinking and innovation,” says the managing partner of Klingman & Associates. “There is no red tape.”
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25:57
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25:57
Edward Fishman: Weaponizing Finance and What It Means for Portfolios
The economic statecraft expert explains how sanctions, chokepoints, and financial tools are redefining market risk and opportunity. Host: Steve Sanduski, CFP.
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45:28
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45:28
Julia Carlson: Why You Should ‘Fire Yourself’ to Grow Your Business
The founder and CEO of Financial Freedom Wealth Management Group also discusses how advisors can create team cultures that thrive. Host: Ray Sclafani.
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