Dryden Pence: Why I'm Bullish on Small-Caps, Defense Stocks, and AI
The chief investment officer at Pence Wealth Management expects that strong earnings and lower interest rates will lift the S&P 500 next year and particularly benefit smaller stocks. Host: Greg Bartalos.
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47:49
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47:49
Nick Kavallieratos: Mastering Lifestyle Planning | Next Gen
The Morgan Stanley managing director explains how advisors can serve multigenerational clients and cater to their ever-changing priorities while helping them achieve their goals.
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22:53
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22:53
David Gelles: Patagonia, Capitalism, and the 'Dirtbag' Billionaire
What financial advisors and entrepreneurs can learn from Yvon Chouinard and Patagonia’s paradoxical approach to capitalism, profit, and purpose. Host: Steve Sanduski, CFP.
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42:09
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42:09
Stephanie Gularte: How Advisors Can Foster Loyalty on Their Teams
The executive director of the Women's Leadership Alliance discusses the importance of providing a clear career path to employees and creating a company culture that prioritizes trust and belonging. Host: Greg Bartalos.
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23:02
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23:02
Ritik Malhotra: Independence, Culture, and AI | Next Gen
“There is a pathway for every advisor, wherever you are in your journey, to be able to jump to independence,” says the founder and CEO of Savvy Wealth, who also discusses how to establish a strong team culture and effectively use AI.
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