Eric Clarke is the CEO of  Orion Advisor Solutions, a recognized thought leader and an advocate for fiduciary advice.  He appears regularly as a contributor to Investment News and The Journal of Financial Planning,

Evan Rapoport is the Founder and CEO of SMArtX Advisory Solutions, a. Building on years of experience in the institutional asset management segment, Evan pioneered managed accounts technology that would allow wealth managers of all types to access the ...

Award-winning speaker and Globe and Mail best-selling author and international speaker Dr. Tom Deans believes that the unprecedented wealth transfer in Canada of $1 trillion will transform lives, culture, and the nation itself.

Leo Pusateri, President and CEO of Pusateri Consulting and Training, is recognized as one of the leading experts on defining and pricing your value. Leo has travelled around the world to work with senior leadership teams,

Tim Welsh is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics.

Chip Munn is the CEO of Signature Wealth Group. After leaving teaching, Chip joined the financial services profession and, since then has gone on to build a wealth management enterprise with 10 advisors and over $1.3 billion under management.

Peter Atwater is a researcher, speaker, writer, university professor, President of Financial Insyghts LLC, and an expert in the psychology of confidence. Specific to this episode, he is an expert on how your brain changes when you lose confidence.

Jim Asplund is Chief Scientist of Gallup’s Strengths-Based Development and Performance Impact Consulting practices. He is also coauthor of Human Sigma: Managing the Employee-Customer Encounter, which serves as a guide for leaders and managers who want ...

Brian Fricke is the founder and CEO of Financial Management Concepts, a Fee Only financial planning, retirement planning and wealth management company. Author, speaker, investment manager, wealth manager, and Certified Financial Planner®,

In this special episode, Julie and Steve discuss the benefits of coordinating your marketing into campaigns. Organizing communications and activities around a theme reinforces the message and creates multiple impressions that can systematically raise i...