Kevin Flanagan, Head of Fixed Income Strategy atWisdomTree, joins us to discuss how advisors can navigate uncertainty as the Fed manages policy in a flying blind environment. He explains why Treasu

Alex Khassa, Founder and CEO of Clients Blackbox, joins us to discuss how financial advisors can grow more efficiently by shifting from demand capture to demand generation. He explains why traditional

Today we welcome backFred Kaynor, Managing Director atDAFgiving360. Fred explains how donor-advised funds have become an effective way for individuals and families to maximize their charitable givi

Mike Foy, Managing Director and Head of Wealth Intelligence at J.D. Power, shares insights from the 2025 U.S. Financial Advisor Satisfaction Study. The research highlights a critical industry crossroa

Matt Schiffman, founder of totumai, joins us to share how the platform is reshaping advisor-client communication. By combining personality science with artificial intelligence, totumai helps advisors

Greg Banasz, Chief Marketing Officer at Steward Partners, shares how he brings the firms brand to life while empowering more than 200 independent advisors to express their individuality. Instead of a

Ryan George, Chief Marketing Officer at Docupace, joins us to discuss how back-office innovation is helping advisors scale smarter. He shares his personal journey to Docupace and how the firm has grow

Jeremy Schwartz, Global CIO, and Sam Rines, Macro Strategist for Modern Portfolios at WisdomTree, join us to explore how todays shifting geopolitical landscape is shaping new global investment strate

Jason Bottenfield, Managing Partner at Park Cities Group within Steward Partners, joins us to share the story of his unique path from professional baseball to wealth management. He reflects on how the

Dan Bjerke, President of Digital Wealth at InvestCloud, joins us to discuss how the firm is tackling one of wealth managements biggest pain points fragmented technology and siloed data. With 35 yea