Scott Danner is the Chief Executive Officer of Freedom Street Partners at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and mu

Jim Gold is the CEO and Co-Founder of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational inv

Steve Gresham is the Managing Principal of NextChapter: an industry community and a tech-enabled solutions company focused on creating better retirement outcomes for everyone. In this episode, weve

Hamilton Lane is a firm with a mission to offer superior financial well-being through tailored private market solutions, driven by over 30 years of client focus and innovation. Jackie Rantanen sits a

Explore the dynamic intersection of financial services and philanthropy with Jeff Vivacqua, the new chairman of the Invest in Others Charitable Foundation, as he shares insights on empowering communit

WisdomTreeworks to create a better way to invest, offering a product range that offers access to a selection of unique and smart exposures. Christopher Gannattihas been an integral part of the organ

David Wood is the Vice President of Fixed and Fixed Indexed Annuity sales at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century. In

Matson Moneyis a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They transform the investing experience by helping investors discover their true purpose for

Schwab CharitableTMis an independent 501(c)(3) with a mission to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution to donors and their investment advisors. In

Bill Cates is renowned as a leading authority in the realm of acquiring new clients via referrals and personal introductions. As the president of Referral Coach International and the founder of The Ca