Today we talk with Scott Danner, EVP and Head of Legacy at Steward Partners, about helping advisors transition their practices while preserving what makes them successful. Scott shares how Steward app

In todays episode we talk with Douglas Ferguson, president of Voltage Control, about how financial advisory firms can use facilitation and collaborative leadership to build high-performing teams. Dou

Today we sit down with Charlie Johnston, board member at Steward Partners and former CEO of Smith Barney. Charlie shares lessons from his 35-year career and explains how Steward balances entrepreneuri

Today we talk with Kevin Knull, CEO of TaxStatus, about how TaxStatus is transforming the way advisors access and utilize client data. Kevin explains how the platform integrates directly with the IRS

Emily Blue, co-founder of Hue Partners, joins us to explore the human side of selling a financial practice. She explains that while advisors often prepare for the financial aspects of M&A, the real ch

Today were joined by Jim Gold, CEO and Co-Founder of Steward Partners, at the firms Annual Symposium to discuss Stewards growth, culture, and future. After nearly 30 years in the industry, Jim refl

Today we speak with Michael Featherman, Head of Advisor Sales and Wealth Consulting at Envestnet, about helping advisors scale their high-net-worth offerings. Michael introduces Envestnets Private We

Today we talk with Andrew Stavaridis, Chief Relationship Officer at Envestnet, about how advisors can better serve high net worth clients. Andrew highlights Envestnets investments in UMA, tax overlay

Today we talk with Morgan Ludovico, Director of Intermediary Sales atStoneCastle, where we discuss how advisors are engaging the cash conversation and utilizing KEEP by StoneCastle as a powerful driv

Today we sit down with Sharon Watson, Wealth Solutions Strategist at First Command, to talk about about their mission to serve military families through personalized financial coaching. Built for thos