Studies have shown that diversity of thought can lead to positive business results. Finding that type of diversity may, however, require new recruitment strategies. In this episode, Abdur Nimeri, PhD. joins Laura Gregg and David Partain to discuss why,...

It’s no secret that the financial industry lacks diversity.  But how do we move the needle? In this episode, Laurie Barry, Senior Vice President at UBS and principal of The Barry Wealth Consulting Group joins Laura Gregg and David Partain to explore ho...

Many people feel nervous or uncomfortable when talking about money. Negotiating a raise or letting clients know about an increase in fees can be even more intimidating, even for financial professionals.  In this episode,

Most operations leaders are alone at their advisory firm. But you don’t have to be alone in your career. Whether you’re an operations professional, an advisor or even a compliance officer at a small or large firm,

How we think, act and work has been overhauled in 2020. This has meant major shifts for news and media professionals that advisors rely on for the latest advice news and in how they engage and meet their peers at industry events.

During uncertain times, it’s critical that advisors remind and reinforce the value that they are providing to their clients. In this episode, Laura Gregg welcomes Corey Hoffstein, Founder and Chief Investment Officer at Newfound Research,

How can advisors take behavioral finance from theory to practice and address not only client biases but perhaps some of their own biases as well? Listen to this episode, as Laura Gregg and David Partain talk with Stringer Asset Management’s Jonathan Be...

Advisors, are you well-equipped with the knowledge and expertise you need to provide clients with the insurance guidance they need?  In this episode, Laura Gregg and David Partain are joined by Rebecca Woan,

Why have some advisory firms grown while others have stalled during the pandemic? In this episode, Laura Gregg and David Partain discuss how advisors are gaining traction in the pandemic with Thrivos Consulting Founder Penny Phillips.

Just because you can’t meet your clients face-to-face at this time doesn’t mean you can’t host extraordinary events and attract new leads. In this episode, Laura Gregg and David Partain are joined by Dr. Maribeth Kuzmeski, PhD,