Gina Thompson: Empowering Clients Through Education | Next Gen
“I'm a strong believer in being educated on all the things that are being placed in your portfolio,” says the RBC senior vice president and portfolio director. “We aim to empower our clients through education.”
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21:47
Dr. Daniel Crosby: The Psychology of Client Decision-Making Explained
Orion’s chief behavioral officer discusses how advisors can guide clients through fear, bias, and emotionally charged decisions. Host: Steve Sanduski, CFP.
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43:46
Max Lane: Tech and the Future of Wealth Management
Flourish’s CEO discusses his vision for the company, rising expectations from clients, dynamic financial planning, and strategies for organic growth. Host: Greg Bartalos.
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27:47
Kevin Casey: M&A, Valuations, and Deal Structures | Next Gen
The managing director at Pathstone discusses the firm’s philosophy for making deals, how it values firms, and how employees can build equity in the company.
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22:19
David DeVoe: How to Maximize Your RIA Firm’s Valuation
Top consultant shares his view on what makes advisory firms thrive, scale, and command premium valuations. Host: Steve Sanduski, CFP.
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