Latest Episodes
Intentional Leadership and Inclusion in Wealth Management with Marcel V. Quiroga
Marcel V. Quiroga, CEO of TQM Wealth Partners, is a trailblazer with a personal, purpose-driven approach to financial planning. Marcel's journey as a single...
Pathways to Scaling Financial Advice with Jamie Hopkins
Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Chief Wealth Officer at Bryn Mawr Trust and WSFS, turned personal tragedy—the loss of his father...
How Identity Shapes Money Decisions with Carl Richards
Carl Richards started The Sketch Guy column in The New York Times from the hills of Utah, crafting clear, relatable insights about money with...
Helping Clients Make Better Decisions Through Value Alignment with James Werner
James Werner’s twenty-five-plus years in wealth management reflect not only deep expertise but also a genuine passion for helping clients make informed, confident decisions...
Getting Clients Out of Their Heads and Into Their Hearts with Brendan Frazier
Brendan Frazier serves as Chief Behavioral Officer at RFG Advisory, where he leads the integration of behavioral finance into advisor-client relationships. He is also...
Celebrating 25 Years of Financial Planning with Matt Schulte
In this episode, our hosts discuss eMoney's history as the company marks its 25th anniversary. To help celebrate, we asked Matt Schulte to be...