Latest Episodes
16
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...
13
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...
12
Balancing Empathy and Technology in Financial Planning with Patti Brennan
Patti Brennan, CFP®, CFS, CEO of Key Financial Inc., has carved a remarkable path from her early career as a nurse to becoming a...