Latest Episodes
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...
11
Empowering Women in Financial Planning with Cary Carbonaro
A passionate advocate for women in the financial space, Cary Carbonaro, CFP®, MBA, Managing Wealth Advisor, Women and Wealth Ambassador at Ashton Thomas Private...
10
The Next Generation of Financial Planners with Hannah Moore
What drives the next generation of financial planners? How can you help them succeed in your firm? Those are some of the topics we’re...