Bill Coppel – Managing Director & Chief Client Growth Officer at First Clearing – shares insights from season 1 guests on how advisors can approach remaining relevant and valued in the 21st century. Hear from physician Dr. Bryan Vartabedian; Harvard psychology professor Dr. Ellen Langer; sound and listening expert Julian Treasure; psychologist and Stanford professor Dr. Jeff Hancock; and wealth management CEO Seth Streeter.

In this episode, you’ll hear:

• Why our approach to creating value should be examined and likely changed
• The importance of empathy in curating client well-being
• What success can look like for advice professionals in the 21st century

For more information —

Website: https://www.firstclearing.com/the-next-frontier/the-next-frontier-podcast/