The Next Frontier: Recent Episodes
Bill Coppel
Our world is experiencing a tsunami of digital disruption—shaking the very foundations of established institutions, industries and service-based businesses. A recurring theme affecting each is the shifting role and ultimate value of experts and intermediaries in this technology-driven, highly networked ecosystem.
Welcome to The Next Frontier podcast where we’ll break down and analyze the forces at work in our world, our culture and our businesses. Our goal is to unlock the challenges to reveal the opportunities and what it means to provide advice in the 21st century. In each episode, we’ll examine this rapidly evolving reality with probing questions like:
~How is the digitization of our world altering clients’ sentiments and expectations? ~How is the business of “advice” and “guidance” coping with and preparing for this stark reality? ~What are the new and different skills, methods and insights that will redefine the value of the human intermediary—both professionally and personally? ~Where will high tech and high touch intersect in your business? ~Is the digitization of our lives redefining trust?
Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR-0618-05371
At the Next Frontier, we’ve covered a lot of ground, exploring the impact of digital disruption, the changing industry landscape, and what it means to deliver value in the evolving advice business. Join host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing − as he reflects on the perspectives gained, and insights shared, on this journey.
Show Notes
Bill is an industry veteran, human performance enthusiast, and life-long learner. An advisor by training and a client by choice, he understands that the industry is at a tipping point: the role of the advisor and what investors really value are changing. He continuously challenges himself and others to redefine the value they provide in helping clients excel in a world overrun by constant change.
Ways to Connect with Bill
LinkedIn: linkedin.com/in/bill-coppel-05128ab
With the dramatic increase in life expectancies, many people near the traditional retirement age of 65 could potentially live another 30 years. In this episode, Erik Strid, Co-Founding Principal of Concentus Wealth Advisors, joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing − to explore how advisors can to help clients entering this important life transition craft their next chapter.
In this episode, you’ll hear:
- Ways to move “beyond the balance sheet” to help clients define and achieve what matters most in life
- What you should know about the four stages of “exploring”
- The unexpected downsides of a retirement solely focused on leisure
About Erik Strid
Erik Strid is the Co-Founding Principal of Concentus Wealth Advisors, a Registered Investment Advisor that helps clients actualize their most deeply held values. With more than 25 years in the industry, Erik serves as the firm’s Chief Executive Officer and guides its overall strategy. Hailing from Pennsylvania, Erik was named a Forbes Best-in-State Wealth Advisor for 2021. He has appeared on a number of network news programs and has published three books. Erik earned a bachelor’s degree in economics from Amherst College, and holds Certified Financial PlannerTM and Chartered Financial Consultant® designations.
Ways to connect with Erik:
LinkedIn: https://www.linkedin.com/in/erik-strid/
Website: https://www.concentus.com/cwa_team/erik-strid/
Additional Resources
Book: “Exploring: Replacing an Outdated Paradigm for the “Retirement Years” and Exploring a New Phase of Life”
For independent advisors, the ability to help clients discover what really matters and then achieve it depends, in large part, on how well they are served by their custodians. In this episode, Robb Baldwin, President and CEO of TradePMR, joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing – to explore what service means in a world dominated by fintech.
In this episode, you’ll hear:
- What’s missing from most custodial service models
- The four attributes that define a “boutique” custodian
- Key considerations when selecting a custodian
About Robb Baldwin
Robb Baldwin is Founder, President, and CEO of TradePMR, a growth-minded, service-oriented technology and custodial services firm built by RIAs for RIAs. He began his career as a financial advisor and became a fee-only advisor in the 1990s. In 1998, he founded TradePMR to improve workflow, increase margins, and bring new levels of efficiency to advisors, allowing them to focus more on their clients and less on back-office infrastructure. In 2019, Financial Planning magazine recognized Robb as one of the “20 people who will change wealth management in 2020.”
Ways to connect with Robb:LinkedIn: https://www.linkedin.com/in/robbbaldwin/
Website: https://www.tradepmr.com/robb-baldwin
The impact of COVID-19 will likely reshape clients’ sentiments and expectations for generations to come, and it will likely reshape how we show up as leaders. In this episode, Susan Quinn − founder and CEO of circle S studio − joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing – to explore how leaders can approach the next chapter with confidence.
In this episode you'll hear:
- What’s changed for leaders, clients and employees
- Four guiding principles that have not changed
- Why EQ trumps IQ in the ranking of leadership skills
About Susan Quinn
Susan Quinn is the founder, President, and CEO of circle S studio, a strategy, branding and digital agency that serves growth-minded companies and their leaders across the U.S, helping them cut through the clutter in today’s challenging business landscape. With a 30-year track record that includes running a successful agency, numerous board memberships, and an executive coaching practice, Susan has become a trusted ally of the C-suite, helping leadership teams define a strategic vision to propel growth for their companies.
Ways to Connect
Websites: worqcoach.com Circlesstudio.com
LinkedIn: https://www.linkedin.com/in/susanquinn01/
The concept of truth has been disrupted by misinformation and fabricated realities. In this episode, Ethan Zuckerman − a professor of public policy at the University of Massachusetts at Amherst, and the author of Mistrust: Why Losing Faith in Institutions Provides the Tools to Transform Them, joins host Bill Coppel − Managing Director & Chief Client Growth Officer at First Clearing − to explore what this means for financial advisors.
In this episode, you’ll hear:
- How the concept of trust has evolved over time
- What the rising tide of misinformation and distrust means for the business of advice
- Ways to establish meaningful trust amid the uncertainty generated by conflicting information
About Ethan Zuckerman
Ethan Zuckerman is an educator, public speaker, and prolific writer. He’s an associate professor of public policy, communication and information at the University of Massachusetts at Amherst where he founded the Initiative on Digital Public Infrastructure, a research group that’s studying and building alternatives to the existing commercial internet. He has led the Center for Civic Media at the MIT Media Lab, and is an alum of the Berkman Klein Center for Internet & Society at Harvard. In addition to writing books and academic articles, Ethan is a frequent contributor on media outlets such as The Atlantic, WIRED, and CNN.
Ways to Connect
Book: Mistrust: Why Losing Faith in Institutions Provides the Tools to Transform Them
Website: https://ethanzuckerman.com/
LinkedIn: https://www.linkedin.com/in/ethan-zuckerman-16a4618b
At the Next Frontier, we’ve learned a lot from our guests about how to navigate a world of perpetual uncertainty and accelerating change. Join host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, as he reflects on how the 24/7 flow of information − and misinformation − affects our ability to transition and pivot through life.
In this episode, you’ll hear:
- Why advice delivered from a competent professional matters
- Three ways that advice can help us combat misinformation
- Perspectives on the nature of facts, news, and truth
Bill is an industry veteran, human performance enthusiast, and life-long learner. An advisor by training and a client by choice, he understands that the industry is at a tipping point: the role of the advisor and what investors really value are changing. He continuously challenges himself and others to redefine the value they provide in helping clients excel in a world overrun by constant change.
Ways to Connect with Bill
LinkedIn: linkedin.com/in/bill-coppel-05128ab
Website: https://www.firstclearing.com/the-next-frontier/the-next-frontier-podcast/
We often think about grief in the context of losing a loved one, but it can actually occur any time we experience changes like losing a job, health problems, or a move. In this episode, Sherri Snelling, founder & CEO of Caregiving Club, joins host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to explore why financial advisors should understand the grief cycle and what it takes to get beyond it.
In this episode, you’ll hear:
• How the sixth stage of grief – ‘meaning’ – can help us move from surviving to thriving
• Why advisors should be familiar with, and mindful of, the grieving process
• Surprising reasons why your clients may be experiencing grief
Sherri Snelling is the founder and CEO of Caregiving Club, a strategic consulting firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. She’s the author of A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care and has explored the grieving process while researching her upcoming book on wellness, The Me Time Monday Method – Weekly Wellness for a Wonderful Life. Sherri is also the chief strategy and gerontology advisor for the VR training platform Embodied Labs. As a gerontologist and national caregiving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications.
Ways to Connect
LinkedIn: https://www.linkedin.com/in/sherrisnelling/
Website: https://www.caregivingclub.com
The disruption and uncertainty we’re experiencing today is cause for reflection on how we show up as leaders. In this episode, John Lawton - CEO and a financial advisor at BLB&B Advisors - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how authenticity, empathy, and emotional intelligence can help us evolve as firm leaders and advisors.
In this episode, you’ll hear:
• How an empathetic leadership style can translate into value for team members and clients alike
• Ways to help clients uncover what truly matters most to them
• Why the traditional leadership style of the 20th century may not necessarily be effective today
John is CEO and a financial advisor at BLB&B Advisors, a registered investment advisory firm with roots dating back to 1964 when it was co-founded by his father as a brokerage firm. Drawing on his ability to lead through empathy, humility and authenticity, John has helped guide clients through generational wealth transfers, business succession and other life transitions for more than two decades. His leadership style, which is centered on caring about people, has created a culture where advisors have the freedom to serve as a coach, a guide, a general contractor and a sounding board for their clients.
Today, what it means to serve clients extends beyond money management. Advisors’ own life perspectives and lessons are now informing the way we approach the business. In this episode, David Hohimer - Founder and Managing Partner at Hohimer Wealth Management - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how authenticity can enhance the value we create as advisors.
In this episode, you’ll hear:
• What authenticity looks like in a financial advisor
• Key questions that can help you guide clients on a path to well-being
• How an authentic approach can help clients articulate what matters most to them in life
David is the Founder and Managing Partner at Hohimer Wealth Management, a Registered Investment Advisory firm in downtown Seattle. After 28 years of growing his wealth management business within the confines of a wire house, David established his firm in 2019 to help clients achieve what matters most to them in life. His firm is a natural extension of his personal approach to life, which is centered on building authentic relationships to create a client experience that's not only about numbers, but where people, family, and community come first.
Ways to Connect
• LinkedIn: https://www.linkedin.com/in/david-hohimer-cpwa-aif-520a92113/
• Website: https://hohimerwealthmanagement.com/
The business of advice has changed. And clients today are concerned about much more than their money. In this episode, Vaughan Scott, CEO of Axiom Financial Strategies Group, joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to discuss how advisors can use empathy and emotional intelligence to deliver advice centered on helping clients achieve what matters most to them.
In this episode, you’ll hear:
• Why empathy and emotional intelligence are key skills for advisors in the 21st century
• How family dynamics and family-owned business dynamics are often intertwined
• Ways to navigate generational differences to enhance the client experience
Vaughan is CEO of Axiom Financial Strategies Group, a boutique wealth management firm, where he serves as a family business advocate and thought leader on innovative ways to address family wealth. He has been advising on the financial, strategic, transition, and succession needs of family enterprises and entrepreneurs since 1997 to help families and their businesses preserve wealth, capitalize on opportunities, and pass on their values. With the shared goal of making a meaningful difference in the lives of families for generations, he and his team of professionals hold a common philosophy, to ensure their clients are happy.
Vaughan is a faculty member in the Global Education Network where he teaches a course on family wealth for the Family Firm Institute, an association of professionals serving family enterprises. Among other credentials, he holds the certified private wealth advisor® designation from the Investments and Wealth Institute.
Ways to Connect
• LinkedIn: https://www.linkedin.com/in/vaughanscottcpwa/
• Website: https://www.axiomfsg.com/
The heightened uncertainty we’re experiencing has brought with it a new sense of conviction. And more investors are now looking to align their portfolios with their values. In this episode, Jeff Gitterman, Co-founding Partner of Gitterman Wealth Management, joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how advisors can be prepared to help clients invest sustainably.
In this episode, you’ll hear:
• Why ESG (environmental, social, governance) isn’t the socially responsible investing of years ago
• How ESG and well-being intersect, and ways that advisors can talk to clients about both
• Why ESG matters from an advisor’s standpoint and, ultimately, from an investor’s standpoint
Jeff is a co-founding partner of Gitterman Wealth Management and a leader in the field of sustainable, ESG, and impact investing. Noted as an ESG expert by Financial Advisor magazine, he's been featured in numerous publications and speaks frequently at industry events. He co-hosts TheIMPACT TV Show, which airs on Bloomberg TV, is the author of Beyond Success: Redefining the Meaning of Prosperity, and has served as associate producer on the feature documentary film Planetary.
Ways to Connect
• LinkedIn: https://www.linkedin.com/in/jeffgitterman/
• Gitterman Wealth Management: https://gittermanmanagement.com/
Many families and businesses don’t realize that building a legacy is about more than the transfer of wealth. In this episode, Mark Widmer - licensed recreational therapist and professor at BYU’s Marriott School of Business - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to discuss how to build a culture that aligns with your values to help ensure a legacy for generations to come.
In this episode, you’ll hear:
• The transformational power of adventure experiences
• How advisors can ask better questions to help clients uncover what really matters
• Why values are a key component in multigenerational legacy planning
Mark Widmer is a licensed recreational therapist and professor of experience design and management at Brigham Young University's Marriott School of Business. Through a consulting company, Mark and his colleagues deliver learning adventures, based on nearly three decades of evidence-based research, that help individuals, high net worth families, and business leaders discover what matters and achieve lasting change.
Ways to Connect
• Beta Experiences: https://betaexp.com/
• LinkedIn: linkedin.com/in/mark-widmer-392a8627
You’ve helped clients prepare for retirement financially, but what will they do with the rest of their lives? In this episode, Andy Raub, Financial Advisor and Managing Director at Ameriprise Financial Services and host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - discuss how advisors can help clients discover ways to make the next phase of their lives a time of significance rather than decline.
In this episode, you’ll hear:
- Common retirement pitfalls and ways to help clients avoid them
- Why clients need to be psychologically ready for the “third half” of life
- How to move from a money-only conversation into a life-based conversation
Andy Raub is a Financial Advisor and Managing Director at Raub Capital Management, a financial advisory practice of Ameriprise Financial Services, LLC. With insight gained from over 35 years of experience, Andy is frequently quoted in industry publications. He is the author of The Encore Curve: Retire with a Life Plan that Excites You.
Ways to Connect
- Email: info@encorecurve.com
- Website: encorecurve.com
2020 will go down in history as one of the most challenging periods of our time. But the New Year brings advisors a fresh opportunity to make a difference. In this episode, Brian Hamburger, MarketCounsel President & CEO, and John Peluso, First Clearing President, join host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to explore the important role our industry can play in crafting the future.
In this episode, you’ll hear:
- Key trends unfolding in the wealth management space
- Why the move toward independence is accelerating – particularly in the Registered Investment Advisor (RIA) segment
- How advisors are redefining their value in the 21st century
Brian Hamburger is President and CEO of MarketCounsel, a business and regulatory compliance consulting firm serving some of the country’s top entrepreneurial investment advisors. He’s also Chief Counsel of the Hamburger Law Firm, a MarketCounsel affiliate,that brings a unique blend of business acumen and legal counsel to advisors, fintech firms, broker-dealers, funds, and their corresponding service providers as they navigate the complex issues faced by growing companies in a highly regulated space.
John Peluso is President of First Clearing, a business unit of Wells Fargo Clearing Services serving broker-dealers and RIA firms. A 25-year veteran with Wells Fargo Advisors and its predecessor firms, John was instrumental in launching Profit Formula, which was the firm's first foray into independence. He then went on to lead Wells Fargo Advisors' Financial Network, the firm's independent representative channel, into becoming one of the most successful independent businesses in the country.
Ways to Connect
- Brian Hamburger: https://www.linkedin.com/in/hamburger/
- John Peluso: https://www.linkedin.com/in/john-peluso-79178814b/
As 2020 draws to a close, we at The Next Frontier look back over the year and reflect on the important topic of well-being. In this episode, we revisit a conversation between author, professor, and happiness expert Dr. Tim Bono and host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - as they explore practical tips that can improve our everyday lives.
In this episode, you’ll hear:
- Simple, yet creative ways to increase our happiness
- How social media affects our happiness and capacity for empathy
- Strategies to restore our moods while facing adversity
Dr. Tim Bono is a psychologist and lecturer at Washington University in St. Louis. When he created a course on positive psychology, it quickly became one of the university's most in-demand classes with a lengthy wait list. Tim has won several teaching awards, and has distilled the life-changing lessons from his seminars into the book Happiness 101: Simple Secrets to Smart Living and Well-Being. An expert consultant on psychological health and happiness, Tim has been featured in media outlets including CNN, Fast Company, The Associated Press, and several public radio stations. He holds a Ph.D in psychology from Washington University in St. Louis.
Ways to Connect with Tim:
- LinkedIn: https://www.linkedin.com/in/tim-bono-224817b7/
- Book: Happiness 101: Simple Secrets to Smart Living and Well-Being
- Webcast: Building Resilience in Uncertain Times firstclearing.com/webcasts/
In a world of perpetual uncertainty and accelerating change, holistic advice and guidance become even more valuable. In this episode, Tony Sirianni, Publisher & Owner of AdvisorHub, joins host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to explore new approaches to delivering value for an industry in transition.
In this episode, you’ll hear:
- Macro trends driving the business of advice
- How changing client demand is shaping advisor behavior
- Industry predictions for 2021 and beyond
Tony Sirianni is the publisher and owner of AdvisorHub, a leading financial services news website. A 29-year veteran of the industry, he is the former managing partner of Sirianni Strategy Group, was president of Steward Partners Consulting Solutions, and was a founding partner of two RIA firms—Steward Partners Holdings and Washington Wealth Management, where he was also CEO. Previous to these roles, Tony held leadership positions at Morgan Stanley, Smith Barney, Legg Mason, Crestar Bank, Mass Mutual Insurance, and Oppenheimer Funds, and was a broker at Merrill Lynch. His podcast, The Tony Sirianni Podcast: An Industry in Transition, attracts leaders of the nation's largest advisor firms as guests.
Ways to Connect
- LinkedIn: https://www.linkedin.com/in/tsirianni/
- Podcast: The Tony Sirianni Podcast: An Industry in Transition
- Website: AdvisorHub: https://advisorhub.com/
Increasingly sophisticated financial services technology is creating new opportunities and putting more choice into the hands of individual advisors. In this episode, Mindy Diamond - President & CEO of Diamond Consultants - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to discuss how advisors can navigate these choices in a way that helps position them and their clients to thrive.
In this episode, you’ll hear:
- How advisors are going “beyond the balance sheet” to redefine their value
- What’s contributing to the growth of the independent RIA space
- Perspectives on teaming, succession and more
Mindy is President & CEO of Diamond Consultants, one of the leading consulting and recruiting firms for financial advisors. Founded in 1998, and drawing from her own entrepreneurial experience, the organization employs a unique relationship-driven approach that helps individuals and organizations achieve what Mindy calls their Best Business Life. An industry thought leader, she is regularly quoted in national media outlets such as The Wall Street Journal, New York Times, and CNBC, as well as industry publications including On Wall Street, Financial Advisor Magazine, InvestmentNews, and RIABiz. Her podcast series for financial advisors, Mindy Diamond on Independence, has become what many recent breakaways consider their go-to source for education on the independent space.
Ways to Connect
- Podcast: https://www.diamond-consultants.com/podcast-mindy-diamond-independence/
- LinkedIn: https://www.linkedin.com/in/mindydiamond/
- Website: https://www.diamond-consultants.com/
Digital advancements are reshaping our expectations as clients while also presenting new opportunities for financial advisors. In this episode, Marc Spilker, Executive Chairman of Merchant Investment Management, and John Peluso, President of First Clearing, join host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to share their perspectives on key trends unfolding in the wealth management space.
In this episode, you’ll hear:
- Three drivers reshaping the future of advice
- Why the move toward independence is accelerating – particularly in the Registered Investment Advisor (RIA) segment
- How advisors are redefining their value in the 21st century
Marc Spilker is Executive Chairman of Merchant Investment Management, a private partnership providing growth capital, management resources, strategic opportunities, and direction to independent financial services companies, particularly those focused on wealth and asset management. He previously served as president of Apollo Global Management - one of the world’s largest alternative investment managers - after a 20-year career at Goldman Sachs where he rose to become co-head of the investment management division.
John Peluso is President of First Clearing, a business unit of Wells Fargo Clearing Services serving broker-dealers and RIA firms. A 25-year veteran with Wells Fargo Advisors and its predecessor firms, John was instrumental in launching Profit Formula which was the firm's first foray into independence. He then went on to lead Wells Fargo Advisors' Financial Network, the firm's independent representative channel, into becoming one of the most successful independent businesses in the country.
Ways to Connect
- Marc Spilker: https://www.linkedin.com/in/marcspilker/
- John Peluso: https://www.linkedin.com/in/john-peluso-79178814b/
From remote work to social isolation, COVID-19 has had a major impact on our well-being. In this episode, Anita Shaughnessy - Wells Fargo Vice President and Well-Being Benefits Manager - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how the well-being of the families that advisors serve extends far beyond their finances.
In this episode, you’ll hear:
- Ways we can enhance our social, emotional and physical health during the pandemic
- The benefits that can be derived from a clear focus on well-being
- Why well-being can be an “asset” on clients’ personal balance sheets
Anita Shaughnessy is Vice President and Manager of the well-being program at Wells Fargo where she oversees the planning, development, and evaluation of well-being initiatives offered to more than 250,000 team members across 7,400 locations. Before joining Wells Fargo, Anita held leadership roles at American Express and Citibank. While at Citibank, the wellness, work-life balance and health program she ran received multiple accolades, including two C. Everett Koop awards and published results in the American Journal of Health Promotion and the Journal of Occupational and Environmental Medicine. Earlier in her career, Anita consulted on the staffing and development of corporate fitness centers for General Foods, G.H. Bass, Titleist, and Footjoy.
Ways to Connect
- LinkedIn: https://www.linkedin.com/in/anita-j-shaughnessy-76147a65
Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 1020-03422
Society has a negative view on aging, but in reality the wisdom, insight and knowledge acquired from a lifelong career can be one of our greatest assets. In this episode, Chip Conley - best-selling author, entrepreneur and strategic advisor - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore ways to repurpose a lifetime of experience and gain a new sense of relevance.
In this episode, you’ll hear:
- What it means to be a “modern elder”
- Why age diversity matters
- Four mindsets that can help us navigate our bonus years
Chip Conley is a best-selling author, entrepreneur, and strategic advisor. At age 26 he founded Joie de Vivre Hospitality and turned it into the second largest boutique hotel brand in the world. After selling his company in 2010, he accepted an invitation from the young founders of Airbnb to help transform their promising home-sharing start-up into the world's largest hospitality brand. His newest book, Wisdom@Work: The Making of a Modern Elder, was inspired by his post 50-year-old experience as both a mentor and unexpected intern there. In 2018, Chip founded the Modern Elder Academy, a midlife wisdom school dedicated to career and life transitions that help attendees repurpose a lifetime of experience and gain a new sense of relevance. Chip holds BA and MBA degrees from Stanford University and serves on the board of encore.org and the advisory board for the Stanford Center for Longevity.
Ways to Learn More
- Book: Wisdom@Work: The Making of a Modern Elder
- The Modern Elder Academy: https://modernelderacademy.com/
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 1020-00898
The need for a meaningful and purposeful life transcends age. In fact, you might say it’s even more important as we grow older. In this episode, Marc Freedman - President, CEO, and Founder of Encore.org, - joins host Bill Coppel -Managing Director and Chief Client Growth Officer at First Clearing - to explore ways advisors can help clients prepare for what could be the most exciting stage of their lives.
In this episode, you’ll hear:
- How connecting across generations can give older people a sense of purpose
- The value of transitional periods in preparing for the future – and how advisors can provide support
- Why overcoming age segregation in society can make us happier
Marc is President, CEO, and Founder of Encore.org and one of the nation’s leading experts on the longevity revolution. He’s a member of the Wall Street Journal's “experts” panel, a frequent commentator in the media, and author of five books. His newest book, How to Live Forever: The Enduring Power of Connecting the Generations, was featured in the New York Times and named by the Wall Street Journal as one of the year's best books on aging.
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0920-00841
Starting the year with a plan is a time-honored tradition, but in the blink of an eye, our 2020 plans were upended by a global pandemic. Recorded in late July, Sam Fiorello, President & CEO of the Cortex Innovation Community, joins host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to explore new ways to think about planning in a world of perpetual uncertainty and accelerating change.
In this episode, you’ll hear:
- How to re-assess priorities and course-correct as needed
- Why having a compelling value proposition still matters
- Ways to remain productive – and even innovate - in unfamiliar territory
Sam is president and CEO of the Cortex Innovation Community, a 200-acre urban hub of innovation and entrepreneurship that sits at the center of fintech, biotech, healthcare, and academia. With more than 400 companies in its ecosystem, St. Louis-based Cortex is nationally and internationally recognized for accelerating high-growth startups and advancing innovation within established businesses.
Ways to Connect
Website: https://www.cortexstl.com/
LinkedIn: https://www.linkedin.com/in/sam-fiorello-8b34b8/
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0820-02147
Buying a house is one of the most important investments we’ll ever make. Yet we often forget to consider whether this home will serve us well during the later years of our lives. In this episode, founder and CEO of Caregiving Club, Sherri Snelling, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss ways advisors can help clients navigate through options for living as they age.
In this episode, you’ll hear:
- Why advisors should research the phenomenon of optimal aging
- Suggestions for long-term care planning that you can start now
- Which questions to ask when evaluating a potential home
- The technological trends available to enhance senior living
- The ideal time to start planning living options
- Why the effective forecasting formula can be a valuable tool
- How advisors can start the conversation around aging
Sherri Snelling is the founder and CEO of Caregiving Club, a strategic consulting firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. She is also the chief strategy and gerontology advisor for the VR immersive training platforms, Embodied Labs and author of A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care. As a gerontologist and national care-giving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications. Sherri holds a master's degree in gerontology from the University of Southern California, the number one gerontology school in the nation, and a BA in journalism and political science from USC.
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0820-00723
At The Next Frontier, we’ve learned a lot from our guests about how to be better advisors both pre and post-pandemic. Join host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - as he reflects on how the unusual period of uncertainty we’re now experiencing can be a valuable time for learning, growing and connecting with one another in new and meaningful ways.
In this episode, you’ll hear:
- How the pandemic has affected the way we think about the future
- Why we may need to reconsider our approach to planning
- What’s in store for Season 3 of the podcast
Bill is an industry veteran, human performance enthusiast and life-long learner. An advisor by training and a client by choice, he understands that the industry is at a tipping point: the role of the advisor and what investors really value are changing. He continuously challenges himself and others to redefine the value they provide in helping clients excel in a world overrun by constant change.
If comparison is the thief of joy, then what are some tools and strategies that can actually increase our happiness? In part 2 of this conversation, psychologist and author Dr. Tim Bono joins host Bill Coppel Managing Director and Chief Client Growth Officer at First Clearing to dive deeper into practical solutions that can improve our everyday lives.
In this episode, you’ll hear:
• How the simple practice of gratitude can increase our well-being
• The important link between physical health and psychological health
• Why social connection is such a strong predictor of happiness
Dr. Tim Bono is a psychologist and lecturer at Washington University in St. Louis. When he created a course on positive psychology, it quickly became one of the university's most in-demand classes with a lengthy wait list. Tim has won several teaching awards and has distilled the life-changing lessons from his seminars into the book Happiness 101: Simple Secrets to Smart Living and Well-Being. An expert consultant on psychological health and happiness, Tim has been featured in media outlets including CNN, Fast Company, The Associated Press, and several public radio stations. He holds a Ph.D. in psychology from Washington University in St. Louis.
First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 0620-01732
The answer to the age-old question, “Can money buy happiness?” may surprise you. Psychologist and author Dr. Tim Bono has been studying the science of happiness for years. In part 1 of this conversation, he joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore the key drivers of happiness along with specific behaviors and mindsets that can help set us on a path to well-being.
In this episode, you’ll hear:
- Simple, yet creative tips for increasing happiness
- The value of experiences vs. material purchases
- How inflated expectations can squelch our happiness
Dr. Tim Bono is a psychologist and lecturer at Washington University in St. Louis. When he created a course on positive psychology, it quickly became one of the university's most in-demand classes with a lengthy wait list. Tim has won several teaching awards and has distilled the life-changing lessons from his seminars into the book Happiness 101: Simple Secrets to Smart Living and Well-Being. An expert consultant on psychological health and happiness, Tim has been featured in media outlets including CNN, Fast Company, The Associated Press, and several public radio stations. He holds a Ph.D. in psychology from Washington University in St. Louis.
First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 0620-00644
Positioning your business for growth is an ongoing challenge — especially for advice professionals who seemingly all provide “the same” service. So, how do you present your firm in a way that helps you stand out? Susan Quinn, President and CEO of circle S studio, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss the power of creating truly differentiated experiences for clients.
In this episode, you’ll hear:
• The three experiences firms should improve to be strategically positioned for growth
• Why having a mission matters
• The value of a compelling brand in today’s landscape
Susan is the founder, president, and CEO of circle S studio, a consulting, branding, and digital agency that serves growth-minded companies across the U.S., helping them cut through the clutter in today's challenging business landscape. With an impressive 30-year track record that includes running a successful agency and numerous board memberships, she has become a trusted ally to C-level executives from firms of all sizes by guiding them through a process that results in a powerful brand that distinguishes them in the marketplace.
First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 0520-02413
Design thinking, an approach commonly associated with product development, can also help us plan for what’s next – in our own lives and the lives of our clients. In this episode, Bill Burnett, Executive Director of Stanford’s Product Design Program, and host Bill Coppel, Managing Director & Chief Client Growth Officer at First Clearing, continue the conversation around tools and techniques that can help us move our lives forward.
In this episode, you’ll hear:
• What it means to give authentic advice
• The power of “odyssey planning” as a life design tool
• Ways to overcome the fear of trying new things
Bill Burnett is an award-winning Silicon Valley designer and Executive Director of the Product Design Program at Stanford, where he also teaches. A graduate of the program, Bill has designed a wide range of products, including the Apple PowerBook and the original Hasbro Star Wars action figures. He holds a number of mechanical and design patents and has received design awards for a variety of products including the first slate computer.
With Dave Evans, he co-authored the #1 New York Times bestseller Designing Your Life, an empowering book that shows people at any age how to build a life in which they can thrive.
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2020 Wells Fargo Clearing Services LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0520-00618
Society tells us our lives should follow a set path, yet we often need to pivot to move forward. Luckily, there are specific tools and mind-sets that can help us build meaningful futures. Bill Burnett, Executive Director of Stanford’s Product Design Program, joins host Bill Coppel, Managing Director & Chief Client Growth Officer at First Clearing, to discuss how the principles of design thinking can help us figure out what’s next.
In this episode, you’ll hear:
• What it means to live a well-designed life
• How to pivot from money to meaning
• Five mindsets that can help you move your life forward
Bill Burnett is an award-winning Silicon Valley designer and Executive Director of the Product Design Program at Stanford, where he also teaches. A graduate of the program, Bill has designed a wide range of products, including the Apple PowerBook and the original Hasbro Star Wars action figures. He holds a number of mechanical and design patents and has received design awards for a variety of products including the first slate computer.
With Dave Evans, he co-authored the #1 New York Times bestseller Designing Your Life, an empowering book that shows people at any age how to build a life in which they can thrive.
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore, give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0420-03892
Research from the American Association of Retired Persons shows that social isolation and loneliness have emerged as public health issues. As advisors, how can we better understand this topic to deliver holistic life guidance? Join Hope Reiner, an expert on the essential human need for interaction, and host Bill Coppel -- Managing Director & Chief Client Growth Officer at First Clearing -- as they explore this important question.
In this episode, you’ll hear:
• What advisors should know about companionship and human connection
• Tips for interacting with aging loved ones at home
• How friendships can enhance overall health and well being
Hope Reiner is founder of the New York City-based firm Hope & I, an organization that provides authentic friendship for older adults who are lonely, suffering from dementia, or otherwise isolated due to health conditions. With more than 30 years of experience in the fields of geriatrics and dementia as a certified practitioner, Hope creates one-on-one relationships that are stimulating and engaging, involving her clients in purposeful activities that maintain and restore their sense of self and self-confidence.
Disclosures
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer, and non-bank affiliate of Wells Fargo & Company. Copyright 2020. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0420-01753
In the midst of unusual and uncertain times, now can be a good time to pause and refocus on those things that are important to us. Speaker, entertainer and author Jason Hewlett joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to share how to identify the strengths that make you unique, ground yourself to them and magnify them to differentiate yourself and unleash your potential.
In this episode, you’ll hear:
- How to distinguish yourself by discovering your signature move
- The importance of empathy and leadership
- How a promise is different than a goal
- Authenticity and human connection
Having delivered thousands of presentations over two decades, Jason Hewlett is teaching leadership in a performance of uncanny musical and comedy impressions, utilizing the legends of stage. Jason is the author of the Facebook post entitled, “I Saw My Wife at Target Today,” which has been seen by more than 100 million people. He is also the author of a new book called “The Promise to the One.” A recent, and one of the youngest inductees in the prestigious Speaker Hall of Fame, his talks inspire leadership from the perspective of a Promise, while giving attendees an engaging, entertaining, and educational experience all in one.
Disclosures:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer, and non-bank affiliate of Wells Fargo & Company. Copyright 2020. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0420-02004
We’ve heard the stories and methods for building good relationships but they don’t always make us better at it. Maybe we need a different viewpoint? Dr. Paul Zak, Professor and Founding Director of the Center of Neuroeconomics Studies at Claremont Graduate University joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how biology impacts the way we trust and build relationships.
In this episode, you’ll hear:
- The meaning of neuroeconomics and how it varies from economics.
- Key reasons and factors why companies with high trust are more productive.
- How building trust is impacted by video conferencing and the virtual environment.
- Two important factors for building relationships one-on-one.
- Which traits are highly valued among team leaders.
- The keyword advisors should consider when putting customer needs first.
Dr. Paul Zak is Founding Director of the Center of Neuroeconomics Studies and Professor of Economics, Psychology, and Management at Claremont Graduate University. He also serves as Professor of Neurology at Loma Linda University Medical Center. Dr. Zak is a scientist, prolific author, entrepreneur, and public speaker and has degrees in Mathematics and Economics from San Diego State University, a PhD in Economics from the University of Pennsylvania, and post-doctoral training in neuroimaging from Harvard. He is credited with the first public use of the term of neuroeconomics and is a leader in the vanguard of this new discipline.
Disclosures:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0320-04649
A legacy of wealth anchored in healthy family dynamics can span generations, yet the dialogues around this topic are often taboo. As advisors, how do we help clients navigate these dynamics? Dr. Dennis Jaffe, Author, Professor, and Research Associate at Wise Counsel Research joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss ways advisors can help families set generational goals. 0320-00497
Longer lifespans paired with an increase in the number of childless adults mean many will be growing older solo. As advisors, how do we help clients cultivate the support network they are likely to need? Dr. Sara Zeff Geber, Author and Founder of LifeEncore, joins host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- to discuss ways to address the unique needs of individuals aging alone. 0220-03593
As every industry plans for an aging society, advisors have the opportunity to play an important role in the lives of a growing client base of caregivers. In part two of this conversation, gerontologist Sherri Snelling shares with Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, the emotional aspects of caregiving that advisors need to understand in order to authentically engage with clients.
In this episode, you’ll hear:
• When to start talking about the “third half” of your life
• The differences between men and women in caregiving roles
• How we can better support caregivers and promote caregiver wellness
• What the advisor’s approach should look like for Gen C (Generation Caregiver)
Sherri Snelling, a corporate gerontologist and author, is the founder and CEO of Caregiving Club, a strategic consulting and content creation firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. As a gerontologist and national caregiving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications. She has participated in caregiving advisory groups for the Alzheimer’s Association, the Centers for Medicare & Medicaid Services, the Centers for Disease Control and the White House Middle Class Task Force. She is a nationally sought speaker at events and conferences represented by the prestigious American Program Bureau.
Website: https://www.caregivingclub.com
Whitepaper: Meet Gen C – Generation Caregiver
Whitepaper: Helping Clients Navigate Longevity
The Next Frontier Podcast appearances: Episode 5, Episode 40, Episode 45
Disclosures:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0220-02082
The caregiving landscape is complex and rapidly changing. As we live longer, we’re facing a multitude of challenges that come with longevity, and yet we still seem to be caught by surprise when they occur. In this episode, founder and CEO of Caregiving Club, Sherri Snelling, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how we can better prepare for what’s next
In this episode, you’ll hear:
- A snapshot of caregiving in America today
- How Alzheimer’s is affecting a huge portion of the aging population
- How caregiving is impacting the workplace
- The lack of preparedness for retirement and greater longevity
Sherri Snelling is the founder and CEO of Caregiving Club, a strategic consulting firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. She is also the chief strategy and gerontology advisor for the VR immersive training platforms, Embodied Labs and author of A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care. As a gerontologist and national care-giving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications. Sherri holds a master's degree in gerontology from the University of Southern California, the number one gerontology school in the nation, and a BA in journalism and political science from USC.
Ways to Connect with Sherri:
- Personal Website: https://www.caregiving.com
- Whitepapers: Helping Clients Navigate Longevity, Meet Gen C: Generation Caregiver
- Previous Episodes: 40: Helping Clients Navigate Longevity, Ep. 5: Care for the Caregiver
When it comes to retirement we may be prepared financially, but are we emotionally ready for what’s next? Gerri Leder, President of LederMark Communications & Coaching, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss ways we might think differently about retirement through self-reflection and curiosity; learning to embrace the change and opportunity that comes with transition.
In this episode, you’ll hear:
- Retirement is a type of transition
- Use a discovery process to uncover issues and get to the heart of what matters
- How advisors can help clients get curious and embrace transition
- Ways to build skills like coaching, leadership and facilitation to hone your practice
Gerri Leder is a leadership coach who helps leaders to boost their capacity to learn and grow, increase self-awareness, and create the life, the organization and the career they truly want. In addition to her coaching practice, she is an accomplished writer and thought leader in marketing and practice management in the financial services industry. In 1999, she founded her own firm, LederMark Communications & Coaching. And is currently a Leadership Program Partner at Loyola University Maryland.
Ways to Connect with Gerri:
- Website: ledermark.com
- Article: Visualizing Life’s Journey
- LinkedIn: Gerri Leder
Advisors have been trained to view the world from their clients’ perspective. Consultant Leo Pusateri believes that if we flip the script and lead with an understanding of ourselves, we can have a more significant impact on our own lives and the lives of others. In this episode, he and host Bill Coppel – Managing Director & Chief Client Growth Officer at First Clearing – discuss how to get this process started.
In this episode, you’ll hear:
- Important questions advisors should ask about their own futures
- How self-reflection can lead to greater confidence
- Ways to begin noticing those things in life that truly matter
Leo Pusateri is president and CEO of Pusateri Consulting and Training, a firm that helps financial professionals discover, articulate and capitalize on their unique value by doing the internal work that lets them live lives of significance and be authentic in how they engage with clients.
Known as the “Value Man,” Leo has been providing guidance to advisors globally for more than 30 years. He is frequently quoted in industry publications and is the author of several books, including Mirror Mirror on the Wall, Am I the Most Valued of Them All?, You are the Value, and Your Next Big Project is You.
Ways to contact Leo—
- Pusateri Consulting and Training: 716-631-9860
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It doesn’t matter where you come from, it’s about your intentions. For industry veteran LeCount Davis, this is reflected in his personal story and in his pursuit to serve his “village.” In this episode, he shares with Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- the power of human connection in his life journey and career.
In this episode, you’ll hear about:
- The power of connection and service to one’s community
- How a personal mission can inform your professional path
- Why accumulating assets shouldn’t be the only measure of our success
About LeCount Davis
Mr. LeCount Davis is an industry veteran with more than 40 years as a financial planner and a passion for service, community growth, and education.
Early in his career, he served as a Senior Consultant for a CPA firm, an Assistant Director of Finance for an international labor organization, and a lecturer at Howard University. He later established his own consulting firm specializing in tax planning, small business management, financial planning, financial management, and investment consulting.
In 1978, Mr. Davis became the first African American to earn the CFP® certification. He’s listed in the 2019 edition of Marquis Who's Who Top Executives and received Investment News' inaugural 2018 Lifetime Achievement Award for Diversity and Inclusion.
He founded the Association of African American Financial Advisers in 2001, and he continues to give back to the profession and advocate for diversity within the industry every day.
While traditional advisor training is centered around money and finances, today’s guest has a different view, focused on care, empathy, and an understanding of what matters most for clients. Author and Founder of the Kinder Institute of Life Planning, George Kinder, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how advisors can have conversations that go beyond the numbers.
In this episode, you’ll hear:
- How the complexities around the idea of freedom have evolved
- The connection between money management, freedom, and financial advisors’ role in guiding families
- Key questions to ask during the initial meetings with clients
- The meaning of Golden Civilization Conversations
- Ways advisors can add value in their clients’ lives by helping them think differently
- Why the practice of mindfulness matters and what its benefits are
George Kinder is the founder and CEO of the Kinder Institute of Life Planning, a financial Life Planner training company where he’s revolutionized what he refers to as client-centered financial advice with in-depth training programs experienced by thousands of advisors across the globe. In his latest book, A Golden Civilization and the Map of Mindfulness, George draws on his 50 years of experience as a mindfulness practitioner, his work as a life planner, and his experience training financial advisors globally to challenge the basic concepts of economics, our understanding of democracy, of space and time, and our own hearts.
More about George
- Website: kinderinstitute.com
- Books: A Golden Civilization and The Map of Mindfulness, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You
- Episode 23: George Kinder: Lighting the Torch, Recognizing Freedom in Your Life Vision
Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public.
People are living longer than ever before. In fact, most of us are going to have an extra 20 years of life that we didn’t necessarily plan for. Founder and CEO of Caregiving Club Sherri Snelling, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how financial advisors can help clients not only prepare for retirement but better understand the impact of these bonus years.
In this episode, you’ll hear:
- What advisors are doing to help clients prepare for retirement and longevity
- The meaning of the term financial gerontologist and why it’s important for advisors
- Ways to reframe life after retirement
- Which stage exists beyond “self-actualization” in the hierarchy of needs.
- The two elements advisors should consider when helping guide clients on their wealthspan of life
- What it takes to achieve optimal wellness
- The three questions to ask to a client transitioning into retirement
Sherri Snelling is the founder and CEO of Caregiving Club, a strategic consulting firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. She is also the chief strategy and gerontology advisor for the VR immersive training platforms, Embodied Labs and author of A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care. As a gerontologist and national care-giving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications. Sherri holds a master's degree in gerontology from the University of Southern California, the number one gerontology school in the nation, and a BA in journalism and political science from USC.
Ways to Connect with Sherri:
- Personal Website: https://www.caregivingclub.com
- Whitepaper: Helping Clients Navigate Longevity
- Episode 5: Sherri Snelling: Care for the Caregiver – Insights for Clients and Ourselves
Related Information:
Episode 1: Dr. Bryan Vartabedian: A View on Disruption, What Advisors Might Learn from Health Care
Episode 11: Dr. Ellen Langer: Maybe It’s Mindfulness
Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public.
Disruption is all around us as technology impacts every aspect of our lives. But despite all of the great things that technology can do, it’s created an empathy void. Join host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing – in season two, we’ll go deeper with experts and thought leaders from broad and rich professional, social and cultural arenas to identify those things that make us human.
For more information:
Website: http://www.firstclearing.com/the-next-frontier/
Podcast: http://www.firstclearing.com/the-next-frontier/the-next-frontier-podcast/
Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer, and non-bank affiliate of Wells Fargo & Company. Copyright 2019. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public.
CAR-1019-03773
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/
Today’s advertising business would be almost unrecognizable to the Don Drapers of the Mad Men era. Platforms, deliverables, compensation structures and client expectations have all changed dramatically and continue to evolve. Veteran agency owner and consultant Drew McLellan joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to discuss service-based business disruption and the implications for redefining the value of intermediaries.
In the classic ad agency model of the Mad Men era, built-in commissions from media purchases subsidized the services that went into the development of campaigns. However, the rise of digital platforms has flipped that model on its head. In a world where companies can now buy media and creative services directly, agencies must prove their value every day. Sound familiar?
In this episode, veteran agency owner and consultant Drew McLellan shares insights he’s gained from over 30 years in advertising, and draws parallels with the disruption impacting financial advisors. He explains that success today means becoming deeply involved in clients’ lives to learn more about what’s important to them so you can redefine your value accordingly.
In this episode you’ll hear:
- Three things service providers should do to succeed in the next decade
- Why branding your business is more important than ever before
- How building clients’ confidence can help you solve more of their needs
Drew has worked in advertising for over 30 years and has spent more than 23 of those years running his own agency, the McLellan Marketing Group. He also owns and operates the Agency Management Institute, a consultancy that’s been helping owners of small to medium-sized advertising agencies grow their businesses since the early ’90s. He’s written two books and been featured in the New York Times, Forbes, Entrepreneur Magazine, and Fortune Small Business. Drew is also the host of the podcast Build a Better Agency, which helps agency owners and entrepreneurs compete in these disruptive times.
Ways to contact Drew:
Podcast: Build a Better Agency
Web: agencymanagementinstitute.com
Is our educational system preparing us to be the lifelong learners we need to be for our individual and collective futures? Head of New City School, Alexis Wright, joins host Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — to discuss how curiosity and emotional intelligence can help equip us to address unknown future problems.
In this episode, you’ll hear:
Why human interaction is so vital to learning
The role of questioning in effective problem solving
How to leverage technology in the learning process
Alexis Wright is the head of New City School, an independent school in St. Louis that helps students discover a love of learning that leads to success not only in school but in life as well. He has more than 20 years of experience in education and is an active member of the National Association of Independent Schools. Alexis has written, consulted, and spoken at professional development workshops on science topics, as well as on diversity within the leadership ranks of independent schools.
For more about Alexis —
https://www.linkedin.com/in/alexis-wright-14b6619b/
https://www.newcityschool.org/
Digital disruption is impacting service-based businesses, causing intermediaries to search for new ways to add value for their clients. Imran Haider, head of the Wells Fargo Gateway platform initiative, and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss how advisors can balance the role of technology with the value of the human experience to deliver solutions in this new landscape.
In this episode, you’ll hear:
• How digital is changing the landscape for service-based businesses
• Why embracing a digital strategy matters
• How leveraging technology can help you enhance your role as an intermediary
Imran Haider is head of the Wells Fargo Gateway platform initiative – a market-leading, open API channel established in 2016 to connect Wells Fargo to its partners and customers. He is a thought leader in enhancing the client experience and is passionate about transforming businesses by using technology to create simple, compelling, and elegant experiences that give customers the financial services they want.
Ways to contact Imran—
LinkedIn - https://www.linkedin.com/in/ihaider
0719-04464
Health and wealth are interconnected, yet many delay health-care planning until later in life. Heywood Sloane works at the center of health care and financial services, and stresses the value of planning ahead. In this episode, he and Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — discuss the important role financial advisors can play in helping clients plan their health care futures.
In this episode, you’ll hear:
- How your own life experiences can inform client conversations
- What it looks like to have a truly holistic view of your clients
- How to help clients avoid leaving a “negative emotional legacy”
Heywood Sloane is a Principal with the distribution and health care practice of the Diversified Services Group, which is a financial services consultancy. He works at the nexus of health care and financial services to help firms, advisors, and consumers understand the disruptive changes in both, and how to best build and execute plans to meet their families’ needs. Heywood is cofounder of HealthStyles.net, a platform that engages individuals, their families, and their advisors to better understand and meet the challenges of managing health care and funding over a lifetime.
Ways to contact Heywood—
Email: heywoods@dsg-network.com
Technology has fundamentally changed our lives, helping clients live longer, better and more fully. Dr. Joseph Coughlin, a leading authority on the longevity economy, and host Bill Coppel —Managing Director and Chief Client Growth Officer at First Clearing — discuss the opportunities this presents for advisors and how beginning to think like a client can give advisors a competitive advantage.
In this episode, you’ll hear:
- The three skills advisors should adopt in the longevity economy
- How to help clients navigate a life stage that’s unprecedented and unknown
- Why your personal experience as a human being matters
Dr. Joseph Coughlin is recognized as a leading authority on the longevity economy. He is the founder and director of the MIT Age Lab, a multidisciplinary research program created to understand the behavior of the 50-plus population, the role of technology and design in their lives, and how innovation can improve the quality of life for older adults and their families.
Joe was appointed by President George W. Bush to the White House Conference on Aging and advises major companies, not-for-profits, and governments worldwide. He teaches at MIT and is the author of The Longevity Economy: Inside the World's Fastest-Growing, Most Misunderstood Market. He's been featured in The Wall Street Journal, the New York Times, and in numerous other major media outlets throughout the world.
For more about Joe—
Book: The Longevity Economy: Inside the World's Fastest-Growing, Most Misunderstood Market
Technology and social media are profoundly impacting our relationships. How we relate to one another has evolved as technology advances. Bestselling author, podcaster, and Partner and Research Director at Future Workplace Dan Schawbel joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss generational differences in the workplace, human connection and mental health, and how financial advisors can recognize and address human needs more effectively.
In this episode, you’ll hear:
- How to get in the habit of giving back and the impact it can have on your career
- Why financial advisors should consider becoming human advisors
- Key reasons why technology won’t replace human connectivity
- Why empathy is a key skill for the financial advisor
- The importance of intent in social media
- The role of humans in a world constantly changed by technology
- How generational differences come into play in hiring
- The role technology plays in mental health
- Why creating positive experiences for job candidates matters
- A few of the top in-demand skills
- What introverts do to propel career growth
- How financial advisors can recognize and address human needs more effectively
- The value of branding in building trust
Dan Schawbel is the New York Times bestselling author of three books – Back to Human, Promote Yourself, and Me 2.0 and also Partner and Research Director at Future Workplace. Dan is also the Founder of both MillennialBranding.com and WorkplaceTrends.com, through which he’s published over a dozen research studies that have been covered in over 400 media outlets including the New York Times, CNN, and USA Today. Currently, Dan is host of the podcast 5 Questions with Dan Schawbel where he interviews a variety of guests such as Richard Branson, Condoleezza Rice, Rachel Ray, Gary Vaynerchuk, and Jay Shetty.
Ways to contact Dan—
Books: Back to Human: How Great Leaders Create Connection in the Age of Isolation, Promote Yourself: The New Rules for Career Success, and Me 2.0: 4 Steps to Building Your Future
Website: https://danschawbel.com
Disclosures:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0719-02074
What common trait do truly exceptional leaders share? Great leaders are exceptional at asking the questions that others don’t ask. In this episode, author and speaker Hal Gregersen joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss the power of asking the right questions and how financial advisors can use that skill to bridge the gap between fintech and the people they serve.
In this episode, you’ll hear:
- The importance of asking the right questions
- Ways to combat isolation as a leader/executive
- What top leaders do to unlock disruptive ideas
- Examples of how advisors are redefining value creation for clients
- Techniques for getting ‘unstuck’
- How to see and do things differently
Hal Gregersen is the Executive Director of the MIT Leadership Center and a senior lecturer of Leadership and Innovation at the MIT Sloan School of Management. As an inspirational speaker, he has worked with such renowned organizations as Chanel, Disney, Patagonia, UNICEF, and the World Economic Forum, and has been recognized by Thinkers50 as one of the world’s most innovative minds. Hal has both authored and coauthored a total of 10 books over the years, including the bestseller The Innovator’s DNA: Mastering the Five Skills of Disruptive Innovators. In addition to being a bestselling author, Hal pursues his lifelong avocation of photography at his home in Boston’s North Shore which he shares with his wife, Suzi Lee.
Ways to contact Hal—
Website: https://halgregersen.com/
Book: Questions Are The Answer
Disclosures:
If you like this content, share it or like us. If you want to join the conversation or connect with us, please visit us at www.firstclearing.com. This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member of SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0619-04588
In an era of fake news, our society is in a bit of a moral panic. But Dr. Jeff Hancock, an expert in social media behavior, has found that it’s human psychology, not technology, which drives deception and distrust. In this episode, he and Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — discuss how to navigate the digital landscape to maintain trust and how we can use technology to help build it.
In this episode, you’ll hear:
· How trust has evolved over time
· The many definitions and kinds of trust
· The new forms of trust we’re seeing today
· How we evaluate someone’s trustworthiness
· What role social media plays in the trust formula
· How reputation has changed with the rise of social media
· How differences in communication lead to distrust between generations
· What role technology will play in maintaining trust between advisor and client
Dr. Jeff Hancock is a psychologist and professor of communications at Stanford University. He is the founder of the Social Media Lab at Stanford and also serves as director of Stanford's Center for Computational Social Science. A leading expert in social media behavior and the psychology of online interaction, Jeff studies how social technologies and artificial intelligence affect us, from how we trust, to how we develop and maintain relationships, to understanding how technology is affecting our well-being. His view isn't that social media is good or bad, but that it amplifies everything and we must learn to navigate the effects.
Before earning his PhD in psychology, Jeff served as a customs officer in Canada. Prior to joining the Stanford faculty, he was an associate professor of cognitive science and communication at Cornell University. He lives in Silicon Valley with his wife and daughter, and still enjoys playing hockey regularly and does his best to keep pucks out of the net.
Ways to contact Jeff:
Email: hancockj@stanford.edu
Website: Stern Speakers: Jeff Hancock
Many advisors are at a crossroads in their careers and are wondering what’s next. Consultant Leo Pusateri believes advisors must spend time looking inward in order to have authentic relationships with clients. In this episode, he and host Bill Coppel – Managing Director & Chief Client Growth Officer at First Clearing – explore how gaining a better understanding of their own emotions can help advisors redefine their value.
In this episode, you’ll hear:
- Seven key emotions every advisor should explore
- What’s causing the “communication illness” in our industry
- How deep, personal introspection can make you a better advisor
As President, and CEO of Pusateri Consulting and Training, Leo Pusateri helps financial professionals discover, articulate and capitalize on their value by learning to live lives of significance and bringing authenticity to their client relationships. Known as the “Value Man,” Leo has been providing inspiration and guidance to advisors globally for more than 30 years. He is frequently quoted in industry publications and is the author of Mirror Mirror on the Wall, Am I the Most Valued of Them All? and You are the Value. His third book is set to release later this year.
For more about Leo—
Books: Mirror Mirror on the Wall, Am I the Most Valued of Them All? and You Are the Value
Pusatericonsulting.com
Why hire a travel agent when you can DIY online? The answer: guidance, empathy & trust. These are the human elements that technology can never replace. In this episode, Pat Blassie, President of Altair Travel & Cruises, joins Bill Coppel – Managing Director & Chief Client Growth Officer at First Clearing – to discuss the power of relationships for her travel business’s success, & how financial advisors can leverage this same power.
In this episode, you’ll hear:
- What it looks like to position your business as value-driven instead of price-driven
- How the role of the travel advisor is still relevant today
- How to start conversations that lead to relationships
- The role of trust in the travel industry
- The value of creating experiences
- How to meet fundamental human needs to feel known and connected
Pat Blassie is owner and president of Altair Travel and Cruises, which she has grown to 50 agents since the agency’s beginning. Pat has built a business around her simple understanding of the power of relationships despite technology’s disruption of the travel industry. She is a frequent guest on St. Louis Radio and contributes to a column in the St. Louis Post Dispatch.
Ways to contact Pat—
Website: https://altairtravel.com
Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public.
As consumer demand is increasing and financial advisors are aging, the industry is facing a succession crisis. Industry veteran Carolyn Armitage asks, “Who is there to advise advisors?” In this episode, she joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to discuss how advisors can prepare for the next chapter and better serve their clients.
In this episode, you’ll hear:
- Why advisors are not taking the time to think about what the transaction and transition of succession will look like
- Overlooked elements of planning for succession
- The emotional aspects of selling your firm
- Where advisors can find a sense of identity in the transition
- How to set a solid vision for the next phase of life
- How to understand your firm’s valuation in context
- Why advisors need financial advisors
- Why a lack of preparedness is underserving clients
Financial Planning recently named Carolyn Armitage as one of 19 people who will change wealth management in 2019. Carolyn is a managing director of ECHELON Partners, a frequent keynote speaker and a leading authority in private wealth management who is quoted extensively in industry publications. She also founded and runs True Circle Organization, a public nonprofit that works to improve the lives of homeless people in Southern California.
Ways to contact Carolyn
Website: www.echelon-partners.com
Email: carmitage@echelon-partners.com
Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019. Wells Fargo Clearing Services, LLC. All
Work has shifted from being strictly a source of income to becoming a major source of personal identity, so the way we think about retirement should change, too. In this episode, author Dr. Michelle Silver joins Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — to question common assumptions about retirement and explore the non-financial aspects of this important life transition.
Michelle earned her Ph.D. in public policy from the University of Chicago, and is a professor at the University of Toronto. Her book, Retirement and its Discontents: Why We Won’t Stop Working Even If We Can, follows doctors, CEOs, elite athletes, professors and homemakers as they transition into retirement.
In this episode, you’ll hear:
- Surprising reasons why retirement can be disappointing
- Why maintaining structure and a sense of social connectedness matters
- How financial advisors can help clients prepare for this important life transition
For more about Michelle—
Book: Retirement and its Discontents: Why We Won’t Stop Working Even If We Can
Website: michellepannorsilver.com
If you’re only talking to clients about investments, then you’re missing the issues that are actually top of mind, and for financial advisors’ biggest client base those issues are related to aging. In this episode, industry veteran Steve Gresham and host Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing —continue their conversation around the need to tackle what can sometimes be uncomfortable topics.
In this episode, you’ll hear:
- Why longevity planning matters
- How advisors are adopting incremental services that are resonating with Baby Boomers
- Why true customer centricity is an act of extreme humility
With more than 35 years in the industry, Steve Gresham has been at the forefront of financial services transformation and innovation for decades. He is the author of five books about the wealth management industry and has been featured in Business Week, Fortune, Investment News and The New York Times.
For more about Steve —
Book: The New Advisor for Life
Website: thegreshamco.com
Financial advisors tend to view their clients in a frozen moment of time—treating their needs as static. Industry veteran Steve Gresham believes the biggest challenge facing advisors is staying in touch with clients as their lives change. In this episode, he and host Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — discuss how advisors can be proactive in offering a better client experience.
In this episode, you’ll hear:
- The top reasons clients leave their advisors
- Why advisors should consider adding an incremental service
- How empathy helps set the most successful advisors apart
With more than 35 years in the industry, Steve Gresham has been at the forefront of financial services transformation and innovation for decades. He is the author of five books about the wealth management industry and has been featured in Business Week, Fortune, Investment News and The New York Times.
For more about Steve —
Book: The New Advisor for Life
Website: thegreshamco.com
We often think communication is as natural as walking, but really, it requires much thoughtfulness and preparation. With vastly different communication practices across generations and an overwhelming amount of distraction in today’s digital landscape, we must learn to adapt and step out of our comfort zones. In this episode, author and coach Matt Abrahams joins Bill Coppel to discuss how we can be more effective communicators.
In this episode, you’ll hear:
· Key factors to getting your audience’s attention
· The connection between mindfulness and effective communication
· What it will look like to have 5 different generations in the workplace
· Ways to manage our anxiety about speaking in public
· Suggestions for practicing speaking and presentations
· How different generations interact in face-to-face communication
· The 3 steps to becoming a more effective communicator
Matt Abrahams is a writer, educator, scholar and coach in the area of communication. As co-founder of BoldEcho, a communication coaching consulting practice, Matt leads workshops and coaches individuals to deliver more confident and compelling presentations. He has also published a book, Speaking Up Without Freaking Out, and curated a collection of resources on his blog to help people manage anxiety and become more comfortable in their speaking.
Ways to contact Matt—
Websites: https://nofreakingspeaking.com, https://boldecho.com
Books: Speaking Up Without Freaking Out
Our world’s larger economic forces have us convinced that our life focus should be on jobs and profits, but what we want more than anything is freedom. Founder of the Kinder Institute of Life Planning, George Kinder joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to discuss the benefits of shifting the advisor-client conversation from money to life vision.
In this episode, you’ll hear:
- What it looks like to focus on the human side of money
- How institutions influence our life goals
- What true freedom means
- How freedom can be measured and democratized
- The five life pursuits that people value most
- How mindfulness is connected to happiness
- How the Life Planning approach fits into relationships and affects generations
Internationally recognized as the father of the Life Planning movement, George Kinder is revolutionizing financial planning with his focus on the concept of freedom. George is a Harvard graduate and after 30 years of experience in the industry and wrestling with questions about the human side of money, he founded the Kinder Institute of Life Planning. He’s a speaker and author, with his latest book, A Golden Civilization and The Map of Mindfulness, set to release in March.
Ways to contact George—
Website: https://kinderinstitute.com
Books: A Golden Civilization and The Map of Mindfulness, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You
Conversations surrounding the provision of holistic financial advice have been occurring for years, but the time to embrace this approach is now. In this episode, writer and speaker Michael Kitces joins Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing —to discuss key insights to aid financial advisors in acclimating to the evolving industry landscape.
In this episode, you’ll hear:
- How to navigate today’s technology disruption
- Why generational differences matter
- Why taking a holistic approach to financial advice is important
- What distinguishes portfolio-centric advice from client-centric advice
- Suggestions for reaching new clientele
Michael Kitces is an active writer and keynote speaker whose work is frequently featured in Businessweek and The Wall Street Journal as well as on CNBC and NBC Nightly News. An industry thought leader, he is founder of the popular Nerd’s Eye View financial planning blog and hosts the Financial Advisor Success podcast which shares insights and success stories from top industry consultants and successful financial advisors with the goal of elevating your business and taking it to the next level. Michael is a partner and director of wealth management for the Pinnacle Advisory Group.
Ways to contact Michael—
Website: https://www.kitces.com/
Podcast: Financial Advisor Success https://www.kitces.com/podcast
As our lives become more and more digitized, our clients’ expectations are only going to grow. Rather than fear technology or attempt to compete with it, Doug Fritz says financial advisors can utilize it to redefine their value. In this episode, he and host Bill Coppel explore what it would look like for advisors to leverage technology to bridge the widening gap between client expectations and experience.
In this episode, you’ll hear:
- How client sentiments and expectations are changing
- How natural language generation will change financial advising
- Ways advisors can complement the new technology and augmented reality experiences
- The importance in a firm’s ability to identify what makes them unique
- How advisors can create client experiences similar to Amazon
- How advisors can leverage technology to improve the processes they’re already doing
- What benefits artificial intelligence and CRMs can bring to client relationship management
- Examples of technologies advisors can use to help focus on experiences
As CEO and founder of F2 Strategies, a leading technology and marketing consulting firm to the wealth management industry, Doug Fritz offers a valuable perspective on the effect technology will have on the industry’s future. His experience has made him an authority on several digital assets, from artificial intelligence to natural language generation, and a leading voice on how advisors can leverage these tools to remain relevant.
Ways to contact Doug
Website: https://f2strategy.com
Email: doug@f2strategy.com
We often think communication is as natural as walking, but really, it requires much thoughtfulness and preparation. With vastly different communication practices across generations and an overwhelming amount of distraction in today’s digital landscape, we must learn to adapt and step out of our comfort zones. In this episode, author and coach Matt Abrahams joins Bill Coppel to discuss how we can be more effective communicators.
In this episode, you’ll hear:
- Key factors to getting your audience’s attention
- The connection between mindfulness and effective communication
- What it will look like to have 5 different generations in the workplace
- Ways to manage our anxiety about speaking in public
- Suggestions for practicing speaking and presentations
- How different generations interact in face-to-face communication
- The 3 steps to becoming a more effective communicator
Matt Abrahams is a writer, educator, scholar and coach in the area of communication. As co-founder of BoldEcho, a communication coaching consulting practice, Matt leads workshops and coaches individuals to deliver more confident and compelling presentations. He has also published a book, Speaking Up Without Freaking Out, and curated a collection of resources on his blog to help people manage anxiety and become more comfortable in their speaking.
Ways to contact Matt
Websites: https://nofreakingspeaking.com, https://boldecho.com
Books: Speaking Up Without Freaking Out
Whether we realize it or not, people have a surprisingly powerful impact on each other and social influence plays a tremendous role in shaping human behavior. Dr. Jonah Berger, professor at the University of Pennsylvania’s Wharton School of Business has spent over 15 years studying these concepts within the field of behavioral science. In this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss the ways in which we can motivate ourselves and others, be more influential, and use our understanding of how social influence works as a powerful business tool.
When evaluating how people choose the financial advisor that they do, returns are only one of the features that factor in to the decision. Dr. Jonah Berger joins host Bill Coppel to talk about the importance of value creation for one’s clients by understanding what drives customer behavior and by understanding the impacts of social influence. Jonah talks about the motivations that shape our decisions via a six-step framework called STEPPS. This framework is an acronym that stands for Social Currency, Triggers, Emotion, Public, Practical Value, and Stories. Among the takeaways is a discussion around the power of stories and how financial professionals can communicate information in this way so that their clients can in turn take those same stories to transmit information to someone else and be an advocate for their services.
In this episode, you’ll hear:
- How the concept of social currency relates to financial services
- How to help your clients become advocates for you
- What the psychological drivers are for why we share via a practical framework
- Best practices for communicating with clients and ways to stay top-of-mind
Jonah Berger is a marketing professor at the University of Pennsylvania’s Wharton School of Business. He has published dozens of articles in top-tier academic journals, and accounts of his work frequently appear in popular outlets such as The New York Times, NPR, The Wall Street Journal, and the Harvard Business Review. He is a New York Times best-selling author of the book Contagious: Why Things Catch On, as well as Invisible Influence: The Hidden Forces that Shape Behavior. He has spent over 15 years studying the behavioral sciences that underlie how people make decisions, how ideas and products catch on, and how social influences shape behavior. He also consults with top Fortune 100 companies, including Google, Apple, and Vanguard, to name a few.
Ways to contact Jonah/learn more:
Website: jonahberger.com
Di*sclosure:*
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 1218-02591
In a world that places so much value on productivity and success, we often lose sight of what truly matters. What if our measure of success was something beyond the amount of wealth we accumulated? In this episode, Seth Streeter and host Bill Coppel– Managing Director and Chief Client Growth Officer at First Clearing– pose this question and explore what it means to redefine success and the ways it could change how we manage wealth.
Hard work and productivity are important, but if we base our self-worth on conditional things, it will never be sustainable. What has to complement that hard work and success is an inner journey of fulfillment and connection with something beyond traditional achievement. Through more than 25 years in the financial services industry, Seth Streeter has found that helping clients optimize their finances for retirement doesn’t necessarily equal happiness. Along with his own personal experiences, this has led him to question and then reshape the definition of success, as well as lead others to redefine it for themselves. He believes that advisors are in a privileged seat with the opportunity to help clients identify sparks in their lives and empower them to reach the fullest expression of themselves. The conversation starts with money, but through vulnerability, it can rekindle a sense of wonder and identify the possibilities along an individual’s life journey towards finding their purpose.
In this episode, you’ll hear:
- The important difference between conditional and unconditional self-worth
- 10 categories by which to define wealth
- What a uniquely human experience looks like in an age of AI and robo-technologies
- How to start conversations with people that lead them to discover the fullest expression of themselves
- Pivotal points in life that can spark finding your inner calling
- How advisors can move the conversation past managing money to personal fulfillment
- How advisors can leverage vulnerability to redefine their relationships with clients and distinguish their value
Growing up in a family whose farming mindset placed high value on productivity and hard work, Seth Streeter’s degree of success became his sense of self-worth. After co-founding Mission Wealth, a leading wealth management firm serving the Western U.S., Seth faced several hardships in his personal life that forced him to reconsider his own definition of success. As CEO of the firm, he helps people to reframe their perspective of wealth beyond the financial aspect and to discover what he calls an Inspired Life Purpose. Seth is a thought leader in the area of conscious financial planning and his TED Talk from 2016 entitled “The Untethered Life: Wealth Redefined” has thousands of views.
Ways to contact Seth
Website: https://sethstreeter.com/
Mission Wealth: https://missionwealth.com/
TED Talk: https://www.youtube.com/watch?v=qHNhNjNwGVY
Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR# 0219-01635
In a period of rapid change, financial advisors must learn how to deal with stress and build resilience, for themselves and their clients. In this episode, host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – sits down with Dr. Tim Ursiny, Founder of Advantage Coaching & Training, and discusses how to use emotional intelligence to build powerful, trusted relationships with clients.
In this episode, Dr. Ursiny explains how to meet a client’s greatest need – to be heard – and why that ultimately leads to greater personal satisfaction for the client and the advisor.
In this episode, you’ll hear:
- Ways to manage stress and help your clients do the same
- Why providing advice alone is no longer enough
- How to use emotional intelligence to build better relationships with clients
As a speaker and certified business coach, Dr. Ursiny shares his expertise in areas such as communication skills, navigating change, coaching, and helping individuals and businesses achieve quality and balance in life. He is the author of several books, including “The Confidence Plan: How to Build a Stronger You”, “Coaching the Sale” and “The Top Performer’s Guide” series.
Ways to contact Tim and access related resources:
Website: advantagecoaching.com
Email: drtim@advantagecoaching.com
Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR-0818-00723
Customers in the digital age are looking for powerful experiences from the people they do business with. Financial advisors and other service professionals need to meet those expectations to create value and stand out. According to international speaker and consultant Scott Deming, creating a client experience that goes beyond a return on investment can make all the difference. It involves taking an interest in your clients as individuals. In this episode, host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – and Scott discuss the ways financial advisors can make a profound difference in their clients’ lives through a focus on relationship building and the client experience.
In this episode we explore:
- How to build client loyalty through the “friend factor”
- Ways to de-commoditize your service offerings
- The most important question you should be asking your clients
Across multiple industries, Scott’s training and consulting programs have transformed individuals and organizations alike, showing them a practical process for exceeding client expectations and generating lasting customer loyalty. He’s also the author of two bestselling books, The Brand Who Cried Wolf and Powered by Purpose.
Ways to contact Scott and access related resources:
- Web: www.scottdeming.com
- LinkedIn: www.linkedin.com/in/scott-deming-3a0b666
- Books: The Brand Who Cried Wolf and Powered by Purpose
Disclosure:This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit firstlearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0818-00731
Client conversations about aging are difficult but essential -- especially when advisors are entrusted to protect their clients and families. Dr. Mikol Davis and Carolyn Rosenblatt, co-founders of aginginvestor.com, join host Bill Coppel – Managing Director and Chief Growth Officer at First Clearing -- to discuss how advisors can start this dialogue in an age where the role of the advisor goes beyond simply managing money.
Engaging in dialogue with someone about aging and diminished capacity can be filled with landmines. From personal feelings of independence to family conflict, these conversations can bring up strong emotions. Dr. Mikol Davis and Carolyn Rosenblatt believe the advisor can play a significant role here, however, they have found that financial advisors typically do not possess the knowledge needed to lead these conversations well. But because statistics show the average advisor works with at least seven clients with some form of diminished capacity, possessing this knowledge is critical. In this episode, Mikol and Carolyn provide things advisors should know when navigating the conversation, such as how to identify signs of diminished capacity in clients, what kind of data to track over time, how to involve family members and third-party mediators in discussions, and where to find resources.
In this episode, you’ll hear:
- How society’s stigma on aging effects conversations
- When and how to initiate dialogue with clients about aging
- The signs that identify diminished capacity symptoms
- How to involve family members in these discussions
- Why third-party mediators are important
- The unique needs of senior clients
- The signs of elder abuse
Dr. Mikol Davis is a clinical psychologist, gerontologist, author, and mediator with years of experience in mental health and telemedicine. Carolyn Rosenblatt is a medical professional, registered nurse, and attorney. Both have worked extensively with issues of aging, and the two combined their areas of expertise and interest to co-create aginginvestor.com. The site is a resource for the financial services industry to learn about aging, offering books, ebooks, online courses, and checklists related to the topic. They have written two books for financial advisors — Succeed with Senior Clients and Hidden Truths About Retirement and Long Term Care — and a family resource book, titled The Family Guide to Aging Parents.
Ways to contact Carolyn and Mikol:
- Website: aginginvestor.com
- Book: Succeed with Senior Clients, Hidden Truths About Retirement and Long Term Care, and The Family Guide to Aging Parents
Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All right reserved. First Clearing provides correspondence services to broker-dealers and does not provide services to the general public. CAR 1018-05438
In the quest to become a great leader, most people want to know the how; they typically don’t think much about the who. Lolly Daskal, a world-renown executive leadership coach, believes that great leadership starts from within. In this episode, she and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss how we can fall into leadership gaps if we don’t know who we are.
Self-awareness is an essential quality for leaders. From her cross-cultural leadership expertise, Lolly Daskal has identified seven archetypes of leaders, each having its own power, values, and strengths. However, with each archetype, we can also fall into a gap without realizing it and lead from the archetype’s problematic competing side. Leaders must learn to be aware of these impediments, reflect on what is needed in particular moments and circumstances, and use intuition to make connections with others. Without the awareness to make a decision in the moment about how to act, we will likely fall into the gap. But if we are aware that we have choices and practice the discipline of self-reflection, then we can reach a new kind of freedom and success in leadership.
In this episode, you’ll hear:
- Why looking inward is necessary before moving forward
- The 7 archetypes of great leaders
- How we fall into leadership gaps
- Why the best leaders speak less
- The importance of practicing self-awareness and reflection as a leader
- Why self-discipline gives us freedom
With extensive cross-cultural expertise, spanning 14 countries and six languages, Lolly Daskal is one of the most sought after executive leadership coaches in the world. She is the founder of Lead From Within, a leadership program created to be a catalyst for leaders who want to make meaningful differences in their companies, their lives, and the world. Lolly is a global thought leader around effective leadership and is the author of The Leadership Gap: What Gets Between You and Your Greatness.
Ways to contact Lolly:
- Website: lollydaskal.com
- Book: The Leadership Gap: What Gets Between You and Your Greatness
Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR-1018-05442
As technology continues to change how we live, are we any better off? Dr. Robert Biswas-Diener researches happiness across the globe and finds that people in industrialized nations are happier now than ever before. In this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss the opportunity financial advisors have to help clients discover what’s truly important to them.
As a leading expert in the field of positive psychology, Dr. Robert Biswas-Diener knows the importance of measuring psychological wealth. When it comes to the old adage about money buying happiness, Robert offers money can buy only a “little bit of happiness.” The true currency of happiness resides in experiences and strong relationships. By working with clients to understand all the factors of their overall psychological wealth, advisors can help clients make financial decisions that benefit their individual happiness.
In this episode, you’ll hear:
- What it means to have psychological wealth
- Why experiences enrich our lives over time
- The effect of material wealth on happiness
Dr. Robert Biswas-Diener is known as the Indiana Jones of positive psychology, having traveled the world to research happiness across a diverse socioeconomic and geographic spectrum. He trains professionals from a variety of industries in positive psychology techniques and is a leading expert in measuring happiness. Robert has written numerous books, including Upside of Your Dark Side, and Happiness: Unlocking the Mysteries of Psychological Wealth.
For more from Robert:
- Books: Upside of Your Dark Side, Happiness: Unlocking the Mysteries of Psychological Wealth
Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 1018-01453.
In a world of constant change we must be alert to succeed, and being alert requires listening. Julian Treasure has more than 30 years of experience in sound and business, and understands both the complexities and power of listening. In this episode, he and host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- explore how being conscious about listening can transform our most important relationships.
Although we’re often oblivious to it, we’re constantly surrounded by - and affected by - sound. Julian says that if we can become conscious about sound and listening, it will lead to dramatic changes in our effectiveness, happiness and productivity.
In this episode, you’ll hear:
- How sound affects our overall well-being
- Why the process of listening is more complex than we realize
- The four steps to practicing good listening
With more than 30 years of experience in sound, marketing and business, Julian Treasure founded The Sound Agency, a global consulting firm, to help clients such as Google, Honda and Walmart with audio branding. His TED Talks have more than 70 million views, and one is the sixth-most viewed TED Talk of all time. Julian is also the author of Sound Business and How to Be Heard.
For more about Julian:
- Websites: thesoundagency.com, juliantreasure.com, howtobeheardbook.com
- Books: Sound Business, How to Be Heard
Disclosures:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 1018-05053
Mindfulness – It’s a word that many people equate with meditation, but it actually is the simple process of noticing new things. Our guest, Dr. Ellen Langer, has conducted extensive research on the practice of mindfulness and insists that it can have enormous, profound effects. In this episode, she and host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- discuss how mindfulness leads us to be more engaged in whatever we’re doing, which can have great application to the financial services industry.
Dr. Ellen Langer is a Professor of Psychology at Harvard and has conducted extensive research on the illusion of control, mindful aging, stress, decision-making, and health. She is often called “the mother of mindfulness” and brings a wealth of insight to the topic.
Dr. Langer’s research on mindfulness demonstrates how we can find more enjoyment and engagement in our mundane, everyday behavior. She has found that the more mindful we are, the more we notice. And the more we notice, the more we connect. For financial advisors, this is a possible way to emerge triumphant over the current challenge of digitization, where the greatest value an advisor can offer is the value of connection.
In this episode, we’ll explore:
- The difference between mindfulness and intelligence
- How to change your behavior from being mindless to being mindful
- Why mindfulness changes the way you experience even the most mundane tasks
- How mindfulness can decrease stress and increase innovation
- What makes a mindful advisor better than a computer
Ways to contact Ellen:
- Website: ellenlanger.com
- Books: Mindfulness, The Power of Mindful Learning, Counterclockwise, Mindful Health and the Power of Possibilities, On Becoming an Artist, Reinventing Yourself Through Mindful Creativity
Disclosures:This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit Firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0718-04028
No matter your career, physical, spiritual, and emotional health is essential to success. Conor Delaney understands the importance of this, and as CEO of The Good Life companies, whose headquarters has a 4,000-square-foot fitness institute, he has witnessed its transformative effects on his advisors’ lives and relationships with their clients. In this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss this holistic approach to financial advising.
As the financial services industry changes, the value of the financial advisor is no longer to give access to a product or to look the part. Instead, Conor Delaney explains that advisors must be relatable, approachable, and disciplined, making way for a more intimate relationship and meaningful conversations with clients. He highlights four components needed to balance out the employee experience: financial fitness, physical fitness, nutrition, and spiritual and emotional health. When advisors have access and the knowledge base to make good, informed decisions on how to run through each day, they holistically learn a better lifestyle, which they can pass on to their clients. Conor believes that this approach of helping people manage their life, not just their financial affairs, is the future of the industry.
In this episode, you’ll hear:
- The importance of health for financial advisors
- The shift in desired advisor characteristics, from successful to relatable
- How a multipurpose wellness center can transform individual lives and communities
- How to approach the subject of health and lifestyle in conversation
- How to create an ecosystem around the client experience that brings life fulfillment
- Why advisors are the gateway to make changes in communities around the U.S.
Conor Delaney began working in the financial services industry as a sophomore in college and NCAA athlete. After losing his dad at a young age and personally experiencing the correlation between poverty and poor health, he learned the great importance of health and wellness. He is the founder and CEO of The Good Life Companies, where he is directly involved with his clients and the advisors that work for him. Conor has also led the construction of The Good Life Fitness Institute, which is a resource for employees, clients, and the general public in hopes to give them the access and knowledge base to lead healthy and successful lifestyles.
Ways to contact Conor:
- Website: goodlifefa.com
Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0918-02332
Amidst digital disruption in the financial services industry, Bob Chapman knows there will always be a need for caring. Bob has embraced an approach that he calls “truly human leadership” as CEO of Barry-Wehmiller, a $2.5 billion global manufacturing business. In this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss how caring for people and making them feel valued is the real differentiator in this industry and can profoundly affect the world.
Looking at the financial services industry, Bob Chapman asks, “How do you shape the future for the people you have the privilege of leading?" Bob defines leadership as the stewardship of the lives entrusted to you, and he believes that making people feel valued and cared for affects how they treat others. When you feel cared for as a financial advisor, you bring that caring to your clients, which is the foundation of all relationships. Caring is not something that can be digitized or replaced by a computer, so in our industry today, being known for having the most caring organization could differentiate you from everyone else.
In this episode, you’ll hear:
- How to measure success
- The difference between a manager and a leader
- Why leadership and parenting are identical
- How leadership affects others’ self-worth and home life
- The steps necessary to transition from a classic business manager to someone caring for the lives of their team members
- What it would look like to be a caring institution in the financial services industry
- How financial advisors can impact their clients’ lives and differentiate themselves in the industry through caring
As the CEO of a global manufacturing company with more than 11,000 team members, Bob Chapman certainly has leadership experience. He became the company’s senior executive at age 30, after the untimely death of his father, and after an early focus on financial success, transformed his thinking about what it means to be a leader. Bob is the author of Everybody Matters: The Extraordinary Power of Caring, where he narrates this transformation and explains the profound impact of what he calls “truly human leadership."
Ways to contact Bob:
- Book: Everybody Matters: The Extraordinary Power of Caring
Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0918-02325
As someone who made a career transition from emergency medicine to financial planning, Dr. Carolyn McClanahan offers an insightful perspective on the evolving role of a financial advisor. In this episode, she and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss how advisors can guide their clients in preparing for the effects of aging and in finding what brings joy to their lives.
Clients don’t simply want help investing their money; they want someone to help them figure out their goals and dreams and plan for the future. Carolyn’s personal experience helped her realize this need, and her medical background has helped her come up with better strategies to have conversations around health and longevity.
In this episode, you’ll hear:
- The interplays between health and finances
- How to initiate and lead conversations with clients about health and longevity
- How to help yourself and your clients find joy in their lives.
As an emergency medicine physician, Dr. Carolyn McClanahan saw firsthand the negative consequences from patients and their families failing to plan. When she and her husband started searching for a financial advisor, they couldn’t find anyone who could help them with more than just investing money. This led Carolyn to become a financial planner herself, incorporating her personal and professional experiences into her advising strategy. She is the founder of the boutique advisory firm, Life Planning Partners, and co-founded Whealthcare Planning, LLC to help advisors and their clients address issues related to aging. Carolyn has appeared as a guest on NPR and CNBC, and has been quoted in numerous publications.
Ways to contact Carolyn:
- Website: whealthcareplan.com, lifeplanningpartners.com
Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit firstlearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0918-04583
Today, we have five generations participating simultaneously in the workforce and with that comes conflicting beliefs and values; technology playing an important factor. Author, speaker and coach Tim Dean has built his career around understanding generational differences, and in this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – examine these differences and consider how we can leverage generational diversity in the workplace.
A generation is generally defined as a birth cohort of individuals who share social, political and economic events, and Tim Dean explains how technology has been added as another defining event for the millennial generation. It’s pretty evident that these events create differences between generations, and that’s especially visible in the workplace. Tim describes how millennials not only desire to be coached versus managed, they also want others to care about them as a whole person, and place a greater importance on a company’s values and social impacts than previous generations. Each generation comes with its own stereotypes and they will always exist; however, Tim advises that we first acknowledge them but then quickly set them aside and find ways to harness the unique strengths of that generation. This will lead to more cohesiveness and trust in the workplace, and creates an environment open to better collaboration and shared learnings.
In this episode, you’ll hear:
- What defines each generation
- The different ways generations think about work
- What drives millennials and how technology has shaped their generation
- What it means to be living in a post-truth era
- Why millennials are the least trusting generation
- The most productive way to approach generational stereotypes
- The difference between management and coaching
Tim Dean has built his career around understanding generational differences, speaking nationally on the topic and teaching how to leverage generational diversity at the Richard A. Chaifetz School of Business at Saint Louis University in St. Louis, Mo. Coaching is an integral skillset and approach to this. Tim founded his company, The Coaching Dean, to provide an individualized and holistic coaching approach, which has helped clients across the globe achieve their professional and personal goals.
Ways to contact Tim:
- Website: thecoachingdean.com
- LinkedIn: Tim J. Dean
- Twitter: @timdeanstl
Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0918-04935
Many financial advisors are consistently delivering good or great service. This may lead to satisfied and loyal clients, but does it truly set an advisor apart? Our guest, Julie Littlechild, has been studying client engagement for over 20 years and believes that narrowing your target audience and designing the client experience around their journey can lead to innovation and growth. This starts with the advisor – a deep introspection of who they are, what they want, and what kind of business they want to have. In this episode, Julie and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss how advisors can create a more tailored engagement experience.
Julie Littlechild and Host Bill Coppel discuss the changes that are possible at any stage of your career to revisit your vision for your business and to design an experience around your clients’ unique needs.
In this episode, you’ll hear:
- Why delivering a good client experience is no longer enough
- How to engage with clients from a place of guidance and leadership
- The personal benefits of rebuilding your business around your passion
Julie Littlechild is the founder of Absolute Engagement, a firm that guides professionals in adapting their approach to the client experience in order to support a more fulfilling vision for their personal lives. Julie has been focusing on client engagement and the client experience for more than 20 years, establishing a leading research firm around these topics and working closely with professionals and their clients. She is the author of The Pursuit of Absolute Engagement, and she regularly shares innovative ideas through her company’s blog and podcast.
Ways to contact Julie and access related resources:
- Web: absoluteengagement.com
- Email: jlittlechild@absoluteengagement.com
- Book: The Pursuit of Absolute Engagement
Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit firstlearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0818-00688
Caregiving is an issue touching more lives today than you may realize. Today, an estimated 65 million Americans are in a caregiving role, and by 2030, there will be more people over the age of 65 than children under the age of five, creating an even greater need now to prepare for the future. Author and CEO Sherri Snelling joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to share her insights and discuss the opportunities financial advisors have to help clients prepare to be caregivers, and to plan for their own health and wellness.
After personally watching her mother step into a caregiving role and later stepping into a caregiving role herself, Sherri Snelling’s career in healthcare led her to run wellness programs that support caregivers in the workplace. The combination of these personal and professional experiences has made Sherri an expert on the topic of caregiving.
Sherri explains the emotional and physical tolls caretaking has on the caregiver. She has found that preparation is extremely important – through conversations well in advance of someone’s need for care and through intentional plans for the caregiver’s personal health. Financial advisors can join this critical team dynamic by making it a part of their conversations and guiding their clients to emotionally and mentally prepare to be caregivers.
In this episode, we’ll explore:
- How the changing demographics in the U.S. are shifting towards an eldercare-focused society
- The need for employers to support caregiving employees
- The conversations that are necessary to prepare for caregiving
- The role financial advisors can play in preparing and supporting their clients as caregivers
- Self-care practices for caregivers
Sherri Snelling is the founder/CEO of Caregiving Club, a strategic consulting, impactful communications, partnership connections and creative content company focused on supporting the nation’s 65 million family caregivers. She is the author of A Cast of Caregivers – Celebrity Stories to Help You Prepare to Care and is a contributing columnist on caregiving for PBS Next Avenue, Forbes.com, Huffington Post and USA Today. Sherri was the chairman of the National Alliance for Caregiving in Washington, D.C. and is currently a board member of the National Alzheimer’s Association in her local area. She also serves as ambassador for the Caregiver Monday campaign with her ‘Me Time Monday’ initiative.
Ways to contact Sherri:
- Website: www.caregivingclub.com
- Twitter, Facebook, and LinkedIn
- Book: A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care
Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0818-04022
What’s the value of a financial advisor in a world driven by algorithms and artificial intelligence? In part two of this conversation, host Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — and author Steve Harvill dig deeper into this question. They examine some of the tools leading advisors use to build connections as they help clients build their tomorrows.
Steve Harvill is the founder of Creative Ventures and a change agent who works with the Fortune 500 to challenge and remove the boundaries that prevent them from seeing strategic opportunities.
As technology impacts nearly every aspect of our lives, we are faced with a world of more —more information, more speed, more everything. In part two of this conversation, Steve Harvill shares how advisors can actually increase their value to clients by slowing down and simplifying their approach. He and Bill share examples of advisors who have leveraged these concepts and the power of storytelling to enhance their client relationships.
In this episode, you’ll hear:
- Universal concepts that can help build connections
- The benefits of thinking like Jeff Bezos
- How Stephen helped his own FA serve his needs better
Steve Harvill is a change agent who works with Fortune 500 firms to challenge and remove the boundaries that prevent them from seeing strategic opportunities. A scientist by training, his natural curiosity led him to study million-dollar producers across industries to uncover the common behavioral traits that separate highly successful salespeople from the pack. This research forms the basis of his recently published book, 21 Secrets of Million Dollar Sellers: America's Top Earners Reveal the Keys to Sales Success.
Ways to contact Steve
- Web: Creativeventures.com
- Book: 21 Secrets of Million Dollar Sellers
- LinkedIn: https://www.linkedin.com/in/steve-harvill-90806613/
Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0718-00306
A conversation at a sales awards dinner led Steve Harvill to study top performers across a variety of industries. What he learned forms the basis for his recently published book, 21 Secrets of Million Dollar Sellers: America's Top Earners Reveal the Keys to Sales Success. In this episode, he shares some of the common traits and habits of high performers along with powerful tools advisors can use to help establish trust and deepen relationships with their clients.
Steve Harvill is the founder of Creative Ventures and a change agent who works with the Fortune 500 to challenge and remove the boundaries that prevent them from seeing strategic opportunities.
What do top sales performers know and do that propels them ahead of their peers? Do they have more in-depth knowledge or greater charisma? Guest Steve Harvill spent time interviewing top sellers from a variety of industries to understand what it is that sets them apart. It turns out that this elite group shares a set of traits and behaviors that helps them form emotional connections with their clients. In this episode, Steve and host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- explore the changing role of financial advisors and how they can cultivate the skills that can help them remain relevant to their clients.
In this episode, you’ll hear:
- Why change is so difficult
- Essential skills to cultivate
- Two simple words that can spur deeper conversations
Steve Harvill is a change agent who works with Fortune 500 firms to challenge and remove the boundaries that prevent them from seeing strategic opportunities. A scientist by training, his natural curiosity led him to study million-dollar producers across industries to uncover the common behavioral traits that separate highly successful salespeople from the pack. This research forms the basis of his recently published book, 21 Secrets of Million Dollar Sellers: America's Top Earners Reveal the Keys to Sales Success.
Ways to contact Steve
- Web: Creativeventures.com
- Book: 21 Secrets of Million Dollar Sellers
- LinkedIn: https://www.linkedin.com/in/steve-harvill-90806613/
Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0718-00302
For anyone who works directly with investors, it’s clear that the expectations affluent investors have of their financial advisors are irrevocably changing. Our guest, Matt Oechsli, has been studying affluent investors and the advisors who serve them for over 20 years. In this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing –discuss insights from the research and what it will take for advisors to remain relevant to their clients in disruptive times.
Matt Oechsli is the founder and CEO of The Oechsli Institute, where he educates and coaches financial services professionals on growing their businesses. In addition to his ongoing research, he is the author of 11 industry bestselling books, and is often referred to as “The Professor of Wall Street.”
According to Matt Oechsli, there’s one group of financial advisors who are not being disrupted by the shifting technological landscape and changing expectations of affluent clients. He identifies these professionals as elite advisors. What are they doing differently? What do they know that other advisors can incorporate into their own businesses? In this episode, Matt shares insights from The Oechsli Institute’s latest research and the implications for financial advisors who want to remain relevant today and in the future.
In this episode, we’ll explore:
- What it takes to be an elite advisor
- The impact of emotionally connecting with clients
- What prompts the search for a new advisor
- How elite advisors are using technology to enhance relationships
- The five criteria for a high-quality office visit
Matt Oechsli is the founder and CEO of The Oechsli Institute, where he educates and coaches financial services professionals on growing their businesses. In addition to his ongoing research, he is the author of 11 industry bestselling books, and is often referred to as “The Professor of Wall Street.”
Ways to contact Matt:
- Web: www.oechsli.com
- LinkedIn: www.linkedin.com/in/mattoechsli/
Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. This channel is not monitored by First Clearing. For more information on our podcasts visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0618-05514
It’s no secret that the financial services industry is experiencing a tsunami of change that’s impacting advisors’ relationships with their clients. But we’re not alone. Consider health care—not too long ago, a patient’s knowledge was limited to what his or her physician knew. That’s no longer the case, as technology and the democratization of information is disrupting the traditional care model and forcing the medical community to take a fresh look at itself. Dr. Bryan Vartabedian is one of the leading voices in this new health care landscape. Host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing — and Dr. V sit down to explore the many parallels between the disruption occurring in both financial services and health care, and the lessons we can learn from one another.
Bryan Vartabedian is a pediatric gastroenterologist at Baylor College of Medicine / Texas Children’s Hospital. He is also the founder of 33 charts, a site focused on physicians’ transition to a new digital reality and the impact on patient care and engagement. Cited as an example of early 21st century thought leadership, 33 charts was chosen to be archived in its entirety in the National Library of Medicine.
As the disruptive impact of technology continues to change the nature of client-advisor relationships, we believe there are lessons to be learned from professionals in other industries. What challenges are they facing? How are they changing long-held practices and adapting to this new reality? One such industry is health care. Like financial advisors, physicians are finding their traditional care models disrupted by technology and their patients’ access to information. Host Bill Coppel kicks off this new podcast with one of the leading voices in this new health care landscape — Dr. Bryan Vartabedian.
Bill and Dr. V explore some of these forces and the many parallels between the disruption occurring in the financial services industry and the healthcare field. In this episode, you’ll hear:
- How democratization of information is impacting the physician-patient relationship
- The ways in which technology can connect or separate us from our patients/clients
- How the human intermediary’s role will evolve in a landscape of artificial intelligence and algorithms
Bryan Vartabedian is a pediatric gastroenterologist at Baylor College of Medicine / Texas Children’s Hospital, and one of health care’s influential voices on the intersection of medicine, technology and culture. He is also the founder of 33 charts, a site focused on physicians’ transition to a new digital reality and the impact on patient care and engagement. Cited as an example of early 21st century thought leadership, 33 charts was chosen to be archived in its entirety in the National Library of Medicine.
- Ways to contact Dr. Vartabedian
- Web: 33charts.com
- Podcast: The Exam Room with Dr. Bryan Vartabedian
Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0618-05373
Disruption is all around us as technology impacts every aspect of our personal and professional lives. If you’re a financial advisor, chances are you’re feeling the effects of this disruption in the expectations of your clients. Join us as we explore The Next Frontier and examine the evolving role of the trusted advisor through the lens of experts and thought leaders from inside and outside the financial services industry. We believe the firms and advisors who will thrive in the future are those who are willing to engage in new conversations and seek different perspectives. Are you ready?
In a world of artificial intelligence and algorithms, what is the role of the financial advisor and how does it align with changing client expectations? In this new podcast, thought leaders and practitioners from financial services and other industries share their perspectives on navigating the digital paradigm shift and the skills advisors will need to thrive. Host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- has been a financial advisor and held numerous leadership roles over his 30-year career in the financial services industry. If you’re ready to engage in new conversations that will challenge you to think differently about the role of advice and guidance, we invite you to join us.
Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR-0618-05371