by Jeff Goodnow | Jan 7, 2020 | Podcasts
In our season two debut, we begin a series on the next evolution of our business: What led us here Why now Our thought process What comes next Sharing the journey on the Podcast We hope you enjoy and follow us on this journey! Subscribe in Google PodcastsSubscribe in...
by Jeff Goodnow | Dec 17, 2019 | Podcasts
This podcast was orginially titled, “Firm CPR: How to Find a Good Manager.” However, this discussion assumed advisors had found the manager to begin with. Turns out, that’s not as easy as it sounds. We tackle that topic in Season 3 Episode 9,...
by Christopher Norton | Dec 10, 2019 | Podcasts
In our twenty-second episode, a follow up to the “Podcast (Podcast),” we discuss best-practices for Advisors: Video and audio gear Recording and editing software What to avoid Post-production recommendations We hope you enjoy and follow us on this journey!...
by Jeff Goodnow | Dec 3, 2019 | Podcasts
In our twenty-first episode we discuss the impact of the media, social media, those who abuse their platform – and the effect on Advisor’s clients: Does the media exist to report the news or generate clicks? Misleading content Clickbait Non-advisor advice We...
by Jeff Goodnow | Nov 26, 2019 | Podcasts
In our twentieth episode we discuss Schwab’s takeover of TD Ameritrade, it’s impact on the industry, and what it means for Advisors: How The Race to Zero made this possible Technology and innovation What “scale” means for staff and...
by Jeff Goodnow | Nov 19, 2019 | Podcasts
In our nineteenth episode we discuss why the 403(b) lawsuits launched in 2016 and the impact they have made: Top reasons for the lawsuits Why the lawsuits hit a wall in 2019 Impact of the Brokerage Window Benefits of BrokerageLink for Advisors We hope you enjoy and...
