Kandungan disediakan oleh Arizent and Financial Planning. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Arizent and Financial Planning atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Financial Planning
Tandakan semua sebagai (belum) dimainkan
Manage series 2094976
Kandungan disediakan oleh Arizent and Financial Planning. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Arizent and Financial Planning atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Thoughtful, informed discussions about ideas, trends and developments in wealth management, moderated by Financial Planning editors.
…
continue reading
100 episod
Tandakan semua sebagai (belum) dimainkan
Manage series 2094976
Kandungan disediakan oleh Arizent and Financial Planning. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Arizent and Financial Planning atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Thoughtful, informed discussions about ideas, trends and developments in wealth management, moderated by Financial Planning editors.
…
continue reading
100 episod
Alle episoder
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Financial Planning
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1 Exploring the effects of climate change on weather 31:14
31:14
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Dr. Lou Gritzo , Chief Science Officer at FM, explains why there are more frequent and severe storms, flooding, wildfires and other weather-related events.
The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.
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Financial Planning
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1 Why RIA custody is ready for another shakeup 29:35
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The RIA custody landscape isn’t what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.
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Financial Planning
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1 Preston Cherry and Tom Rieman break down the ideal advice experience 28:30
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The veteran wealth management duo wants to close the gap between what the advice industry is , and what it has the potential to become.
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Financial Planning
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1 How to have more impactful ESG conversations with clients 23:01
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Christopher Knapp of Robertson Stephens joins the Financial Planning Podcast this week to help financial advisors cut through the noise and tackle ESG investing like a pro.
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Financial Planning
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1 The impact of financial planning, with Jennifer and Lisa Dazols of Modern Family Finance 23:10
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The firm founders join the FP Podcast all the way from Taiwan to discuss financial planning for women and LGBTQ+ households , international filmmaking and how the profession changed both of their lives.
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Financial Planning
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1 The new era of financial advisor marketing, with Snappy Kraken CEO Robert Sofia 30:27
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From AI to video, advisor marketing is evolving. On this week's FP Podcast, the leader of the award winning marketing technology firm explains how financial planners can keep pace.
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Financial Planning
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1 Unlocking the power of model portfolios, with Kwanti CEO Christophe Gauthron 22:29
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The fintech founder who started his company in the fallout of the 2008 financial crisis says he wants to help financial advisors spend more time doing work that matters.
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Financial Planning
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1 Going from wealthtech user to wealthtech investor, with financial advisor Samuel Deane 23:41
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As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms who create tools for planners.
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Financial Planning
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1 Solving the organic growth mystery, with John Wernz of Great Hill Partners 26:17
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The industry veteran breaks down the missteps firms make in the pursuit of growth, and how to maintain momentum in an unpredictable environment.
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Financial Planning
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1 Upgrading the advisor experience, with Amit Dogra of tru Independence 32:38
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The 20-year industry veteran breaks down the three elements needed to deliver a truly excellent experience, and explains why the lowercase “T” in his firm’s name is so important.
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Financial Planning
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1 Changing chapters and rebranding growth, with Nitrogen CEO Aaron Klein 27:14
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The leader of the firm formerly known as Riskalyze talks about retaining legacy when taking on a new identity, and why 2023 was the right time to evolve.
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Financial Planning
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1 Charitable giving in clients’ financial plans, firms’ business plans 25:03
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Financial Planner Thomas Pontius of Kayne Anderson Rudnick joins the FP Podcast to discuss what makes charitable giving attractive to clients, and the business benefits that double as food for the soul.
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Financial Planning
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1 The evolution of financial planning technology, with Doug Fritz of F2 Strategy 36:51
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The veteran fintech expert goes deep on everything from tech spending to the Schwab-TD Ameritrade Merger on this week's FP Pod.
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Financial Planning
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1 Bringing the outsourced chief investment officer inside, with Chris Shuba of Helios 22:57
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The founder of Helios wants to redefine the OCIO function for financial advisors looking to offer greater customization and serve more sophisticated clients.
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