Episodi

  • Katie Partridge: Financial Advice for Tech Founders | Next Gen
    Feb 19 2026
    The Morgan Stanley private wealth advisor says that serving founders requires a long-term, network-driven effort, and that advisors must provide creative, high-touch service beyond what AI can offer. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 min
  • Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million
    Feb 17 2026
    Summit Financial's CEO describes the leadership shifts, capital investments, and strategic decisions that separate firms which scale from those that plateau. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    50 min
  • Nancy Daoud: The Changing Nature of Asset Allocation
    Feb 10 2026
    The Ameriprise private wealth advisor discusses alternative investments, constructing portfolios for retirement income, and the behavioral aspects of asset allocation. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 min
  • Frank McKiernan: ‘A Client Is a Client’ | Next Gen
    Feb 5 2026
    The co-founder of Third View Private Wealth discusses the firm’s comprehensive planning focus, its access to private markets, and its commitment to treating individuals and family clients like institutions. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 min
  • Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio
    Feb 3 2026
    The Barron’s Hall of Fame advisor discusses the mindset that built the nation’s top RIA and how he approaches innovation and investing in a fast changing world. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 ora e 2 min
  • Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning
    Jan 27 2026
    Morgan Stanley’s head of financial planning on why the traditional retirement model is becoming obsolete and why advisors should embrace scenario planning. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    28 min
  • Emily Green: Women, Wealth, and Alternative Investments | Next Gen
    Jan 22 2026
    Ellevest’s head of wealth management discusses the biggest misconceptions among women investors, what clients care most about, and how the firm works with alternative investments. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 min
  • Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors
    Jan 20 2026
    The head of Schwab Family Office explains why advisors often lose influence, trust, and assets as the complexity of their clients' financial plans increases. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    40 min