Bruce talks to Jodie Papike, CEO of advisor recruiting firm Cross-Search, about her experience of being a senior woman in a male-dominated industry, being a second generation recruiter, and the impact of private equity investment on advisors.
SS&C's Tanya Tygesen joins Chuck to discuss best practices for how to have your CRM be the hub of your new RIA.
Bruce talks to Tash Elwyn, president and CEO of Raymond James & Associates, about his career path, his new role as president of the private client group, and why the profession is at a fork in the road.
Why private credit is gaining in popularity in investors' portfolios.
Bruce talks to Roxanna Islam, head of sector & industry research at TMX/VettaFi, about the launch of the new Ethereum ETFs, Bitcoin, and what it all means for advisors.
Mike Langford, Founder + CEO of PodBox, shares his vast expertise related to how to create your first podcast -- from what microphone to buy to editing tips. If you’re looking to launch your first podcast… this is the episode for you!
One of the most important steps for going RIA is your transition. Advisor360's Jeff Schwantz shares some very important tips that you'll want to keep in mind as you plan your course to going RIA!
Bruce talks to Kevin Gannon, chairman and CEO of Robert A. Stanger & Co. Inc.
Saundra Davis shares her expertise about how to "listen so your clients will talk" – great stuff!
It's always a treat to catch up with Michael Kitces! Chuck had the chance to chat with Michael right before he took the main stage to answer the question: "Is My Advisory Firm Normal?"
