Michael Silver and Eric Sheikowtiz, the dynamic duo behind the highly successful Focus Partners, an advisory coaching firm based in the Northeast, bring their expertise to bear on practice management issues so that you, the adviser, can improve your business, one play at a time. Michael and Eric, former advisers themselves, bring a wealth of experience gained through 14 years of coaching advisers. Through this series, they’ll help you to draw up the plays for you to win.
A podcast exploring how advisers can work together to break down internal barriers, create programs around diversity and inclusion and build a pathway for women to succeed in financial services.
As the CEO of InvestmentNews, the leading source of news, analysis and information for the financial advisory community, Christine Shaw offers a wealth of knowledge and real-life experiences as a female leader in the industry. Her Success Matters provides listeners with a rare insider view to the executives of this industry who are forging the path for women leadership by taking action and supporting programs within their organizations. Christine’s goals in this series is to connect with fellow powerhouse executives who are dominating the industry and to break down barriers for next-gen female advisers! Every other week, listeners will hear all about programs specific to attracting women executives while the podcast speakers uncover why this matters — why HER Success Matters.
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Just when you thought your retirement plan was safely on autopilot, enter the Coronavirus. Mary Beth Franklin and a team of experts are here to look more closely at how the pandemic could impact your nest eggs and critical solutions to help navigate this hazard.
Welcome to The InvestmentNews Podcast, where two energetic industry vets bring insights and experience on all things wealth management. They don’t pull punches and they don’t always agree. Each week, Bruce Kelly and Jeff Benjamin will be picking apart the news, and they will get into areas not always found in the financial media. This is good, mostly clean, fun that you won’t find elsewhere!
Jeff Benjamin and Bruce Kelly have both each been writing for InvestmentNews more than two decades. In Jeff’s time at InvestmentNews, he has primarily covered investment products and strategies, but over the years his beat has evolved and expanded to a broader wealth management perspective that includes everything from practice management and M&A activity to custodians and even some regulatory issues. Bruce writes primarily about the brokerage industry and its myriad facets, from adviser pay and product sales to M&A. Through their combined experiences covering this industry, Bruce and Jeff have seen and learned a lot as they have followed the ongoing evolution of wealth management.