Todd Fithian, founder of The Legacy Companies, has over two decades of experience in the financial services industry as an advisor, author and trainer. He has worked directly with families, thousands of financial advisors & their teams, large financial institutions and a select group [...]
Sheryl Garrett is the founder of Garrett Planning Network. She has been recognized six times by Investment Advisor magazine as "One of the Most Influential People in Financial Planning", was recognized as one of the "30 Most Influential" people in NAPFA’s 30-year history, and [...]
In this special episode, Julie Littlechild and Steve Wershing talk about client feedback in its many forms. We discuss why it’s an important tool for advisors looking to stand apart from the rest, and provide actionable items and resources to conduct the right client [...]
David Lyon is CEO and Founder of Oranj, the industry's first freemium wealth management platform, which helps financial advisors run a more efficient practice. He was previously the Principal of Main Street Financial, a $300m+ AUM multi-family office. David is also a speaker on [...]
John Ruhlin is the founder of Giftology, and author of the book by same name. He has developed a philosophy and process for using gifts to gain access to elite clients and generate referrals, and his firm helps automate this process for individuals and [...]
April Rudin, Founder and President of The Rudin Group, is a financial services and wealth management marketing strategist. She is a regularly featured source of expert commentary to international news and business outlets, trade publications and broadcast media. April is recognized as an “Influencer” [...]
Tad Fabiaschi is Vice President of Audience Development with Asset TV Inc., a free and comprehensive library of videos, whitepapers and programs to support due diligence and on-going professional education. In a previous role, Tad helped international companies introduce themselves to new markets in [...]
Jeff Marsden is Chief Product & Strategy Officer at Xtiva Financial Systems. He has founded or co-founded five companies across several industries. He is a frequent contributor to industry publications, patent holder, mentor to founders of start-ups, and member of the Board of Directors [...]
Brian Portnoy, Ph.D., CFA, is an author, speaker, and Director of Investment Education at Virtus Investment Partners, a $100 billion investment solutions platform. He has held senior investment, research, and strategy roles at Chicago Equity Partners, Mesirow Financial, and Morningstar. His books are titled [...]
Dr. Moira Somers is a clinical neuropsychologist, professor and executive coach. As the founder of Money, Mind, and Meaning, Moira trains financial professionals across North America to work more effectively with the whole spectrum of challenges their clients bring to them. She's also the author of the book, Advice [...]