A Vodcast Series

 

Join our experts each month as they tackle trending financial topics and share practical wisdom you can use with your clients right away. Each episode is compact yet easily digestible.

E. 8 | Behavioral Finance

Hosted by Clark Brown

Release Date: September 30

Focal Point: Fooled by “Framing” and Two Rules for Behavioral Coaching

 

E. 7 | Attracting High-Net-Worth Clients

Hosted by Linda Eaton

Release Date: August 19

Focal Point: Three steps to do to attract high-net-worth clients 

 

E. 6 | Financial Advisor's Course on Trusts

Hosted by Daniel Smith

Release Date: July 22

Focal Point:  What are the key knowledge points a financial advisor needs to know about trust services?

 

E. 5 | Redefining Retirement

Hosted by Larry Divers and Myles McHale

Release Date: June 24

Focus Point: Redefining the core of retirement planning to include financial wellness

 

E. 4 | Business Succession Planning

Hosted by David Bell

Release Date: May 27

Focus Point: Knowledge considerations for handling the succession of a "family" business

 

E. 3 | New Tax Laws

Hosted by Daniel Smith and Larry Divers

Release Date: April 29

Focal point: Highlighting the Impact of Tax Law Change Proposals

 

E. 2 | Changing the Risk Management and Insurance Conversation

Hosted by Jeff Cobb

Release Date: March 25

Focal point: Four things that have to happen to make an economic framework effective

 

E. 1 | The Future of Advising Our Clients

Hosted by Phil Buchanan

Release Date: February 25

Focal point: Seven themes forcing advisors towards extinction and a way forward