ThinkAdvisor Perspectives Podcast

A Conversation with IncomeConductor CEO Sheryl O'Connor

A Conversation with HealthView Services CEO Ron Mastrogiovanni

A Conversation with IncomePath Co-Founder Tamiko Toland

A Conversation with Ferri Investment Solutions CEO Rick Ferri

How Charitable Works and Philanthropy Connect Alger to Its Community

As part of the Luminaries Class of 2023, Alger CEO and Chief Investment Officer Dan Chung is being recognized in the category of Community Impact. This podcast was recorded before the ceremony on November 28 where we announced that Dan was the winner of the Community Impact award in the asset manager group. Through his leadership role, Chung oversees the day-to-day operations of the boutique investment manager firm and also guides its charitable and philanthropic work, which mainly focuses on th...

Ask the Retirement Expert About Guardrails, Income Planning and Inflation: Jamie Hopkins

Ask the Retirement Expert About RMDs & Taxes: Ed Slott

How Vestmark Uses Innovation to Help Advisors With Tax and Portfolio Management

Ask the Retirement Expert About Safe Spending and Income Portfolios: Christine Benz

Ask the Retirement Expert About Tricky Income-Planning Issues: Steve Parrish

How Raymond James' Jodi Perry Created a Trailblazing, 30-Year Career

Ask the Retirement Expert About Social Security: Marcia Mantell

Ask the Retirement Expert About Financial Planning & Income: Michael Finke

Cetera Shows How To Leave a Charitable Footprint

How Fidelity’s Denise Chisholm Gains Market Insights

How Atria Is Reimagining Engagement

Vertafore’s James Thom adapts to customer needs

IAA CEO Focuses on Clients’ Needs

ComplySci CEO Finds Inclusion Drives Growth

FMG Now Focuses on Thought Leadership

Cambridge Makes a Difference for Clients

Docupace CMO Shares Rebranding Secrets

Think Advisor recognized Ryan George, chief marketing officer of Docupace, as part of the Luminary Class of 2022, and specifically for his efforts at overseeing and executing a company-wide rebranding strategy over the last year. George offers an inside look at that process and shares some best practices as part of this podcast.

American College CEO Wants to Focus on Diversity

The Luminaries recognized The American College and its CEO George Nichols across multiple categories as the school continues its mission of providing applied financial knowledge and education to advisors. Three Key Takeaways: Nichols and The American College of Financial Services continued its diversity effort with initiatives such as “Know Yourself, Grow Your Wealth” and the Black Executive Leadership Program. Nichols believes developing deeper, more personal relationships with clients helps ad...

Conversations with a Luminary: Jim Dickson (sponsored by Sanctuary Wealth), Dealmaking & Growth

Conversations with a Luminary: Chris Gandy, Midwest Legacy Group (Sponsored by OneAmerica), Diversity & Inclusion

Conversations with a Luminary: PPC Loan (Dealmaking and Growth)

Conversations with a Luminary: Quantum Partners (Dealmaking and Growth)

Conversations with a Luminary: SS&C Advent and DPL (Dealmaking and Growth)

Conversations with a Luminary: CEO Lon Dolber Discusses American Portfolios' FIVE Luminary Wins

How 2021 Has Changed Financial Advisor Marketing

In this episode of the Perspectives podcast, sponsored by Snappy Kraken and hosted on ThinkAdvisor, we’ll hear highlights from the June 15th presentation titled, How 2021 Has Changed Financial Advisor Marketing. The best marketing methods are constantly changing and evolving. With an overwhelming amount of tactics available for use, advisors can turn to hard data to feel assured in their next steps. Robert Sofia, CEO of Snappy Kraken, explores data-based insights from thousands of active digital...