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The Next Frontier

Dec 19, 2018

No matter your career, physical, spiritual, and emotional health is essential to success. Conor Delaney understands the importance of this, and as CEO of The Good Life companies, whose headquarters has a 4,000-square-foot fitness institute, he has witnessed its transformative effects on his advisors’ lives and...


Dec 5, 2018

Amidst digital disruption in the financial services industry, Bob Chapman knows there will always be a need for caring. Bob has embraced an approach that he calls “truly human leadership” as CEO of Barry-Wehmiller, a $2.5 billion global manufacturing business. In this episode, he and host Bill Coppel – Managing...


Nov 21, 2018

As someone who made a career transition from emergency medicine to financial planning, Dr. Carolyn McClanahan offers an insightful perspective on the evolving role of a financial advisor. In this episode, she and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss how...


Nov 7, 2018

Today, we have five generations participating simultaneously in the workforce and with that comes conflicting beliefs and values; technology playing an important factor. Author, speaker and coach Tim Dean has built his career around understanding generational differences, and in this episode, he and host Bill Coppel...


Oct 24, 2018

Many financial advisors are consistently delivering good or great service. This may lead to satisfied and loyal clients, but does it truly set an advisor apart? Our guest, Julie Littlechild, has been studying client engagement for over 20 years and believes that narrowing your target audience and designing the...