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The Next Frontier

Sep 26, 2018

What’s the value of a financial advisor in a world driven by algorithms and artificial intelligence? In part two of this conversation, host Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — and author Steve Harvill dig deeper into this question. They examine some of the tools...


Sep 12, 2018

A conversation at a sales awards dinner led Steve Harvill to study top performers across a variety of industries. What he learned forms the basis for his recently published book, 21 Secrets of Million Dollar Sellers: America's Top Earners Reveal the Keys to Sales Success. In this episode, he shares some of the common...