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The Next Frontier

Dec 18, 2019

It doesn’t matter where you come from, it’s about your intentions. For industry veteran LeCount Davis, this is reflected in his personal story and in his pursuit to serve his “village.” In this episode, he shares with Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- the power...


Dec 4, 2019

While traditional advisor training is centered around money and finances, today’s guest has a different view, focused on care, empathy, and an understanding of what matters most for clients. Author and Founder of the Kinder Institute of Life Planning, George Kinder, joins host Bill Coppel, Managing Director and Chief...


Nov 20, 2019

People are living longer than ever before. In fact, most of us are going to have an extra 20 years of life that we didn’t necessarily plan for.  Founder and CEO of Caregiving Club Sherri Snelling, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how financial...


Nov 6, 2019

Disruption is all around us as technology impacts every aspect of our lives. But despite all of the great things that technology can do, it’s created an empathy void. Join host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing – in season two, we’ll go deeper with experts and...


Oct 23, 2019

Bill Coppel – Managing Director & Chief Client Growth Officer at First Clearing – shares insights from season 1 guests on how advisors can approach remaining relevant and valued in the 21st century. Hear from physician Dr. Bryan Vartabedian; Harvard psychology professor Dr. Ellen Langer; sound and listening...