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The Next Frontier

Mar 27, 2019

In a world that places so much value on productivity and success, we often lose sight of what truly matters. What if our measure of success was something beyond the amount of wealth we accumulated? In this episode, Seth Streeter and host Bill Coppel– Managing Director and Chief Client Growth Officer at...


Mar 20, 2019

In a period of rapid change, financial advisors must learn how to deal with stress and build resilience, for themselves and their clients. In this episode, host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – sits down with Dr. Tim Ursiny, Founder of Advantage Coaching & Training,...


Mar 13, 2019

Customers in the digital age are looking for powerful experiences from the people they do business with. Financial advisors and other service professionals need to meet those expectations to create value and stand out. According to international speaker and consultant Scott Deming, creating a client experience that goes...