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The Next Frontier

Apr 24, 2019

Conversations surrounding the provision of holistic financial advice have been occurring for years, but the time to embrace this approach is now. In this episode, writer and speaker Michael Kitces joins Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing —to discuss key insights to aid...


Apr 17, 2019

As our lives become more and more digitized, our clients’ expectations are only going to grow. Rather than fear technology or attempt to compete with it, Doug Fritz says financial advisors can utilize it to redefine their value. In this episode, he and host Bill Coppel explore what it would look like for advisors...


Apr 8, 2019

We often think communication is as natural as walking, but really, it requires much thoughtfulness and preparation. With vastly different communication practices across generations and an overwhelming amount of distraction in today’s digital landscape, we must learn to adapt and step out of our comfort zones. In...


Apr 3, 2019

Whether we realize it or not, people have a surprisingly powerful impact on each other and social influence plays a tremendous role in shaping human behavior. Dr. Jonah Berger, professor at the University of Pennsylvania’s Wharton School of Business has spent over 15 years studying these concepts within the field of...