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The Next Frontier

Jun 26, 2019

In an era of fake news, our society is in a bit of a moral panic. But Dr. Jeff Hancock, an expert in social media behavior, has found that it’s human psychology, not technology, which drives deception and distrust. In this episode, he and Bill Coppel — Managing Director and Chief Client Growth Officer at First...


Jun 12, 2019

Many advisors are at a crossroads in their careers and are wondering what’s next. Consultant Leo Pusateri believes advisors must spend time looking inward in order to have authentic relationships with clients. In this episode, he and host Bill Coppel – Managing Director & Chief Client Growth Officer at First...


Jun 5, 2019

Why hire a travel agent when you can DIY online? The answer: guidance, empathy & trust. These are the human elements that technology can never replace. In this episode, Pat Blassie, President of Altair Travel & Cruises, joins Bill Coppel – Managing Director & Chief Client Growth Officer at First Clearing – to...