Preview Mode Links will not work in preview mode

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...