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The Next Frontier

Jul 29, 2020

At The Next Frontier, we’ve learned a lot from our guests about how to be better advisors both pre and post-pandemic. Join host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - as he reflects on how the unusual period of uncertainty we’re now experiencing can be a valuable time...


Jul 15, 2020

If comparison is the thief of joy, then what are some tools and strategies that can actually increase our happiness? In part 2 of this conversation, psychologist and author Dr. Tim Bono joins host Bill Coppel  Managing Director and Chief Client Growth Officer at First Clearing  to dive deeper into practical...


Jul 1, 2020

The answer to the age-old question, “Can money buy happiness?” may surprise you. Psychologist and author Dr. Tim Bono has been studying the science of happiness for years. In part 1 of this conversation, he joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore the...


Jun 17, 2020

Positioning your business for growth is an ongoing challenge — especially for advice professionals who seemingly all provide “the same” service. So, how do you present your firm in a way that helps you stand out? Susan Quinn, President and CEO of circle S studio, joins host Bill Coppel, Managing Director and Chief...


Jun 3, 2020

Design thinking, an approach commonly associated with product development, can also help us plan for what’s next – in our own lives and the lives of our clients. In this episode, Bill Burnett, Executive Director of Stanford’s Product Design Program, and host Bill Coppel, Managing Director & Chief Client Growth...