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The Next Frontier

Dec 30, 2020

As 2020 draws to a close, we at The Next Frontier look back over the year and reflect on the important topic of well-being. In this episode, we revisit a conversation between author, professor, and happiness expert Dr. Tim Bono and host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing -...


Dec 16, 2020

In a world of perpetual uncertainty and accelerating change, holistic advice and guidance become even more valuable. In this episode, Tony Sirianni, Publisher & Owner of AdvisorHub, joins host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to explore new approaches to delivering value...


Dec 2, 2020

Increasingly sophisticated financial services technology is creating new opportunities and putting more choice into the hands of individual advisors. In this episode, Mindy Diamond - President & CEO of Diamond Consultants - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to...


Nov 18, 2020

Digital advancements are reshaping our expectations as clients while also presenting new opportunities for financial advisors. In this episode, Marc Spilker, Executive Chairman of Merchant Investment Management, and John Peluso, President of First Clearing, join host Bill Coppel - Managing Director & Chief Client Growth...


Nov 4, 2020

From remote work to social isolation, COVID-19 has had a major impact on our well-being. In this episode, Anita Shaughnessy - Wells Fargo Vice President and Well-Being Benefits Manager - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how the well-being of...