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The Next Frontier

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...