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The Next Frontier

Feb 17, 2021

Many families and businesses don’t realize that building a legacy is about more than the transfer of wealth. In this episode, Mark Widmer - licensed recreational therapist and professor at BYU’s Marriott School of Business - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First...


Jan 27, 2021

You’ve helped clients prepare for retirement financially, but what will they do with the rest of their lives? In this episode, Andy Raub, Financial Advisor and Managing Director at Ameriprise Financial Services and host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - discuss...


Jan 13, 2021

2020 will go down in history as one of the most challenging periods of our time. But the New Year brings advisors a fresh opportunity to make a difference. In this episode, Brian Hamburger, MarketCounsel President & CEO, and John Peluso, First Clearing President, join host Bill Coppel - Managing Director & Chief Client...