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The Next Frontier

Sep 3, 2021

At the Next Frontier, we’ve covered a lot of ground, exploring the impact of digital disruption, the changing industry landscape, and what it means to deliver value in the evolving advice business. Join host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing − as he reflects on the...


Sep 2, 2021

With the dramatic increase in life expectancies, many people near the traditional retirement age of 65 could potentially live another 30 years. In this episode, Erik Strid, Co-Founding Principal of Concentus Wealth Advisors, joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First...


Sep 1, 2021

For independent advisors, the ability to help clients discover what really matters and then achieve it depends, in large part, on how well they are served by their custodians. In this episode, Robb Baldwin, President and CEO of TradePMR, joins host Bill Coppel − Managing Director and Chief Client Growth Officer at...


Aug 30, 2021

The impact of COVID-19 will likely reshape clients’ sentiments and expectations for generations to come, and it will likely reshape how we show up as leaders. In this episode, Susan Quinn − founder and CEO of circle S studio − joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First...


Aug 25, 2021

The concept of truth has been disrupted by misinformation and fabricated realities. In this episode, Ethan Zuckerman − a professor of public policy at the University of Massachusetts at Amherst, and the author of Mistrust: Why Losing Faith in Institutions Provides the Tools to Transform Them, joins host Bill Coppel...