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The Next Frontier

Mar 31, 2021

The business of advice has changed. And clients today are concerned about much more than their money. In this episode, Vaughan Scott, CEO of Axiom Financial Strategies Group, joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to discuss how advisors can use empathy...


Mar 10, 2021

The heightened uncertainty we’re experiencing has brought with it a new sense of conviction. And more investors are now looking to align their portfolios with their values. In this episode, Jeff Gitterman, Co-founding Partner of Gitterman Wealth Management, joins host Bill Coppel - Managing Director and Chief Client...