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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...