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The Next Frontier

Oct 23, 2019

Bill Coppel – Managing Director & Chief Client Growth Officer at First Clearing – shares insights from season 1 guests on how advisors can approach remaining relevant and valued in the 21st century. Hear from physician Dr. Bryan Vartabedian; Harvard psychology professor Dr. Ellen Langer; sound and listening expert Julian Treasure; psychologist and Stanford professor Dr. Jeff Hancock; and wealth management CEO Seth Streeter.

In this episode, you’ll hear:

  • Why our approach to creating value should be examined and likely changed
  • The importance of empathy in curating client well-being
  • What success can look like for advice professionals in the 21st century


For more information —