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Recent Episodes
Ep 47: Growing the Practice of Your Dreams — With Rita Robbins
Build the business of your dreams while serving clients with integrity, creativity, and compassion! In this exciting episode, Laura Gregg and David...
Ep 46: The Race to Scalability — With Paul Binnion, Hanlon Investment Management
Advisors, how are you collaborating and partnering with your outsourced solutions partners? In this episode Laura Gregg and David Partain are joined...
Ep 45: Women and Financial Wellness – With Heather Ettinger
In 2019, women in the U.S. controlled more than $10 trillion with expectations of that tripling over the next decade according to McKinsey & Co....
Ep 44: The Benefits of Building a Purposeful Firm Culture – With Marie Dzanis, CIMA®
The culture of a firm directly impacts it’s bottom line. It affects how employees engage with clients and how your firm is viewed within the community....
Ep 43: A New Look At Gender Stereotypes – With AnnMarie Pino and Susan Czochara
It’s time for advisors to let go of some deeply held stereotypes about women investors. Investment preferences may have less to do with gender or...
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