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Recent Episodes
Ep 38: Seeking Diversity of Thought in Advisory Teams — With Abdur Nimeri, PhD.
Studies have shown that diversity of thought can lead to positive business results. Finding that type of diversity may, however, require new recruitment...
Ep 37: It’s A Fit! Women and Advisory — With Laurie Barry
It’s no secret that the financial industry lacks diversity. But how do we move the needle? In this episode, Laurie Barry, Senior Vice President...
Ep 36: Break Your Money Silence — With Kathleen Burns Kingsbury
Many people feel nervous or uncomfortable when talking about money. Negotiating a raise or letting clients know about an increase in fees can be even...
Ep 35: Find Your Tribe in the Advisory Industry — With Shaun Kapusinski
Most operations leaders are alone at their advisory firm. But you don’t have to be alone in your career. Whether you’re an operations professional,...
Ep 34: Breaking Through The Noise — with Christine Shaw
How we think, act and work has been overhauled in 2020. This has meant major shifts for news and media professionals that advisors rely on for the latest...
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