ThinkLeader's Podcast

A Conversation with IncomePath Co-Founder Tamiko Toland

A Conversation with Ferri Investment Solutions CEO Rick Ferri

How Charitable Works and Philanthropy Connect Alger to Its Community

As part of the Luminaries Class of 2023, Alger CEO and Chief Investment Officer Dan Chung is being recognized in the category of Community Impact. This podcast was recorded before the ceremony on November 28 where we announced that Dan was the winner of the Community Impact award in the asset manager group.  Through his leadership role, Chung oversees the day-to-day operations of the boutique investment manager firm and also guides its charitable and philanthropic work, which mainly focuse...

Ask the Retirement Expert About Guardrails, Income Planning and Inflation: Jamie Hopkins

Ask the Retirement Expert About RMDs & Taxes: Ed Slott

How Vestmark Uses Innovation to Help Advisors With Tax and Portfolio Management

Ask the Retirement Expert About Safe Spending and Income Portfolios: Christine Benz

Ask the Retirement Expert About Tricky Income-Planning Issues: Steve Parrish

How Raymond James' Jodi Perry Created a Trailblazing, 30-Year Career

Ask the Retirement Expert About Social Security: Marcia Mantell

Ask the Retirement Expert About Financial Planning & Income: Michael Finke

Ask the Retirement Expert About Financial Planning & Income: Michael Finke

Cetera Shows How To Leave a Charitable Footprint

How Fidelity’s Denise Chisholm Gains Market Insights

How Atria Is Reimagining Engagement

Vertafore’s James Thom adapts to customer needs

IAA CEO Focuses on Clients’ Needs

ComplySci CEO Finds Inclusion Drives Growth

FMG Now Focuses on Thought Leadership

Cambridge Makes a Difference for Clients

Docupace CMO Shares Rebranding Secrets

Think Advisor recognized Ryan George, chief marketing officer of Docupace, as part of the Luminary Class of 2022, and specifically for his efforts at overseeing and executing a company-wide rebranding strategy over the last year. George offers an inside look at that process and shares some best practices as part of this podcast.

American College CEO Wants to Focus on Diversity

The Luminaries recognized The American College and its CEO George Nichols across multiple categories as the school continues its mission of providing applied financial knowledge and education to advisors. Three Key Takeaways: Nichols and The American College of Financial Services continued its diversity effort with initiatives such as “Know Yourself, Grow Your Wealth” and the Black Executive Leadership Program. Nichols believes developing deeper, more personal relationships with clients...

Conversations with a Luminary: Jim Dickson (sponsored by Sanctuary Wealth), Dealmaking & Growth

Conversations with a Luminary: Chris Gandy, Midwest Legacy Group (Sponsored by OneAmerica), Diversity & Inclusion

Conversations with a Luminary: Quantum Partners (Dealmaking and Growth)

Conversations with a Luminary: CEO Lon Dolber Discusses American Portfolios' FIVE Luminary Wins

Conversations with a Luminary: PPC Loan (Dealmaking and Growth)

Conversations with a Luminary: SS&C Advent and DPL (Dealmaking and Growth)

How 2021 Has Changed Financial Advisor Marketing

In this episode of the Perspectives podcast, sponsored by Snappy Kraken and hosted on ThinkAdvisor, we’ll hear highlights from the June 15th presentation titled, How 2021 Has Changed Financial Advisor Marketing.   The best marketing methods are constantly changing and evolving. With an overwhelming amount of tactics available for use, advisors can turn to hard data to feel assured in their next steps. Robert Sofia, CEO of Snappy Kraken, explores data-based insights from thousands of acti...

Year of the Ox: Reasons to Be Bullish on China

n this episode of the Perspectives podcast, sponsored by Matthews Asia and hosted on ThinkAdvisor, we’ll hear highlights from the March 10th presentation titled, Year of the Ox: Reasons to Be Bullish on China.    With increasing vaccine availability and an improving economic environment, the New Year is showing signs of optimism for global investors. In particular, China — the only major economy with positive growth in 2020 according to the IMF — continues to boast a vibrant, entrepreneu...

Excerpts from Client Acquisition in a Virtual World

In this episode of the Perspectives podcast, sponsored by FMG Suite and hosted on ThinkAdvisor.com, we’ll hear highlights from the March 4th presentation titled, Client Acquisition in the Virtual World. Because you now spend most of your time in front of a screen, you can no longer rely on in-person meetings, lunches, or educational seminars to lure in a steady stream of prospects. In today’s virtual world, learning how you can impress strangers you don’t even know without meeting with the...

How to 5X Your Marketing Results in 2021

Highlights from the January 28 webcast “How to 5X Your Marketing Results in 2021.” This event featured Robert Sofia, CEO of Snappy Kraken.   The full on-demand presentation can be found at https://www.thinkadvisor.com/2020/12/22/boost-2021-marketing-results-by-5x-move-prospects-from-cold-to-gold/

Excerpts From The State of Marketing Technology for Financial Advisors & Wealth Firms

In this episode of the Perspectives podcast, sponsored by FMG Suite and hosted on ThinkAdvisor.com, we’ll hear highlights from the December 8th presentation titled, The State of Marketing Technology for Financial Advisors & Wealth Firms.   During this unprecedented time, you still need to find ways to grow your business, bring in new clients and keep your pipeline running. This means you need smarter, simpler, and more effective marketing that helps you deepen relationships with clients ...

The Momentum Behind the RIA Model

In this episode of the Perspectives podcast, sponsored by Charles Schwab hosted on ThinkAdvisor, we’ll hear highlights from the September 30th presentation titled, The Momentum Behind the RIA Model.    The Registered Investment Advisor (RIA) model continues to thrive forward – and now is the perfect time to join the momentum. Why now? The speakers in this presentation – Becky Krieger, CFP®, CPA, Managing Director, Client and Community Outreach & Shareholder at Accredited Investors Weal...

Excerpts from Webcast: How to Talk to Clients About Fixed-Income in the Midst of the Coronavirus & U.S. Election

In this episode of the Perspectives podcast, sponsored by Eaton Vance and hosted on ThinkAdvisor, we’ll hear highlights from the October 21st presentation titled, How to Talk to Clients About Fixed-Income in the Midst of the Coronavirus & U.S. Election.  Most investors understand and appreciate the value of bonds in their portfolios, but there is always room to revisit current allocations and explore more options. The current economic and financial conditions continue to affect the fixed-i...

Podcast: Taking the Leap to Independence

Advisors Jill, Nancy, and Dustin felt limited at their previous firm – so they went independent. There were fears and unknowns, but the team reached their full potential along the way. Find out how they made the transition in Schwab's all-new podcast.

Podcast: Wanting More

Jesse reached the peak of his career, but he wasn’t satisfied. When his professional life consumed his personal life, he knew it was time for a change. Listen now to hear why Jesse chose independence.

Excerpts from Webcast: How to Use Tech to Turn Volatility into Stability and Scalability

In this episode of the Expert Perspectives podcast, sponsored by Practifi and hosted on ThinkAdvisor, we’ll hear highlights from the March 31st presentation titled, How to Use Tech to Turn Volatility into Stability and Scalability.    As the recent market downturn and ongoing uncertainty about the global economy shows, straying off the prudent investing path can be dangerous. Many investors are getting caught up in recency bias and taking unnecessary risks. The speakers in this webcast –...

Excerpts from: 4 Business Growth Strategies Advisors Should Consider

In this episode of the Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we’ll hear highlights from the November 12th presentation titled, 4 Business Growth Strategies Advisors Should Consider.    It’s always a goal of advisors to take their business to the next level – but how can that be done purposefully and successfully? Four types of strategies – Business Planning, Office Efficiency, Marketing, and Client Experience – are worth consideration and can help advis...

Excerpts from: How to Prepare Your Business for the Future -- Growth, Succession and Acquisition Solutions

In this episode of the Expert Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we’ll hear highlights from the August 29th presentation titled, How to Prepare Your Business for the Future – Growth, Succession and Acquisition Solutions.  As a financial professional, you help your clients plan for their future – but are you thinking about your own? It’s important to identify areas for further growth within your business and prepare for the future through growth, succes...

Excerpts from “Turn Data Into Action: Elevating the Digital Advisor-Client Experience”

In this episode of the Expert Perspectives podcast, sponsored by Hearsay Systems and hosted on ThinkAdvisor, we’ll hear highlights from the July 30th presentation titled,Turn Data Into Action: Elevating the Digital Advisor-Client Experience.   New digital technologies – social, mobile, analytics and cloud – continue to create fundamental shifts in client and advisor attitudes, behaviors and relationships. Focus is often put on improving direct-to-consumer touchpoints, however, the majori...

Misbehavioral Finance: How Emotions Ruin Investing Outcomes

This is Episode 6, the last episode in our Investing Strategy series, and it’s called, Misbehavioral Finance: How Emotions Ruin Investing Outcomes.  We talk with Dr. Ted Klontz, of Klontz Consulting Group, an associate professor at Creighton University and professional consultant for major entertainment management groups. Klontz has authored or co-authored six books, including, "Mind Over Money: Overcoming the Money Disorders that Threaten Our Financial Health."  He has been a financial savi...

Investing After Retirement: Hit the Gas or Hit the Brakes?

In Episode 5 of the ThinkLeader podcast series, The Strategy Inside Investing Strategies, we talk with Marguerita Cheng of Blue Ocean Global Wealth about retirement, covering: income vs. assets; claiming Social Security, annuities; and the situational benefits of reverse mortgages—yes, reverse mortgages.

Investing View From the Advisory Frontlines: A Talk With Advisors, Part II

What are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest challenges in their practices? In part 2 of this episode we talk with Charles Adi of Blueprint360. 

Investing View From the Advisory Frontlines: A Talk With Advisors, Part I

What are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest obstacles in their practices? In part 1 of our look at investing strategies, we talk with Matt Gaffney of Corbett Road Wealth Management.

Is the New Normal Now the Old Normal? Retooling Fixed Income Portfolios

In Episode 3 of The Strategy Inside Investing Strategies, we talk with Susan Mooney, CIO at Prio Wealth, to find out if fixed-income portfolios should be altered now that the "New Normal," which was touted after the Financial Crisis as a forever-era of low rates and slow growth, is no longer normal.  

What Keeps Advisors Up at Night in Global Mid-Cap Investing?

This episode of the ThinkLeader podcast joins Baird's award-winning portfolio manager Chuck Severson as we search for sore points in the global economy that might make investors flee for safe haven. Or more simply: "What Keeps Advisors Up at Night in Global Mid-Cap Investing?"

Are Mid-Caps the Goldilocks of Investing?

There are a lot of strategies and funds out there that pursue alpha. Investing in mid-cap companies may not be a pure strategy but they can be a very large portion of that strategy. The question is, are midcaps too risky, too safe or just right? And do they hold up as a strategy in one of the oldest bull markets in US history?