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ThinkLeader's Podcast
58 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 2 ratingsWelcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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Episodes
A Conversation with Wealth Enhancement Group Senior Portfolio Manager Ayako Yoshioka
June 18, 2024 12:37 - 29 minutes - 55.9 MBA Conversation with J.P. Morgan Retirement Insights Executive Director Sharon Carson
June 11, 2024 13:30 - 33 minutes - 62.5 MBA Conversation with American College of Financial Services Researchers Kaylee Ranck & Eric Ludwig
June 04, 2024 15:12 - 40 minutes - 75.6 MBA Conversation with Cetera Financial Group’s Head of Workplace & Retirement, Jon Anderson
May 28, 2024 14:32 - 33 minutes - 61.9 MBNavigating Medicare Supplement: An Advisor’s Guide
May 14, 2024 14:51 - 22 minutes - 41.8 MBA Conversation with The Sandidge Group Principal, James Sandidge
May 14, 2024 13:41 - 34 minutes - 64 MBA Conversation with Bipartisan Policy Center Chief Economist Jason Fichtner
May 13, 2024 14:19 - 33 minutes - 62.6 MBA Conversation with Endeavor Retirement Founder Bonnie Treichel
May 06, 2024 14:22 - 32 minutes - 60.5 MBA Conversation with IncomeConductor CEO Sheryl O'Connor
April 30, 2024 13:43 - 34 minutes - 63.9 MBA Conversation with HealthView Services CEO Ron Mastrogiovanni
April 29, 2024 13:28 - 34 minutes - 64.7 MBA Conversation with IncomePath Co-Founder Tamiko Toland
April 22, 2024 15:25 - 32 minutes - 60.7 MBA Conversation with Ferri Investment Solutions CEO Rick Ferri
April 11, 2024 19:15 - 31 minutes - 60.1 MBHow Charitable Works and Philanthropy Connect Alger to Its Community
December 19, 2023 17:25 - 12 minutes - 23 MBAs 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
December 14, 2023 15:24 - 31 minutes - 59.8 MBAsk the Retirement Expert About RMDs & Taxes: Ed Slott
December 05, 2023 16:24 - 30 minutes - 56.8 MBHow Vestmark Uses Innovation to Help Advisors With Tax and Portfolio Management
November 17, 2023 22:44 - 9 minutes - 17.8 MBAsk the Retirement Expert About Safe Spending and Income Portfolios: Christine Benz
November 16, 2023 15:20 - 35 minutes - 65.8 MBAsk the Retirement Expert About Tricky Income-Planning Issues: Steve Parrish
November 10, 2023 15:14 - 32 minutes - 59.7 MBHow Raymond James' Jodi Perry Created a Trailblazing, 30-Year Career
November 02, 2023 14:23 - 12 minutes - 24 MBAsk the Retirement Expert About Social Security: Marcia Mantell
October 24, 2023 20:49 - 28 minutes - 53.9 MBAsk the Retirement Expert About Financial Planning & Income: Michael Finke
October 19, 2023 20:48 - 30 minutes - 56.8 MBAsk the Retirement Expert About Financial Planning & Income: Michael Finke
October 19, 2023 20:48Cetera Shows How To Leave a Charitable Footprint
December 21, 2022 17:58 - 15 minutes - 29.5 MBHow Fidelity’s Denise Chisholm Gains Market Insights
December 20, 2022 20:20 - 8 minutes - 8.2 MBHow Atria Is Reimagining Engagement
November 17, 2022 21:07 - 17 minutes - 32.5 MBVertafore’s James Thom adapts to customer needs
November 14, 2022 16:24 - 12 minutes - 22.2 MBIAA CEO Focuses on Clients’ Needs
November 08, 2022 17:18 - 16 minutes - 26.9 MBComplySci CEO Finds Inclusion Drives Growth
November 08, 2022 17:04 - 18 minutes - 34.9 MBFMG Now Focuses on Thought Leadership
November 03, 2022 21:06 - 15 minutes - 24.6 MBCambridge Makes a Difference for Clients
November 03, 2022 20:50 - 24 minutes - 39.3 MBDocupace CMO Shares Rebranding Secrets
October 28, 2022 20:18 - 13 minutes - 21.4 MBThink 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
October 27, 2022 20:46 - 19 minutes - 36.5 MBThe 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
January 04, 2022 15:09 - 16 minutes - 31.6 MBConversations with a Luminary: Chris Gandy, Midwest Legacy Group (Sponsored by OneAmerica), Diversity & Inclusion
January 04, 2022 15:00 - 25 minutes - 47.2 MBConversations with a Luminary: Quantum Partners (Dealmaking and Growth)
November 29, 2021 17:00 - 24 minutes - 46 MBConversations with a Luminary: SS&C Advent and DPL (Dealmaking and Growth)
November 29, 2021 17:00 - 27 minutes - 51.6 MBConversations with a Luminary: CEO Lon Dolber Discusses American Portfolios' FIVE Luminary Wins
November 29, 2021 17:00 - 21 minutes - 39.6 MBConversations with a Luminary: PPC Loan (Dealmaking and Growth)
November 29, 2021 17:00 - 25 minutes - 46.2 MBHow 2021 Has Changed Financial Advisor Marketing
August 20, 2021 18:49 - 13 minutes - 8.19 MBIn 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
May 17, 2021 02:04 - 17 minutes - 11.2 MBn 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
April 13, 2021 01:08 - 15 minutes - 10.5 MBIn 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
March 11, 2021 18:16 - 19 minutes - 17.6 MBHighlights 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
January 26, 2021 16:02 - 16 minutes - 10.9 MBIn 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
November 23, 2020 21:12 - 17 minutes - 17.8 MBIn 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
November 20, 2020 20:12 - 20 minutes - 14.3 MBIn 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
May 22, 2020 17:37 - 23 minutes - 21.7 MBAdvisors 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
May 22, 2020 17:33 - 30 minutes - 42.2 MBJesse 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
April 29, 2020 20:48 - 26 minutes - 23.9 MBIn 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
December 09, 2019 16:31 - 16 minutes - 17.6 MBIn 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
September 27, 2019 16:51 - 15 minutes - 15.1 MBIn 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...