COVID-19 and market volatility

Navigate these turbulent times with insights from our investment teams.

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Well-defined research and talking points guide better conversations and informed decisions.

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Better conversations during times of market turbulence

The road to investment success is rarely as smooth as we would like.

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October 2020

Help needed: Hiring an executive assistant

Episode 111: Blake Stratton joins the podcast to share behind-the-scenes insights into how to hire, work with and delegate to a world-class executive assistant.

September 2020

Five steps to effective communication

Episode 110: Joel Weldon joins the podcast to share some of the tools that he uses to help make concise, clear presentations that connect clearly with an audience of any size.

September 2020

Navigating family dynamics: Multigenerational wealth

Episode 109: Courtney Pullen joins the podcast to provide actionable advice to help you navigate the challenges of multigenerational wealth.

August 2020

Mental accounting: Engaging clients with bucket planning

Episode 108: Jason Smith joins the podcast to discuss his mission to simplify the planning process and strengthen financial literacy around the globe, including details from his book The Bucket Plan.

July 2020

Creativity, economics and life with Russ Roberts

Episode 107: From embracing uncertainty to evaluating financial tradeoffs, Russ will help broaden your perspective and apply economic principles to your clients’ daily lives.

June 2020

Fostering a diverse and inclusive culture

Episode 106: In this episode, we’ll discuss ways to openly approach diversity and inclusion in the workplace with a desire to improve and understand.

June 2020

Turning tough conversations into better conversations

Episode 105: David Wood joins the podcast to discuss his four-step process for mastering tough conversations.

May 2020

Retirement income planning in the “new normal”

Episode 104: Retirement policy, interest rates and market volatility have made retirement planning more challenging for clients and advisors alike.

April 2020

Coaching clients through uncertainty

Episode 102: In an effort to support your client conversations during these times, we recorded this special episode with Steve Sanduski full of actionable ideas to help both you and your clients thrive during and coming out of this period.

March 2020

Low volatility investing

Episode 101: Chris Jenks returns to the show to discuss the ins and outs of low volatility investing and its potential impact on portfolios during times of market volatility.

March 2020

How to choose the right financial planning software with Michael Kitces

Episode 100: We discuss the differences between many of the large financial planning software providers, helping you set a plan to choose the fit for your business.

February 2020

Fostering success with centers of influence

Episode 99: Sarano Kelley returns to the podcast to explain how creating – and maintaining – centers of influence can add value to your clients and your business.

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