Episodes

  • Eleni Mavromati: What It Takes to Be a Great Wealth Management COO

    Eleni Mavromati: What It Takes to Be a Great Wealth Management COO
    Feb 24 2026
    The chief operating officer of Merrill’s Jones Zafari Group describes the core qualities required to excel in the role and what COOs must do to thrive in the future. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 mins
  • Katie Partridge: Financial Advice for Tech Founders | Next Gen

    Katie Partridge: Financial Advice for Tech Founders | Next Gen
    Feb 19 2026
    The Morgan Stanley private wealth advisor says that serving founders requires a long-term, network-driven effort, and that advisors must provide creative, high-touch service beyond what AI can offer. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 mins
  • Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million

    Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million
    Feb 17 2026
    Summit Financial's CEO describes the leadership shifts, capital investments, and strategic decisions that separate firms which scale from those that plateau. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    50 mins
  • Nancy Daoud: The Changing Nature of Asset Allocation

    Nancy Daoud: The Changing Nature of Asset Allocation
    Feb 10 2026
    The Ameriprise private wealth advisor discusses alternative investments, constructing portfolios for retirement income, and the behavioral aspects of asset allocation. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 mins
  • Frank McKiernan: ‘A Client Is a Client’ | Next Gen

    Frank McKiernan: ‘A Client Is a Client’ | Next Gen
    Feb 5 2026
    The co-founder of Third View Private Wealth discusses the firm’s comprehensive planning focus, its access to private markets, and its commitment to treating individuals and family clients like institutions. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 mins
  • Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio

    Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio
    Feb 3 2026
    The Barron’s Hall of Fame advisor discusses the mindset that built the nation’s top RIA and how he approaches innovation and investing in a fast changing world. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 hr and 2 mins
  • Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning

    Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning
    Jan 27 2026
    Morgan Stanley’s head of financial planning on why the traditional retirement model is becoming obsolete and why advisors should embrace scenario planning. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    28 mins
  • Emily Green: Women, Wealth, and Alternative Investments | Next Gen

    Emily Green: Women, Wealth, and Alternative Investments | Next Gen
    Jan 22 2026
    Ellevest’s head of wealth management discusses the biggest misconceptions among women investors, what clients care most about, and how the firm works with alternative investments. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 mins