The host discusses his experience traveling to a recent conference, detailing 5 things he believes are "in" and 5 things that are "out ..read more

Tyson Ray joins today show to discuss his wealth management practice and Total Relationship Approach™ .  You can also grab a copy of his book The Total Relationship, and take advantage of several free resources with the link below: https://totalrelationship.com/internaluseonly/   Securities through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc.  FORM Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James a ..read more

In this just-for-kicks episode, the host breaks down a few recent articles and happenings that impact wholesalers and advisors. Advisor Hub article on Morgan Stanley Broker filing lawsuit FiComm RIA Growth Youtube Series Financial Advisor Influencers ..read more

Bryan Jordan is a former economist that set the investment policy framework for over $100b in AUM at Nationwide. He joins today's show to talk about: Bad macro calls during his career Distinguishing sound financial advice vs. noise Why investors can expect more lengthy investment cycles than in previous eras https://www.cycleframework.com ..read more

Adam Schwab manages $1b in alternatives and $700m pension assets for Modern Woodman of America. He joins todays show to share his opinions about conferences and events. We break down 12 ways that conferences can be improved for everyone involved -- Investors, Asset Managers that Sponsor, and event organizers themselves.  https://adamdschwab.com/articles/conferences ..read more

Billy Kelly, CEO of the CAIA Association, joins todays show to discuss the State of Private credit. We cover: AUM growth for the asset class, risk/return profile of private credit, and the pros and cons of more retail investors accessing traditionally alternative asset classes.  ..read more

Mary Anne Doggett has worked with several asset managers and distribution teams , with a focus on the role of the internal wholesaler. She talks about those client experiences and what the evolution of the role has in store . Final day to complete the listener survey ..read more

The host runs the first mailbag episode, where listeners submitted questions about trending topics in the industry, wholesaler culture, and travel. Submit our listener survey for a chance to win $$ and podcast merch ..read more

Russ D'Argento is the Founder and CEO of Fintrx. He joins todays show to discuss: His experience selling funds into channels like RIAs , Family Offices, and Private Wealth Groups -- and how getting good prospecting data was hard to come by Why he founded Fintrx to make contact information and hundreds of other data points easily available for RIAs, FOs, and Private Wealth Groups How AI is embedded in their platform to easily build list, gather competitive intel, and prepare for meeting Fintx free preview Submit our listener survey for a chance to win $$ and podcast merch ..read more

The host briefly breaks down the most expensive tables in the industry: Schwab Impact's vendor hall.  Best booth set up, best activations, and best giveaways are discussed ..read more