Welcome 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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A Conversation with Wealth Enhancement Group Senior Portfolio Manager Ayako Yoshioka
29:43
29:43
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29:43
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A Conversation with J.P. Morgan Retirement Insights Executive Director Sharon Carson
33:23
33:23
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33:23
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A Conversation with American College of Financial Services Researchers Kaylee Ranck & Eric Ludwig
40:34
40:34
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40:34
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A Conversation with Cetera Financial Group’s Head of Workplace & Retirement, Jon Anderson
33:10
33:10
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33:10
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Navigating Medicare Supplement: An Advisor’s Guide
22:33
22:33
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22:33
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A Conversation with The Sandidge Group Principal, James Sandidge
34:18
34:18
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34:18
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A Conversation with Bipartisan Policy Center Chief Economist Jason Fichtner
33:28
33:28
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33:28
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A Conversation with Endeavor Retirement Founder Bonnie Treichel
32:23
32:23
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32:23
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A Conversation with IncomeConductor CEO Sheryl O'Connor
34:18
34:18
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34:18
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A Conversation with HealthView Services CEO Ron Mastrogiovanni
34:35
34:35
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A Conversation with IncomePath Co-Founder Tamiko Toland
32:26
32:26
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A Conversation with Ferri Investment Solutions CEO Rick Ferri
31:58
31:58
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How Charitable Works and Philanthropy Connect Alger to Its Community
12:26
12:26
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12:26
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 overse…
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Ask the Retirement Expert About Guardrails, Income Planning and Inflation: Jamie Hopkins
31:50
31:50
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31:50
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Ask the Retirement Expert About RMDs & Taxes: Ed Slott
30:34
30:34
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How Vestmark Uses Innovation to Help Advisors With Tax and Portfolio Management
9:35
9:35
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Ask the Retirement Expert About Safe Spending and Income Portfolios: Christine Benz
35:10
35:10
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Ask the Retirement Expert About Tricky Income-Planning Issues: Steve Parrish
32:14
32:14
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How Raymond James' Jodi Perry Created a Trailblazing, 30-Year Career
12:59
12:59
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Ask the Retirement Expert About Social Security: Marcia Mantell
28:48
28:48
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Ask the Retirement Expert About Financial Planning & Income: Michael Finke
30:25
30:25
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Cetera Shows How To Leave a Charitable Footprint
15:50
15:50
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How Fidelity’s Denise Chisholm Gains Market Insights
8:54
8:54
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Vertafore’s James Thom adapts to customer needs
12:01
12:01
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ComplySci CEO Finds Inclusion Drives Growth
18:52
18:52
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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.…
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American College CEO Wants to Focus on Diversity
19:46
19:46
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19:46
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 Yoursel…
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Conversations with a Luminary: Jim Dickson (sponsored by Sanctuary Wealth), Dealmaking & Growth
16:58
16:58
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Conversations with a Luminary: Chris Gandy, Midwest Legacy Group (Sponsored by OneAmerica), Diversity & Inclusion
25:31
25:31
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Conversations with a Luminary: CEO Lon Dolber Discusses American Portfolios' FIVE Luminary Wins
21:24
21:24
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Conversations with a Luminary: Quantum Partners (Dealmaking and Growth)
24:44
24:44
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Conversations with a Luminary: SS&C Advent and DPL (Dealmaking and Growth)
27:52
27:52
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Conversations with a Luminary: PPC Loan (Dealmaking and Growth)
25:07
25:07
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25:07
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How 2021 Has Changed Financial Advisor Marketing
13:47
13:47
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13:47
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 tu…
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Year of the Ox: Reasons to Be Bullish on China
17:40
17:40
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17:40
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. …
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Excerpts from Client Acquisition in a Virtual World
15:28
15:28
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15:28
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 lur…
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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/
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Excerpts From The State of Marketing Technology for Financial Advisors & Wealth Firms
16:24
16:24
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16:24
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…
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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 …
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Excerpts from Webcast: How to Talk to Clients About Fixed-Income in the Midst of the Coronavirus & U.S. Election
20:28
20:28
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20:28
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 al…
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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.
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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.
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Excerpts from Webcast: How to Use Tech to Turn Volatility into Stability and Scalability
26:10
26:10
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26:10
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 investi…
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Excerpts from: 4 Business Growth Strategies Advisors Should Consider
16:27
16:27
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16:27
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? Fou…
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Excerpts from: How to Prepare Your Business for the Future -- Growth, Succession and Acquisition Solutions
15:54
15:54
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15:54
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 thin…
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Excerpts from “Turn Data Into Action: Elevating the Digital Advisor-Client Experience”
19:32
19:32
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19:32
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 cl…
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