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  • Nancy Daoud: The Changing Nature of Asset Allocation

    Nancy Daoud: The Changing Nature of Asset Allocation
    Feb 10 2026
    The Ameriprise Financial Services private wealth advisor discusses the rise of alternative investments, how she constructs 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 Min.
  • 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 Min.
  • 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 Std. und 2 Min.
  • 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 Min.
  • 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 Min.
  • Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors

    Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors
    Jan 20 2026
    The head of Schwab Family Office explains why advisors often lose influence, trust, and assets as the complexity of their clients' financial plans increases. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    40 Min.
  • Bill Cates: How Financial Advisors Can Master Their Marketing Message

    Bill Cates: How Financial Advisors Can Master Their Marketing Message
    Jan 13 2026
    The founder of Referral Coach International discusses how empathy, differentiation, and a value-positioning statement can help advisors win more ideal clients. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    36 Min.
  • Cameron Rogers: Investing With Impact | Next Gen

    Cameron Rogers: Investing With Impact | Next Gen
    Jan 8 2026
    The Angeles Wealth Management financial advisor discusses the importance of offering a customized, values-based approach to financial advice and impact investing, particularly for women and younger generations. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 Min.