ThinkAdvisor Perspectives Podcast

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 turn to hard data to feel assured in their next st...

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. In particular, China — the only major economy w...

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 lure in a steady stream of prospects. In today's virt...

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/

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 your pipeline running. This means you need smar...

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 this presentation – Becky Krieger, CFP®, CPA, M...

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 always room to revisit current allocations and expl...

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.

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.

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 investing path can be dangerous. Many investors are ge...

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? Four types of strategies – Business Planning, Offi...

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 thinking about your own? It's important to identify a...

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 client and advisor attitudes, behaviors and rela...

This is Episode 6, the last episode in our Investing Strategy series, and it's called,  Misbehavioral Finance: How Emotions Ruin Investing Outcomes.   We talk with  Dr. Ted Klontz, of Klontz Consulting Group , an associate professor at Creighton University and professional consultant for major entertainment management groups. Klontz has authored or co-authored six books, including,  "Mind Over Mon...

In Episode 5 of the  Think Leader podcast series,  The Strategy Inside Investing Strategies,  we talk with Marguerita Cheng of  Blue Ocean Global Wealth  about retirement, covering: income vs. assets; claiming Social Security, annuities; and the situational benefits of reverse mortgages—yes, reverse mortgages.

What are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest challenges in their practices? In part 2 of this episode we talk with Charles Adi of Blueprint360. 

What are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest obstacles in their practices? In part  1  of our look at investing strategies, we talk with Matt Gaffney of Corbett Road Wealth Management.

In Episode 3 of The Strategy Inside Investing Strategies , we talk with Susan Mooney, CIO at Prio Wealth, to find out if fixed-income portfolios should be altered now that the "New Normal," which was touted after the Financial Crisis as a forever-era of low rates and slow growth, is no longer normal.  

This episode of the ThinkLeader podcast joins Baird's award-winning portfolio manager Chuck Severson as we search for sore points in the global economy that might make investors flee for safe haven. Or more simply: "What Keeps Advisors Up at Night in Global Mid-Cap Investing?"