Jennifer Wallace: Resilience and the Importance of Mattering at Work
“We talk a lot in the workplace about belonging and connection,” says the author. “Mattering goes deeper because you can belong to a group and not know how much you really matter to that group.” Host: Greg Bartalos.
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25:28
James Taylor: The Power of Process | Next Gen
“I always tell our team that what we can get done in a day most people can’t get done in a couple weeks,” says the founding member of The Taylor Group at Morgan Stanley. “That’s because every single aspect of our business has a process around it.”
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22:59
Bill Keen/Matt Wilson: How a Hyper-Local Niche Fueled a $1 Billion RIA
Inside Keen Wealth Advisor’s “ACE” niche strategy and advisor development program that powered the RIA’s rise. Host: Steve Sanduski, CFP.
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43:30
Wen Nottebohm: A Go-Getter’s Career Tips for Young Financial Advisors
The Barron’s-ranked Cresset wealth advisor discusses her rapid career ascent and the best ways for advisors to win the trust of clients and get ahead. Host: Greg Bartalos.
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17:48
Alanna Morey: Making Content and Connecting With Clients | Next Gen
The Ameriprise Financial managing director shares her best advice for financial advisors interested in boosting their presence on social media.
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