Episodios

  • Episode 277 – Leading Through Collaboration: A New Playbook for Advisory Teams with Douglas Ferguson

    Episode 277 – Leading Through Collaboration: A New Playbook for Advisory Teams with Douglas Ferguson
    Jun 20 2025
    In today’s episode we talk with Douglas Ferguson, president of Voltage Control, about how financial advisory firms can use facilitation and collaborative leadership to build high-performing teams. Douglas shares how techniques like “connection before content” and intentional meeting design help foster innovation, alignment, and culture—especially during growth or uncertainty. He also explores how design thinking … Continue reading Episode 277 – Leading Through Collaboration: A New Playbook for Advisory Teams with Douglas Ferguson →
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    31 m
  • Episode 276 – How Great Firms Stay Great While They Scale with Charlie Johnston

    Episode 276 – How Great Firms Stay Great While They Scale with Charlie Johnston
    Jun 19 2025
    Today we sit down with Charlie Johnston, board member at Steward Partners and former CEO of Smith Barney. Charlie shares lessons from his 35-year career and explains how Steward balances entrepreneurial freedom with structure as it scales. He emphasizes the board’s active role in upholding culture, compliance, and advisor-first decision-making. Charlie outlines Steward’s two growth … Continue reading Episode 276 – How Great Firms Stay Great While They Scale with Charlie Johnston →
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    11 m
  • Episode 275 – Scaling Personalized Advice Starts With Better Data with Kevin Knull

    Episode 275 – Scaling Personalized Advice Starts With Better Data with Kevin Knull
    Jun 17 2025
    Today we talk with Kevin Knull, CEO of TaxStatus, about how TaxStatus is transforming the way advisors access and utilize client data. Kevin explains how the platform integrates directly with the IRS to give advisors full transparency into a client’s income, accounts, and tax history—empowering them to offer more precise advice. By streamlining data collection … Continue reading Episode 275 – Scaling Personalized Advice Starts With Better Data with Kevin Knull →
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    11 m
  • Episode 274 – From Founder to Future: Navigating the Human Side of M&A with Emily Blue

    Episode 274 – From Founder to Future: Navigating the Human Side of M&A with Emily Blue
    Jun 13 2025
    Emily Blue, co-founder of Hue Partners, joins us to explore the human side of selling a financial practice. She explains that while advisors often prepare for the financial aspects of M&A, the real challenge lies in navigating identity shifts, fear of losing control, and concern for clients and teams. Tools like journaling and reflection can … Continue reading Episode 274 – From Founder to Future: Navigating the Human Side of M&A with Emily Blue →
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    25 m
  • Episode 273 – Reinventing Independence: Where Advisors Own the Outcome with Jim Gold

    Episode 273 – Reinventing Independence: Where Advisors Own the Outcome with Jim Gold
    Jun 10 2025
    Today we’re joined by Jim Gold, CEO and Co-Founder of Steward Partners, at the firm’s Annual Symposium to discuss Steward’s growth, culture, and future. After nearly 30 years in the industry, Jim reflects on how a shift in big-firm culture inspired him to build a client- and advisor-first model. Since launching in 2013, Steward has … Continue reading Episode 273 – Reinventing Independence: Where Advisors Own the Outcome with Jim Gold →
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    15 m
  • Episode 272 – Delivering a Family Office Experience at Scale with Michael Featherman

    Episode 272 – Delivering a Family Office Experience at Scale with Michael Featherman
    Jun 9 2025
    Today we speak with Michael Featherman, Head of Advisor Sales and Wealth Consulting at Envestnet, about helping advisors scale their high-net-worth offerings. Michael introduces Envestnet’s Private Wealth Consulting program, a fully outsourced solution designed to deliver a family office experience for clients in the $5–30 million range. By offloading investment management and layering in services … Continue reading Episode 272 – Delivering a Family Office Experience at Scale with Michael Featherman →
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    18 m
  • Episode 271 – The Secret to Scaling Personalized Wealth Management with Andrew Stavaridis

    Episode 271 – The Secret to Scaling Personalized Wealth Management with Andrew Stavaridis
    Jun 2 2025
    Today we talk with Andrew Stavaridis, Chief Relationship Officer at Envestnet, about how advisors can better serve high net worth clients. Andrew highlights Envestnet’s investments in UMA, tax overlay, planning tools, and data analytics to help advisors scale, stay compliant, and deliver a more personalized, holistic experience. He stresses that winning and retaining high net … Continue reading Episode 271 – The Secret to Scaling Personalized Wealth Management with Andrew Stavaridis →
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    9 m
  • Episode 270 – Unlocking Organic Growth Through Cash with Morgan Ludovico

    Episode 270 – Unlocking Organic Growth Through Cash with Morgan Ludovico
    May 30 2025
    Today we talk with Morgan Ludovico, Director of Intermediary Sales at StoneCastle, where we discuss how advisors are engaging the cash conversation and utilizing KEEP by StoneCastle as a powerful driver of organic growth. KEEP is an enhanced savings solution offering up to $100 million in federal insurance per tax ID, competitive rates, full liquidity, and … Continue reading Episode 270 – Unlocking Organic Growth Through Cash with Morgan Ludovico →
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    26 m
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