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Ditching the Corporate World for Independence and a Family-First Lifestyle with Anthony Zanetti
April 30, 2024‘Family first’ is a philosophy many believe in, yet few follow it in their work life. Why? Is it really possible to build a successful business around this philosophy? How about doing it while transitioning from a stable career as a wholesaler to an independent advisor? Anthony Zanetti shows us how.
From Wall Street to Main Street with Barbara Ginty, CFP®, CEPA®, President of IFS
March 08, 2024Curious what it looks like when you leave a high-paying job on Wall Street to purchase the family business? Why is estate planning a crucial part of the financial planning process? Why is financial services a great career choice for women? Your search ends here; click the link and listen to the podcast.
AI in Practice
Improving RIA Operations and Compliance with David Marra, Managing Director and CIO at Markin Asset Management
February 21, 2024Interested in understanding the power of using AI in investment management and how it can help RIAs attract and retain clients? Are you aware of the importance of creating exceptional investment experiences, and how AI can be used to improve customer service, compliance, and marketing efforts? Listen to this episode to learn more!