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Locate Your Harbor Consultant
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!
Leaning Into Your Advisory Superpowers: Solutions from Alisa Maute, CIMA®, CAIA℠
February 06, 2024Do you want to know what separates successful advisors from the rest? Are you ready for insights on growth coaching, technology consulting, and advisor training and development as the foundation for scaling your business? It’s easier than you may think and within your reach! Check out this episode to learn more.