Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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The History and Philosophy of Retirement with Moshe Milevsky
34:11
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Inflation, Interest Rates and More with Atlanta Fed President Raphael Bostic
30:56
30:56
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Wealth Management Meets Retirement with Envestnet’s Sean Murray
35:31
35:31
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Real Social Security Talk with NARSSA Co-Founder Martha Shedden
30:35
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A Conversation with DGIM Law Partner Monique Hayes
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A Conversation with Vanguard Charitable Chief Financial Officer Mark Froehlich
26:28
26:28
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A Conversation with Wealth Enhancement Group Senior Portfolio Manager Ayako Yoshioka
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A Conversation with J.P. Morgan Retirement Insights Executive Director Sharon Carson
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A Conversation with American College of Financial Services Researchers Kaylee Ranck & Eric Ludwig
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A Conversation with Cetera Financial Group’s Head of Workplace & Retirement, Jon Anderson
33:10
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Navigating Medicare Supplement: An Advisor’s Guide
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A Conversation with The Sandidge Group Principal, James Sandidge
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A Conversation with Bipartisan Policy Center Chief Economist Jason Fichtner
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A Conversation with Endeavor Retirement Founder Bonnie Treichel
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A Conversation with IncomeConductor CEO Sheryl O'Connor
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A Conversation with HealthView Services CEO Ron Mastrogiovanni
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A Conversation with IncomePath Co-Founder Tamiko Toland
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A Conversation with Ferri Investment Solutions CEO Rick Ferri
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How Charitable Works and Philanthropy Connect Alger to Its Community
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As part of the Luminaries Class of 2023, Alger CEO and Chief Investment Officer Dan Chung is being recognized in the category of Community Impact. This podcast was recorded before the ceremony on November 28 where we announced that Dan was the winner of the Community Impact award in the asset manager group. Through his leadership role, Chung overse…
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Ask the Retirement Expert About Guardrails, Income Planning and Inflation: Jamie Hopkins
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Ask the Retirement Expert About RMDs & Taxes: Ed Slott
30:34
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Ask the Retirement Expert About Safe Spending and Income Portfolios: Christine Benz
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Ask the Retirement Expert About Tricky Income-Planning Issues: Steve Parrish
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How Raymond James' Jodi Perry Created a Trailblazing, 30-Year Career
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Ask the Retirement Expert About Social Security: Marcia Mantell
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Ask the Retirement Expert About Financial Planning & Income: Michael Finke
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Cetera Shows How To Leave a Charitable Footprint
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How Atria Is Reimagining Engagement
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Vertafore’s James Thom adapts to customer needs
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IAA CEO Focuses on Clients’ Needs
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ComplySci CEO Finds Inclusion Drives Growth
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FMG Now Focuses on Thought Leadership
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Cambridge Makes a Difference for Clients
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Docupace CMO Shares Rebranding Secrets
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Think Advisor recognized Ryan George, chief marketing officer of Docupace, as part of the Luminary Class of 2022, and specifically for his efforts at overseeing and executing a company-wide rebranding strategy over the last year. George offers an inside look at that process and shares some best practices as part of this podcast.…
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American College CEO Wants to Focus on Diversity
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The Luminaries recognized The American College and its CEO George Nichols across multiple categories as the school continues its mission of providing applied financial knowledge and education to advisors. Three Key Takeaways: Nichols and The American College of Financial Services continued its diversity effort with initiatives such as “Know Yoursel…
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Conversations with a Luminary: Jim Dickson (sponsored by Sanctuary Wealth), Dealmaking & Growth
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Conversations with a Luminary: Chris Gandy, Midwest Legacy Group (Sponsored by OneAmerica), Diversity & Inclusion
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Conversations with a Luminary: CEO Lon Dolber Discusses American Portfolios' FIVE Luminary Wins
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Conversations with a Luminary: Quantum Partners (Dealmaking and Growth)
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Conversations with a Luminary: SS&C Advent and DPL (Dealmaking and Growth)
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Conversations with a Luminary: PPC Loan (Dealmaking and Growth)
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How 2021 Has Changed Financial Advisor Marketing
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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 tu…
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Year of the Ox: Reasons to Be Bullish on China
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17:40
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. …
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Excerpts from Client Acquisition in a Virtual World
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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 lur…
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How to 5X Your Marketing Results in 2021
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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/
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Excerpts From The State of Marketing Technology for Financial Advisors & Wealth Firms
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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…
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The Momentum Behind the RIA Model
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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 …
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Excerpts from Webcast: How to Talk to Clients About Fixed-Income in the Midst of the Coronavirus & U.S. Election
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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 al…
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