Establishing and Nurturing Professional Relationships with Skip Briggs
As a former practicing CPA turned wealth manager, Skip talks about how he embodies the behaviors and traits of a successful relationship. He shares what it takes to work with other professionals, how those relationships can be so rewarding, and why protecting the other professional’s reputation is critical to the relationship
Doing Things Differently, Teachable Moments, and the Need for Nice
Eric Lansford of Sound Financial Investments discusses his client-centric approach, thinking big picture, and why a comprehensive strategy makes client success possible.
Balancing Risk and Gaining Client Trust with Ryan Brott
Ryan Brott of Ellerbrock-Norris Wealth Strategies talks about the gap he saw between risk management and wealth management, and how he used his young practice to begin bridging it.
Learning to Be Vulnerable and Living in the Unknown with Chris Gardner
Chris Gardner of FMF&E Wealth Management on sharing your personal story and deepening client relationships by allowing them to tell their own story.
Information Sharing and Navigating the RIA Marketplace
Brad Wales, founder of Transition To RIA, shares what advisors need to know when navigating the journey and decision-making process behind launching an RIA, as well as the ins and outs of the RIA marketplace.