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Business Development
Fanning the flame for your practice and your clients
Some advisors are doing what they’ve always wanted to do, and building practices that are incredibly fulfilling. Others might have inherited or succeeded a practice and are looking for a way to make it their own.
Business Development
Succession planning: exit strategies for a smooth client experience
Advisors are experts at helping their clients through life transitions and into retirement, but many advisors may have neglected to create the same plan for themselves. Succession planning can mean many different things and is more than divesting or acquisition.
Behavioral Finance
Money mindset: Using behavioral economics to help investors succeed
Theory tells us that humans are generally rational beings and that they make decisions from an optimal perspective. This podcast discusses how the concept affects the investment decision-making process and how advisors can use a client’s biases to lead better conversations.
Business Development
Power of the pipeline: Client acquisition strategies to grow your practice
In this podcast, our guest shares the concrete, actionable steps that you can take today to overcome your hurdles to growth, including the five strategies to meet your client acquisition goals and the importance of building and managing your pipeline.
Behavioral Finance
The Bid: Can money make you happier?
It’s a timeless question that’s puzzled people from Cicero in Ancient Rome to rappers like Kendrick Lamar today: Can money really make you happier?
Tax Management
Deep Dive: Going Global - Tax-Smart Investing on the International Stage
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Jon Eggins a Senior Portfolio Manager for Global Equities at Russell Investments, as they explore some of the potential benefits and challenges of international tax-smart investing.
Tax Management
Deep Dive: The Six Questions Advisors Should Ask About Tax-Smart Investing
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Rob Kuharic an Investment Strategist for Tax-Managed, at Russell Investments, as they explore the 6 most common questions we hear from advisors about tax-smart investing.