Monthly Archives: January 2021

Leading the Way for the Next Generation – with Jennifer Bacarella

January 28, 2021Finance, Investing, Technology, Wealth Management, WealthManagement.comAdvisors, Clients, Digital Technology, Risk, Volatility, Wealth Management, Wealthies Circle Podcastwealthtechwinnerscircle

In this episode, David Armstrong is joined by Jennifer Bacarella, director of firm development at Sigma Financial, as they discuss how Sigma Financial is leading the industry by helping to cultivate and develop the next generation of advisors.

In this episode, we discuss:

What is the Next Gen Fusion Program
The skills not taught that every emerging finance student needs to know
Where are the schools falling short
What are some ways to infuse new blood into the industry
How Sigma is giving back to military veterans

Resources: WealthManagement.com | Sigma Financial| Jennifer Bacarella

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Joining a Broker Dealer Firm — with Guests Tim Edwards and Tony Montanari

January 21, 2021Finance, Investing, Technology, Wealth Management, WealthManagement.comAdvisors, Clients, Digital Technology, Risk, Volatility, Wealth Management, Wealthies Circle Podcastwealthtechwinnerscircle

In this episode, David Armstrong is joined by Prospera Financial Services’ Tim Edwards, principal and Tony Montanari, vice president of business development, as they discuss what you can expect when you join the firm as an independent advisor. They dive into conversation about what Propera has to offer and Tony shares insight from an advisor’s perspective.

In this episode you will learn:

The background of Prospera Financial Services
About Prospera’s fundamental behaviors program
How Prospera created their core engine software
Tony’s experience as an advisor working with Prospera
And more!

Tune in now to discover what Prospera Financial Services has to offer, and gain real insight from an advisor using those services!

Resources: WealthManagement.com | Prospera Financial Services | Tim Edwards | Tony Montanari | ACM Wealth Management

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Building a Community of Advisors — with Guest Luke Winskowski

January 14, 2021Finance, Investing, Technology, Wealth Management, WealthManagement.comAdvisors, Clients, Digital Technology, Risk, Volatility, Wealth Management, Wealthies Circle Podcastwealthtechwinnerscircle

In this episode, David Armstrong is joined by Luke Winskowski, Senior Vice President, Advice & Wealth Management at Thrivent, to discuss the work Thrivent is doing to bring together a community of advisors and provide them with the tools they need.

In this episode you will learn:

The background of Thrivent Advisor Network
How Thrivent brings together a community of advisors
Ways that Thivent brings faith into financial discussions
How Thrivent helps advisors with succession planning
And more!

Tune in now as we uncover Thrivent’s aim to create a network of advisors where individuals are provided with resources they need to be successful!

Resources: WealthManagement.com | Thrivent Advisor Network | Luke Winskowski

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Succession Planning in Wealth Management – with Guest Ric Edelman

January 7, 2021Finance, Investing, Technology, Wealth Management, WealthManagement.comAdvisors, Betterment For Advisors, Business Owners, Clients, COVID-19, David Armstrong, Digital Technology, Edelman Financial Engines, Financial Advisors, Growth, Investing, Investors, Retirement, Ric Edelman, Solution, succession planning, Technology, Wealth Management, Wealthies, Wealthies Circle Podcast, WealthManagement.comwealthtechwinnerscircle

In this episode, David Armstrong is joined with Ric Edelman, founder of Edelman Financial Engines, as they discuss the succession planning that financial advisors should be doing in order to keep up with the changing industry.

In this episode, we discuss:

The results from a survey Edelman Financial Engines completed to uncover the impact of the COVID-19 pandemic
The changing advisory model since COVID-19
How the financial Advising role might change as the industry changes
What the market may look like for younger advisors in the financial industry
And more!

Tune in to learn what succession planning might look like for financial advisors who want to stay successful in a changing industry.

Resources: WealthManagement.com | Edelman Financial Engines | Ric Edelman

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