The Invest Podcast with Tobias Salinger

The wealthiest clients require teams of professionals leveraging the highest touch service with a global reach, Markus Lammer, COO of Credit Suisse's UHNW business in the U.S., explains in an episode of Financial Planning's Invest Podcast.

Financial advisors' choices about capital infusions into their practices show “how this industry needs to evolve and mature,” Merchant Credit Partners Managing Partner Rick D'Amico says in an episode of Financial Planning's Invest Podcast.  

Phased succession plans that stagger the amount of equity changing hands can help usher in the next generation of financial advisors, PPC Loan Managing Partner Dustin Mangone says in an episode of Financial Planning's Invest Podcast.  

Large wealth managers have shifted their tech focus dramatically to keep up with client expectations and industry disruption, Capco Partner Bryant Fuller says in an episode of Financial Planning's Invest Podcast.

Firms "pulled in many directions" in recent years can find their way with the right technology, Jemstep CEO Simon Roy says in an episode of Financial Planning's Invest Podcast. 

Wealth management firms have evolved past looking for a “flashy digital product” to solve their technology problems, MyVest CEO Anton Honikman says in an episode of Financial Planning's Invest Podcast.

The biggest challenge for serving ultrahigh-net-worth clients in the future will be grasping and attending to their specific needs, consultant Jamie McLaughlin says in an episode of Financial Planning's Invest Podcast.

For wealth management to achieve sustainable organic growth, the industry needs to boost the number of households served by financial advisors and firms, consultant Gavin Spitzner says in an episode of Financial Planning's Invest Podcast.

Many advisors aspire to serve the coveted group without really understanding their needs, wealth management marketing entrepreneur April Rudin says in an episode of Financial Planning's Invest Podcast.

Financial advisor Alex Chalekian started out his career with a mentor “who was not the nicest person.” Ever since, he has wanted to serve as a resource to fellow planners, he explains in an episode of Financial Planning's Invest Podcast.  

Wealth management firms have a “massive opportunity” to use new methods of reaching clients and the wider industry, FiComm Partners CEO Megan Carpenter says in an episode of Financial Planning's In|Vest Podcast.

RIAs should begin the selling process by visualizing their ideal situation, investment banker and consultant David DeVoe says in an episode of Financial Planning's In|Vest Podcast. 

In a new episode of Financial Planning's In|Vest Podcast, the impact investing consultant explains what prompted her to start collecting accounts of harassment, assault and discrimination.

Venture capitalist and In|Vest Conference Chair Sebastian Dovey says in a new episode of Financial Planning's podcast that the industry is “No. 1 for playing ourselves down” and “saying that we're bad” at technology.

Entrepreneur Abraham Okusanya explains in the latest episode of Financial Planning's new In|Vest Podcast how he's trying to help firms and planners tackle retirement distribution.

Financial advisor Rachel Robasciotti discusses her activism around mandatory arbitration and relates the remarkable story behind her RIA.

Dasarte Yarnway explains how he “fought and clawed” his way into the profession and discusses the ambitious goals he's working toward for his RIA and the industry.