The Next Frontier

At the Next Frontier, we've covered a lot of ground, exploring the impact of digital disruption, the changing industry landscape, and what it means to deliver value in the evolving advice business. Join host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing − as he reflects on the perspectives gained, and insights shared, on this journey.   Show Notes Bill is an industry veteran, human performance enthusiast, and life-long learner. An advisor by training and a client by choice, he understands that the industry is at a tipping point: the role of the advisor and what investors really value are changing. He continuously challenges himself and others to redefine the value they provide in helping clients excel in a world overrun by constant change.   Ways to Connect with Bill LinkedIn: linkedin.com/in/bill-coppel-05128ab

With the dramatic increase in life expectancies, many people near the traditional retirement age of 65 could potentially live another 30 years. In this episode, Erik Strid, Co-Founding Principal of Concentus Wealth Advisors, joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing − to explore how advisors can to help clients entering this important life transition craft their next chapter. In this episode, you'll hear: Ways to move “beyond the balance sheet” to help clients define and achieve what matters most in life What you should know about the four stages of “exploring” The unexpected downsides of a retirement solely focused on leisure About Erik Strid Erik Strid is the Co-Founding Principal of Concentus Wealth Advisors, a Registered Investment Advisor that helps clients actualize their most deeply held values. With more than 25 years in the industry, Erik serves as the firm's Chief Executive Officer and guides its overall strategy. Hailing from Pennsylvania, Erik was named a Forbes Best-in-State Wealth Advisor for 2021. He has appeared on a number of network news programs and has published three books. Erik earned a bachelor's degree in economics from Amherst College, and holds Certified Financial PlannerTM and Chartered Financial Consultant® designations. Ways to connect with Erik: LinkedIn: https://www.linkedin.com/in/erik-strid/ Website: https://www.concentus.com/cwa_team/erik-strid/ Additional Resources Book: “Exploring: Replacing an Outdated Paradigm for the “Retirement Years” and Exploring a New Phase of Life”

For independent advisors, the ability to help clients discover what really matters and then achieve it depends, in large part, on how well they are served by their custodians. In this episode, Robb Baldwin, President and CEO of TradePMR, joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing – to explore what service means in a world dominated by fintech. In this episode, you'll hear: What's missing from most custodial service models The four attributes that define a “boutique” custodian Key considerations when selecting a custodian   About Robb Baldwin Robb Baldwin is Founder, President, and CEO of TradePMR, a growth-minded, service-oriented technology and custodial services firm built by RIAs for RIAs. He began his career as a financial advisor and became a fee-only advisor in the 1990s. In 1998, he founded TradePMR to improve workflow, increase margins, and bring new levels of efficiency to advisors, allowing them to focus more on their clients and less on back-office infrastructure. In 2019, Financial Planning magazine recognized Robb as one of the “20 people who will change wealth management in 2020.” Ways to connect with Robb:LinkedIn: https://www.linkedin.com/in/robbbaldwin/ Website: https://www.tradepmr.com/robb-baldwin

The impact of COVID-19 will likely reshape clients' sentiments and expectations for generations to come, and it will likely reshape how we show up as leaders. In this episode, Susan Quinn − founder and CEO of circle S studio − joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing – to explore how leaders can approach the next chapter with confidence. In this episode you'll hear: What's changed for leaders, clients and employees Four guiding principles that have not changed Why EQ trumps IQ in the ranking of leadership skills  About Susan Quinn Susan Quinn is the founder, President, and CEO of circle S studio, a strategy, branding and digital agency that serves growth-minded companies and their leaders across the U.S, helping them cut through the clutter in today's challenging business landscape. With a 30-year track record that includes running a successful agency, numerous board memberships, and an executive coaching practice, Susan has become a trusted ally of the C-suite, helping leadership teams define a strategic vision to propel growth for their companies. Ways to Connect Websites: worqcoach.com    Circlesstudio.com LinkedIn: https://www.linkedin.com/in/susanquinn01/

The concept of truth has been disrupted by misinformation and fabricated realities. In this episode, Ethan Zuckerman − a professor of public policy at the University of Massachusetts at Amherst, and the author of Mistrust: Why Losing Faith in Institutions Provides the Tools to Transform Them, joins host Bill Coppel − Managing Director & Chief Client Growth Officer at First Clearing − to explore what this means for financial advisors. In this episode, you'll hear: How the concept of trust has evolved over time What the rising tide of misinformation and distrust means for the business of advice Ways to establish meaningful trust amid the uncertainty generated by conflicting information About Ethan Zuckerman Ethan Zuckerman is an educator, public speaker, and prolific writer. He's an associate professor of public policy, communication and information at the University of Massachusetts at Amherst where he founded the Initiative on Digital Public Infrastructure, a research group that's studying and building alternatives to the existing commercial internet. He has led the Center for Civic Media at the MIT Media Lab, and is an alum of the Berkman Klein Center for Internet & Society at Harvard. In addition to writing books and academic articles, Ethan is a frequent contributor on media outlets such as The Atlantic, WIRED, and CNN. Ways to Connect Book: Mistrust: Why Losing Faith in Institutions Provides the Tools to Transform Them Website: https://ethanzuckerman.com/ LinkedIn: https://www.linkedin.com/in/ethan-zuckerman-16a4618b

At the Next Frontier, we've learned a lot from our guests about how to navigate a world of perpetual uncertainty and accelerating change. Join host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, as he reflects on how the 24/7 flow of information − and misinformation − affects our ability to transition and pivot through life. In this episode, you'll hear: Why advice delivered from a competent professional matters Three ways that advice can help us combat misinformation Perspectives on the nature of facts, news, and truth Bill is an industry veteran, human performance enthusiast, and life-long learner. An advisor by training and a client by choice, he understands that the industry is at a tipping point: the role of the advisor and what investors really value are changing. He continuously challenges himself and others to redefine the value they provide in helping clients excel in a world overrun by constant change. Ways to Connect with Bill LinkedIn: linkedin.com/in/bill-coppel-05128ab Website: https://www.firstclearing.com/the-next-frontier/the-next-frontier-podcast/  

We often think about grief in the context of losing a loved one, but it can actually occur any time we experience changes like losing a job, health problems, or a move. In this episode, Sherri Snelling, founder & CEO of Caregiving Club, joins host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to explore why financial advisors should understand the grief cycle and what it takes to get beyond it. In this episode, you'll hear: •  How the sixth stage of grief – ‘meaning' – can help us move from surviving to thriving •  Why advisors should be familiar with, and mindful of, the grieving process •  Surprising reasons why your clients may be experiencing grief Sherri Snelling is the founder and CEO of Caregiving Club, a strategic consulting firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. She's the author of A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care and has explored the grieving process while researching her upcoming book on wellness, The Me Time Monday Method – Weekly Wellness for a Wonderful Life. Sherri is also the chief strategy and gerontology advisor for the VR training platform Embodied Labs. As a gerontologist and national caregiving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications. Ways to Connect LinkedIn: https://www.linkedin.com/in/sherrisnelling/ Website: https://www.caregivingclub.com  

The disruption and uncertainty we're experiencing today is cause for reflection on how we show up as leaders. In this episode, John Lawton - CEO and a financial advisor at BLB&B Advisors - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how authenticity, empathy, and emotional intelligence can help us evolve as firm leaders and advisors. In this episode, you'll hear: •  How an empathetic leadership style can translate into value for team members and clients alike •  Ways to help clients uncover what truly matters most to them •  Why the traditional leadership style of the 20th century may not necessarily be effective today John is CEO and a financial advisor at BLB&B Advisors, a registered investment advisory firm with roots dating back to 1964 when it was co-founded by his father as a brokerage firm. Drawing on his ability to lead through empathy, humility and authenticity, John has helped guide clients through generational wealth transfers, business succession and other life transitions for more than two decades. His leadership style, which is centered on caring about people, has created a culture where advisors have the freedom to serve as a coach, a guide, a general contractor and a sounding board for their clients.

Today, what it means to serve clients extends beyond money management. Advisors' own life perspectives and lessons are now informing the way we approach the business. In this episode, David Hohimer - Founder and Managing Partner at Hohimer Wealth Management - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how authenticity can enhance the value we create as advisors. In this episode, you'll hear: • What authenticity looks like in a financial advisor • Key questions that can help you guide clients on a path to well-being • How an authentic approach can help clients articulate what matters most to them in life David is the Founder and Managing Partner at Hohimer Wealth Management, a Registered Investment Advisory firm in downtown Seattle. After 28 years of growing his wealth management business within the confines of a wire house, David established his firm in 2019 to help clients achieve what matters most to them in life. His firm is a natural extension of his personal approach to life, which is centered on building authentic relationships to create a client experience that's not only about numbers, but where people, family, and community come first. Ways to Connect • LinkedIn: https://www.linkedin.com/in/david-hohimer-cpwa-aif-520a92113/ • Website: https://hohimerwealthmanagement.com/

The business of advice has changed. And clients today are concerned about much more than their money. In this episode, Vaughan Scott, CEO of Axiom Financial Strategies Group, joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to discuss how advisors can use empathy and emotional intelligence to deliver advice centered on helping clients achieve what matters most to them. In this episode, you'll hear: •   Why empathy and emotional intelligence are key skills for advisors in the 21st century •   How family dynamics and family-owned business dynamics are often intertwined •   Ways to navigate generational differences to enhance the client experience Vaughan is CEO of Axiom Financial Strategies Group, a boutique wealth management firm, where he serves as a family business advocate and thought leader on innovative ways to address family wealth. He has been advising on the financial, strategic, transition, and succession needs of family enterprises and entrepreneurs since 1997 to help families and their businesses preserve wealth, capitalize on opportunities, and pass on their values. With the shared goal of making a meaningful difference in the lives of families for generations, he and his team of professionals hold a common philosophy, to ensure their clients are happy. Vaughan is a faculty member in the Global Education Network where he teaches a course on family wealth for the Family Firm Institute, an association of professionals serving family enterprises. Among other credentials, he holds the certified private wealth advisor® designation from the Investments and Wealth Institute. Ways to Connect • LinkedIn: https://www.linkedin.com/in/vaughanscottcpwa/ • Website: https://www.axiomfsg.com/

The heightened uncertainty we're experiencing has brought with it a new sense of conviction. And more investors are now looking to align their portfolios with their values. In this episode, Jeff Gitterman, Co-founding Partner of Gitterman Wealth Management, joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how advisors can be prepared to help clients invest sustainably. In this episode, you'll hear: •   Why ESG (environmental, social, governance) isn't the socially responsible investing of years ago •   How ESG and well-being intersect, and ways that advisors can talk to clients about both •   Why ESG matters from an advisor's standpoint and, ultimately, from an investor's standpoint Jeff is a co-founding partner of Gitterman Wealth Management and a leader in the field of sustainable, ESG, and impact investing. Noted as an ESG expert by Financial Advisor magazine, he's been featured in numerous publications and speaks frequently at industry events. He co-hosts TheIMPACT TV Show, which airs on Bloomberg TV, is the author of Beyond Success: Redefining the Meaning of Prosperity, and has served as associate producer on the feature documentary film Planetary. Ways to Connect •   LinkedIn: https://www.linkedin.com/in/jeffgitterman/ •   Gitterman Wealth Management: https://gittermanmanagement.com/

Many families and businesses don't realize that building a legacy is about more than the transfer of wealth. In this episode, Mark Widmer - licensed recreational therapist and professor at BYU's Marriott School of Business - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing -  to discuss how to build a culture that aligns with your values to help ensure a legacy for generations to come. In this episode, you'll hear: • The transformational power of adventure experiences • How advisors can ask better questions to help clients uncover what really matters • Why values are a key component in multigenerational legacy planning Mark Widmer is a licensed recreational therapist and professor of experience design and management at Brigham Young University's Marriott School of Business. Through a consulting company, Mark and his colleagues deliver learning adventures, based on nearly three decades of evidence-based research, that help individuals, high net worth families, and business leaders discover what matters and achieve lasting change. Ways to Connect • Beta Experiences: https://betaexp.com/ • LinkedIn: linkedin.com/in/mark-widmer-392a8627

You've helped clients prepare for retirement financially, but what will they do with the rest of their lives? In this episode, Andy Raub, Financial Advisor and Managing Director at Ameriprise Financial Services and host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - discuss how advisors can help clients discover ways to make the next phase of their lives a time of significance rather than decline. In this episode, you'll hear: Common retirement pitfalls and ways to help clients avoid them Why clients need to be psychologically ready for the “third half” of life How to move from a money-only conversation into a life-based conversation Andy Raub is a Financial Advisor and Managing Director at Raub Capital Management, a financial advisory practice of Ameriprise Financial Services, LLC. With insight gained from over 35 years of experience, Andy is frequently quoted in industry publications. He is the author of The Encore Curve: Retire with a Life Plan that Excites You. Ways to Connect Email: info@encorecurve.com Website: encorecurve.com

2020 will go down in history as one of the most challenging periods of our time. But the New Year brings advisors a fresh opportunity to make a difference. In this episode, Brian Hamburger, MarketCounsel President & CEO, and John Peluso, First Clearing President, join host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to explore the important role our industry can play in crafting the future. In this episode, you'll hear: Key trends unfolding in the wealth management space Why the move toward independence is accelerating – particularly in the Registered Investment Advisor (RIA) segment How advisors are redefining their value in the 21st century Brian Hamburger is President and CEO of MarketCounsel, a business and regulatory compliance consulting firm serving some of the country's top entrepreneurial investment advisors. He's also Chief Counsel of the Hamburger Law Firm, a MarketCounsel affiliate,that brings a unique blend of business acumen and legal counsel to advisors, fintech firms, broker-dealers, funds, and their corresponding service providers as they navigate the complex issues faced by growing companies in a highly regulated space. John Peluso is President of First Clearing, a business unit of Wells Fargo Clearing Services serving broker-dealers and RIA firms. A 25-year veteran with Wells Fargo Advisors and its predecessor firms, John was instrumental in launching Profit Formula, which was the firm's first foray into independence. He then went on to lead Wells Fargo Advisors' Financial Network, the firm's independent representative channel, into becoming one of the most successful independent businesses in the country. Ways to Connect  Brian Hamburger: https://www.linkedin.com/in/hamburger/ John Peluso: https://www.linkedin.com/in/john-peluso-79178814b/

As 2020 draws to a close, we at The Next Frontier look back over the year and reflect on the important topic of well-being. In this episode, we revisit a conversation between author, professor, and happiness expert Dr. Tim Bono and host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - as they explore practical tips that can improve our everyday lives. In this episode, you'll hear: Simple, yet creative ways to increase our happiness How social media affects our happiness and capacity for empathy Strategies to restore our moods while facing adversity Dr. Tim Bono is a psychologist and lecturer at Washington University in St. Louis. When he created a course on positive psychology, it quickly became one of the university's most in-demand classes with a lengthy wait list. Tim has won several teaching awards, and has distilled the life-changing lessons from his seminars into the book Happiness 101: Simple Secrets to Smart Living and Well-Being. An expert consultant on psychological health and happiness, Tim has been featured in media outlets including CNN, Fast Company, The Associated Press, and several public radio stations. He holds a Ph.D in psychology from Washington University in St. Louis. Ways to Connect with Tim: LinkedIn: https://www.linkedin.com/in/tim-bono-224817b7/ Book: Happiness 101: Simple Secrets to Smart Living and Well-Being Webcast: Building Resilience in Uncertain Times firstclearing.com/webcasts/

In a world of perpetual uncertainty and accelerating change, holistic advice and guidance become even more valuable. In this episode, Tony Sirianni, Publisher & Owner of AdvisorHub, joins host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to explore new approaches to delivering value for an industry in transition. In this episode, you'll hear: Macro trends driving the business of advice How changing client demand is shaping advisor behavior Industry predictions for 2021 and beyond Tony Sirianni is the publisher and owner of AdvisorHub, a leading financial services news website. A 29-year veteran of the industry, he is the former managing partner of Sirianni Strategy Group, was president of Steward Partners Consulting Solutions, and was a founding partner of two RIA firms—Steward Partners Holdings and Washington Wealth Management, where he was also CEO. Previous to these roles, Tony held leadership positions at Morgan Stanley, Smith Barney, Legg Mason, Crestar Bank, Mass Mutual Insurance, and Oppenheimer Funds, and was a broker at Merrill Lynch. His podcast, The Tony Sirianni Podcast: An Industry in Transition, attracts leaders of the nation's largest advisor firms as guests.  Ways to Connect LinkedIn: https://www.linkedin.com/in/tsirianni/ Podcast: The Tony Sirianni Podcast: An Industry in Transition Website: AdvisorHub: https://advisorhub.com/

Increasingly sophisticated financial services technology is creating new opportunities and putting more choice into the hands of individual advisors. In this episode, Mindy Diamond - President & CEO of Diamond Consultants - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to discuss how advisors can navigate these choices in a way that helps position them and their clients to thrive. In this episode, you'll hear: How advisors are going “beyond the balance sheet” to redefine their value What's contributing to the growth of the independent RIA space Perspectives on teaming, succession and more Mindy is President & CEO of Diamond Consultants, one of the leading consulting and recruiting firms for financial advisors. Founded in 1998, and drawing from her own entrepreneurial experience, the organization employs a unique relationship-driven approach that helps individuals and organizations achieve what Mindy calls their Best Business Life. An industry thought leader, she is regularly quoted in national media outlets such as The Wall Street Journal, New York Times, and CNBC, as well as industry publications including On Wall Street, Financial Advisor Magazine, InvestmentNews, and RIABiz. Her podcast series for financial advisors, Mindy Diamond on Independence, has become what many recent breakaways consider their go-to source for education on the independent space.  Ways to Connect Podcast: https://www.diamond-consultants.com/podcast-mindy-diamond-independence/ LinkedIn: https://www.linkedin.com/in/mindydiamond/ Website: https://www.diamond-consultants.com/

Digital advancements are reshaping our expectations as clients while also presenting new opportunities for financial advisors. In this episode, Marc Spilker, Executive Chairman of Merchant Investment Management, and John Peluso, President of First Clearing, join host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to share their perspectives on key trends unfolding in the wealth management space. In this episode, you'll hear: Three drivers reshaping the future of advice Why the move toward independence is accelerating – particularly in the Registered Investment Advisor (RIA) segment How advisors are redefining their value in the 21st century Marc Spilker is Executive Chairman of Merchant Investment Management, a private partnership providing growth capital, management resources, strategic opportunities, and direction to independent financial services companies, particularly those focused on wealth and asset management. He previously served as president of Apollo Global Management - one of the world's largest alternative investment managers - after a 20-year career at Goldman Sachs where he rose to become co-head of the investment management division. John Peluso is President of First Clearing, a business unit of Wells Fargo Clearing Services serving broker-dealers and RIA firms. A 25-year veteran with Wells Fargo Advisors and its predecessor firms, John was instrumental in launching Profit Formula which was the firm's first foray into independence. He then went on to lead Wells Fargo Advisors' Financial Network, the firm's independent representative channel, into becoming one of the most successful independent businesses in the country.  Ways to Connect Marc Spilker: https://www.linkedin.com/in/marcspilker/ John Peluso: https://www.linkedin.com/in/john-peluso-79178814b/

From remote work to social isolation, COVID-19 has had a major impact on our well-being. In this episode, Anita Shaughnessy - Wells Fargo Vice President and Well-Being Benefits Manager - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how the well-being of the families that advisors serve extends far beyond their finances. In this episode, you'll hear: Ways we can enhance our social, emotional and physical health during the pandemic The benefits that can be derived from a clear focus on well-being Why well-being can be an “asset” on clients' personal balance sheets Anita Shaughnessy is Vice President and Manager of the well-being program at Wells Fargo where she oversees the planning, development, and evaluation of well-being initiatives offered to more than 250,000 team members across 7,400 locations. Before joining Wells Fargo, Anita held leadership roles at American Express and Citibank. While at Citibank, the wellness, work-life balance and health program she ran received multiple accolades, including two C. Everett Koop awards and published results in the American Journal of Health Promotion and the Journal of Occupational and Environmental Medicine. Earlier in her career, Anita consulted on the staffing and development of corporate fitness centers for General Foods, G.H. Bass, Titleist, and Footjoy. Ways to Connect LinkedIn: https://www.linkedin.com/in/anita-j-shaughnessy-76147a65 Disclosure:  This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 1020-03422

Society has a negative view on aging, but in reality the wisdom, insight and knowledge acquired from a lifelong career can be one of our greatest assets. In this episode, Chip Conley - best-selling author, entrepreneur and strategic advisor - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore ways to repurpose a lifetime of experience and gain a new sense of relevance. In this episode, you'll hear: What it means to be a “modern elder” Why age diversity matters Four mindsets that can help us navigate our bonus years Chip Conley is a best-selling author, entrepreneur, and strategic advisor. At age 26 he founded Joie de Vivre Hospitality and turned it into the second largest boutique hotel brand in the world. After selling his company in 2010, he accepted an invitation from the young founders of Airbnb to help transform their promising home-sharing start-up into the world's largest hospitality brand. His newest book, Wisdom@Work: The Making of a Modern Elder, was inspired by his post 50-year-old experience as both a mentor and unexpected intern there. In 2018, Chip founded the Modern Elder Academy, a midlife wisdom school dedicated to career and life transitions that help attendees repurpose a lifetime of experience and gain a new sense of relevance. Chip holds BA and MBA degrees from Stanford University and serves on the board of encore.org and the advisory board for the Stanford Center for Longevity.  Ways to Learn More Book: Wisdom@Work: The Making of a Modern Elder The Modern Elder Academy: https://modernelderacademy.com/ This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 1020-00898

The need for a meaningful and purposeful life transcends age. In fact, you might say it's even more important as we grow older. In this episode, Marc Freedman - President, CEO, and Founder of Encore.org, - joins host Bill Coppel -Managing Director and Chief Client Growth Officer at First Clearing - to explore ways advisors can help clients prepare for what could be the most exciting stage of their lives. In this episode, you'll hear: How connecting across generations can give older people a sense of purpose The value of transitional periods in preparing for the future – and how advisors can provide support Why overcoming age segregation in society can make us happier Marc is President, CEO, and Founder of Encore.org and one of the nation's leading experts on the longevity revolution. He's a member of the Wall Street Journal's “experts” panel, a frequent commentator in the media, and author of five books. His newest book, How to Live Forever: The Enduring Power of Connecting the Generations, was featured in the New York Times and named by the Wall Street Journal as one of the year's best books on aging. This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0920-00841

Starting the year with a plan is a time-honored tradition, but in the blink of an eye, our 2020 plans were upended by a global pandemic. Recorded in late July, Sam Fiorello, President & CEO of the Cortex Innovation Community, joins host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to explore new ways to think about planning in a world of perpetual uncertainty and accelerating change. In this episode, you'll hear: How to re-assess priorities and course-correct as needed Why having a compelling value proposition still matters Ways to remain productive – and even innovate - in unfamiliar territory  Sam is president and CEO of the Cortex Innovation Community, a 200-acre urban hub of innovation and entrepreneurship that sits at the center of fintech, biotech, healthcare, and academia. With more than 400 companies in its ecosystem, St. Louis-based Cortex is nationally and internationally recognized for accelerating high-growth startups and advancing innovation within established businesses. Ways to Connect Website: https://www.cortexstl.com/ LinkedIn: https://www.linkedin.com/in/sam-fiorello-8b34b8/ This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0820-02147

Buying a house is one of the most important investments we'll ever make. Yet we often forget to consider whether this home will serve us well during the later years of our lives. In this episode, founder and CEO of Caregiving Club, Sherri Snelling, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss ways advisors can help clients navigate through options for living as they age. In this episode, you'll hear: Why advisors should research the phenomenon of optimal aging Suggestions for long-term care planning that you can start now Which questions to ask when evaluating a potential home The technological trends available to enhance senior living The ideal time to start planning living options Why the effective forecasting formula can be a valuable tool How advisors can start the conversation around aging   Sherri Snelling is the founder and CEO of Caregiving Club, a strategic consulting firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. She is also the chief strategy and gerontology advisor for the VR immersive training platforms, Embodied Labs and author of A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care. As a gerontologist and national care-giving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications. Sherri holds a master's degree in gerontology from the University of Southern California, the number one gerontology school in the nation, and a BA in journalism and political science from USC. This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0820-00723

At The Next Frontier, we've learned a lot from our guests about how to be better advisors both pre and post-pandemic. Join host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - as he reflects on how the unusual period of uncertainty we're now experiencing can be a valuable time for learning, growing and connecting with one another in new and meaningful ways. In this episode, you'll hear: How the pandemic has affected the way we think about the future Why we may need to reconsider our approach to planning What's in store for Season 3 of the podcast Bill is an industry veteran, human performance enthusiast and life-long learner. An advisor by training and a client by choice, he understands that the industry is at a tipping point: the role of the advisor and what investors really value are changing. He continuously challenges himself and others to redefine the value they provide in helping clients excel in a world overrun by constant change.  

If comparison is the thief of joy, then what are some tools and strategies that can actually increase our happiness? In part 2 of this conversation, psychologist and author Dr. Tim Bono joins host Bill Coppel  Managing Director and Chief Client Growth Officer at First Clearing  to dive deeper into practical solutions that can improve our everyday lives. In this episode, you'll hear: • How the simple practice of gratitude can increase our well-being • The important link between physical health and psychological health • Why social connection is such a strong predictor of happiness Dr. Tim Bono is a psychologist and lecturer at Washington University in St. Louis. When he created a course on positive psychology, it quickly became one of the university's most in-demand classes with a lengthy wait list. Tim has won several teaching awards and has distilled the life-changing lessons from his seminars into the book Happiness 101: Simple Secrets to Smart Living and Well-Being. An expert consultant on psychological health and happiness, Tim has been featured in media outlets including CNN, Fast Company, The Associated Press, and several public radio stations. He holds a Ph.D. in psychology from Washington University in St. Louis. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 0620-01732

The answer to the age-old question, “Can money buy happiness?” may surprise you. Psychologist and author Dr. Tim Bono has been studying the science of happiness for years. In part 1 of this conversation, he joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore the key drivers of happiness along with specific behaviors and mindsets that can help set us on a path to well-being. In this episode, you'll hear: Simple, yet creative tips for increasing happiness The value of experiences vs. material purchases How inflated expectations can squelch our happiness Dr. Tim Bono is a psychologist and lecturer at Washington University in St. Louis. When he created a course on positive psychology, it quickly became one of the university's most in-demand classes with a lengthy wait list. Tim has won several teaching awards and has distilled the life-changing lessons from his seminars into the book Happiness 101: Simple Secrets to Smart Living and Well-Being. An expert consultant on psychological health and happiness, Tim has been featured in media outlets including CNN, Fast Company, The Associated Press, and several public radio stations. He holds a Ph.D. in psychology from Washington University in St. Louis. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 0620-00644

Positioning your business for growth is an ongoing challenge — especially for advice professionals who seemingly all provide “the same” service. So, how do you present your firm in a way that helps you stand out? Susan Quinn, President and CEO of circle S studio, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss the power of creating truly differentiated experiences for clients. In this episode, you'll hear: • The three experiences firms should improve to be strategically positioned for growth • Why having a mission matters • The value of a compelling brand in today's landscape Susan is the founder, president, and CEO of circle S studio, a consulting, branding, and digital agency that serves growth-minded companies across the U.S., helping them cut through the clutter in today's challenging business landscape. With an impressive 30-year track record that includes running a successful agency and numerous board memberships, she has become a trusted ally to C-level executives from firms of all sizes by guiding them through a process that results in a powerful brand that distinguishes them in the marketplace. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.  0520-02413

Design thinking, an approach commonly associated with product development, can also help us plan for what's next – in our own lives and the lives of our clients. In this episode, Bill Burnett, Executive Director of Stanford's Product Design Program, and host Bill Coppel, Managing Director & Chief Client Growth Officer at First Clearing, continue the conversation around tools and techniques that can help us move our lives forward. In this episode, you'll hear: • What it means to give authentic advice • The power of “odyssey planning” as a life design tool • Ways to overcome the fear of trying new things Bill Burnett is an award-winning Silicon Valley designer and Executive Director of the Product Design Program at Stanford, where he also teaches. A graduate of the program, Bill has designed a wide range of products, including the Apple PowerBook and the original Hasbro Star Wars action figures. He holds a number of mechanical and design patents and has received design awards for a variety of products including the first slate computer. With Dave Evans, he co-authored the #1 New York Times bestseller Designing Your Life, an empowering book that shows people at any age how to build a life in which they can thrive. This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2020 Wells Fargo Clearing Services LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0520-00618

Society tells us our lives should follow a set path, yet we often need to pivot to move forward. Luckily, there are specific tools and mind-sets that can help us build meaningful futures. Bill Burnett, Executive Director of Stanford's Product Design Program, joins host Bill Coppel, Managing Director & Chief Client Growth Officer at First Clearing, to discuss how the principles of design thinking can help us figure out what's next. In this episode, you'll hear: • What it means to live a well-designed life • How to pivot from money to meaning • Five mindsets that can help you move your life forward Bill Burnett is an award-winning Silicon Valley designer and Executive Director of the Product Design Program at Stanford, where he also teaches. A graduate of the program, Bill has designed a wide range of products, including the Apple PowerBook and the original Hasbro Star Wars action figures. He holds a number of mechanical and design patents and has received design awards for a variety of products including the first slate computer. With Dave Evans, he co-authored the #1 New York Times bestseller Designing Your Life, an empowering book that shows people at any age how to build a life in which they can thrive. This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore, give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0420-03892  

Research from the American Association of Retired Persons shows that social isolation and loneliness have emerged as public health issues. As advisors, how can we better understand this topic to deliver holistic life guidance? Join Hope Reiner, an expert on the essential human need for interaction, and host Bill Coppel -- Managing Director & Chief Client Growth Officer at First Clearing -- as they explore this important question. In this episode, you'll hear: • What advisors should know about companionship and human connection • Tips for interacting with aging loved ones at home • How friendships can enhance overall health and well being Hope Reiner is founder of the New York City-based firm Hope & I, an organization that provides authentic friendship for older adults who are lonely, suffering from dementia, or otherwise isolated due to health conditions. With more than 30 years of experience in the fields of geriatrics and dementia as a certified practitioner, Hope creates one-on-one relationships that are stimulating and engaging, involving her clients in purposeful activities that maintain and restore their sense of self and self-confidence. Disclosures This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer, and non-bank affiliate of Wells Fargo & Company. Copyright 2020. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0420-01753

In the midst of unusual and uncertain times, now can be a good time to pause and refocus on those things that are important to us. Speaker, entertainer and author Jason Hewlett joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to share how to identify the strengths that make you unique, ground yourself to them and magnify them to differentiate yourself and unleash your potential. In this episode, you'll hear: How to distinguish yourself by discovering your signature move The importance of empathy and leadership How a promise is different than a goal Authenticity and human connection Having delivered thousands of presentations over two decades, Jason Hewlett is teaching leadership in a performance of uncanny musical and comedy impressions, utilizing the legends of stage. Jason is the author of the Facebook post entitled, “I Saw My Wife at Target Today,” which has been seen by more than 100 million people. He is also the author of a new book called “The Promise to the One.” A recent, and one of the youngest inductees in the prestigious Speaker Hall of Fame, his talks inspire leadership from the perspective of a Promise, while giving attendees an engaging, entertaining, and educational experience all in one. Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer, and non-bank affiliate of Wells Fargo & Company. Copyright 2020. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0420-02004

We've heard the stories and methods for building good relationships but they don't always make us better at it. Maybe we need a different viewpoint? Dr. Paul Zak, Professor and Founding Director of the Center of Neuroeconomics Studies at Claremont Graduate University joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how biology impacts the way we trust and build relationships. In this episode, you'll hear: The meaning of neuroeconomics and how it varies from economics. Key reasons and factors why companies with high trust are more productive. How building trust is impacted by video conferencing and the virtual environment. Two important factors for building relationships one-on-one. Which traits are highly valued among team leaders. The keyword advisors should consider when putting customer needs first. Dr. Paul Zak is Founding Director of the Center of Neuroeconomics Studies and Professor of Economics, Psychology, and Management at Claremont Graduate University. He also serves as Professor of Neurology at Loma Linda University Medical Center. Dr. Zak is a scientist, prolific author, entrepreneur, and public speaker and has degrees in Mathematics and Economics from San Diego State University, a PhD in Economics from the University of Pennsylvania, and post-doctoral training in neuroimaging from Harvard. He is credited with the first public use of the term of neuroeconomics and is a leader in the vanguard of this new discipline.   Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0320-04649

A legacy of wealth anchored in healthy family dynamics can span generations, yet the dialogues around this topic are often taboo. As advisors, how do we help clients navigate these dynamics? Dr. Dennis Jaffe, Author, Professor, and Research Associate at Wise Counsel Research joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss ways advisors can help families set generational goals. 0320-00497

Longer lifespans paired with an increase in the number of childless adults mean many will be growing older solo. As advisors, how do we help clients cultivate the support network they are likely to need? Dr. Sara Zeff Geber, Author and Founder of LifeEncore, joins host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- to discuss ways to address the unique needs of individuals aging alone. 0220-03593

As every industry plans for an aging society, advisors have the opportunity to play an important role in the lives of a growing client base of caregivers. In part two of this conversation, gerontologist Sherri Snelling shares with Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, the emotional aspects of caregiving that advisors need to understand in order to authentically engage with clients. In this episode, you'll hear: • When to start talking about the “third half” of your life • The differences between men and women in caregiving roles • How we can better support caregivers and promote caregiver wellness • What the advisor's approach should look like for Gen C (Generation Caregiver) Sherri Snelling, a corporate gerontologist and author, is the founder and CEO of Caregiving Club, a strategic consulting and content creation firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. As a gerontologist and national caregiving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications. She has participated in caregiving advisory groups for the Alzheimer's Association, the Centers for Medicare & Medicaid Services, the Centers for Disease Control and the White House Middle Class Task Force. She is a nationally sought speaker at events and conferences represented by the prestigious American Program Bureau. Website: https://www.caregivingclub.com Whitepaper: Meet Gen C – Generation Caregiver Whitepaper: Helping Clients Navigate Longevity The Next Frontier Podcast appearances: Episode 5, Episode 40, Episode 45 Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0220-02082

The caregiving landscape is complex and rapidly changing. As we live longer, we're facing a multitude of challenges that come with longevity, and yet we still seem to be caught by surprise when they occur. In this episode, founder and CEO of Caregiving Club, Sherri Snelling, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how we can better prepare for what's next In this episode, you'll hear: A snapshot of caregiving in America today How Alzheimer's is affecting a huge portion of the aging population How caregiving is impacting the workplace The lack of preparedness for retirement and greater longevity Sherri Snelling is the founder and CEO of Caregiving Club, a strategic consulting firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. She is also the chief strategy and gerontology advisor for the VR immersive training platforms, Embodied Labs and author of A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care. As a gerontologist and national care-giving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications. Sherri holds a master's degree in gerontology from the University of Southern California, the number one gerontology school in the nation, and a BA in journalism and political science from USC. Ways to Connect with Sherri: Personal Website: https://www.caregiving.com Whitepapers: Helping Clients Navigate Longevity, Meet Gen C: Generation Caregiver Previous Episodes: 40: Helping Clients Navigate Longevity, Ep. 5: Care for the Caregiver

When it comes to retirement we may be prepared financially, but are we emotionally ready for what's next? Gerri Leder, President of LederMark Communications & Coaching, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss ways we might think differently about retirement through self-reflection and curiosity; learning to embrace the change and opportunity that comes with transition. In this episode, you'll hear: Retirement is a type of transition Use a discovery process to uncover issues and get to the heart of what matters How advisors can help clients get curious and embrace transition Ways to build skills like coaching, leadership and facilitation to hone your practice Gerri Leder is a leadership coach who helps leaders to boost their capacity to learn and grow, increase self-awareness, and create the life, the organization and the career they truly want. In addition to her coaching practice, she is an accomplished writer and thought leader in marketing and practice management in the financial services industry. In 1999, she founded her own firm, LederMark Communications & Coaching. And is currently a Leadership Program Partner at Loyola University Maryland. Ways to Connect with Gerri: Website: ledermark.com Article: Visualizing Life's Journey LinkedIn: Gerri Leder  

Advisors have been trained to view the world from their clients' perspective. Consultant Leo Pusateri believes that if we flip the script and lead with an understanding of ourselves, we can have a more significant impact on our own lives and the lives of others. In this episode, he and host Bill Coppel – Managing Director & Chief Client Growth Officer at First Clearing – discuss how to get this process started. In this episode, you'll hear: Important questions advisors should ask about their own futures How self-reflection can lead to greater confidence Ways to begin noticing those things in life that truly matter   Leo Pusateri is president and CEO of Pusateri Consulting and Training, a firm that helps financial professionals discover, articulate and capitalize on their unique value by doing the internal work that lets them live lives of significance and be authentic in how they engage with clients. Known as the “Value Man,” Leo has been providing guidance to advisors globally for more than 30 years. He is frequently quoted in industry publications and is the author of several books, including Mirror Mirror on the Wall, Am I the Most Valued of Them All?, You are the Value, and Your Next Big Project is You. Ways to contact Leo— Pusateri Consulting and Training: 716-631-9860 com  

It doesn't matter where you come from, it's about your intentions. For industry veteran LeCount Davis, this is reflected in his personal story and in his pursuit to serve his “village.” In this episode, he shares with Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- the power of human connection in his life journey and career. In this episode, you'll hear about: The power of connection and service to one's community How a personal mission can inform your professional path Why accumulating assets shouldn't be the only measure of our success About LeCount Davis Mr. LeCount Davis is an industry veteran with more than 40 years as a financial planner and a passion for service, community growth, and education. Early in his career, he served as a Senior Consultant for a CPA firm, an Assistant Director of Finance for an international labor organization, and a lecturer at Howard University. He later established his own consulting firm specializing in tax planning, small business management, financial planning, financial management, and investment consulting. In 1978, Mr. Davis became the first African American to earn the CFP® certification. He's listed in the 2019 edition of Marquis Who's Who Top Executives and received Investment News' inaugural 2018 Lifetime Achievement Award for Diversity and Inclusion. He founded the Association of African American Financial Advisers in 2001, and he continues to give back to the profession and advocate for diversity within the industry every day.

While traditional advisor training is centered around money and finances, today's guest has a different view, focused on care, empathy, and an understanding of what matters most for clients. Author and Founder of the Kinder Institute of Life Planning, George Kinder, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how advisors can have conversations that go beyond the numbers. In this episode, you'll hear: How the complexities around the idea of freedom have evolved The connection between money management, freedom, and financial advisors' role in guiding families Key questions to ask during the initial meetings with clients The meaning of Golden Civilization Conversations Ways advisors can add value in their clients' lives by helping them think differently Why the practice of mindfulness matters and what its benefits are   George Kinder is the founder and CEO of the Kinder Institute of Life Planning, a financial Life Planner training company where he's revolutionized what he refers to as client-centered financial advice with in-depth training programs experienced by thousands of advisors across the globe. In his latest book, A Golden Civilization and the Map of Mindfulness, George draws on his 50 years of experience as a mindfulness practitioner, his work as a life planner, and his experience training financial advisors globally to challenge the basic concepts of economics, our understanding of democracy, of space and time, and our own hearts.   More about George Website: kinderinstitute.com Books: A Golden Civilization and The Map of Mindfulness, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You Episode 23: George Kinder: Lighting the Torch, Recognizing Freedom in Your Life Vision   Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public.

People are living longer than ever before. In fact, most of us are going to have an extra 20 years of life that we didn't necessarily plan for.  Founder and CEO of Caregiving Club Sherri Snelling, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how financial advisors can help clients not only prepare for retirement but better understand the impact of these bonus years. In this episode, you'll hear: What advisors are doing to help clients prepare for retirement and longevity The meaning of the term financial gerontologist and why it's important for advisors Ways to reframe life after retirement Which stage exists beyond “self-actualization” in the hierarchy of needs. The two elements advisors should consider when helping guide clients on their wealthspan of life What it takes to achieve optimal wellness The three questions to ask to a client transitioning into retirement   Sherri Snelling is the founder and CEO of Caregiving Club, a strategic consulting firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. She is also the chief strategy and gerontology advisor for the VR immersive training platforms, Embodied Labs and author of A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care. As a gerontologist and national care-giving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications. Sherri holds a master's degree in gerontology from the University of Southern California, the number one gerontology school in the nation, and a BA in journalism and political science from USC.   Ways to Connect with Sherri: Personal Website: https://www.caregivingclub.com Whitepaper: Helping Clients Navigate Longevity Episode 5: Sherri Snelling: Care for the Caregiver – Insights for Clients and Ourselves Related Information: Episode 1: Dr. Bryan Vartabedian: A View on Disruption, What Advisors Might Learn from Health Care Episode 11: Dr. Ellen Langer: Maybe It's Mindfulness     Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public.    

Disruption is all around us as technology impacts every aspect of our lives. But despite all of the great things that technology can do, it's created an empathy void. Join host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing – in season two, we'll go deeper with experts and thought leaders from broad and rich professional, social and cultural arenas to identify those things that make us human.    For more information: Website: http://www.firstclearing.com/the-next-frontier/ Podcast: http://www.firstclearing.com/the-next-frontier/the-next-frontier-podcast/ Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer, and non-bank affiliate of Wells Fargo & Company. Copyright 2019. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR-1019-03773

Bill Coppel – Managing Director & Chief Client Growth Officer at First Clearing – shares insights from season 1 guests on how advisors can approach remaining relevant and valued in the 21st century. Hear from physician Dr. Bryan Vartabedian; Harvard psychology professor Dr. Ellen Langer; sound and listening expert Julian Treasure; psychologist and Stanford professor Dr. Jeff Hancock; and wealth management CEO Seth Streeter. In this episode, you'll hear: Why our approach to creating value should be examined and likely changed The importance of empathy in curating client well-being What success can look like for advice professionals in the 21st century   For more information — Website: https://www.firstclearing.com/the-next-frontier/the-next-frontier-podcast/

Today's advertising business would be almost unrecognizable to the Don Drapers of the Mad Men era. Platforms, deliverables, compensation structures and client expectations have all changed dramatically and continue to evolve. Veteran agency owner and consultant Drew McLellan joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to discuss service-based business disruption and the implications for redefining the value of intermediaries.   In the classic ad agency model of the Mad Men era, built-in commissions from media purchases subsidized the services that went into the development of campaigns. However, the rise of digital platforms has flipped that model on its head. In a world where companies can now buy media and creative services directly, agencies must prove their value every day. Sound familiar? In this episode, veteran agency owner and consultant Drew McLellan shares insights he's gained from over 30 years in advertising, and draws parallels with the disruption impacting financial advisors. He explains that success today means becoming deeply involved in clients' lives to learn more about what's important to them so you can redefine your value accordingly.   In this episode you'll hear: Three things service providers should do to succeed in the next decade Why branding your business is more important than ever before How building clients' confidence can help you solve more of their needs Drew has worked in advertising for over 30 years and has spent more than 23 of those years running his own agency, the McLellan Marketing Group. He also owns and operates the Agency Management Institute, a consultancy that's been helping owners of small to medium-sized advertising agencies grow their businesses since the early '90s. He's written two books and been featured in the New York Times, Forbes, Entrepreneur Magazine, and Fortune Small Business. Drew is also the host of the podcast Build a Better Agency, which helps agency owners and entrepreneurs compete in these disruptive times.   Ways to contact Drew: Podcast: Build a Better Agency Web: agencymanagementinstitute.com

Is our educational system preparing us to be the lifelong learners we need to be for our individual and collective futures? Head of New City School, Alexis Wright, joins host Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — to discuss how curiosity and emotional intelligence can help equip us to address unknown future problems.   In this episode, you'll hear:   Why human interaction is so vital to learning The role of questioning in effective problem solving How to leverage technology in the learning process   Alexis Wright is the head of New City School, an independent school in St. Louis that helps students discover a love of learning that leads to success not only in school but in life as well. He has more than 20 years of experience in education and is an active member of the National Association of Independent Schools. Alexis has written, consulted, and spoken at professional development workshops on science topics, as well as on diversity within the leadership ranks of independent schools.   For more about Alexis — https://www.linkedin.com/in/alexis-wright-14b6619b/ https://www.newcityschool.org/    

Digital disruption is impacting service-based businesses, causing intermediaries to search for new ways to add value for their clients. Imran Haider, head of the Wells Fargo Gateway platform initiative, and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss how advisors can balance the role of technology with the value of the human experience to deliver solutions in this new landscape. In this episode, you'll hear: • How digital is changing the landscape for service-based businesses • Why embracing a digital strategy matters • How leveraging technology can help you enhance your role as an intermediary Imran Haider is head of the Wells Fargo Gateway platform initiative – a market-leading, open API channel established in 2016 to connect Wells Fargo to its partners and customers. He is a thought leader in enhancing the client experience and is passionate about transforming businesses by using technology to create simple, compelling, and elegant experiences that give customers the financial services they want. Ways to contact Imran— LinkedIn - https://www.linkedin.com/in/ihaider 0719-04464

Health and wealth are interconnected, yet many delay health-care planning until later in life. Heywood Sloane works at the center of health care and financial services, and stresses the value of planning ahead. In this episode, he and Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — discuss the important role financial advisors can play in helping clients plan their health care futures. In this episode, you'll hear: How your own life experiences can inform client conversations What it looks like to have a truly holistic view of your clients How to help clients avoid leaving a “negative emotional legacy” Heywood Sloane is a Principal with the distribution and health care practice of the Diversified Services Group, which is a financial services consultancy. He works at the nexus of health care and financial services to help firms, advisors, and consumers understand the disruptive changes in both, and how to best build and execute plans to meet their families' needs. Heywood is cofounder of HealthStyles.net, a platform that engages individuals, their families, and their advisors to better understand and meet the challenges of managing health care and funding over a lifetime.   Ways to contact Heywood— Email: heywoods@dsg-network.com  

Technology has fundamentally changed our lives, helping clients live longer, better and more fully. Dr. Joseph Coughlin, a leading authority on the longevity economy, and host Bill Coppel —Managing Director and Chief Client Growth Officer at First Clearing — discuss the opportunities this presents for advisors and how beginning to think like a client can give advisors a competitive advantage. In this episode, you'll hear: The three skills advisors should adopt in the longevity economy How to help clients navigate a life stage that's unprecedented and unknown Why your personal experience as a human being matters Dr. Joseph Coughlin is recognized as a leading authority on the longevity economy. He is the founder and director of the MIT Age Lab, a multidisciplinary research program created to understand the behavior of the 50-plus population, the role of technology and design in their lives, and how innovation can improve the quality of life for older adults and their families. Joe was appointed by President George W. Bush to the White House Conference on Aging and advises major companies, not-for-profits, and governments worldwide. He teaches at MIT and is the author of The Longevity Economy: Inside the World's Fastest-Growing, Most Misunderstood Market. He's been featured in The Wall Street Journal, the New York Times, and in numerous other major media outlets throughout the world. For more about Joe— Book: The Longevity Economy: Inside the World's Fastest-Growing, Most Misunderstood Market

Technology and social media are profoundly impacting our relationships. How we relate to one another has evolved as technology advances. Bestselling author, podcaster, and Partner and Research Director at Future Workplace Dan Schawbel joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss generational differences in the workplace, human connection and mental health, and how financial advisors can recognize and address human needs more effectively. In this episode, you'll hear: How to get in the habit of giving back and the impact it can have on your career Why financial advisors should consider becoming human advisors Key reasons why technology won't replace human connectivity Why empathy is a key skill for the financial advisor The importance of intent in social media The role of humans in a world constantly changed by technology How generational differences come into play in hiring The role technology plays in mental health Why creating positive experiences for job candidates matters A few of the top in-demand skills What introverts do to propel career growth How financial advisors can recognize and address human needs more effectively The value of branding in building trust Dan Schawbel is the New York Times bestselling author of three books – Back to Human, Promote Yourself, and Me 2.0 and also Partner and Research Director at Future Workplace. Dan is also the Founder of both MillennialBranding.com and WorkplaceTrends.com, through which he's published over a dozen research studies that have been covered in over 400 media outlets including the New York Times, CNN, and USA Today. Currently, Dan is host of the podcast 5 Questions with Dan Schawbel where he interviews a variety of guests such as Richard Branson, Condoleezza Rice, Rachel Ray, Gary Vaynerchuk, and Jay Shetty.   Ways to contact Dan— Books: Back to Human: How Great Leaders Create Connection in the Age of Isolation, Promote Yourself: The New Rules for Career Success, and Me 2.0: 4 Steps to Building Your Future  Website: https://danschawbel.com   Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0719-02074  

What common trait do truly exceptional leaders share? Great leaders are exceptional at asking the questions that others don't ask. In this episode, author and speaker Hal Gregersen joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss the power of asking the right questions and how financial advisors can use that skill to bridge the gap between fintech and the people they serve. In this episode, you'll hear: The importance of asking the right questions Ways to combat isolation as a leader/executive What top leaders do to unlock disruptive ideas Examples of how advisors are redefining value creation for clients Techniques for getting ‘unstuck' How to see and do things differently   Hal Gregersen is the Executive Director of the MIT Leadership Center and a senior lecturer of Leadership and Innovation at the MIT Sloan School of Management. As an inspirational speaker, he has worked with such renowned organizations as Chanel, Disney, Patagonia, UNICEF, and the World Economic Forum, and has been recognized by Thinkers50 as one of the world's most innovative minds. Hal has both authored and coauthored a total of 10 books over the years, including the bestseller The Innovator's DNA: Mastering the Five Skills of Disruptive Innovators. In addition to being a bestselling author, Hal pursues his lifelong avocation of photography at his home in Boston's North Shore which he shares with his wife, Suzi Lee.   Ways to contact Hal— Website: https://halgregersen.com/ Book: Questions Are The Answer     Disclosures: If you like this content, share it or like us. If you want to join the conversation or connect with us, please visit us at www.firstclearing.com. This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member of SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0619-04588  

In an era of fake news, our society is in a bit of a moral panic. But Dr. Jeff Hancock, an expert in social media behavior, has found that it's human psychology, not technology, which drives deception and distrust. In this episode, he and Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — discuss how to navigate the digital landscape to maintain trust and how we can use technology to help build it. In this episode, you'll hear: ·         How trust has evolved over time ·         The many definitions and kinds of trust ·         The new forms of trust we're seeing today ·         How we evaluate someone's trustworthiness ·         What role social media plays in the trust formula ·         How reputation has changed with the rise of social media ·         How differences in communication lead to distrust between generations ·         What role technology will play in maintaining trust between advisor and client   Dr. Jeff Hancock is a psychologist and professor of communications at Stanford University. He is the founder of the Social Media Lab at Stanford and also serves as director of Stanford's Center for Computational Social Science. A leading expert in social media behavior and the psychology of online interaction, Jeff studies how social technologies and artificial intelligence affect us, from how we trust, to how we develop and maintain relationships, to understanding how technology is affecting our well-being. His view isn't that social media is good or bad, but that it amplifies everything and we must learn to navigate the effects.   Before earning his PhD in psychology, Jeff served as a customs officer in Canada. Prior to joining the Stanford faculty, he was an associate professor of cognitive science and communication at Cornell University. He lives in Silicon Valley with his wife and daughter, and still enjoys playing hockey regularly and does his best to keep pucks out of the net.   Ways to contact Jeff: Email: hancockj@stanford.edu Website: Stern Speakers: Jeff Hancock