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Next – Wealth 2.0

Next – Wealth 2.0

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A podcast series that focuses on the evolution of financial advice and the future of the wealth management business.

Recent Episodes

  • NEXT Podcast: Staffing the Wealth Management Firm of the Future: Dakota’s Carina Diamond

    2 years ago

  • NEXT Podcast: The Wealth Management Firm of the Future: How To Become the Employer of Choice with Lisa Crafford

    2 years ago

  • NEXT Podcast: RFG’s Shannon Spotswood on Why Bear Markets are a Bull Market for Advice

    2 years ago

  • The Wealth Management Firm of the Future: Digitizing Your Practice From End-to-End

    2 years ago

  • The Wealth Management Firm of the Future: The Psychology of Managing Family Wealth with Richard Joyner

    2 years ago

  • The Wealth Management Firm of the Future: WealthTech to Watch

    2 years ago

  • The Wealth Management Firm of the Future: Martine Lellis on Human Capital and The Client Experience

    2 years ago

  • The Wealth Management Firm of the Future: Andrew Altfest on AI’s Role in the Future of Financial Advice

    2 years ago

  • The Wealth Management Firm of the Future: Lifeworks’ Ron Bullis

    2 years ago