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1. The Smart Response to ‘I’m Already Working With an Advisor’
When on a call or at a networking function, how often have you heard, "I already have an advisor." It's bad enough to hear it from an ego perspective. It's worse when you believe this is a qualified prospect. — Grant Hicks
2. Financial Fears Aren’t Stoking Enough Action
Poet Percy Green once wrote that “a man of words and not of deeds is like a garden full of weeds.” There are probably some literature professors that would debate the following summation, but a simple way of explaining Green’s lines is that it’s better to take action than simply talk about. — Todd Shriber
3. Can the Roaring Twenties Continue?
Following a year characterized by a resilient economy, the start of an easing campaign from the Federal Reserve, a strong job market, and roaring market returns of over 20%, many investors want to know: Can this momentum continue in 2025? Early returns in 2025 have been mixed, but history suggests there are reasons for bulls to remain optimistic. — Jayson Bronchetti
4. Is the Economy Really a Priority in Washington?
In this episode, Chris Versace and Lindsey Bell dive into the impact and uncertainty of new trade tariffs under Trump 2.0, continued high levels of tech and AI sector spending, and potential shifts in Federal Reserve policy following Chair Powell's latest testimony. — What Does It Mean?
5. Marketing in 2025: How Financial Advisors Can Turn Challenges into Opportunities with Samantha Russell
In this episode, we have with us Samantha Russell, the Chief Evangelist at FMG. Doug and Samantha unpacked FMG’s 2025 Marketing Guide to explore how financial advisors can turn this year’s challenges into opportunities. From optimizing your website to growing your network, we share the strategies to elevate your marketing game. — FMG
6. How To Revive a Lost Relationship, Business or Social
Financial advisors have seen this before. A client moved their account to a competitor. You really liked them. Now they are gone. What can you do? In your personal life, the break might be more serious. You have been estranged from a family member for years. Maybe you and a close friend had a falling out five years ago. You both forgot the reason why, but the hurt remains. Can you reconnect and revive the relationship? — Bryce Sanders
7. The Rise of Customization: Emerging Products in Portfolio Construction with Ryan McKee
Fidelity provides a wide range of investment and wealth management services, striving to strengthen the financial well-being of their customers and deliver better outcomes for the clients and businesses. In this episode, the focus is product innovation and solutions for financial advisors—from active ETFs to new approaches in portfolio customization. — Fidelity Investments
8. Could Trump’s Tariffs Fund a U.S. Sovereign Wealth Fund?
Markets, as many of you are aware, don’t like uncertainty. And right now, there’s a lot of uncertainty surrounding U.S. trade policy. While the Trump administration’s tariffs on Mexico and Canada have been delayed for a month, the 10% tariff on Chinese goods has gone into effect. The move has rattled markets, leaving many American businesses and consumers wondering what comes next. — Frank Holmes
9. Growth and Value: Why You Don’t Have to Choose
Might Nvidia and Tesla, with price-to-earnings ratios (P/E) nearly double and quadruple that of the S&P 500, respectively, be value stock? Conversely, is it possible that Ford is not a value stock despite a P/E of 10, a price-to-sales ratio (P/S) of .20, and a 7.5% dividend yield? Based solely on that information, answering the question is impossible. Regardless, we bet most investors classify Nvidia and Tesla as growth stocks and Ford as a value stock. — Michael Lebowitz
10. The Future of Wealth Management: Are We Climbing in the Right Direction?
What are we actually climbing toward? Are we just aggregating for the sake of growth and shareholder value? Or are we creating something truly extraordinary—something that wouldn’t exist outside of this construct? — Judd Mackrill
11. Exploring the Next Palantir: The Future of Big Data
Amazon (AMZN) jumped 85X during the '90s internet boom. Apple (AAPL) surged 80X after its iPhone kickstarted the smartphone revolution. Netflix (NFLX) soared 27X during the peak of the cloud computing boom. Today, Palantir is at the forefront of perhaps the biggest tech disruption of them all—artificial intelligence (AI). Palantir’s powerful software acts like a digital detective. It’s system processes billions of data points—from satellite photos to financial records—and spots patterns that would take human analysts years to find. — Stephen McBride