Top advisors, executives and other financial professionals share their stories of how they are driving the industry forward with ThinkAdvisor's Contributing Editor Jane Wollman Rusoff.
Why Advisors Must Mix Automation and Personalization
It's critical "because people don’t like phoniness. There’s a real hunger for authenticity and being human,” says Snappy Kraken's Angel Gonzalez.
11 Apr 2023
Luminaries Podcast with David Lillis of Raymond James
As for Raymond James’s achievement as a LUMNIARIRES finalist, he calls that recognition “motivating. It gives me incentive and drive to continue to improve and evolve in delivering technology education to advisors.”
17 Feb 2023
Why Leaders Need to Work on Cultural Competencies: LUMINARIES Podcast
Attracting diversity to a financial advisor team is easy; keeping it is more difficult, argues Caron Group's Ana Trujillo Limon.
31 Jan 2023
How to Wow and Hire Young Talent: LUMINARIES Podcast
Schwab Advisor Services' Lisa Salvi says young adults want to see a clear path to a rewarding career and business ownership.
19 Oct 2022
LUMINARIES Podcast: Leadership Lessons From Shirl Penney
At Dynasty Financial Partners, "You have to think in-depth. But you have to be dynamic in your management style as well,” the CEO explains. To hear Penney discuss his leadership philosophy and a mix of industry issues, please listen to this insightful podcast.
12 Apr 2022
How Advisors Can Get a 'Leg Up' Today: Gabe Garcia
He says mentors like Mark Tibergien have taught him how to go beyond business metrics and "elevate the profession.”
1 Mar 2022
How to Attract Next-Gen Talent: Kate Healy
The industry veteran and LUMINARIES judge says younger individuals just “don’t seem to know about financial planning.”
19 Jan 2022
Why the Industry Needs to Change Now: Jamie Hopkins
Clients are asking more and more about Bitcoin and other digital assets, for instance, the Carson Group executive says in an interview.
17 Dec 2021
How Being Tuned Into Psychology Pays Off in Finance: Cambridge's Amy Webber
In the podcast interview, the Cambridge president and CEO discusses a number of pressing advisor issues.
1 Dec 2021
Edelman Speaks Out on What's Next for Advisors, Retirees
The industry VIP shares his views on everything from Bitcoin to robotic dogs that can help Alzheimer’s patients and their caregivers.
17 Nov 2021
Commissions Will Be Gone Within a Decade: American Portfolio’s Dolber
The industry veteran and LUMINARIES 2021 winner also says subscription-based services are on the rise.
28 Sept 2021
Meet the LUMINARIES
Top advisors, executives and other financial professionals share their stories of how they are driving the industry forward with ThinkAdvisor's Contributing Editor Jane Wollman Rusoff.
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