A podcast series that focuses on the evolution of financial advice and the future of the wealth management business.
Next Podcast: The Wealth Management Firm of the Future
Claim This Podcastby Mark Bruno
5.0(1 reviews)
9 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
A podcast series that focuses on the evolution of financial advice and the future of the wealth management business.
Language
🇺🇲
Publishing Since
7/7/2022
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Recent Episodes
January 10, 2023
NEXT Podcast: Staffing the Wealth Management Firm of the Future: Dakota’s Carina Diamond
As the wealth management industry continues its rapid growth, the needs and demands of clients are also changing significantly. New roles, skill sets and technologies will re-shape the industry — and the wealth management firms that are at the forefront will be the most successful firms over the next three-to-five years. In this episode of … Continue reading NEXT Podcast: Staffing the Wealth Management Firm of the Future: Dakota’s Carina Diamond →
December 21, 2022
NEXT Podcast: The Wealth Management Firm of the Future: How To Become the Employer of Choice with Lisa Crafford
As advisory firms continue to grow at a rapid pace, it is more important now than ever to source and retain the best talent. But how can wealth management firms become “the employer of choice” in 2023? In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Lisa Crafford, MBA, … Continue reading NEXT Podcast: The Wealth Management Firm of the Future: How To Become the Employer of Choice with Lisa Crafford →
December 15, 2022
NEXT Podcast: RFG’s Shannon Spotswood on Why Bear Markets are a Bull Market for Advice
While equity markets have declined significantly in 2022 and inflation has spiked, the need for financial advice has never been greater — and the profession has never been more accessible. In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Shannon Spotswood, President of RFG Advisory, about strategies for growth-oriented … Continue reading NEXT Podcast: RFG’s Shannon Spotswood on Why Bear Markets are a Bull Market for Advice →
9 total episodes available
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Frequently asked questions
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- What is Next Podcast: The Wealth Management Firm of the Future?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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