“I'm looking for a 30-year client,” says the Neuberger Berman wealth advisor, who emphasizes the importance of establishing credibility and consistency with clients. “I'm looking for a relationship, not a transaction.” Host: Ray Sclafani.
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Aug 26
Sandy Kaul: Bitcoin, Stablecoins, Tokenization—the Advisor Playbook
The Franklin Templeton innovation executive discusses the importance of embracing change and the role of digital assets and network technology in portfolio construction. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
55m 44s
Aug 14
Riley Saunders: The Psychology of Financial Planning | Next Gen
“You need to understand your own thoughts, feelings, and emotions around money and why and how you got there before you can even begin providing an experience or a journey with your client,” says the Cassaday & Co. financial advisor. Learn more about your ad choices. Visit megaph ... Show More
22m 3s
May 6
Amazon CEO Andy Jassy on Agility, AI Strategy, and the Changing Role of Managers
It's a tough time to lead one of the biggest companies in the world - one that depends on supply chains, physical infrastructure, and top tech talent to stay competitive. But Andy Jassy, who took over as CEO of Amazon from legendary founder Jeff Bezos in 2021, manages in a way th ... Show More
31m 35s
Nov 2024
Why Trump’s Victory Is Musk’s ‘Tech-Bro Coup’
On this episode of Merryn Talks Money, we discuss what the Republican’s second term means for the US, the UK and the Tesla CEO. Pippa Malmgren, economist, author and former adviser to Republican President George W. Bush and Helen Thomas, founder and chief executive of BlondeMoney ... Show More
42m 34s
Jul 2024
Rapid Response: Reid Hoffman on the business impacts of Trump vs. Harris
Reid Hoffman is a high-profile investor and entrepreneur, and suddenly, a much scrutinized political actor. His support for Kamala Harris and other Democrats and distaste for former President Trump has plunged him into headlines, in opposition to Elon Musk and others. Reid, a hos ... Show More
25m 40s