Nov 29, 2022
Nov 24, 2022
Let’s give a warm welcome to our guest, Jon Henschen. Jon is the
Founder of the recruiting firm, Henschen & Associates. Henschen &
Associates contracts with over 90 independent Broker-Dealers, with
the goal of helping representatives find the broker-dealer that
best meets their profile and needs.
In this episode,...
Nov 22, 2022
Today’s guest is Santiago Burridge, Co-Founder and Executive
Chairman at Lumiant. Lumiant is a behavioral finance and client
experience platform built to support financial professionals with
the tools they need to deliver scalable, client-centric advice.
There are many well-meaning businesses in this industry,...
Nov 17, 2022
Maribeth Kuzmeski, PhD, is President of the consulting firm, Red Zone Marketing. Maribeth and her firm personally consult with some of the nation’s top financial professionals managing from $300 million to over $1 billion in client assets.
Maribeth got her start as the 5th client in her firm happened to be a...
Nov 15, 2022