MarketCounsel Summit 2019

The power of a great network

December 18, 2019 | Runtime: 2:15

Luke Winskowski of Thrivent explains what the Thrivent Advisor Network is and why it is essential for investors.

How Thrivent finds its best advisers

December 18, 2019 | Runtime: 1:55

Thrivent's Dan Wanous explains the best entrepreneurial minds for Thrivent's Advisor Network.

Big challenges ahead for RIAs

December 18, 2019 | Runtime: 1:40

What are some of the big hurdles facing for the financial advisory industry? Brian Hamburger of MarketCounsel says change is afoot and things are heading in the right direction.

An inside look: What advisers care about when it comes to transitions

December 18, 2019 | Runtime: 1:59

Kimberly Papedis of Fusion Financial Partners offers some insights into research about what advisers are looking for when it comes to changing firms.

What does it take to bring big firms together?

December 19, 2019 | Runtime: 1:43

Sharon Ash of Hamburger Law Firm explains what needs to happen for financial advisory firms to merge. What are some red flags and how can you make alignment happen?

What can you do when you lose an iconic leader?

December 19, 2019 | Runtime: 2:08

Envestnet's Bill Crager says great firms need to have a plan and purpose so that they can persevere even after losing their top leader.

Have we reached an M&A tipping point?

December 18, 2019 | Runtime: 1:48

Where is the industry heading in 2020? After a record year last year, expert David Devoe says we could see even more M&A this year. How and where can that happen.

A new pace of change at Schwab

December 18, 2019 | Runtime: 1:15

As the industry evolves, so does Schwab. With big acquisitions, and big change afoot, Schwab's Jon Beatty explains the thinking behind the evolution.

The secret to adviser growth

December 18, 2019 | Runtime: 1:55

Orion's Eric Clarke says advisers need to develop a strong value proposition and follow three simple steps to grow their firm.

The anatomy of an acquistion

December 18, 2019 | Runtime: 1:22

What are the stages of a good deal? Bob Oros of HighTower said you can't shortcut a good deal. What are some of the steps ahead?

 
Videos 1-10 of 13

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