Making Your Mark as CEO in Your First 100 Day...

These transactions provide operational relief to advisors and help them monetize their business while continuing to serve clients, says Steward Partners’ head of wealth management. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices 

Compensation is the “largest expense for a financial advisor” and ultimately drives the valuation of RIAs, says the CFO of the consulting firm FP Transitions. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices 

On today's manager meeting, Kristen VanGelder speaks with Jonathan Lewinsohn. Kristen is Deputy Chief Investment Officer at Evanston Capital, a $4 billion hedge fund of funds whose CEO and CIO, Adam Blitz, was a past guest on the show. She's spent the last eighteen years at Ev ...

Melinda Gates, cochair of the Bill & Melinda Gates Foundation and founder of Pivotal Ventures, is committing $1 billion over the next ten years to advance gender equality. She says evidence shows it's the best way to drive economic development in nations and performance in compan ...  Show more

It's CEO Day! (Ok, not really, but CEOs were very much in the news today.) (0:21) Jason Moser discusses: - Target eliminating a long-standing policy to extend Brian Cornell's job as CEO for 3 more years - Starbucks' plan to spend the next six months onboarding CEO-in-waiting Lax ...  Show more

Send us a textDo you feel bogged down in your business? You might be in your email inbox more often than you want to be. Or chasing people who still need to pay that invoice or scheduling people on your calendar all the time. Or perhaps you’re stuck on the technical side of thing ...  Show more