Why Advisors Must Mix Automation and Personalization
Meet the Luminaries
It's critical "because people don’t like phoniness. There’s a real hunger for authenticity and being human,” says Snappy Kraken's Angel Gonzalez.
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Luminaries Podcast with David Lillis of Raymond James
Meet the Luminaries
As for Raymond James’s achievement as a LUMNIARIRES finalist, he calls that recognition “motivating. It gives me incentive and drive to continue to improve and evolve in delivering technology education to advisors.”
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Why Leaders Need to Work on Cultural Competencies: LUMINARIES Podcast
Meet the Luminaries
Attracting diversity to a financial advisor team is easy; keeping it is more difficult, argues Caron Group's Ana Trujillo Limon.
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How to Wow and Hire Young Talent: LUMINARIES Podcast
Meet the Luminaries
Schwab Advisor Services' Lisa Salvi says young adults want to see a clear path to a rewarding career and business ownership.
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LUMINARIES Podcast: Leadership Lessons From Shirl Penney
Meet the Luminaries
At Dynasty Financial Partners, "You have to think in-depth. But you have to be dynamic in your management style as well,” the CEO explains. To hear Penney discuss his leadership philosophy and a mix of industry issues, please listen to this insightful podcast.
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How Advisors Can Get a 'Leg Up' Today: Gabe Garcia
Meet the Luminaries
He says mentors like Mark Tibergien have taught him how to go beyond business metrics and "elevate the profession.”
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How to Attract Next-Gen Talent: Kate Healy
Meet the Luminaries
The industry veteran and LUMINARIES judge says younger individuals just “don’t seem to know about financial planning.”
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Why the Industry Needs to Change Now: Jamie Hopkins
Meet the Luminaries
Clients are asking more and more about Bitcoin and other digital assets, for instance, the Carson Group executive says in an interview.
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How Being Tuned Into Psychology Pays Off in Finance: Cambridge's Amy Webber
Meet the Luminaries
In the podcast interview, the Cambridge president and CEO discusses a number of pressing advisor issues.
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Edelman Speaks Out on What's Next for Advisors, Retirees
Meet the Luminaries
The industry VIP shares his views on everything from Bitcoin to robotic dogs that can help Alzheimer’s patients and their caregivers.
info_outlineIt's critical "because people don’t like phoniness. There’s a real hunger for authenticity and being human,” says Snappy Kraken's Angel Gonzalez.