The InvestmentNews Podcast

De: The InvestmentNews Podcast
  • Sumário

  • Podcast by The InvestmentNews Podcast
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Episódios
  • Episode 175: Ron Carson’s journey from salesman to shamen
    Sep 12 2024
    Ron Carson has long been regarded as one of the top financial advisors in the country but after stepping down as CEO, details have emerged about a new life path. From his new nickname “Omani”, to hosting festivals at his Omaha “healing center”, and talking about his use of psychedelics, it’s a world away from RIAs and portfolios.
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    27 minutos
  • Episode 174: Top advisor recruitment firm is a family affair
    Aug 28 2024
    Bruce Kelly, of InvestmentNews, chats with Jodie Papike, CEO of advisor recruiting firm Cross-Search, about following in the footsteps of her father Larry and being a second-generation recruiter. They also discuss the difficult topic of what it was really like rising to a senior level in a male-dominated industry, and how advisors are navigating the flood of private equity cash.
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    21 minutos
  • Episode 173: From Moby Dick to Raymond James leadership
    Aug 21 2024
    Tash Elwyn, president and CEO of Raymond James & Associates, took time out from his busy day to chat to InvestmentNews’ Bruce Kelly. The duo kick off the pod with a lighthearted chat about the origins of Tash’s unusual name before diving into a number of topics, including his new role following a leadership reshuffle, the success of the company’s annual employee event, and where Tash believes the industry is heading.
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    23 minutos
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