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NEXT Podcast
A podcast series that focuses on the evolution of financial advice and the future of the wealth management business.

Featured on NEXT Podcast

Carina Diamond NEXT podcast
Financial Planning
NEXT Podcast: Staffing the Wealth Management Firm of the Future with Dakota’s Carina DiamondNEXT Podcast: Staffing the Wealth Management Firm of the Future with Dakota’s Carina Diamond

Dakota Wealth Management's Carina Diamond discusses what RIA leaders are focusing on today and where the industry is headed.

byMark Bruno, Managing Director, Wealth Management
Jan 10, 2023
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Financial Planning
The Wealth Management Firm of the Future: How to Become the Employer of Choice With Lisa CraffordThe Wealth Management Firm of the Future: How to Become the Employer of Choice With Lisa Crafford
byMark Bruno
Dec 21, 2022
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Client Relations
NEXT Podcast: RFG’s Shannon Spotswood on Why Bear Markets Are a Bull Market for AdviceNEXT Podcast: RFG’s Shannon Spotswood on Why Bear Markets Are a Bull Market for Advice
byMark Bruno
Dec 15, 2022
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Marketing
The Wealth Management Firm of the Future: Digitizing Your Practice From End-to-EndThe Wealth Management Firm of the Future: Digitizing Your Practice From End-to-End
byMark Bruno
Dec 6, 2022
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Financial Planning
The Wealth Management Firm of the Future: The Psychology of Managing Family Wealth with Richard JoynerThe Wealth Management Firm of the Future: The Psychology of Managing Family Wealth with Richard Joyner
byMark Bruno
Nov 3, 2022
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Financial Planning
The Wealth Management Firm of the Future: WealthTech to WatchThe Wealth Management Firm of the Future: WealthTech to Watch
byMark Bruno
Oct 13, 2022

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Financial Planning
The Wealth Management Firm of the Future: Martine Lellis on Human Capital and The Client Experience
The Wealth Management Firm of the Future: Martine Lellis on Human Capital and The Client Experience
Aug 11, 2022
byMark Bruno, Managing Director, Wealth Management
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Financial Planning
The Wealth Management Firm of the Future: FP Alpha's Andrew Altfest on AI’s Role in Financial Advice
The Wealth Management Firm of the Future: FP Alpha's Andrew Altfest on AI’s Role in Financial Advice
Jul 21, 2022
byMark Bruno, Managing Director, Wealth Management
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RIA
The Wealth Management Firm of the Future: Lifeworks’ Ron Bullis
The Wealth Management Firm of the Future: Lifeworks’ Ron Bullis
Jul 7, 2022
byMark Bruno, Managing Director, Wealth Management

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