Ray Sclafani on The Future of Advice | S1 E4

Ray Sclafani is someone who I have been following and learning from for the last 6 years. He is one of the most effective coaches and developers of advisors in the wealth management industry. His advice and teaching have been instrumental in helping thousands of advisors across the world. He is the CEO and Founder of ClientWise, the premier business, executive coaching, and consulting firm working exclusively with financial professionals.

Michael Nathanson on The Future of Advice | S1 E3

Michael Nathanson is the CEO of The Colony Group and has been selected ten times by Barron’s magazine as one of the top 100 independent financial advisors in the nation and included in Worth magazine’s list of the country’s top 250 wealth advisors. He also was selected six times as a “Super Lawyer,” as published in Massachusetts Super Lawyers. He is most proud of The Colony Group being named as one of just 50 firms as a Best Place To Work for Financial Advisors by InvestmentNews.

Bill Capuzzi on The Future of Advice | S1 E2

In his role as Chief Executive Officer at Apex Clearing, William sets the vision and strategy to help Apex identify and realize new areas of growth and opportunity. Under his guidance, Apex continues to be a proven leader in custody and clearing, helping to power the digital revolution in financial services. Prior to his role as CEO of Apex, William previously worked at Convergex Group where he was Chief of Staff and a member of the firm’s Executive Committee. As Chief of Staff, he managed critical internal and external initiatives for the company and was responsible for the firm’s options, prime services, global clearing, and commission-sharing arrangement (CSA) businesses. William also served as Director at Pershing LLC, responsible for their institutional product suite and directed their global re-engineering efforts firm-wide.

Marty Bicknell on The Future of Advice | S1 E1

Marty Bicknell is the CEO and president of Mariner Wealth Advisors, a nationally recognized registered investment advisor with over $33.5 billion in assets under advisement, 346 advisors, and 40 offices nationwide.