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The Alchemy of CX in Wealth Management with Seb Dovey
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The Alchemy of CX in Wealth Management with Seb Dovey

Season 1 | Episode 5 Seb Dovey, is a successful entrepreneur, co-founder of Scorpio Partnership, advisory board member to FiComm, and a plet...

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Reimagining Active Management with Matthew Siegel
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Reimagining Active Management with Matthew Siegel

Season 1 | Episode 4 Matthew Siegel, CMO + Co-Founder of Aperture Investors, is bringing vulnerability to active fund management- an industr...

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Changing the Complexion of Wealth with Emlen Miles-Mattingly
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Changing the Complexion of Wealth with Emlen Miles-Mattingly

Season 1 | Episode 2 Emlen Miles Mattingly is CEO of Gen Next Wealth + Host of The Minority Money Podcast. His mission is clear- change the ...

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The Challenge of Authenticity with Meg Carpenter
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The Challenge of Authenticity with Meg Carpenter

Season 1 | Episode 1 Meg Carpenter, CEO of FiComm Partners, and Candice Carlton, Head of Advisor Education speak about why they launched thi...

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