ThinkLeader's Podcast
  • James DeAngelis
18 episodes
Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.

Episodes

Excerpts from Client Acquisition in a Virtual World
2021 Apr 1315m 28s
In this episode of the Perspectives podcast, sponsored by FMG Suite and hosted on ThinkAdvisor.com, we’ll hear highlights from the March 4th presentation titled, Client Acquisition in the Virtual World.
How to 5X Your Marketing Results in 2021
2021 Mar 1119m 59s
Highlights from the January 28 webcast “How to 5X Your Marketing Results in 2021.” This event featured Robert Sofia, CEO of Snappy Kraken.
Excerpts From The State of Marketing Technology for Financial Advisors & Wealth Firms
2021 Jan 2616m 24s
In this episode of the Perspectives podcast, sponsored by FMG Suite and hosted on ThinkAdvisor.com, we’ll hear highlights from the December 8th presentation titled, The State of Marketing Technology for Financial Advisors & Wealth Firms.
The Momentum Behind the RIA Model
2020 Nov 2317m 17s
In this episode of the Perspectives podcast, sponsored by Charles Schwab hosted on ThinkAdvisor, we’ll hear highlights from the September 30th presentation titled, The Momentum Behind the RIA Model.
Excerpts from Webcast: How to Talk to Clients About Fixed-Income in the Midst of the Coronavirus & U.S. Election
2020 Nov 2020m 28s
In this episode of the Perspectives podcast, sponsored by Eaton Vance and hosted on ThinkAdvisor, we’ll hear highlights from the October 21st presentation titled, How to Talk to Clients About Fixed-Income in the Midst of the Coronavirus & U.S. Election.
Podcast: Taking the Leap to Independence
2020 May 2223m 22s
Advisors Jill, Nancy, and Dustin felt limited at their previous firm – so they went independent. There were fears and unknowns, but the team reached their full potential along the way. Find out how they made the transition in Schwab's all-new podcast.
Podcast: Wanting More
2020 May 2230m 40s
Jesse reached the peak of his career, but he wasn’t satisfied. When his professional life consumed his personal life, he knew it was time for a change. Listen now to hear why Jesse chose independence.
Excerpts from Webcast: How to Use Tech to Turn Volatility into Stability and Scalability
2020 Apr 2926m 10s
In this episode of the Expert Perspectives podcast, sponsored by Practifi and hosted on ThinkAdvisor, we’ll hear highlights from the March 31st presentation titled, How to Use Tech to Turn Volatility into Stability and Scalability.
Excerpts from: 4 Business Growth Strategies Advisors Should Consider
2019 Dec 0916m 27s
In this episode of the Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we’ll hear highlights from the November 12th presentation titled, 4 Business Growth Strategies Advisors Should Consider.
Excerpts from: How to Prepare Your Business for the Future -- Growth, Succession and Acquisition Solutions
2019 Sep 2715m 54s
In this episode of the Expert Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we’ll hear highlights from the August 29th presentation titled, How to Prepare Your Business for the Future – Growth, Succession and Acquisition Solutions.