Introducing ClickONE: A unified, AI-powered operating system designed to reduce the "swivel-chair" of disconnected systems.

Experience the Disruption Blueprint Podcast

Hosted by Shannon Spotswood, Disruption Blueprint goes beyond industry headlines to uncover the ideas transforming independent wealth management. From AI and technology to leadership, recruiting, M&A, and business strategy, each episode gives Advisors practical insights to build stronger businesses for the future.

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Disruption Blueprint
 

Learn from the leading minds in our industry through disruptive conversations about bleeding edge FinTech, growth strategies, and much more.

Explore Our Podcasts

michael lecours on the human side of money podcast

How To Communicate the Intangible Value of Financial Planning With Michael Lecours

Financial planning is a service-based business. You’re selling the invisible. It can’t be seen, touched

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A 4-Step Framework To Guide Anxious Clients Through Uncertain Markets

The conversations you have with clients during uncertain markets are the most important you’ll ever

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financial transitions with Danielle Howard

A Process for Rewiring Financial Behavior and Identity With Danielle Howard

Most Advisors know they need to integrate the human element into their practice. But, it’s

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Kathleen Burns Kingsbury headshot

Breaking Money Silence With Kathleen Burns Kingsbury

Talking about money remains one of the most challenging topics for many, often shrouded in

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dennis moseley-williams headshot

Turn Clients Into Raving Fans by Creating Memorable Experiences With Dennis Moseley-Williams

Financial advice is no longer just about offering services—it’s about creating real, meaningful experiences for

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Creating a Visual Discovery Meeting Experience With David Armstrong

If you want to grow your advisory business by bringing on new clients, you have

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tom pendergast

The Search for Purpose and Meaning in Retirement With Tom Pendergast

We all have an idea of what retirement will be like. But what happens when

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The Soul of Wealth: Connecting Money and Meaning With Dr. Daniel Crosby

We all know that true wealth goes far beyond money. Yet, we all act as

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Behavioral Finance Ideas Proven To Enhance Client Outcomes With Dan Egan

As Betterment’s Director of Behavioral Science, Dan Egan knows that understanding human behavior is key

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