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Celebrity Estates: Wills of the Rich and FamousCelebrity Estates: Lessons from Leonard Lauder’s Art Legacy with Oliver PurscheIn this episode of Celebrity Estates, host David Lenok welcomes Oliver Pursche, senior vice president at Wealthspire Advisors, for a deep dive into the estate complexities surrounding Leonard Lauder’s famed art collection. From cubist masterpieces to staggering valuations, they explore how collectibles impact balance sheets, spark family conflict and raise nuanced estate planning questions.
Here’s what to expect from this episode:
The emotional psychology behind collecting and why it matters to advisors
How valuation types (fair market vs. insurance vs. resale) shape tax and succession planning
What advisors must know about collaborating with clients’ outsid...2025-07-2834 minCelebrity Estates: Wills of the Rich and FamousCelebrity Estates: The Art of Celebrity Auctions with Victoria GrayVictoria Gray, deputy chairman of Bonhams North America, has spent decades curating and managing some of the most iconic celebrity estate auctions. From U.S. Sen. Dianne Feinstein’s six homes to Supreme Court Justice Ruth Bader Ginsburg’s salt and pepper shakers, she reveals how intimate artifacts transform into coveted treasures worth thousands.
With a blend of art, emotion, and strategy, Victoria shares how storytelling and authenticity drive the value of these items, offering a rare glimpse into the private lives of public figures and the meticulous process of estate auctions.
Join WealthManagement.com Seni...2025-06-2338 minCelebrity Estates: Wills of the Rich and FamousCelebrity Estates: First-Generation Wealth with George StefanouLeon Spinks shocked the world in 1978 when, in just his eighth professional fight, he defeated Muhammad Ali to become the undisputed heavyweight champion, a victory still regarded as one of boxing’s greatest upsets. Yet, despite his early success and multimillion-dollar earnings, financial missteps and the long-term effects of brain injuries would take a heavy toll.
At his lowest point, Spinks worked as a janitor and fast-food worker in Nebraska. But with the unwavering support of his wife Brenda, he eventually found peace and stability in Las Vegas, where he remained a cherished figure in the boxing co...2025-05-2726 minCelebrity Estates: Wills of the Rich and FamousCelebrity Estates: How Bob Marley’s Estate Took 30 Years to SettleWhen Bob Marley passed away in 1981, he left behind a musical legacy, but no estate plan. Due to his religious beliefs, Marley didn’t create a will, and what followed was a legal firestorm: forged documents, disputed signatures and a tangled web of allegations involving his wife, attorney and accountant.
In this episode, David Lenok is joined by Noah Rosenfarb, CPA, founder of Wealthrive, to explore what happens when traditional estate planning tools, like wills, are off the table. Noah discusses:
The vital differences between wills and trusts
Strategies like the Spousal Lifetime Access Trust
Navigating esta...2025-04-2831 minCelebrity Estates: Wills of the Rich and FamousCelebrity Estates: Gene Hackman and Estate Planning While in Cognitive DeclineAfter four decades of acting and winning multiple awards, Gene Hackman was found dead in his home at the age of 95, along with his wife and primary caretaker, Betsy Arakawa. Forensics uncovered that his wife predeceased him, leaving him to struggle with Alzheimer’s alone before passing away one week later.
Join WealthManagement.com Senior Editor David Lenok, and Jackie Bevilaqua a partner at Warshaw Burstein, as they delve into the tragic and unexpected circumstances of Hackman’s final days, exploring pressing questions about elder care, cognitive decline and how to safeguard clients against unforeseen complications.
Th...2025-03-3123 minCelebrity Estates: Wills of the Rich and FamousCelebrity Estates: Jim Thorpe, Native Americans, and the Land Back MovementJim Thorpe, revered as one of the greatest athletes in American history, exemplifies how personal wishes and legal rights can conflict posthumously. Thorpe’s estranged third wife, Patricia, moved his remains to a town in Pennsylvania, which now bears his name, in a bid to create a tourist attraction, a decision contested by his sons under the Native American Graves Protection and Repatriation Act of 1990.
David Lenok speaks with Alma Soongi Beck and Professor Jo Carillo about the multifaceted legal landscape surrounding estates involving Native Americans, focusing on Jim Thorpe’s controversial burial. They explore the nuanced issu...2024-12-1641 minCelebrity Estates: Wills of the Rich and FamousCelebrity Estates: John Amos and Warning Signs of Elder Abuse in Estate PlanningJohn Amos, an actor who starred in such television shows as Good Times, The Mary Tyler Moore Show and The West Wing, is believed to have died from congestive heart failure, but his only daughter Shannon has doubts. She has accused her brother of elder abuse, including isolating Amos from others, impersonating him in communications and disregarding his medical needs.
Join David Lenok as he speaks with Neil Solarz, shareholder and director at Winestock Manion, about estate planning, wealth transfer and trust administration. With over 30 years of experience and a deep commitment to his clients, Neil sheds...2024-11-2524 minCelebrity Estates: Wills of the Rich and FamousCelebrity Estates: Shannen Doherty and The Importance of Timely PlanningShannen Doherty, a beloved actress, was diagnosed with stage three breast cancer, tragically caught too late for treatment. The day before her passing on July 13, 2024, she finalized her divorce from Kurt Iswarienko, ensuring her assets would be passed to her chosen beneficiaries.
In this episode, David Lenok and guest Shawn Goheen stress the importance of proactive estate planning. They discuss:
The critical timing of Shannen Doherty’s divorce, enabling her to secure her assets for her intended heirs;
Essential strategies for advisors to promote early, comprehensive estate planning;
The vital role of life insurance in safeguarding a...2024-10-0725 minCelebrity Estates: Wills of the Rich and FamousCelebrity Estates: Simon Cowell and Disinheritance in Estate PlanningSimon Cowell, reality star and record producer, has an estimated net value worth of $600 million. How much of that will be left for his son? According to him, nothing.
Listen in as host David Lenok is joined by Thomas Kopelman, head of community at Estate Planning platform wealth.com and co-founder of All Street Wealth. Together, they discuss how Simon plans to handle his $600 million estate and the broader implications of disinheriting heirs.
Cast your vote toward Simon’s decision as David and Thomas highlight:
The rationale behind Simon’s motives for his estate plans...2024-07-2226 min
WealthManagement EDGEWealth Management EDGE Podcast: Heather Fortner’s Uncharted Journey to LeadershipHeather Fortner brings leadership and authenticity to her role as CEO at SignatureFD.
In this episode of the Wealth Management EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Heather Fortner, chief executive officer and chair of the board of SignatureFD, who shares her insights into leadership, mission statements and the delicate balance between work and family. Heather touches on the importance of connecting leaders, opportunities and experiences to achieve success, and finding one’s self-worth to lead with purpose.
Specifically, Nabia and Heather discuss:
Keeping true to core beliefs through professional and personal...2023-12-1435 minWealthManagement EDGEWealthManagement EDGE Podcast: Unleashing the Power of Generative AI with Cory McCrudenErnst & Young’s Cory McCruden shares how generative AI is revolutionizing the financial advisory industry.
In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Cory McCruden, managing director of wealth and asset management at Ernst & Young, about the transformative potential of generative AI. From content creation to real-time insights for advisors, Gen AI is reshaping the financial landscape and it has become crucial for advisory firms to keep up with changing technology.
Specifically, Nabia and Cory discuss:
How content generation is revolutionizing the way advisors create custom, comp...2023-12-0736 minWealthManagement EDGEWealthManagement EDGE Podcast: Toussaint Bailey on Unlocking Profit in Impactful Wealth ManagementTurning visions of impact investing into actionable and profitable solutions.
In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Toussaint Bailey, founder and CEO of Uplifting Capital, on why he chose his career path, moving from lawyer to investment firm executive. From books to conversations, Toussaint researched the issues and causes near to his heart and brought them into focus within the wealth management industry.
Specifically, Nabia and Toussaint discuss how:
Impact investing can align with capitalism, providing market-rate returns while addressing global chal...2023-11-0928 minWealthManagement EDGEWealthManagement EDGE Podcast: Jamie Hopkins on Transitions, Coaching Success and Lifelong LearningCareer shifts and mentorships keep Jamie Hopkins facing forward.
In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston asks Jamie Hopkins about his recent transition from his role at Carson Group, a role he cherished, to SVP and director of private wealth management at Bryn Mawr Trust. They also discuss what it means to provide a community of support and mentorship to young professionals through the FinServ Foundation.
Specifically, Nabia and Jamie discuss:
Jamie’s career transition insights and embracing new challenges in finance
Impactful success stories from Carson Grou...2023-11-0231 minWealthManagement EDGEWealthManagement EDGE Podcast: Breaking Conventions for Inclusive Equity with Dana WilsonFrom finance to fintech disruption, CHIP founder Dana Wilson redefines fear and empowers change.
In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Dana L. Wilson, CEO and founder of CHIP (Changing How Individuals Prosper). Dana’s journey from banking to fintech innovation is a remarkable one. With awards for diversity and inclusion, as well as thought leadership, she’s been recognized as a “One To Watch” in Fintech by Money 20/20. Known as the mastermind behind “Dana Disrupts” (@DanaDisrupts), she offers unique insights into reshaping the financial sector to be more inclusive...2023-10-1928 minWealthManagement EDGEWealthManagement EDGE Podcast: Casting a Bold and Impactful Vision with Aisha HuntIn this next episode of the WealthManagement EDGE Podcast, Nabia Jenkins-Johnston, senior conference producer at WealthManagement.com and Aisha Hunt, founder of law firm Kelley Hunt & Charles, talk about legal changes in the way we do business, gaining a perspective on diversity and inclusion, and emphasizing the need to create an inclusive, mutually beneficial financial landscape.
Aisha brings over two decades of experience in her role as principal of KHC, a majority women- and minority-owned law firm that specializes in helping asset managers bring legal and business aspects together. Here, she discusses the firm’s invol...2023-10-1224 minWealthManagement EDGEWealthManagement EDGE Podcast: Retirement, Annuities, and Regulation UnveiledProtecting the average retiree in a confusing landscape of investment planning vs. financial planning.
In this episode of the WealthManagement EDGE Podcast Nabia Jenkins-Johnston, senior conference producer at WealthManagement.com and Michelle Richter-Gordon, co-founder, Annuity Research and Consulting, explore fiduciary roles and regulatory definitions in the financial world. They unveil the impact of misaligned titles, where financial and investment advisors differ, and the necessity for wealth management.
Specifically, they cover:
Fiduciary roles in financial management
Differences between financial and investment advisors
The importance of wealth management
The significance of insurance and annuities in retirement pla...2023-10-0529 minWealthManagement EDGEWealth Management EDGE Podcast: Marguerita Cheng’s Journey: Thriving as a Financial AdvisorReaching career heights and client goals on the road to success.
In this episode of WealthManagement Edge, special guest host Nabia Jenkins-Johnston talks one-on-one with Marguerita Cheng, CEO of Blue Ocean Global Wealth, about her path to success as a financial planner. Marguerita shares her insights on establishing trust, the power of authenticity, and her inclusive approach to working with clients from diverse backgrounds and multiple generations.
Specifically, Nabia and Marguerita discuss:
Building credibility before entering the financial planning profession.
The importance of authenticity and Inclusivity in creating judgment-free spaces for clients to openly...2023-09-1430 minWealthManagement EDGEWealth Management EDGE Podcast: LPL Financial’s Marc Cohen on Unlocking Growth in Wealth ManagementWhat will be the winning strategies behind growth and success in the future of wealth management?
In this episode of the Wealth Management Edge podcast, Mark Bruno, managing director of the wealth management group at Informa talks with Marc Cohen, executive vice president at LPL Financial about the future of wealth management, mergers and acquisitions, and effective technology and workflow management will drive a new wave of growth in the advice industry.
Specifically, Mark and Marc discuss:
How specific technology utilization, time management, and diverse team collaboration can create capacity and leverage to add mo...2023-09-0734 minWealthManagement EDGEWealth Management EDGE Podcast: Dakota’s Rhys Williams: Inside the Mind of Your NextGen ClientsThis episode of the “Wealth Management EDGE” podcast hosted by Mark Bruno, Managing Director of the Wealth Management Group at Informa, features an insightful conversation with Rhys Williams, a senior wealth advisor at Dakota Wealth Management. The episode highlights the evolving landscape of financial advice and the changing dynamics of clients’ needs.
Mark and Rhys reflect on the current state of the financial markets and the transition from a focus on short-term investment gains to a broader, more long-term perspective. They emphasize the increasing importance of holistic financial planning and how advisors are adapting to meet the unique...2023-08-0331 min
Wealthies CircleWealthies Circle Podcast: Accelerating Change by Making a More Diverse and Inclusive PracticeThe wealth management community has been talking about the need to make the industry more diverse to reflect the broader population for years now—and has made strides to reposition the profession as a welcoming opportunity for women, people of color and individuals with more diverse backgrounds.
Still, by the numbers, little progress has been made—making diversity, equity and inclusion a top priority for all stakeholders in the industry.
Join us for an engaging panel discussion with industry thought leaders as they share their ideas, action steps and new approaches for success in making wealth...2022-12-2027 minCelebrity Estates: Wills of the Rich and FamousEp 60 – Audrey Hepburn: When Secrets Destroy A FamilyEncore Presentation David Lenok, senior editor at WealthManagement.com, is joined by Dr. Denise Federer, speaker, consultant, coach, psychologist, author, and founder of the Federer Performance Management Group (FPMG) as they discuss the impact of families not having those difficult conversations about their money and wealth. This episode focuses on an icon from Hollywood’s Golden Age, … Read More Read More2022-01-0329 minCelebrity Estates: Wills of the Rich and FamousEp 59 – Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With Megan GormanIn this episode’s encore presentation, David Lenok, senior editor at WealthManagement.com, is joined once again by Megan Gorman, founding partner of Chequers Financial Management. Today’s celebrity example is Philip Seymour Hoffman, American actor, director and producer, and father of three children with longtime girlfriend, Mimi. At the time of his death, Philip Seymour Hoffman’s only … Read More Read More2021-12-2030 minWealthies CircleAdapting To Change With Fidelity Investments’ Amanda Robinson and Bill SperaThe needs and demands of younger generations of clients are changing dramatically, and advisors are going to have to change and evolve with them. And adapting to prospect and client expectations will change how financial advisors market their services as well. In this episode, Davis Janowski, senior technology editor at WealthManagement.com is joined by Amanda … Continue reading Adapting To Change With Fidelity Investments’ Amanda Robinson and Bill Spera →2021-12-0313 minWealthies CircleA Look Into 2022 for Financial Advisors with John Pierce of CeteraAs we approach the new year, many firms are both taking a look back and leaning into the future and setting plans for 2022. In this episode, Davis Janowski, senior technology editor at WealthManagement.com is joined by John Pierce, head of business development at Cetera Financial Group to talk about what his firm is doing … Continue reading A Look Into 2022 for Financial Advisors with John Pierce of Cetera →2021-11-1920 minWealthies CircleLon Dolber: Staying Independent as an Independent Broker/DealerLon Dolber is the CEO of American Portfolios, an independent broker/dealer and RIA with some 800 affiliated advisors and $40 billion in assets, and the winner of the Wealthmanagement.com award for CEO of the year for small broker/dealers (less than 1,000 affiliated representatives). Dolber launched American Portfolios on Sept. 10, 2001 – and kept the … Continue reading Lon Dolber: Staying Independent as an Independent Broker/Dealer →2021-10-2626 minWealthies CircleDigital Transitions with Skience’s Marc ButlerIn this episode, David Armstrong is joined by Marc Butler, COO and president of Skience, to talk about the directions the firm has taken since he was appointed in August of 2020—in the midst of the pandemic. Skience, a digital-first client onboarding platform, was recognized in the 2021 Wealthmanagement.com Industry Awards in the technology providers … Continue reading Digital Transitions with Skience’s Marc Butler →2021-10-1931 minWealthies CircleA Look into Riskalyze’s 2021 Award-Winning Platforms and Strategies with Aaron Klein, CEOIn this episode, David Armstrong speaks with Aaron Klein, co-founder and CEO at Riskalyze about the initiatives, platforms and strategies that helped them take their place as finalists in multiple categories at the 2021 WealthManagement.com Industry Awards. In this episode, they discuss: Riskalyze’s business trajectory and current investor HG Capital How Riskalyze’s trading platform widens … Continue reading A Look into Riskalyze’s 2021 Award-Winning Platforms and Strategies with Aaron Klein, CEO →2021-10-1326 minCelebrity Estates: Wills of the Rich and FamousEp 54 – James Brown: Philanthropy After Death With Robert StraussIn this episode, David Lenok, senior editor at WealthManagement.com, is joined by Robert Strauss, shareholder and director of Weinstock Manion, specializing in guiding high net worth families, business owners, and real estate developers through the complex process of estate and wealth transfer planning. Today’s celebrity example is the estate of legendary musician and American icon … Read More Read More2021-10-1130 minWealthies CircleAndrew Schardt on Building A Wider Door to Private MarketsAlternative asset manager Hamilton Lane’s acquisition of investment platform 361 Capital earlier this year brings the $550 billion, 30-year-old global investment shop a step closer to U.S.-based registered investment advisors and their HNW clients. Hamilton Lane’s goal is to bring easier access to private market investments, and was recognized at the 2021 Wealthmanagement.com Industry Awards … Continue reading Andrew Schardt on Building A Wider Door to Private Markets →2021-10-0823 minWealthies CircleThe Future of Advisor and Client Engagement Using Black Diamond Wealth Platform — with Guest Steve LeiventIn this episode, David Armstrong is joined by Steve Leivent, the SVP and co-general manager of SS&C Advent’s Advisory business, to discuss his firm’s recognition in the Wealthmanagement.com Industry Awards for the Technology Category of Rebalancing and Client Portals for their Black Diamond Wealth Platform. In this episode, you will learn: Steve Leivent’s background and … Continue reading The Future of Advisor and Client Engagement Using Black Diamond Wealth Platform — with Guest Steve Leivent →2021-09-2233 min
In the Suite50. Being Totally ‘Transparent’ and Leaning Into Wealth Management Trends with Diana Britton, Managing Editor of WealthManagement.comSend us a textIt is an absolute pleasure to welcome Diana Britton In The Suite for this episode. Diana is the Managing Editor at WealthManagement.com and the host of 'Transparency with Diana B,' a podcast about advisors' personal struggles and healing.Having started her career as an intern at The Daily Breeze, Diana is a self-made woman with an illustrious career who is now celebrating her 11th anniversary at WealthManagement.com, the industry's premier publication. Furthermore, just a few years back, Diana was acquired by Informa, a leading international intelligence, e...2021-07-0946 minCelebrity Estates: Wills of the Rich and FamousEp 51 – Preserving Your Inherited Collectibles with Barbara ArcherIn this episode, David Lenok, senior editor at WealthManagement.com, speaks with Barbara Archer, managing director and partner at Hightower. David and Barbara speak about Barbra’s story of researching, purchasing and preserving art that can be shared with the world. Today’s celebrity example begins with Lilly Pulitzer. Lilly quickly grew to fame through her fashion and … Read More Read More2021-06-2825 minCelebrity Estates: Wills of the Rich and FamousEp 50 – Warren Buffett – What Is Your Subconscious Relationship With Money? With Rick KahlerIn this episode, David Lenok, senior editor at WealthManagement.com, sits down with Rick Kahler, president of Kahler Financial Group, as they dive into the subconscious mind around money. Today’s celebrity example is Warren Buffett and his interesting relationship with money. Buffett, once the most wealthy man in the world, now sits in 7th place. It … Read More Read More2021-06-0728 minCelebrity Estates: Wills of the Rich and FamousEp 49 – Clare Bronfman: Building Generational Wealth that Matters With Dan GriffithIn this episode, David Lenok, senior editor at WealthManagement.com, is joined by Dan Griffith, senior vice president and director of wealth strategy at Huntington Private Bank. Today’s celebrity example is brought to you by Clare Bronfman. We discuss Clare’s journey into using generational wealth to fund a company with negative ties. We use this infamous … Read More Read More2021-05-2436 minCelebrity Estates: Wills of the Rich and FamousEp 48 – Hugh Hefner: Plan it and Communicate it –– With Robert Wermuth and Kevin DonohueIn this episode, David Lenok, senior editor at WealthManagement.com, speaks with Rob Wermuth, senior partner and Kevin Donohue, partner at the Pennsylvania-based firm Legacy Planning about the intricacies of estate planning. Today’s celebrity estate example is brought to us by Playboy Magazine founder and figurehead Hugh Hefner. Through the use of trusts, prenups and taking … Read More Read More2021-04-2626 minCelebrity Estates: Wills of the Rich and FamousEp 47 – Aretha Franklin: Loose Ends Can Unravel Your Estate –– With Alex WeingartenIn this episode, David Lenok, senior editor at WealthManagement.com, is joined by Alex Weingarten, partner at Venable LLP, where he is a commercial trial lawyer who represents clients in all facets of entertainment, probate and business litigation. Today’s celebrity example is Aretha Franklin; we discussed her estate in episode 8 and at that time it … Read More Read More2021-04-1232 minCelebrity Estates: Wills of the Rich and FamousEp 46 – Advising Entertainment Industry ClientsDavid Lenok, senior editor at WealthManagement.com, is joined by Jeff Fishman, founder and managing member of JSF Financial, a financial firm that specializes in working with high profile clients and those in the entertainment industry. Unlike our other episodes focusing on the estates of celebrities who have passed, this episode is all about advising those … Read More Read More2021-03-2223 minCelebrity Estates: Wills of the Rich and FamousEp 45 – Larry King: Get Your Financial House In Order –– With Megan GormanIn this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest Megan Gorman of Chequers Financial Management about the issues surrounding the celebrity estate of none other than legendary talk show host Larry King. There was an estate plan, multiple children from multiple marriages, a holographic will written after filing for divorce, and … Read More Read More2021-03-0830 minCelebrity Estates: Wills of the Rich and FamousEp 44 – Chuck Berry: Be Intentional When It Comes To Taxes – with guest Damien MartinToday, David Lenok, senior editor at WealthManagement.com, is joined by Damien Martin, tax partner at BKD CPAs and Advisors. This episode focuses on the father of rock ‘n roll, Chuck Berry, the legendary musician who worked up into his 80’s, amassing a sizable estate upon his death in 2017 at the age of 90, despite … Read More Read More2021-02-2227 minWealthies CircleAdvisor Digital Transformation with Pershing – With Claire SantanielloIn this episode, David Armstrong, executive director of content at WealthManagement.com, talks to Pershing’s Claire Santaniello as Claire explains everything you need to know about advisor-oriented digital innovation to achieve progressive and lasting workload results. In this conversation, you’ll learn: How COVID-19 has enhanced Pershing’s digital approach for advisors How Pershing utilizes a streamlined and … Continue reading Advisor Digital Transformation with Pershing – With Claire Santaniello →2021-02-1816 minWealthies CircleReal-Time Managing Account Technology for Advisors with SMArtX Advisory Solutions – With Evan RapoportIn this episode, David Armstrong, executive director of content at WealthManagement.com, talks to SMArtX’s Evan Rapoport. Evan discusses the firm’s platforms and their managing account approach to help advisors, advisories, and their clients. Evan also explains SMArtX’s very unique cryptocurrency infrastructure. In this episode, you’ll learn: How SMArtX’s managing account technology helps advisors rebalance their … Continue reading Real-Time Managing Account Technology for Advisors with SMArtX Advisory Solutions – With Evan Rapoport →2021-02-1148 minCelebrity Estates: Wills of the Rich and FamousEp 43 – Audrey Hepburn: When Secrets Destroy A Family–– With Dr. Denise FedererDavid Lenok, senior editor at WealthManagement.com, is joined by Dr. Denise Federer, speaker, consultant, coach, psychologist, author, and founder of the Federer Performance Management Group (FPMG) as they discuss the impact of families not having those difficult conversations about their money and wealth. This episode focuses on an icon from Hollywood’s Golden Age, the legendary … Read More Read More2021-02-0129 minCelebrity Estates: Wills of the Rich and FamousEp 42 – Jack Cassidy: Loose Ends Can Unravel Your Estate –– With Christopher MelcherIn this episode, David Lenok, senior editor at WealthManagement.com, is joined by Christopher Melcher, partner at Walzer Melcher LLP where they focus on complex family law litigation and premarital agreements of high net worth individuals. Today’s celebrity example is Jack Cassidy; an American actor and singer known for his works in theatre, tv and film. … Read More Read More2021-01-1821 min
Voice Marketing with Emily BinderMarketing Predictions: 36 Must-Read Insights From the Experts - WealthManagement.comTo say that 2020 was volatile would hardly capture the financial and emotional roller coaster that we just experienced. Business was forced to become totally digital virtually overnight. What's next for marketing as we come out of the pandemic and reemerge into physical gatherings again?Snappy Kraken CEO Robert Sofia published 36 marketing expert predictions at wealthmanagement.com. I was happy to be included among 35 smart marketers including but not limited to: Patrick Brewer, Stephanie Bogan, Michael Kitces, Kirk Lowe, April Rudin, Samantha Russell, Johnny Sandquist, Taylor Schulte, Kelly Waltrich, and many more. Check out the 1/6/2021 article "2021 Advisor M...2021-01-0703 minCelebrity Estates: Wills of the Rich and FamousEp 41 – Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With Megan GormanIn this episode, David Lenok, senior editor at WealthManagement.com, is joined once again by Megan Gorman, founding partner of Chequers Financial Management. Today’s celebrity example is Philip Seymour Hoffman, American actor, director and producer, and father of three children with longtime girlfriend, Mimi. At the time of his death, Philip Seymour Hoffman’s only estate documentation … Read More Read More2020-12-2830 minWealthies CircleCreating Programs for Advisors at Janney Montgomery Scott – With Guest Tony MillerIn this episode, David Armstrong is joined by Tony Miller, chief administrative officer at Janney Montgomery Scott as they discuss the programs that led Janney to be recognized as a finalist in this year’s WealthManagement.com Industry Awards. In this conversation, you’ll learn: What Janney Montgomery Scott does as a firm What the Women’s Interactive Network … Continue reading Creating Programs for Advisors at Janney Montgomery Scott – With Guest Tony Miller →2020-12-1734 minCelebrity Estates: Wills of the Rich and FamousEp 40 – Michael Jackson: Creating A Thriller of An Estate Plan –– With Brian WeinerIn this episode, David Lenok, senior editor at WealthManagement.com, speaks with Brian Weiner, Founder and Managing Partner of Audent Family Wealth Advisors. As managing partner, Brian leads the family offices service program, CIO Platform and next generation education program. This episode focuses on world famous singer/songwriter, dancer, and the king of pop himself Michael Jackson. … Read More Read More2020-12-1424 minWealthies CircleManaging Financial Risk with Riskalyze – With Guest Aaron KleinIn this episode, David Armstrong, executive director of content at WealthManagement.com,speaks with Aaron Klein, founder and CEO of Riskalyze. Aaron introduces the firm’s digital technology designed to help financial advisors and their clients manage risk. In this episode, you’ll learn: How Riskalyze’s Life Alignment software, portfolio analytics, and investment research help advisors and their clients … Continue reading Managing Financial Risk with Riskalyze – With Guest Aaron Klein →2020-12-1031 minWealthies CircleDigital Solutions For Professionals with Fidelity – With Guest Lisa BurnsIn this episode, David Armstrong, executive director of content at WealthManagement.com, speaks with Lisa Burns, head of platform technology at Fidelity Institutional. Lisa introduces the firm’s technological integration system available for financial professionals while referring to Fidelity’s technology consultants that work with clients to optimize the use of digital tools. In this conversation, you’ll learn: … Continue reading Digital Solutions For Professionals with Fidelity – With Guest Lisa Burns →2020-12-0331 minCelebrity Estates: Wills of the Rich and FamousEp 39 – Robin Williams: How To Spot the Warning Signs of Suicide in Your Clients –– With Amanda KoplinToday, David Lenok, senior editor at WealthManagement.com, is joined by Amanda Koplin, LPC, a mental health entrepreneur who is the founder and CEO of Koplin Consulting. This episode focuses on legendary comedic actor Robin Williams’ tragic suicide and the shocking, unspoken truth about male suicide statistics. Notably, the victims –– namely middle-aged white men –– … Read More Read More2020-11-3019 minWealthies CircleReps Supporting Reps with Peak Brokerage Services (Peak Reps) – With Guest Michael LomasIn this episode, David Armstrong, editor in chief at WealthManagement.com, speaks with Peak Brokerage Services’ owner and partner, Michael Lomas about everything from Medicare, Social Security and college planning. Mike reveals why his firm is a “one-stop financial shop” and why it resonates with the firm’s marketing, compliance, and “reps help reps” vision. In this … Continue reading Reps Supporting Reps with Peak Brokerage Services (Peak Reps) – With Guest Michael Lomas →2020-11-2535 minWealthies CircleHelping Advisors Make A Move to Independence with Goldman Sachs Private Bank Select – With Guest Gary BassoIn this episode, David Armstrong, editor in chief at WealthManagement.com speaks with Gary Basso, head of distribution and institutional sales at Goldman Sachs Private Bank. Gary discusses the firm’s tech and digital banking strategy for independent advisors and clients and how the company’s securities-based lines of credit allow borrowers to access cash without liquidating their … Continue reading Helping Advisors Make A Move to Independence with Goldman Sachs Private Bank Select – With Guest Gary Basso →2020-11-1922 minCelebrity Estates: Wills of the Rich and FamousEp 38 – Tom Carvel: Why Having Too Many Executors Can Melt an Estate –– With James BertlesIn this episode, David Lenok, senior editor at WealthManagement.com, is joined by James Bertles, managing director at Tiedemann Advisors and head of the firm’s Palm Beach office. Today’s celebrity example is Tom Carvel, the creator of soft serve ice cream and one of the founding fathers of the franchise system in America. Thinking he was … Read More Read More2020-11-1634 minWealthies CircleOptimize The Growth and Profitability of your Business with LPL Financial – With Guest Rich SteinmeierIn this episode, David Armstrong, editor in chief at WealthManagement.com, talks to LPL Financial’s Rich Steinmeier. Today, Rich discusses the firm’s tech strategy for business owners and independent advisors. While it allows business owners to reach their business goals, it allows advisors to secure their and their client’s financial path. LPL is a three-category finalist … Continue reading Optimize The Growth and Profitability of your Business with LPL Financial – With Guest Rich Steinmeier →2020-11-1229 minWealthies CircleAddressing Systematic Volatility with Hercules Investments – With Guest James McDonaldIn this episode, David Armstrong, editor in chief at WealthManagement.com, talks to Hercules Investments’ James McDonald. Today, James not only discusses all things volatility but also explains different risk-related techniques professionals can use to keep clients comfortable with their portfolios in the market. Hercules Investments won a 2020 Wealthies Award for being the top Alternative … Continue reading Addressing Systematic Volatility with Hercules Investments – With Guest James McDonald →2020-11-0527 minCelebrity Estates: Wills of the Rich and FamousEp 37 – Ric Ocasek & Paulina Porizkova: What To Do If Your Client Wants To Disinherit Their Spouse –– With Megan GormanIn this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest Megan Gorman of Chequers Financial Management. The celebrity examples in this episode are Ric Ocasek and his third wife, Paulina Porizkova. Ric Ocasek was an American musician who was most well known as the co-lead vocalist, rhythm guitarist, and songwriter for the … Read More Read More2020-11-0223 min