As for Raymond James’s achievement as a LUMNIARIRES finalist, he calls that recognition “motivating. It gives me incentive and drive to continue to improve and evolve in delivering technology education to advisors.”

Why Leaders Need to Work on Cultural Competencies: LUMINARIES Podcast

Feb 17th, 2023 14m 13s

Attracting diversity to a financial advisor team is easy; keeping it is more difficult, argues Caron Group's Ana Trujillo Limon.

How to Wow and Hire Young Talent: LUMINARIES Podcast

Jan 31st, 2023 16m 10s

Schwab Advisor Services' Lisa Salvi says young adults want to see a clear path to a rewarding career and business ownership.

LUMINARIES Podcast: Leadership Lessons From Shirl Penney

Oct 19th, 2022 13m 41s

At Dynasty Financial Partners, "You have to think in-depth. But you have to be dynamic in your management style as well,” the CEO explains. To hear Penney discuss his leadership philosophy and a mix of industry issues, please listen to this ins

How Advisors Can Get a 'Leg Up' Today: Gabe Garcia

Apr 12th, 2022 9m 43s

He says mentors like Mark Tibergien have taught him how to go beyond business metrics and "elevate the profession.”

How to Attract Next-Gen Talent: Kate Healy

Mar 1st, 2022 11m 5s

The industry veteran and LUMINARIES judge says younger individuals just “don’t seem to know about financial planning.”

Why the Industry Needs to Change Now: Jamie Hopkins

Jan 19th, 2022 12m 27s

Clients are asking more and more about Bitcoin and other digital assets, for instance, the Carson Group executive says in an interview.

How Being Tuned Into Psychology Pays Off in Finance: Cambridge's Amy Webber

Dec 17th, 2021 19m 55s

In the podcast interview, the Cambridge president and CEO discusses a number of pressing advisor issues.

Edelman Speaks Out on What's Next for Advisors, Retirees

Dec 1st, 2021 20m 6s

The industry VIP shares his views on everything from Bitcoin to robotic dogs that can help Alzheimer’s patients and their caregivers.

Commissions Will Be Gone Within a Decade: American Portfolio’s Dolber

Nov 17th, 2021 12m 39s

The industry veteran and LUMINARIES 2021 winner also says subscription-based services are on the rise.

Meet the LUMINARIES

Sep 28th, 2021 21m 47s

Top advisors, executives and other financial professionals share their stories of how they are driving the industry forward with ThinkAdvisor's Contributing Editor Jane Wollman Rusoff.

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