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The Next Frontier

Our world is experiencing a wave of digital disruption—shaking the very foundations of established institutions, industries and service-based businesses. A recurring theme affecting each is the shifting role and ultimate value of experts and intermediaries in this technology-driven, highly networked ecosystem.

OUR PODCAST SERIES

Welcome to The Next Frontier podcast where we'll break down and analyze the forces at work in our world, our culture and our businesses. Our goal is to unlock the challenges to reveal the opportunities and what it means to provide advice in the 21st century.

In each episode, we'll examine this rapidly evolving reality with probing questions like:

  • How is the digitization of our world altering clients' sentiments and expectations?
  • How is the business of "advice" & "guidance" coping with and preparing for this stark reality?
  • What are the new and different skills, methods and insights that will redefine the value of the human intermediary—both professionally and personally?
  • Where will high tech and high touch intersect in your business?
  • Is the digitization of our lives redefining trust?

ABOUT THE HOST

Bill Coppel

Bill Coppel
Managing Director & Chief Client Growth Officer, First Clearing


Bill is an industry veteran, human performance enthusiast and life-long learner. An advisor by training and a client by choice, he understands that the industry is at a tipping point: the role of the advisor and what investors really value are changing. He continuously challenges himself and others to redefine the value they provide in helping clients excel in a world overrun by constant change.

DATE RELEASED TITLE DESCRIPTION

June 26, 2019

Jeff Hancock: The Evolution of Trust

In this “post-truth” era of fake news, our society is in a bit of a moral panic. But Dr. Jeff Hancock, a leading expert in social media behavior, has found that it’s human psychology, not the technology, which drives deception and distrust online. In this episode, he and Bill Coppel — Managing...

June 12, 2019

Leo Pusateri: The Next Big Project is About You

Many advisors are at a crossroads in their careers and are wondering what’s next. Consultant Leo Pusateri believes advisors must spend time looking inward in order to have authentic relationships with clients. In this episode, he and host Bill Coppel – Managing Director & Chief Client Growth O...

June 5, 2019

Pat Blassie: The Power of Relationship

Why hire a travel agent when you can do everything yourself online? The answer: perspective, guidance, empathy and trust. These are the human elements that technology can never replace. In this episode, Pat Blassie, President of Altair Travel and Cruises, joins Bill Coppel – Managing Director ...

May 29, 2019

Carolyn Armitage: Advising the Advisor

As consumer demand is increasing and financial advisors are aging, the industry is facing a succession crisis. Industry veteran Carolyn Armitage asks, “Who is there to advise advisors?” In this episode, she joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Cle...

May 22, 2019

Dr. Michelle Pannor Silver: Should We Retire the Concept of Retirement?

Work has shifted from being strictly a source of income to becoming a major source of personal identity, so the way we think about retirement should change, too. In this episode, author Dr. Michelle Silver joins Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing ...

May 15, 2019

The Real-Life Challenges of Wealth Management, Part 2

If you’re only talking to clients about investments, then you’re missing the issues that are actually top of mind, and for financial advisors’ biggest client base those issues are related to aging. In this episode, industry veteran Steve Gresham and host Bill Coppel—Managing Director and Chief...

May 8, 2019

The Real-Life Challenges of Wealth Management, Part 1

Financial advisors tend to view their clients in a frozen moment of time—treating their needs as static. Industry veteran Steve Gresham believes the biggest challenge facing advisors is staying in touch with clients as their lives change. In this episode, he and host Bill Coppel — Managing Dir...

May 6, 2019

Learning to Walk the Talk

We often think communication is as natural as walking, but really, it requires much thoughtfulness and preparation. With vastly different communication practices across generations and an overwhelming amount of distraction in today’s digital landscape, we must learn to adapt and step out of ou...

May 1, 2019

Lighting the Torch: Recognizing Freedom in Your Life Vision

Our world’s larger economic forces have us convinced that our life focus should be on jobs and profits, but what we want more than anything is freedom. Founder of the Kinder Institute of Life Planning, George Kinder joins host Bill Coppel – Managing Director and Chief Client Growth Officer at ...

April 24, 2019

Adapting to an Ever-Evolving Landscape

Conversations surrounding the provision of holistic financial advice have been occurring for years, but the time to embrace this approach is now. In this episode, writer and speaker Michael Kitces joins Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing —to discu...

April 17, 2019

Technology Is Not Your Enemy, But Your Friend

As our lives become more and more digitized, our clients’ expectations are only going to grow. Rather than fear technology or attempt to compete with it, Doug Fritz says financial advisors can utilize it to redefine their value. In this episode, he and host Bill Coppel – Managing Director a...

April 3, 2019

The Impact of Social Influence on Financial Advisors

People have a surprisingly powerful impact on each other. Social influence plays a tremendous role in shaping human behavior. Dr. Jonah Berger has spent over 15 years studying these concepts within the field of behavioral science. In this episode, he and host Bill Coppel – Managing Directo...

March 27, 2019

Heeding the Spark: Redefining Success in a Culture of Productivity

In a world that places so much value on productivity and success, we often lose sight of what truly matters. What if our measure of success was something beyond the amount of wealth we accumulated? In this episode, Seth Streeter and host Bill Coppel– Managing Director and Chief Client Grow...

March 19, 2019

Dr. Tim Ursiny: Building Better Relationships with a New Kind of Coaching

In a period of rapid change, financial advisors must learn how to deal with stress and build resilience, for themselves and their clients. Host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – sits down with Dr. Tim Ursiny, Founder of Advantage Coaching & Tr...

March 15, 2019

Scott Deming: The Power of Client Loyalty and How to Build It

In this technologically-driven world, financial advisors need to make sure they’re adding value. According to consultant Scott Deming, knowing your client on a personal level can make all the difference. Scott and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Cl...

Feb. 27, 2019

Dr. Mikol Davis and Carolyn Rosenblatt: Aging Clients and Family Dynamics - Navigating the Dialogue

Client conversations about aging are difficult but essential -- especially when advisors are entrusted to protect their clients and families. Dr. Mikol Davis and Carolyn Rosenblatt, co-founders of aginginvestor.com, join host Bill Coppel – Managing Director and Chief Growth Officer at First Cl...

Feb. 6, 2019

Lolly Daskal: Rethinking Great Leadership - How to Avoid Falling into the Gaps

In the quest to become a great leader, most people want to know the how; they typically don’t think much about the who. Lolly Daskal, a world-renown executive leadership coach, believes that great leadership starts from within. In this episode, she and host Bill Coppel – Managing Director and ...

Jan. 30, 2019

Dr. Robert Biswas-Diener: Can Money Buy Happiness?

As technology continues to change how we live, are we any better off? Dr. Robert Biswas-Diener researches happiness across the globe and finds that people in industrialized nations are happier now than ever before. In this episode, he and host Bill Coppel – Managing Director and Chief Client G...

Jan. 16, 2019

Julian Treasure: Do You Hear What I Hear?

In a world of constant change we must be alert to succeed, and being alert requires listening. With more than 30 years of experience in sound and business, Julian Treasure understands the complexities and the power of listening. In this episode, he and host Bill Coppel - Managing Director and ...

Jan. 2, 2019

Dr. Ellen Langer: Maybe It's Mindfulness

Mindfulness – It’s a word that many people equate with meditation, but it actually is the simple process of noticing new things. Our guest, Dr. Ellen Langer, has conducted extensive research on the practice of mindfulness and insists that it can have enormous, profound effects. In this episode...

Dec. 18, 2018

Conor Delaney: Trading Jaguars for Jogging

No matter your career, physical, spiritual, and emotional health is essential to success. Conor Delaney understands the importance of this, and as CEO of The Good Life companies, whose headquarters has a 4,000-sq-ft fitness institute, he has witnessed its transformative effects on his advisors...

Dec. 4, 2018

Bob Chapman: Truly Human Leadership

Amidst digital disruption in the financial services industry, Bob Chapman knows there will always be a need for caring. Bob has embraced an approach that he calls “truly human leadership” as CEO of Barry-Wehmiller, a $2.5 billion global manufacturing business. In this episode, he and host Bill...

Nov. 20, 2018

Carolyn McClanahan: What's Next for Financial Advisors?

As someone who made a career transition from emergency medicine to financial planning, Dr. Carolyn McClanahan offers an insightful perspective on the evolving role of a financial advisor. In this episode, she and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Cle...

Nov. 7, 2018

Tim Dean: The Silent Disruptor - Generations in the Workplace

Today, we have five generations participating simultaneously in the workforce and with that comes conflicting beliefs and values; technology playing an important factor. Author, speaker and coach Tim Dean has built his career around understanding generational differences, and in this episode, ...

Oct. 23, 2018

Julie Littlechild: Alignment of Passion and Vision

Many financial advisors are consistently delivering good or great service. This may lead to satisfied and loyal clients, but does it truly set an advisor apart? Our guest, Julie Littlechild, has been studying client engagement for over 20 years and believes that narrowing your target audience ...

Oct. 10, 2018

Sherri Snelling: Care for the Caregiver - Insights for Clients and Ourselves

Caregiving is an issue touching more lives today than you may realize. Today, an estimated 65 million Americans are in a caregiving role, and by 2030, there will be more people over the age of 65 than children under the age of five, creating an even greater need now to prepare for the future. ...

Sept. 26, 2018

Steve Harvill: Secrets of Top Sellers, Part 2

What’s the value of a financial advisor in a world driven by algorithms and artificial intelligence? In part two of this conversation, host Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — and author Steve Harvill dig deeper into this question. They examine s...

Sept. 12, 2018

Steve Harvill: Secrets of Top Sellers, Part 1

A conversation at a sales awards dinner led Steve Harvill to study top performers across a variety of industries. What he learned forms the basis for his recently published book, 21 Secrets of Million Dollar Sellers: America's Top Earners Reveal the Keys to Sales Success. In this episod...

Aug. 29, 2018

Matt Oechsli: Changing Investor Expectations - Are You Ready?

According to Matt Oechsli, there’s one group of financial advisors who are not being disrupted by the shifting technological landscape and changing expectations of affluent clients. He identifies these professionals as elite advisors. What are they doing differently? What do they know that oth...

Aug. 15, 2018

Dr. Bryan Vartabedian: A View on Disruption - What Advisors Might Learn from Health Care

As the disruptive impact of technology continues to change the nature of client-advisor relationships, we believe there are lessons to be learned from professionals in other industries. What challenges are they facing? How are they changing long-held practices and adapting to this new realty? ...

Aug. 1, 2018

Welcome to The Next Frontier

In a world of artificial intelligence and algorithms, what is the role of the financial advisor and how does it align with changing client expectations? In this new podcast, thought leaders and practitioners from financial services and other industries share their perspectives on ...

DISCLAIMER: This content is provided for general information purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore gives no assurances as to the quality of their products and services.

First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 2018 Wells Fargo Clearing Services, LLC. All rights reserved. 0718-03970