skip to main content
Form CRS Disclosures Client Login

Podcasts

Life in Full Bloom: Jim McCann’s Impact and Legacy on Modern Business and Philanthropy
February 18, 2025 Life in Full Bloom: Jim McCann’s Impact and Legacy on Modern Business and Philanthropy

In this episode, Mike LaMena speaks to Jim McCann, entrepreneur, philanthropist, public speaker and published author.

  • Season 3
A Wish Fulfilled: Matthieu Pavon’s Journey to the Masters
January 14, 2025 A Wish Fulfilled: Matthieu Pavon’s Journey to the Masters

In this episode, Mike LaMena speaks to French professional golfer, Matthieu Pavon, who plays on the PGA Tour and the European Tour.

  • Season 3
The Highest Peak: A Band of Brothers’ Pursuit of Fellowship, Fundraising and Fun
November 14, 2024 The Highest Peak: A Band of Brothers’ Pursuit of Fellowship, Fundraising and Fun

In this episode, Mike LaMena speaks to Alden Mills, Brett Bush and Chip Pyfer on their enduring friendship and their shared passion for mountain climbing and giving back to their communities.

  • Season 3
Empowered: Mike James’ Inspiring Journey to Leadership and Philanthropy
October 10, 2024 Empowered: Mike James’ Inspiring Journey to Leadership and Philanthropy

In this episode, Mike LaMena speaks to Mike James, Executive Vice President and Chief Sales Officer at NFP.

  • Season 3
Life in Abstract: Abbott Stillman’s Inspiring Journey from Real Estate to Art
September 13, 2024 Life in Abstract: Abbott Stillman’s Inspiring Journey from Real Estate to Art

In the Season 3 opening episode, Mike LaMena talks with Abbott Stillman, real estate developer, venture investor and artist based in New York City, about his professional and life journey.

  • Community
  • Season 3
  • Real Estate
  • Art
Rolling hills of wheat on a sunny day.
January 16, 2024 Health and Wealth: How Two Sisters Combined Forces to Help Women Take Charge of Their Lives

In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our industry through elevating the client experience.

  • Client Experience
  • Community
  • Season 2
Rolling hills of wheat on a sunny day.
December 13, 2023 Building a Village: Mike Delgass and Christine Lai on Supporting the Special Needs Community

In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our industry through elevating the client experience.

  • Client Experience
  • Community
  • Season 2
Rolling hills of wheat on a sunny day.
November 13, 2023 Value Beyond Investing: How Bento Engine Helps Client-Centric Advisors Deepen Existing Relationships

In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our industry through elevating the client experience.

  • Client Experience
  • Season 2
Rolling hills of wheat on a sunny day.
October 19, 2023 Planning for Life's Next Chapter: How Cobi Blumenfeld-Gantz Helped Simplify Medicare for Clients and Advisors

Episode 4 features Cobi Blumenfeld-Gantz, the co-Founder and CEO of Chapter, a technology-enabled Medicare and retirement navigation platform.

  • Healthcare
  • Client Experience
  • Season 2
Rolling hills of wheat on a sunny day.
September 19, 2023 Closing the Gap: How Trevor Rozier-Byrd is bridging the racial wealth gap through investment app, Stackwell

Episode 3 features an interview with Trevor Rozier-Byrd, the founder and CEO of Stackwell Capital, Inc., a fintech startup that seeks to eliminate the racial wealth gap by addressing Black underinvestment in America.

  • Season 2
Rolling hills of wheat on a sunny day.
August 21, 2023 The New Skool Approach: How FiComm modernized marketing and helped advisors strengthen client relationships

Episode 2 features an interview with two leaders at FiComm Partners, an integrated communications agency serving the industry of financial advice.

  • Modern Marketing
  • Season 2
Rolling hills of wheat on a sunny day.
July 25, 2023 The Business of Experience: How Dennis Moseley-Williams helps financial organizations create transformative experiences for clients.

Welcome to Season 2 of Wealthspire Advisor’s podcast, Great Aspirations. This season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our industry through elevating the client experience.

  • Client Experience
  • Financial Organizations
  • Season 2