Season 2 Episode 2: Sustainability Quotient
Listen now
Description
Marc Squires is joined by Fidelity's Charlie Phelan and guests Matt Chisolm, Commonwealth Financial Network, and Patrick Goshtigian, EP Wealth Advisors, to discuss sustainability quotient (SQ) and how their firms have showcased resiliency.
More Episodes
In our season finale Marc Squires is joined by Fidelity's Megan Kelley and Stephen Langlois of Kestra Financial. They discuss how our industry has accelerated in last couple of years and their views on what may be on the horizon.
Published 12/10/21
Published 11/15/21
Host Marc Squires is joined by Fidelity's Amanda Robinson and Advisor Group's Micah Wei for a discussion about how advisors can implement outsourcing to help them increase productivity, deepen client relationships, and deliver more value.
Published 11/15/21
Links
Twitter
Facebook
Instagram
Patreon
Genres
Artwork or description wrong?
Request an update »
Updates may take a few minutes.
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
See hourly chart positions and more than 30 days of history.
Get Chartable Analytics »
See hourly chart positions and more than 30 days of history.
