Second series focuses on innovators who elevate the client experience and drive RIA industry growth
New York, July 25, 2023 – Wealthspire Advisors LLC, an NFP company and independent registered investment advisor headquartered in New York, NY, announced today the release of a second season of its Great Aspirations podcast. Season 2 will highlight financial industry innovators who have helped drive RIA growth through groundbreaking ideas, concepts, and services that elevate the client experience. Wealthspire Advisors CEO Mike LaMena will again serve as host.
The first episode of Season 2 features Dennis Moseley-Williams, author, speaker, and certified expert in the experience economy. Mr. Moseley-Williams helps organizations demonstrate how experiences can be crafted and staged so that they entice, educate, satisfy, and transform. He is also the author of Serious Shift: How Experience Staging Can Save Your Practice, a guidebook on how the experience economy can be adapted specifically to the financial services industry.
Other guests of the Great Aspirations podcast will be announced throughout the season.
“The RIA industry prides itself on its commitment to the fiduciary standard and to delivering personalized service and care,” said Mike LaMena. “But it’s in creating the client experience where advisors truly make a lasting impact on people’s lives. That impact has a ripple effect and helps differentiate firms as we seek new ways to grow and expand our reach. We are excited to explore this topic and highlight the stories of these talented people helping to move our industry forward.”
Great Aspirations launched in 2022 and featured “Game Changers” – women advisors and financial professionals whose unique journeys have helped drive positive change in the industry. Each season highlights the stories, journeys, and innovative ideas of the extraordinary people who elevate the financial services profession through education, awareness, and experiences.
The Great Aspirations podcast is available to download on Spotify, Apple Podcasts, and Google Play. Learn more at https://www.wealthspire.com/podcasts/.
About Wealthspire Advisors
Wealthspire Advisors LLC is an independent registered investment advisor that oversees, across its entities, 21 offices in 12 states throughout the Northeast, Atlantic, Midwest, and West Coast. We are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
About NFP
NFP is a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor that provides solutions enabling client success through the expertise of over 7,400 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 9th best place to work for large employers in insurance, 7th largest privately-owned broker, 5th largest benefits broker by global revenue and 13th largest broker of US business (all rankings according to Business Insurance). Visit NFP.com to discover how NFP empowers clients to meet their goals.
