A New Wealth Management Dimension

Podcasts

Merging Business Valuation with actionable Insights Software

Special Guest - ​​​​​Ken Bero - ​​​​Director of Channel Sales at Quist Valuations

Powercast - ​​​Simplifying the concept of Premium Financing 

Special Guest - ​​​​Darren Sugiyama - ​​​Founder & CEO of Lionsmark Capital

Powercast - ​​Strategic Growth Advice: M&A, Valuation, Talent Acquisition 

Special Guest - ​​​Dan Kreuter - ​​Founder & CEO of Gladstone Group

Powercast - Securing Capital for Mergers, Acquisitions, Working Capital and Debt Restructure

Special Guest - ​Alicia Chandler - President of Oak Street Funding

Powercast - Integrating Private Banking Solutions Into Your Practice

Special Guest - ​Joseph Bennett - Director of National Accounts at The Bancorp Bank

Powercast - ​​Embedding Trust Services Into Your Client Offering

Special Guest - ​​Michelle Diamond - Chief Development Officer of Cumberland Trust Company

Powercast - ​​Creating A Cyber Privacy Hub For You And Your Clients

Special Guest - ​​​​Raffaele Mautone - CEO and Founder of AaDya Security

Powercast - ​​​Offering Modern Giving Solutions To Businesses And Their Employees

Special Guest - ​​​​​Robert Merl - BRN National Practice Director - BDO USA, LLP

Powercast - ​Partnering With CPA Firms To Expand Your Practice

Special Guest - ​​​​​​Robert Merl - BRN National Practice Director - BDO USA, LLP

Powercast - ​​Business Valuation Services Attract Business Clients

Special Guest - ​​​​​​​Jeff Bae, JD, CVA - Managing Director of Valuation Services