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Tag: Wealth management ()

037: Sterling Shea – Barron’s Global Head of Wealth Management Discusses Industry Trends - Part Two

Sterling Shea, Global Head of Wealth Management for Barron’s and Dow Jones, continues his discussion with Patti regarding the industry trends he is seeing.

Posted 02/14/2020 03:00 AM

036: Economic Forecast For 2020 and a Look Back at 2019

Are other global economies leading indicators in what can happen here in the US? Patti and Brad break it all down in their forecast for the new decade!

Posted 01/31/2020 03:00 AM

034: Industry Trends with Sterling Shea – Global Head of Wealth Management for Barron’s

Sterling Shea, Global Head of Wealth Management for Barron’s, sits down with Patti to discuss the industry trends he is seeing at Barron’s and Dow Jones.

Posted 01/03/2020 03:00 AM

027: It's Leadership, Not Likership!

In Part 2 of our 3 Part special series on leadership, Patti sits with retired US Army Ranger, Captain Kristopher Thompson. Kristopher describes the differing leadership styles within today’s military.

Posted 10/25/2019 03:00 AM

022: Risky Behavior

Patti Brennan and her Chief Investment Officer, Brad Everett, reveal three specific examples of what they look for in choosing investments for their clients’ portfolios.

Posted 08/16/2019 03:00 AM

021: Estate Planning Mistakes

In this episode, Patti sits with Stacey Willits McConnell, Chair of the Estate Planning Department at Lamb, McErlane in West Chester.

Posted 08/02/2019 03:00 AM

019: Selling Your Business

Have you done your due diligence to sell your business and get the maximum value?

Posted 07/05/2019 03:00 AM

006: What to do When Crisis Hits

Patti shares the story of a family medical emergency that, by sheer luck, did not end in crisis… or worse…

Posted 02/15/2019 03:00 AM