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Compilation Episode from the IWI ACE Academy 2022

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Manage episode 334534633 series 2892948
Content provided by Impact Communications, Inc. and Impact Communications. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Communications, Inc. and Impact Communications or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this special edition Swift Chat from the Investments & Wealth Institute's ACE Academy 2022, Marie Swift interviews a range of guests from the IWI Digital Hive including:

Jeffrey Levine, Chief Planning Officer of Buckingham Strategic Wealth Partners

Stephen J. Resch, Vice President of Retirement Strategies of Finance of America Reverse LLC

Dan Wanous, MBA, Business Development Officer of Thrivent Advisor Network

Anthony D. Mlachnik, MBA, CIMA®, BFA®, Advisor at NorthRock Partners

Roger Ibbotson, Professor at Yale School of Management and Chairman and Chief Investment Officer at Zebra Capital

Jessica Flynn, Communications Director of FP Transitions

Ray Sclafani, Founder and CEO of ClientWise LLC

Mark Paulson, Global Hedging Business Development at Allianz Life Insurance Company of North America

Tim Whiting, Chief Revenue Officer and Managing Director of Sales of Investments & Wealth Institute

  continue reading

74 episoade

Artwork
iconDistribuie
 
Manage episode 334534633 series 2892948
Content provided by Impact Communications, Inc. and Impact Communications. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Communications, Inc. and Impact Communications or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this special edition Swift Chat from the Investments & Wealth Institute's ACE Academy 2022, Marie Swift interviews a range of guests from the IWI Digital Hive including:

Jeffrey Levine, Chief Planning Officer of Buckingham Strategic Wealth Partners

Stephen J. Resch, Vice President of Retirement Strategies of Finance of America Reverse LLC

Dan Wanous, MBA, Business Development Officer of Thrivent Advisor Network

Anthony D. Mlachnik, MBA, CIMA®, BFA®, Advisor at NorthRock Partners

Roger Ibbotson, Professor at Yale School of Management and Chairman and Chief Investment Officer at Zebra Capital

Jessica Flynn, Communications Director of FP Transitions

Ray Sclafani, Founder and CEO of ClientWise LLC

Mark Paulson, Global Hedging Business Development at Allianz Life Insurance Company of North America

Tim Whiting, Chief Revenue Officer and Managing Director of Sales of Investments & Wealth Institute

  continue reading

74 episoade

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