Day in a Canoe Podcast: Financial Planning, Wealth Management, RIA

Day in a Canoe Podcast: Financial Planning, Wealth Management, RIA

Por: Nathan Mersereau
Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you’d want to spend a day with, in a canoe.
85 episodios disponibles

Latest episodes of the podcast Day in a Canoe Podcast: Financial Planning, Wealth Management, RIA

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025 Rob Follows: Founder and CEO of STS Capital Partners 28/05/2019
024 Jennifer Crute Steiner: CEO of Alsana 14/05/2019
023 Bill Emerson: Vice Chairman, Quicken Loans and Rock Holdings 30/04/2019
022 Kim Laughton: President of Schwab Charitable 16/04/2019
021 Liz Hwang: President of Jackson Handbags and CEO of Modern Essentials Designs 02/04/2019
020 Greg Friedman: CEO of Private Ocean & Shaun Kapusinski: Director of Operations of Sequoia Financial 12/03/2019
019 Kathy Laurinaitis: Managing Partner at JBN Associates 26/02/2019
018 De Lacy Davis: Executive Director, The Family Support Organization of Union County 12/02/2019
017 Leslie Sims: Chief Creative Officer, Ogilvy 22/01/2019
016 Bernie Clark: EVP and Head of Schwab Advisor Services 01/01/2019
015 Amanda Casgar: lululemon, Director of Global Culture and Talent Integration 18/12/2018
014 Nikki Raimi: Living Empowered 04/12/2018
013 Alexis Glick: CEO of GENYOUth 20/11/2018
012 Devlin Fenton: CEO of Go99  06/11/2018
011 Rumia Ambrose-Burbank: Co-Founder and President of VMS365  16/10/2018
010 Ruth Zukerman: Co-Founder of SoulCycle and Flywheel 02/10/2018
009 Mark Tibergien: CEO, Pershing Advisor Solutions  07/08/2018
008 Jason Raznick: CEO & Founder of Benzinga 24/07/2018
007 Stuart DePina: Group President Envestnet | Tamarac 10/07/2018
006 Howard Behar: Former President of Starbucks 26/06/2018
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