FireSide: A Podcast Series from Future Standard
FireSide is a podcast series from Future Standard featuring episodes and research on the markets and economy. This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. Future Standard is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the author and do not necessarily reflect the views, opinions or positions of Future Standard. Interviews, including interviewee responses, are not intended to produce or solicit an endorsement of Future Standard or its products. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. Future Standard does not provide legal or tax advice and the information herein should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact any investment result. Future Standard cannot guarantee that the information herein is accurate, complete, or timely. Future Standard makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.Any projections, forecasts and estimates contained herein are based upon certain assumptions that the author considers reasonable. Projections are necessarily speculative in nature, and it can be expected that some or all of the assumptions underlying the projections will not materialize or will vary significantly from actual results. The inclusion of projections herein should not be regarded as a representation or guarantee regarding the reliability, accuracy or completeness of the information contained herein, and neither Future Standard nor the author are under any obligation to update or keep current such information. All investing is subject to risk, including the possible loss of the money you invest.
FireSide: A Podcast Series from Future Standard
Head to Head: Jeff Erdmann, Merrill Private Wealth Management
How does the #1 advisor in the country close business?
In a new episode of Head to Head, Jeff Erdmann (Founding Partner of the Erdmann Group at Merrill Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how childhood dyslexia helped him launch a multi-billion practice, why he hires “partners” instead of “employees” and how he balances family, mentorship, career and philanthropy.
“It's about connecting with people and finding a connection point. Allowing them to talk about themselves. My rule number one is I never want to speak more than 30 percent of the time in a conversation. [I want to be finding] what matters to them, letting them talk about it and having a deep impactful conversation. And then obviously taking a complex situation and simplifying it for them and then giving them an outcome.” —Jeff Erdmann
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Andrew Korz
Host
Troy Gayeski
Host
Alan Flannigan
Co-host
Kirsten Pickens
Co-host
Ryan Robertson
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