The Nine podcast

#Trading #Business #Assetmanagement #Finance #Financial #Allison Lovett #MBA #Investing

35:24

Let’s talk about adulting— actual adulting. Not just paying bills or keeping a houseplant alive, but the kind that involves emotional maturity, healthy boundaries, and conscious self-leadership. Because let’s be honest, most of us weren’t taught how to be fully functioning adults… and it shows. Joining us is Michelle Chalfant , licensed therapist turned holistic life coach, creator of The Adult Chair® model, and author of the new book The Adult Chair: Get Unstuck, Claim Your Power, and Transform Your Life . With millions reached through her podcast, coaching programs, and retreats, she’s here to walk us through the five pillars of being a healthy, grounded adult. Here’s the truth: being an adult isn’t about checking boxes or pretending you’re fine. It’s about owning your truth. Feeling your feelings. Practicing compassion without letting yourself off the hook. It’s about setting firm boundaries—with no need for justification—and recognizing that your triggers are not flaws, they’re clues. None of us were handed a guidebook for how to grow up emotionally. We inherited patterns from people who were figuring it out as they went. But what Michelle shares today is empowering: it’s never too late to unlearn what no longer serves you and become the adult you were meant to be. Whether you’re starting this work or knee-deep in your personal development era, this episode will meet you where you are—and help you move forward with clarity, self-trust, and strength. Connect with Michelle: Website: https://theadultchair.com/ Book: https://theadultchair.com/book IG: https://www.instagram.com/themichellechalfant/?hl=en FB: https://www.facebook.com/@TheMichelleChalfant/ YouTube: https://www.youtube.com/c/michellechalfant Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Boundaries vs. Ultimatums with Jan & Jillian Yuhas | 297 Gentleness: Cultivating Compassion for Yourself and Others with Courtney Carver | 282 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Nine

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Connecting the asset & wealth management industry in nine minutes or less.
Every month on the 9th at 9:00 AM Eastern, we bring you insightful conversations with industry leaders, exploring their career journeys, key lessons learned, and perspectives on opportunities in the industry. In between, we're adding episodes to the mix in a different format that explore trending industry themes - always in nine minutes, or less.
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset and wealth management industry in order to develop, share, implement, and advance leading practices. Learn more at http://nicsa.org.

82 епізодів

The Nine

updated 19 днів тому

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82 епізодів

#Trading #Business #Assetmanagement #Finance #Financial #Allison Lovett #MBA #Investing

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The Nine

1
What You Need to Know About Dual Share Class ETFs 9:06

19 днів тому9:06

9:06

In this timely episode of The Nine , we explore the growing interest in dual share class ETFs —a product structure that could significantly reshape the investment landscape. Host Sarah Walter is joined by Christopher Swansey and Daniil Shapiro of Cerulli Associates , who offer expert insights into why asset managers are filing for SEC exemptive relief, how this structure works, and what it will take for it to succeed. From operational complexities and intermediary concerns to fiduciary implications and platform readiness, this episode is a must-listen for anyone navigating product innovation in a rapidly evolving regulatory environment.…

The Nine

1
Curiosity as a Superpower: Cheri Belski on Leading with Vision in a Changing Industry 10:09

7 weeks тому10:09

10:09

In this episode of The Nine , Sarah Walter welcomes Cheri Belski , Head of Investment Management Solutions at LPL Financial , for a dynamic conversation on leadership, adaptability, and the evolving future of asset and wealth management. Cheri shares how an unconventional path—from politics to portfolio strategy—fueled her growth and helped her develop a mosaic view of the industry. From betting on herself in pivotal career moments to leveraging curiosity as a strategic tool, her story is a masterclass in career agility. She also offers powerful insights on how firms can blend technology and human connection to create client experiences that truly stand out. More at nicsa.org/podcasts…

The Nine

1
Going the Distance: Fighting Cancer with Purpose and Community, with Expect Miracles Foundation's Frank Heavey 9:29

10 weeks тому9:29

9:29

In this inspiring episode of The Nine , host Sarah Walter is joined by Frank Heavey , Executive Director of the Expect Miracles Foundation (EMF) . Frank shares the mission behind EMF—from raising over $23 million for cancer research to supporting young adult survivors—and offers a look into the Foundation’s most powerful initiative: the 2025 Distance Challenge . Learn how this global, virtual movement brings the financial services industry and beyond together to raise funds, build community, and most importantly—spread hope. Whether you're logging miles, fundraising, or simply showing up, Frank reminds us that everyone can go the distance in the fight against cancer. Learn more at emfdistancechallenge.org…

The Nine

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Helping Americans Live the Life They Want to Live, with ICI CEO Eric Pan 6:54

11 weeks тому6:54

6:54

In this episode of The Nine , we're joined by Eric Pan, President and CEO of the Investment Company Institute (ICI), for a timely and insightful conversation on the evolving landscape of asset and wealth management. Fresh off the stage at Nicsa’s Strategic Leadership Forum, Eric shares his thoughts on how political shifts, technological innovation, and generational preferences are reshaping the investment world. From navigating regulatory change to embracing uncertainty in his own career path, Eric offers practical wisdom for both seasoned professionals and rising leaders. Tune in for a forward-looking discussion on what it means to serve the end investor—and how our industry can rise to the challenge.…

The Nine

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Rising Stars: Shaping the Future of Asset & Wealth Management 6:14

13 weeks тому6:14

6:14

In this special episode, we sit down with five exceptional professionals from Nicsa’s Rising Stars program to discuss their transformative experiences at the 2025 Strategic Leadership Forum. From building powerful networks to embracing authenticity in the workplace, these future industry leaders share key takeaways that are shaping their careers. Tune in to gain insights on leadership, mentorship, and the evolving landscape of asset and wealth management.…

The Nine

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Mike Dembro, MFS's Lead Investment Strategist | Holding Steady In the Face of Market Uncertainty 9:16

16 weeks тому9:16

9:16

In this episode of The Nine , Mike Dembro, Lead Investment Strategist at MFS Investment Management, shares his journey from early investing lessons to navigating major financial crises. Fresh off the stage at Nicsa’s Strategic Leadership Forum, he discusses the importance of resilience, industry shifts, and why staying the course matters in volatile times. More at http://nicsa.org/podcasts…

The Nine

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Rob Kane, Commonwealth Financial Network’s Director of Alternative Investments | A Playbook for Success 7:33

20 weeks тому7:33

7:33

In this episode of The Nine , we sit down with Rob Kane, Director of Alternative Investments at Commonwealth Financial Network , to explore his unconventional path into asset & wealth management. Rob shares how his background in sports shaped his path to this industry, the pivotal moments that defined his leadership, and why he gravitated toward alternative investments. He also dives into the future of the industry, from the rise of younger investors to the growing impact of AI and innovation. Plus, his advice to newcomers: embrace failure, stay adaptable, and find your niche. More episodes at http:// nicsa.org/podcasts…

The Nine

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BONUS: From Barista to Exec | Sarah Walter, Nicsa's Head of Asset & Wealth Management Relationships 8:19

21 weeks тому8:19

8:19

In this bonus episode of The Nine , host Justine Phoenix sits down with Sarah Walter, Nicsa's new Head of Asset & Wealth Management Relationships. Sarah shares her unconventional journey from studying agricultural economics in Montana to becoming a leader in the financial services industry. She reflects on pivotal moments in her career, including the power of mentorship, navigating industry challenges, and adapting to constant change. Sarah also offers her perspective on the future of asset and wealth management, from blockchain to alternatives, and leaves listeners with empowering advice for career growth. A must-listen for anyone navigating the dynamic world of asset & wealth management! For more, visit http://nicsa.org/podcasts…

The Nine

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David Wu, Morgan Stanley’s Head of GenAI | From Wall Street Dreams to AI Leadership 9:28

24 weeks тому9:28

9:28

We chat with David Wu, Head of Generative AI at Morgan Stanley Wealth Management. From his unconventional path inspired by the film "Wall Street" to leading in AI without a tech degree, David shares pivotal career moments, the importance of mentorship, and lessons in leadership. Discover how he envisions AI empowering human connection in wealth management and his advice for navigating an ever-evolving industry. For more, visit http://nicsa.org/podcasts…

The Nine

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NicsaTalk - Consultant Michelle Fuller (former Head of US Private Wealth Distribution at John Hancock) 9:02

29 weeks тому9:02

9:02

Fresh from leaving a leadership role at John Hancock to accelerate growth in her family’s auto business, Michelle Fuller talks to us in person at Nicsa's 2024 Asset and Wealth Management Summit, reflecting on the people and circumstances she encountered along the way. You won’t want to miss the extraordinary story of how she turned a family challenge that initially seemed career-ending into a net positive for her work trajectory - a real testament to how shifting our expectations can pay off. For more, visit http://nicsa.org/podcasts…

The Nine

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NicsaTalk - Partner at PwC, John Stadtler 10:54

33 weeks тому10:54

10:54

Join us in a discussion with PwC's John Stadtler that includes lessons learned, career advice, and his take on some of the asset and wealth management industry’s most important topics. For more, visit http://nicsa.org/podcasts

The Nine

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Head of US Fund Administration at Northern Trust, Gary Casagrande 16:54

37 weeks тому16:54

16:54

Gary Casagrande traces his path through the industry, highlighting the value of continued learning throughout your career, as well as the work you'd need to put into networking in order to get the best returns. Hear about all that and much more in this episode of NicsaTalk. For more, visit http://nicsa.org/podcasts…

The Nine

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NicsaTalk - Schwab Asset Management President, CEO, & CIO, Omar Aguilar 14:56

42 weeks тому14:56

14:56

Dr. Omar Aguilar, President, CEO, & CIO of Schwab Asset Management, reflects on his background and highlights the importance of being flexible about your career path. Recorded on-site at Nicsa Diversity Project North America’s Fearless Leadership Symposium 2024. For more, visit http://nicsa.org/podcasts…

The Nine

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NicsaTalk - CEO of ALFI, Serge Weyland 10:43

47 weeks тому10:43

10:43

The Association of the Luxembourg Fund Industry’s new CEO Serge Weyland shares some of the challenges he overcame and lessons he learned along the way. Recorded on-site at Nicsa’s Strategic Leadership Forum 2024. For more, visit http://nicsa.org/podcasts

The Nine

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NicsaTalk - CFO and EVP at MFS, Amrit Kanwal 15:25

52 weeks тому15:25