Podcast
Inside the Advisor Practice
Welcome to Inside the Advisor Practice, a BlackRock podcast for U.S. financial advisors navigating the evolving needs of their clients and the changing landscape of wealth management.
Each episode explores the trends, opportunities and challenges shaping advisor practices, from tax-smart investing, retirement planning and portfolio construction to practice management, client engagement and the impact of AI on financial advice.
Through conversations with investment leaders, industry experts and practitioners, Inside the Advisor Practice delivers practical ideas to help advisors better serve clients, adapt to change and grow their practice.
Content intended for a U.S. audience.
- Episodes
- 1
- Typical length
- 21 min
- On air since
- 2026
- Latest episode
- 2 weeks ago
Episodes
1 episode, newest first
-
21 min
Managing IPO Wealth: Strategies for Financial Advisors
Episode 1
Show notes
An IPO can create significant wealth, but it can also leave clients heavily concentrated in one stock. In this episode, Cullen Roberts and Dave Donnelly discuss how advisors can help clients navigate concentrated stock, manage risk and liquidity, and plan for long-term financial goals.
This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener.
Visit blackrock.com or iShares.com for a prospectus or summary prospectus, which includes investment objectives, risks, fees, charges, expenses and other information that should be read and considered carefully before investing. Investing involves risk, including possible loss of principal.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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