Chad Petie

United States

Journalist at AdvisorHub

Featured in: Favicon

advisorhub.com

Articles

Rethinking Income Generation

1 week ago | advisorhub.com | Chad Petie

In an investment landscape marked by persistent macroeconomic uncertainty, financial advisors are increasingly focused on identifying stable income solutions that can weather an unpredictable rate environment. While covered call ETFs have become a mainstay for their yield-generating potential, not all are created equal.
Building a High-Performing Advisory Ecosystem: Leveraging Experts for HNW Clients

3 weeks ago | advisorhub.com | Chad Petie

Karen McColl, Senior Vice President of Wealth Management at Commonwealth Financial Network, took the stage with a message that was both personal and professional: advisors must evolve if they want to stay relevant—especially when working with high-net-worth and ultra-high-net-worth families. The financial industry, she noted, has long obsessed over investment performance, perfect asset allocation, and tactical shifts that can earn a few extra basis points.
Personal Branding: Tell Your Story, Stand out from the Competition

3 weeks ago | advisorhub.com | Chad Petie

At our recent Women Advisors Summit, Beth Norman, Managing Director and Financial Advisor of the Norman Fletchall Team at RBC Wealth Management, took the stage to deliver an inspiring presentation on personal branding. With nearly three decades at RBC, Beth has learned firsthand how authentic storytelling can differentiate an advisor from the competition—and drive meaningful growth. “I love my work, but I’ve become even more passionate about storytelling in the last 10 years,” Beth shared.
Embracing Change to Fuel Growth

3 weeks ago | advisorhub.com | Chad Petie

When Shannon Reid, President of the Independent Contractor Division at Raymond James, took the stage at our annual Women Advisors Summit, she brought with her an energetic push to turn intentions into action. She opened by acknowledging the energy in the room—filled with women looking to grow, connect, and share ideas—and used that energy to frame her message: embracing change is fundamental to driving growth.
On the Frontline of Wealth: Women, Representation, and the Future of Finance

3 weeks ago | advisorhub.com | Chad Petie

Sheena Gray, CEO of the Association of African-American Financial Advisors (Quad A), took the stage with a clear message: It’s time to redefine what success and representation look like in wealth management—and to embrace the messy, inspiring, and very human journeys that bring us here. Named one of Barron’s Top 10 People to Watch in Wealth Management this year, Gray is a respected voice in the industry.
Innovation with Invesco: Driving Financial Futures

3 weeks ago | advisorhub.com | Chad Petie

Speaking at our annual Women Advisors Summit, Danielle Singer, Head of Platforms Due Diligence at InvescoQQQ, made a compelling case for innovation in portfolio construction. Framing the conversation around Invesco’s deep belief that innovation fuels growth, she emphasized how this concept ties directly into both performance and long-term financial futures.
From CSA to RM

3 weeks ago | advisorhub.com | Chad Petie

Casey Jorgensen, Head of the Dynasty Institute for Adaptive Leadership at Dynasty Financial Partners, delivered a timely and thought-provoking message at a recent industry gathering: If we want to solve the talent crisis in wealth management, we need to rethink how we develop the people already working inside our firms—especially client service associates (CSAs).
Elevate Your Practice

3 weeks ago | advisorhub.com | Chad Petie

We were delighted to have Chris Mone, Executive Vice President and Head of Wealth Management at Wedbush Securities, address our audience at the annual AdvisorHub Women Advisors Summit. As the only male speaker at the event, he acknowledged his unique position—and used it to highlight his reason for showing up: to listen, learn, and grow.
Optimizing Your Digital Footprint

3 weeks ago | advisorhub.com | Chad Petie

At the AdvisorHub Women’s Summit, marketing took center stage as Greg Banasz, Partner and Chief Marketing Officer at Steward Partners, and Isabel Barbosa, the firm’s Director of Social Media and Marketing Manager, shared a candid and tactical conversation about building a powerful digital footprint. Their message was clear: marketing is no longer just a creative endeavor—it’s a strategic discipline grounded in measurable outcomes, and every advisor needs to treat it that way.
Women in Power: 5 Secrets From A Life In The CIA

1 month ago | advisorhub.com | Chad Petie

At our recent Women Advisors Summit attendees were treated to keynote speaker Carol “Rollie” Flynn, president of The Arkin Group and a former career CIA officer. Flynn shared powerful stories and practical strategies from her time in the intelligence world—lessons with surprising relevance to business and personal development. Flynn opened by dispelling some Hollywood myths about the CIA. “There are a lot of misconceptions,” she joked, referencing shows like Homeland and The Americans.