Head to Head podcast series

Head to Head podcast series

A FireSide podcast

Head to Head

Real stories from financial advisors

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Subscribe to Apple podcasts

Follow on Spotify


Series overview

Co-Heads of U.S. Distribution Kirsten Pickens and Ryan Robertson know that no path to success is linear. That’s why they started Head to Head, a podcast highlighting top financial advisors across the country, to learn the tips and tricks that got them where they are today. You’ll hear the real stories, the wins and the failures, and uncover ways you, too, can go head-to-head with the industry’s best.

Hosts

Headshot of Kirsten Pickens

Kirsten Pickens

Co-Head of U.S. Distribution,

FS Investments

Kirsten Pickens oversees the firm’s National Accounts, Marketing, Investment Research and Fund Communications functions.

Ryan Robertson

Co-Head of U.S. Distribution,

FS Investments

Ryan Robertson oversees all external and internal sales professionals across the firm’s expanding distribution platform.

Listen to the latest episodes

Jackie Larson: My superpower is kindness

How a top wealth advisor turned a talent for connecting with people into an award-winning practice.




Joe Brienza, Clarity Advisors, UBS Private Wealth Management

From public service to private wealth—Joe Brienza shares his journey to becoming a Forbes and Barron’s top-ranked financial advisor.



Mike Barry and Kelly Milligan, Quorum Private Wealth

Mike and Kelly consider themselves more than just financial advisors—they’re life advisors.



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Guests

Cheryl Young, CFP®, ChFC®, CPM®

Private Advisor, Rockefeller Global Family Office

Patti Brennan

President and CEO, Key Financial

Lara Rhame headshot

Lara Rhame

Chief U.S. Economist, FS Investments

Scott Highmark

President of Mosaic Family Wealth

Rachel Gottlieb

Managing Director, UBS

Rory O’Hara

Founder, Ausperity Private Wealth

Louise Gunderson

Managing Director, Wealth Management + Financial Advisor, UBS Private Wealth Management

Nina Gunderson, CDFA®

Account Vice President and Financial Advisor, UBS Private Wealth Management

Eve Ellis

Vice President, the Matterhorn Group, William Blair

Michelle Marquez

Managing Director, Marquez Private Wealth Management, Raymond James

Jeff Erdmann

Founding Partner, The Erdmann Group, Merrill Private Wealth Management

Mike Barry

Managing Partner, Quorum Private Wealth

Kelly Milligan

Managing Partner, Quorum Private Wealth

Ken Crowley headshot

Ken Crowley

Private Advisor, Rockefeller Global Family Office

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Additional podcast series by FS Investments

FireSide

From our top minds to your ears. Get the latest takes on market outlooks, industry news and current events directly from our dedicated Investment Research team. 

Listen now  

The Takeaway with Troy Gayeski

Our Chief Market Strategist dives in to the latest trends and potential opportunities.

Listen now  

FS Thrive

Ginevra Czech, Director of Value-Add Programs, discusses a fresh approach to value-add through inspiring, thought-provoking interviews. 

Listen now  

3D Report

FS Chiron Funds CIO Ryan Caldwell tackles all things macro and real economy, and brings special guests along for the ride.  

Listen now  

View important footnotes + disclosures

  • 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. FS Investments 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 FS Investments. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. FS Investments 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. FS Investments cannot guarantee that the information herein is accurate, complete, or timely. FS Investments 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.

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