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25 June 2025 | 1:15 PM - 1:45 PM

Sponsored Podcast: PIMCO — Future-Proofing your Practice with Renowned Advisor Raj Bhatia*

Even the most successful advisors can find succession planning for their practice challenging. To help carve a path forward, Raj Bhatia — the renowned founder of The Bhatia Group, a leading team within Merrill Private Wealth Management — joins PIMCO’s Head of Advisor Education John Nersesian and host Greg Hall, live from the Morningstar conference, to share lessons learned from over 40 years in practice and how he’s preparing for what’s next.

*Forbes "Best-in-State Wealth Management Teams", 2025 (Published on January 9, 2025. Rankings based on data as of March 31, 2024.)

*Barron's "Top 1200 Financial Advisors", 2014-2025 (Published annually in March. Rankings based on data as of September 30 of prior year.)

Speakers

Founder of The Bhatia Group

Raj Bhatia

Founder of The Bhatia Group
Merrill Private Wealth Management
Managing Director, Head of U.S. Global Wealth Management

Gregory Hall

Managing Director, Head of U.S. Global Wealth Management
PIMCO
Head of Advisor Education

John Nersesian

Head of Advisor Education
PIMCO