Power Your Advice
222 episodes - English - Latest episode: 2 days ago -The power of your advice podcast is designed to bring in new ideas. And how these ideas should be considered and then implemented. The power of vice podcast is brought to you by iris.xyz. The most helpful place advisers can come to to grow their minds and their businesses.
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Episodes
Episode 171 – Thriving in the Retirement Boom: Insights for Advisors with Sean Murray
July 19, 2023 13:52 - 23 minutes - 42.6 MBSean Murray is the Head of Retirement at Envestnet. Envestnet is a firm focused on delivering an ecosystem of technology, intelligence, and investment solutions that together can support advisors in building portfolios that align with client priorities around sustainable investing. Doug and Sean talk through the upcoming wave of assets, data opportunities, and the role … Continue reading Episode 171 – Thriving in the Retirement Boom: Insights for Advisors with Sean Murray →
Episode 170 – Improve Communication, Improve Investment Decisions with Sean Brown
June 30, 2023 03:58 - 17 minutes - 32.6 MBSean Brown is the President and CEO of YCharts, Inc., an investment research platform that serves over 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. In this podcast, Sean explains how YCharts is improving communication between clients and advisors, ultimately allowing for better investment decisions to be made. … Continue reading Episode 170 – Improve Communication, Improve Investment Decisions with Sean Brown →
Episode 169 – Employing AI to Meet the Pace of Evolution with Jack Swift
June 30, 2023 03:56 - 24 minutes - 44.2 MBJack Swift is the CEO of TIFIN AMP, a division of TIFIN and an AI-driven platform for asset management distribution. In this podcast, we’ve invited Jack to speak on the reshaping of the asset management space by AI and how the seasoned team at TIFIN AMP is ahead of the evolving industry and market. They … Continue reading Episode 169 – Employing AI to Meet the Pace of Evolution with Jack Swift →
Episode 168 – The Ally of Artificial Intelligence with Dr. Vinay Nair
June 30, 2023 03:54 - 14 minutes - 25.7 MBDr. Vinay Nair is the Founder, Chairman, and CEO of TIFIN: a platform that creates engaging wealth experiences to improve financial lives. This is all accomplished through AI and investment intelligence-driven personalization for the advised or self-directed investor. In this podcast, Vinay brings his extensive background in both the academic and business world to give … Continue reading Episode 168 – The Ally of Artificial Intelligence with Dr. Vinay Nair →
Episode 167 – Integrating Protection Products with Tim Seifert
June 26, 2023 13:36 - 25 minutes - 47.2 MBTim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group. In this podcast, Tim and Doug discuss the conversation around annuities as well as education surrounding financial protective products. They also discussed: What advisors can do to help pre-retiree clients best plan to avoid future regret The trends … Continue reading Episode 167 – Integrating Protection Products with Tim Seifert →
Episode 166 – Financial Vulnerability to Financial Security with Anne Aldrich
June 13, 2023 16:25 - 15 minutes - 27.5 MBAnne Aldrich is the Head of Research for the Alliance for Lifetime Income, an organization creating awareness and educating Americans about the value and importance of having protected lifetime income in retirement. In this podcast, Anne unpacks the research and studies the Alliance for Lifetime Income has been following, bringing insights into how both financial … Continue reading Episode 166 – Financial Vulnerability to Financial Security with Anne Aldrich →
Episode 165 – The Rapidly Changing Product Landscape with Scott Hawkins
June 12, 2023 14:54 - 18 minutes - 34.6 MBThe Power Your Advice podcast welcomes Scott Hawkins, the Head of Insurance Research at Conning. Conning serves as a leading investment management firm, supporting institutional investors including insurers and pension plans with investment solutions, risk modeling software, and industry research. Doug and Scott discuss the research themes Conning and its Insurance Research department are following, … Continue reading Episode 165 – The Rapidly Changing Product Landscape with Scott Hawkins →
Episode 164 – CRE: The Big Picture Perspective with Ian Formigle
June 12, 2023 13:51 - 36 minutes - 66.1 MBIan Formigle is the Chief Investment Officer at CrowdStreet. CrowdStreet advisors give clients assets access to investments that are different from their traditional real estate holdings while helping them achieve their financial goals. Ian is a real estate professional and serial entrepreneur with over 25 years of experience in real estate, private equity startups, and … Continue reading Episode 164 – CRE: The Big Picture Perspective with Ian Formigle →
Episode 163 – Axos Takeover: Watching the Market While Watching the Consumer with Michael Scaplen and Chris Versace
June 01, 2023 15:21 - 29 minutes - 54.7 MBIn this episode, Michael Scaplen, Head of Business Development at Axos Clearing, hosts an exclusive Axos Clearing “AxKicker Podcast” for the Power Your Advice series. Michael is joined by Chris Versace, the Chief Investment Officer and Thematic Strategist at Tematica Research: the lead Portfolio Manager for the Action Alerts Plus newsletter. Michael and Chris dive … Continue reading Episode 163 – Axos Takeover: Watching the Market While Watching the Consumer with Michael Scaplen and Chris Ve...
Episode 162 – Self-Determination and Strong Strategies Drives M&A Deals with John Langston
May 16, 2023 17:41 - 22 minutes - 42 MBJohn Langston is the Founder and Managing Partner of Republic Capital Group, a provider of investment banking services to the RIA, Wealth, and Asset Management communities. The team at Republic Capital offers buy-side and sell-side services, merger advisory, and sourcing equity and debt capital, bringing extensive experience across financial services to their clients. In this … Continue reading Episode 162 – Self-Determination and Strong Strategies Drives M&A Deals with John Langston →
Episode 161 – Axos Clearing Takeover: Expanding Offerings and Evolving the Market with Michael Scaplen and Mark Davies
May 16, 2023 13:45 - 19 minutes - 34.8 MBIn this episode, Michael Scaplen, Senior Vice President of Sales and Relationship Management at Axos Clearing, hosts an exclusive Axos Clearing Educational podcast for the Power Your Advice series. Michael is joined by Mark Davies, Co-Founder and CEO of S3. S3 is a full-service compliance and trade analytics software, providing financial industry clients with the … Continue reading Episode 161 – Axos Clearing Takeover: Expanding Offerings and Evolving the Market with Michael Scaplen and Mark ...
Episode 160 – Empowering Your Employees While Improving the Client Experience with Robert Gorman
April 27, 2023 15:31 - 36 minutes - 66.3 MBRobert Gorman is the Co-Founder and Chief Operating Officer of Apollon Wealth Management. Apollon works with multiple leading custodians to select the optimal mix of products and services for each investor. With their commitment to providing the highest level of personal service, Apollon Wealth elevates wealth management to a higher standard. In this podcast, Doug … Continue reading Episode 160 – Empowering Your Employees While Improving the Client Experience with Robert Gorman →
Episode 159 – There is Always an Opportunity for Real Estate Development with Bernie Wasserman
April 20, 2023 17:04 - 18 minutes - 34.2 MBBernie Wasserman is the President of Participant Capital, a company that provides individual investors access to Class A real estate development opportunities through a suite of investment vehicles and through their affiliation with Royal Palm Companies. In this podcast, Doug and Bernie discuss real estate investments, their main drivers, and how Participant Capital positioned itself … Continue reading Episode 159 – There is Always an Opportunity for Real Estate Development with Bernie Wasser...
Episode 158 – Commercial Real Estate: Investing with Patience with John Norris
April 12, 2023 19:30 - 19 minutes - 36.2 MBJohn Norris is the Director of Private Wealth at CrowdStreet Advisors. John is responsible for expanding relationships with wealth managers including RIAs, family offices, broker-dealers, and fintech platforms. CrowdStreet Advisors provides advisors and their clients with access to curated, private commercial real estate opportunities selected from CrowdStreet’s proprietary deal flow source from a deep network … Continue reading Episode 158 – Commercial Real Estate: Investing with Patience wi...
Episode 157 – The Right Toolkit for the Right Client with Andrew Krei
March 28, 2023 16:27 - 25 minutes - 46.1 MBAndrew Krei is the Co-Chief Investment Officer at Crescent Grove Advisors, based near their Milwaukee office with other offices in Lake Forest and Atlanta. Crescent Grove provides quality investment and financial guidance and solutions to individuals and their families, institutions, endowments, and foundations. In this podcast, Doug and Andrew discuss how Crescent Grove Advisors differentiates … Continue reading Episode 157 – The Right Toolkit for the Right Client with Andrew Krei →
Episode 156 – Packaging Client Solutions to Deliver Efficiency with Lincoln Ross
March 16, 2023 18:27 - 22 minutes - 41.1 MBLincoln Ross is the CEO and President of CircleBlack. CircleBlack provides financial advisors with technology that aggregates data, seamlessly integrates other financial applications, manages data from multiple custodians, and delivers actionable intelligence about client portfolios, and more. In this podcast, Doug and Lincoln look into the inefficiencies in advisor practice from CircleBlack’s standpoint, and the … Continue reading Episode 156 – Packaging Client Solutions to Deliver Efficienc...
Episode 155 – Reviving Real Estate to Demolish the Housing Crisis with Scott Clark
March 10, 2023 21:12 - 17 minutes - 31.3 MBScott Clark is the Chairman and Chief Executive Officer of The True Life Companies. The True Life Companies (TTLC) connects people of vision, property owners, investment partners, and municipalities, to generate and implement innovative solutions to our housing crisis. In this podcast, Doug and Scott discuss how The True Life Companies is reviving and repurposing … Continue reading Episode 155 – Reviving Real Estate to Demolish the Housing Crisis with Scott Clark →
Episode 154 – Alternative Assets: Friction, Solutions, and Investments with Joe Ujobai
March 06, 2023 16:12 - 20 minutes - 38.4 MBJoe Ujobai is the Chief Executive Officer at Alternative Investment Exchange (AIX), a digital platform built to improve the process for investing in alternatives and enable growth for the industry. In this podcast, Doug and Joe discuss how AIX combines technology, workflows, and a great client experience to help the advisor get their investor into … Continue reading Episode 154 – Alternative Assets: Friction, Solutions, and Investments with Joe Ujobai →
Episode 153 – EVPs: Differentiate your Talent Strategies and your Firm with Liz Manibay
February 10, 2023 20:03 - 12 minutes - 23.7 MBLiz Manibay is a Senior Business Management Consultant in the Business Consulting and Education area of Charles Schwab Advisor Services. Live from the Sanctuary Oasis Conference in Las Vegas, Doug and Liz discuss the employee value proposition sector of employee branding and how firms can make their EVP more powerful and engaging. They also discussed: … Continue reading Episode 153 – EVPs: Differentiate your Talent Strategies and your Firm with Liz Manibay →
Episode 152 – The App to Ensure You Never Lose a Client – With Tom Fields
February 02, 2023 15:41 - 19 minutes - 36.1 MBTom Fields is the Founder of Fynancial, a custom mobile app that builds advisors a platform to retain clients, build trust, and provide a new service without ever reducing fees. In this podcast, Doug and Tom explore the world of client-facing apps for advisors to leverage and how Fynancial differs from its competitors, creating a … Continue reading Episode 152 – The App to Ensure You Never Lose a Client – With Tom Fields →
Episode 151 – Hybrid Work and the Failing of its Management – With Steve Gresham
January 13, 2023 21:59 - 32 minutes - 60.2 MBSteve Gresham is the Chief Executive Officer of the Execution Project while also acting as a Senior Education Advisor to the Alliance for Lifetime Income. In this podcast, Doug and Steve discuss the installation of hybrid and virtual work and what happens when connecting remotely becomes the default for companies. They also discussed: The Oxford … Continue reading Episode 151 – Hybrid Work and the Failing of its Management – With Steve Gresham →
Episode 150 – The Evolution of Investors, Advisors, and the Client – With Gerald Graves
January 13, 2023 21:57 - 42 minutes - 77.9 MBGerald Graves is a Managing Partner at Filigree Wealth Advisors, LLC, an independent RIA located in various areas of the West Coast but managing clients nationwide. In this podcast, Doug and Gerald dive into the journey of Graves through the financial services industry and the takeaways he recommends to current investors and advisors. They also … Continue reading Episode 150 – The Evolution of Investors, Advisors, and the Client – With Gerald Graves →
Episode 149 – Humanizing the Language of Wealth Management – With Laton Spahr
January 13, 2023 21:55 - 18 minutes - 33.1 MBLaton Spahr is the President & Portfolio Manager of ALPS Advisors, the innovative asset management, distribution, and fund services business within SS&C Technologies. In this podcast, Doug and Laton discuss the importance of understanding the spectrum of investment management, and how to get great investment ideas in the client’s hands more efficiently. They also discussed: … Continue reading Episode 149 – Humanizing the Language of Wealth Management – With Laton Spahr →
Episode 148 – Sanctuary Wealth Oasis: Women in Control of Their Wealth – With Lisa Bush
January 11, 2023 20:30 - 13 minutes - 25.2 MBLisa Bush is the Assistant Vice President and Wealth Advisor of Alluvial Private Wealth at Sanctuary Wealth. Lisa has worked in the financial services industry for over 10 years and serves on multiple nonprofit organizational boards, supporting her community and promoting women in business. Live from the Sanctuary Oasis Conference in Las Vegas, Lisa sheds … Continue reading Episode 148 – Sanctuary Wealth Oasis: Women in Control of Their Wealth – With Lisa Bush →
Episode 147 – Sanctuary Wealth Oasis: Believing in the Independent Advisor – With Massimo Guiati
January 11, 2023 19:51 - 13 minutes - 24.6 MBMassimo Guiati is the CEO of the Azimut Group, and is responsible for the development and distribution of business globally. Azimut is a leading Italian independent asset manager. The group specializes in wealth management and offers financial advisory services for investors, primarily through its advisory networks. Live from the Sanctuary Oasis Conference in Las Vegas, … Continue reading Episode 147 – Sanctuary Wealth Oasis: Believing in the Independent Advisor – With Massimo Guiati →
Episode 146 – Sanctuary Wealth Oasis: Partnerships in Both Family and Business – With Brian Cooke
January 11, 2023 17:17 - 14 minutes - 27.4 MBBrian Cooke, CIMA® is a Partner at Cooke Financial Group alongside his brother, Chris. Cooke Financial Group has been helping private and institutional clients plan and manage their wealth for over 50 years. Live from the Sanctuary Oasis Conference in Las Vegas, Doug and Brian discuss the succession Cooke Financial Group has flourishingly maneuvered through … Continue reading Episode 146 – Sanctuary Wealth Oasis: Partnerships in Both Family and Business – With Brian Cooke →
Episode 145 – Sanctuary Wealth Oasis: How to Stay Elevated in a Falling Market – With Mary Ann Bartels
January 11, 2023 17:11 - 13 minutes - 25 MBMary Ann Bartels is the Chief Investment Strategist of Sanctuary Wealth. Mary Ann is a recognized and award-winning strategist that has spent 35 years on Wall Street analyzing and communicating trends in the economy, equities, bonds, commodities, and exchange-traded funds. Live from the Sanctuary Oasis Conference in Las Vegas, Mary Ann shares why she came … Continue reading Episode 145 – Sanctuary Wealth Oasis: How to Stay Elevated in a Falling Market – With Mary Ann Bartels →
Episode 144 – Sanctuary Wealth Oasis: Providing Advisors Game-Changing Tech Solutions – With Jene Hoosier
January 05, 2023 22:44 - 13 minutes - 24 MBJene Hoosier is the Head of Platform Strategy at Sanctuary Wealth, an advanced platform for the next generation of elite advisors who have the entrepreneurial spirit to build and own their own practices, desiring the freedom to deliver the tailored service their clients deserve. Live from the Sanctuary Oasis Conference in Las Vegas, Doug and … Continue reading Episode 144 – Sanctuary Wealth Oasis: Providing Advisors Game-Changing Tech Solutions – With Jene Hoosier →
Episode 143 – Rooting the Portfolio in Real Estate – With Ian Formigle
January 05, 2023 22:37 - 21 minutes - 40.2 MBIan Formigle is the Chief Investment Officer at CrowdStreet. CrowdStreet advisors give clients access to investments that are different from their traditional real estate holdings while helping them achieve their financial goals. Ian is a real estate professional and serial entrepreneur with over 25 years of experience in real estate, private equity startups, and options … Continue reading Episode 143 – Rooting the Portfolio in Real Estate – With Ian Formigle →
Episode 142 – Building Upon the Foundation of Axos Clearing – With Michael Scaplen
January 04, 2023 18:19 - 17 minutes - 32.2 MBMichael Scaplen is the Senior Vice President of Sales and Relationship Management at Axos Clearing, a full-service clearing firm focused on the success of their introducing broker-dealer and registered investment advisor correspondents. In this podcast, Doug and Michael discuss the successful year Axos Clearing has accomplished and the biggest trends seen in the clearing world … Continue reading Episode 142 – Building Upon the Foundation of Axos Clearing – With Michael Scaplen →
Episode 141 – Sanctuary Wealth Oasis: Connecting the Technology to the Advisor – With Ainslie Simmonds
January 04, 2023 17:46 - 12 minutes - 22.7 MBAinslie Simmonds is a Managing Director and member of the executive committee at Pershing. She’s also Pershing’s President of Pershing X, a new business unit that designs and builds innovative digital solutions for Pershing’s wealth solutions clients including broker-dealers, RIAs, and trust companies. Live from the Sanctuary Oasis Conference in Las Vegas, Doug and Ainslie … Continue reading Episode 141 – Sanctuary Wealth Oasis: Connecting the Technology to the Advisor – With Ainslie Simmonds →
Episode 140 – Sanctuary Wealth Oasis: Passion Under the Hood of Portfolios – With EJ Kahn
December 20, 2022 18:02 - 16 minutes - 30.3 MBEJ Kahn is the Founder and Managing Partner at SLK Private Wealth. SLK offers distinctive wealth management solutions for individuals and families who seek a partner who can provide all-encompassing financial expertise founded in genuine care for their success. Live from the Sanctuary Oasis Conference in Las Vegas, Doug and EJ discuss the principles behind … Continue reading Episode 140 – Sanctuary Wealth Oasis: Passion Under the Hood of Portfolios – With EJ Kahn →
Episode 139 – Sanctuary Wealth Oasis: How to Foster an Enduring Enterprise – With Mark Tibergien
December 20, 2022 18:01 - 10 minutes - 20 MBMark Tibergien has been a leader in the financial services industry for many years, most recently having retired in 2020 from Pershing where he served as the CEO. Mark continues his contributions to the industry by now working as a consultant, speaker, or board member with other enterprises that are going through a dynamic transformation. … Continue reading Episode 139 – Sanctuary Wealth Oasis: How to Foster an Enduring Enterprise – With Mark Tibergien →
Episode 138 – Maximizing the Value out of Data – With Glenn Elliott
December 19, 2022 15:44 - 18 minutes - 13.9 MBGlenn Elliott is the Chief Executive Officer & Co-Founder of Practifi, the award-winning platform that powers high-performing wealth institutions, broker-dealers and RIAs. In this podcast, Doug and Glenn discuss how Practifi combats disconnection through their one singular platform which accounts for each of the various roles in an advisory firm. They also discussed: How advisors … Continue reading Episode 138 – Maximizing the Value out of Data – With Glenn Elliott →
Episode 137 – Sanctuary Wealth Oasis: Making the Advisor’s Life Easier – With Jim Dickson
December 16, 2022 19:53 - 7 minutes - 14.3 MBJim Dickson is the CEO and Founder of Sanctuary Wealth: an advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Live from the Sanctuary Oasis Conference in Las Vegas, Doug and … Continue reading Episode 137 – Sanctuary Wealth Oasis: Making the Advisor’s Life Easier – With Jim Dickson →
Episode 136 – NYC Pop-Up Podcast: Serving the EcoSystem of Financial Services – With David Goldman
December 12, 2022 14:24 - 11 minutes - 12.8 MBDavid Goldman is the Chief Business Officer at Pontera. Pontera is a platform that helps advisors manage 401k and other held away accounts without taking custody. Pontera enables growth by allowing advisors to manage and trade their client’s retirement accounts as part of a holistic portfolio. Live from our fall Advisorpedia Podcast Pop-Up in New … Continue reading Episode 136 – NYC Pop-Up Podcast: Serving the EcoSystem of Financial Services – With David Goldman →
Episode 135 – NYC Pop-Up Podcast: Tackling the Spectrum of Client Engagement – With Michael Lecours
December 12, 2022 14:23 - 24 minutes - 25.6 MBMichael Lecours is.the Co-Founder of fpPathfinder, an effective tool for advisors to be more diligent in their planning process. Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Michael discuss the innovative tools fpPathfinder has created for advisors to meet the needs and cater to the variability of their clientele. They … Continue reading Episode 135 – NYC Pop-Up Podcast: Tackling the Spectrum of Client Engagement – With Michael Lecours →
Episode 134 – NYC Pop-Up Podcast: Meeting the Needs of Retirees – With Sheryl O’Connor
December 12, 2022 14:22 - 19 minutes - 18.1 MBSheryl O’Connor is.the CEO and Founder of IncomeConductor. IncomeConductor is a proprietary, cloud-based tool that allows advisors, firms and individuals to create customized, time-segmented income plans that can be easily tracked and managed throughout retirement . Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Sheryl discuss what advisors should be … Continue reading Episode 134 – NYC Pop-Up Podcast: Meeting the Needs of Retirees – With Sheryl O’Connor →
Episode 133 – Building a Team of Shareholders: Fostering Collaboration and Wealth Creation – With Jim Gold
December 01, 2022 14:25 - 14 minutes - 11.5 MBJim Gold serves as CEO, is a Founding Partner, a Board Member, and a member of the Executive leadership team at Steward Partners Global Advisory. The firm, with their professionals, deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. The company has grown to … Continue reading Episode 133 – Building a Team of Shareholders: Fostering Collaboration an...
Episode 132 – Accessible Private Commercial Real Estate for the Masses – With Thomas McDonald
November 29, 2022 18:14 - 13 minutes - 10.8 MBThomas McDonald is the Director of Investment Product Development and Portfolio Management for CrowdStreet and serves as a member of the Investment Committee. CrowdStreet is the largest online private equity real estate investing platform, giving individual investors direct access to a range of investment opportunities and online tools needed to manage those investments. In this … Continue reading Episode 132 – Accessible Private Commercial Real Estate for the Masses – With Thomas McDonald →
Episode 131 – NYC Pop-Up Podcast: The Major Tenets of Value Investing – With Larry Pitkowsky
November 16, 2022 17:16 - 18 minutes - 20.5 MBLarry Pitkowsky is.the Managing Partner and Portfolio Manager at GoodHaven Capital Management, LLC, an investment advisory firm managing separate accounts and a no-load mutual fund. GoodHaven believes value investing is owning quality businesses run by exceptional leadership that can be purchased at a price significantly below intrinsic value. Live from our fall Advisorpedia Podcast Pop-Up … Continue reading Episode 131 – NYC Pop-Up Podcast: The Major Tenets of Value Investing – With Larry P...
Episode 130 – NYC Pop-Up Podcast: A Dynamic Approach to Measuring & Managing Risk – With Rick Bookstaber
November 16, 2022 17:14 - 19 minutes - 16.9 MBRick Bookstaber is the Co-Founder and Head of Risk at Fabric, a company that provides a platform for risk-aware portfolio design customized for each client’s goals, using factor-based risk management tools powered by MSCI’s factor model. Rick is also the author of a highly acclaimed book, The End of Theory: Financial Crises, the Failure of … Continue reading Episode 130 – NYC Pop-Up Podcast: A Dynamic Approach to Measuring & Managing Risk – With Rick Bookstaber →
Episode 129 – NYC Pop-Up Podcast: Retirement is Only the Starting Line – With Steve Gresham
November 16, 2022 17:12 - 16 minutes - 19 MBSteve Gresham is the Founder and CEO of The Execution Project, a consulting firm providing tools, training, and adoption strategies in support of better “retirement.” Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Steve explore The Execution Project’s initiatives of wealth management and retirement while also examining industry trends from … Continue reading Episode 129 – NYC Pop-Up Podcast: Retirement is Only the Starting Line – With Steve Gresham →
Episode 128 – NYC Pop-Up Podcast: Centering on the Individual Investor – With Michael Reisner
November 14, 2022 20:20 - 16 minutes - 18 MBMichael Reisner is the Co-President & Co-Chief Executive Officer of CION Investments. CION is a leading manager of alternative investment solutions designed to redefine the way investors can build their portfolios. Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Michael discuss the model behind CION and how it allows them … Continue reading Episode 128 – NYC Pop-Up Podcast: Centering on the Individual Investor – With Michael Reisner →
Episode 127 – NYC Pop-Up Podcast: Becoming the Armor for Advisors – With Michael Konialian
November 14, 2022 20:18 - 14 minutes - 14.7 MBMichael Konialian is the CEO and Co-Founder of Modern Life. Modern Life is a tech enabled life insurance brokerage that knows innovation and insurance in equal measure. Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Michael discuss Modern Life and its business of empowering advisors in their work distributing life … Continue reading Episode 127 – NYC Pop-Up Podcast: Becoming the Armor for Advisors – With Michael Konialian →
Episode 126 – NYC Pop-Up Podcast: Building a Marketplace for Real Estate Investing – With Donal Mastrangelo
November 14, 2022 20:17 - 22 minutes - 23.1 MBDonal Mastrangelo is the Head of Distribution at Lex markets. Lex is a new way to invest in real estate, turning individual buildings into public stocks. This offers a new way for investors to access the benefits of fully underwritten commercial real estate. Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug … Continue reading Episode 126 – NYC Pop-Up Podcast: Building a Marketplace for Real Estate Investing – With Donal Mastrangelo →
Episode 125 – NYC Pop-Up Podcast: Investing in Financial Distress – With George Schultze
November 14, 2022 20:14 - 19 minutes - 21.5 MBGeorge Schultze is the Managing Member of Schultze Asset Management. George chairs its investment and strategy committees and, together with his team, makes final decision over all investments for the portfolio. Since it’s founding, Schultze Asset Management has executed over $7.4 billion in total investment transactions. Live from our fall Advisorpedia Podcast Pop-Up in New … Continue reading Episode 125 – NYC Pop-Up Podcast: Investing in Financial Distress – With George Schultze →
Episode 124 – NYC Pop-Up Podcast: The High Pressures of Managing High Incomes – With Vicki Greene
November 14, 2022 20:13 - 22 minutes - 25.5 MBVicki Greene is the Chief Investment Officer at G Squared Private Wealth. G Squared creates customized boutique private wealth and an experience that provides safe and steady investing through smart planning. Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Vicki discuss the business of investment planning for the ultra high … Continue reading Episode 124 – NYC Pop-Up Podcast: The High Pressures of Managing High Incomes – With Vicki Greene →
Episode 123 – NYC Pop-Up Podcast: Combatting the Gap between the Talk and the Walk of Advisors – With Philipp Hecker
November 14, 2022 20:10 - 16 minutes - 18.8 MBPhilipp Hecker is the Co-Founder & CEO of Bento Engine, empowering financial advisors to bring better advice to more families. Bento connects with your CRM through proven API’s to mine for advice, opportunities, and deliver relevant content back through the CRM. Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Philipp … Continue reading Episode 123 – NYC Pop-Up Podcast: Combatting the Gap between the Talk and the Walk of Advisors – With Philipp Hecker →
Episode 122 – The Cash Environment and How Advisors Can Bring Value to It – With Morgan Ludovico and Todd Blackburn
November 08, 2022 13:57 - 14 minutes - 11.2 MBMorgan Ludovico, a Vice President at StoneCastle Cash Management as well as Todd Blackburn, President of the Burns-Blackburn Group both join Doug Heikkinen for today’s podcast. In this episode, Doug, Morgan, and Todd discuss the cash phenomenon, and how it has served advisors so well in increasing AUM, while enhancing client value. They also discussed: … Continue reading Episode 122 – The Cash Environment and How Advisors Can Bring Value to It – With Morgan Ludovico and Todd Blackburn →