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 121 – Finding the Balance Between the Advisor and the Client – With Emily Keagle
November 03, 2022 13:11 - 23 minutes - 17.6 MBEmily Keagle is the Managing Member and Investment Advisor at Financial Transparency. This is a firm working to help advisors answer their clients questions; supporting the advisors while creating a better financial world for their clients. In this episode, Doug and Emily talk about the business of working with both advisors and individual clients to … Continue reading Episode 121 – Finding the Balance Between the Advisor and the Client – With Emily Keagle →
Episode 120 – Empowering & Inspiring Confident Outcomes with Scott Enger & Steve Sullivan
October 31, 2022 16:42 - 31 minutes - 24 MBLogicly is a comprehensive web-based analytics and portfolio management platform for advisors to automate their day-to-day portfolio management workload. Doug is joined today by Logicly’s chief revenue officer, Scott Enger, and head of marketing Steve Sullivan. They discuss their respective journeys to Logicly, and how the platform can help advisors empower & inspire confident outcomes. They … Continue reading Episode 120 – Empowering & Inspiring Confident Outcomes with Scott Enger & Steve Su...
Episode 119 – Finding the Risk, Protecting Financial Stability – With Jeremy Franzleubbers
October 13, 2022 12:54 - 11 minutes - 8.24 MBJeremy Franzleubbers is the Chief Risk Officer at Axos Clearing, a custodian serving firm introducing broker-dealer and registered investment advisors. In today’s episode, Doug and Jeremy break down risk management and how Axos Clearing approaches its measurement amongst various clients. They also discussed: The application of risk within the Axos Clearing company Meme stocks and … Continue reading Episode 119 – Finding the Risk, Protecting Financial Stability – With Jeremy Franzleubbers →
Episode 118 – Keeping Focus on the Long Term Trends – With Ed Butowsky
October 13, 2022 12:53 - 17 minutes - 19.5 MBEd Butowsky, the managing partner of Chapwood Investments, has been helping high net worth clients protect and grow their wealth for over 25 years to promote even more success. Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Ed discuss investing with a focus on the long term … Continue reading Episode 118 – Keeping Focus on the Long Term Trends – With Ed Butowsky →
Episode 117 – Preparing Clients and Protecting Funds – With Karl Frank
October 13, 2022 12:51 - 19 minutes - 26.3 MBKarl Frank is the president of A&I Financial services based out of Colorado, a company set on helping a number of successful families grow and protect their investments. Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Karl discuss the role of a generational advisor and the importance … Continue reading Episode 117 – Preparing Clients and Protecting Funds – With Karl Frank →
Episode 116 – Tailoring the Solution – With Louis Tranquilli
October 13, 2022 12:49 - 18 minutes - 16.3 MBLouis Tranquilli, founder and leader of Tranquilli Financial Advisor, an independent full service financial firm located in the historic town of Clinton, New Jersey, brings his 31 years of experience to the podcast. Coming live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Louis discuss the importance of … Continue reading Episode 116 – Tailoring the Solution – With Louis Tranquilli →
Episode 115 – A Quantitative Approach to Investing – With Art Day
October 13, 2022 12:48 - 18 minutes - 19.3 MBArt Day is a partner for Day Hagen Asset Management, an asset manager that provides disciplined, quantitative scientific and unemotional, model-based approach to investing. Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Art discuss the quantitative models of the Day Hagen Asset Management firm, and the multitude … Continue reading Episode 115 – A Quantitative Approach to Investing – With Art Day →
Episode 114 – Keeping Momentum Through the Road Blocks – With Eliza De Pardo
October 13, 2022 12:45 - 20 minutes - 27.7 MBEliza De Pardo is the founder of De Pardo Consulting,a firm of industry specialists that leverage their business consulting expertise and research insights to deliver great advice to their clients. Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Eliza discuss talent shortages in the financial services industry … Continue reading Episode 114 – Keeping Momentum Through the Road Blocks – With Eliza De Pardo →
Episode 113 – Delivering on the Client Experience – With Julie Littlechild
October 03, 2022 19:47 - 16 minutes - 22.2 MBJulie Littlechild is the Founder and CEO of Absolute Prospects whose mission is to help advisors transform the way they engage with clients and potential prospects, reimagining a more efficient path for advisory firms to grow. Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Julie discuss how … Continue reading Episode 113 – Delivering on the Client Experience – With Julie Littlechild →
Episode 112 – Turning the Page to the Next Gen Advisor with Tim Gerend
September 20, 2022 21:25 - 21 minutes - 30 MBTim Gerend is the Chief Distribution Officer at Northwestern Mutual, a company combining the expertise of financial professionals with a personalized digital experience and leading-edge technology to best serve clients with their insurance, investments, and life goals. Doug and Tim talked about the results of their Planning and Progress Study which presented revealing statistics on … Continue reading Episode 112 – Turning the Page to the Next Gen Advisor with Tim Gerend →
Episode 111 – Technology and its Impact on Wealth Management – With Raj Bhattacharyya
September 14, 2022 23:15 - 17 minutes - 24.2 MBRaj Bhattacharyya is the CEO of Robertson Stephens Capital, a privately-held, boutique wealth management firm servicing entrepreneurs, business owners, executives, family offices and institutions. Doug and Raj talked about how Robertson Stephens Capital is evolving to keep pace with changes across the wealth management industry, with the goal of helping advisors better serve their clients. … Continue reading Episode 111 – Technology and its Impact on Wealth Management – With Raj Bhattachary...
Episode 110 – Diversify Client Portfolios Through Commercial Real Estate – With Sheldon Chang
September 02, 2022 12:08 - 20 minutes - 27.6 MBSheldon Chang is the President of CrowdStreet Advisors, a company that provides investment advisory services exclusively to privately managed accounts and private funds. They also help advisors incorporate commercial real estate (CRE) into their clients’ portfolios. Doug and Sheldon talked about the unique opportunity CrowdStreet gives to private investors and their clients to advance their … Continue reading Episode 110 – Diversify Client Portfolios Through Commercial Real Estate – With Shel...
Episode 109 – Unique Content Drives Advisor Conversions with Teresa Leno
September 01, 2022 17:00 - 15 minutes - 21.8 MBTeresa Leno is the Founder of Fresh Finance, a financial services industry publishing company specializing in enterprise content creation and deployment for advisors. Doug and Teresa talked about how they co-developed Advisorpedia’s newest product, The Advisorpedia Content Engine, that provides advisors access to personalized content they can use as their own and share with clients. … Continue reading Episode 109 – Unique Content Drives Advisor Conversions with Teresa Leno →
Episode 108 – Tech Solutions that Grow Your Firm – With Robert Teaney
September 01, 2022 13:15 - 17 minutes - 24.4 MBRobert Teaney is the Director at ViewTrade., a firm creating a smoother, faster and more efficient straight through trading process for non-U.S. firms seeking access to the U.S. equity & option market. They provide turnkey white-labeled retail brokerage, technology, content, customer engagement and advisor solutions to brokerage firms, banks, and financial firms worldwide. Doug and … Continue reading Episode 108 – Tech Solutions that Grow Your Firm – With Robert Teaney →
Episode 106 – Financial Services Continues to be a Winning Industry – With Gino DeRango
August 12, 2022 15:33 - 21 minutes - 29.8 MBGino DeRango is the Senior Vice President, National Sales Manager at Axos Advisor Services, a hybrid custodian and financial services company with powerful integrated custodial and banking solutions that enable RIAs to offer a wider range of services to their clients. Doug and Gino talked about the current environment of the financial services industry and … Continue reading Episode 106 – Financial Services Continues to be a Winning Industry – With Gino DeRango →
Episode 107 – Cash Management is More Important than Ever – With Eric Lansky
August 12, 2022 15:33 - 16 minutes - 23 MBEric Lansky is the President of StoneCastle Cash Management, a company that connects institutional and retail investors to banks via innovative cash, deposit, and capital investment solutions. Doug and Eric talked about the current environment and why cash is becoming more relevant than ever for advisors. They also discussed: The implementation of cash management into … Continue reading Episode 107 – Cash Management is More Important than Ever – With Eric Lansky →
Episode 105 – Delivering High Level Services to Clients – With Carla Barry
August 11, 2022 15:53 - 10 minutes - 13.9 MBCarla Barry is head of Operations at Axos Clearing, a full-service clearing firm focused on the success of introducing broker-dealer and registered investment advisor correspondents. Doug and Carla talked about her coming from outside the financial services industry and what she believes goes into creating a great service model. They also discussed: What gets her … Continue reading Episode 105 – Delivering High Level Services to Clients – With Carla Barry →
Episode 104 – An AI Solution For Personalized Advising – With Andrew Altfest
August 11, 2022 15:52 - 25 minutes - 35.2 MBAndrew Altfest is the founder and CEO of FP Alpha, the first AI driven, comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to clients across over 15 financial planning disciplines. In today’s podcast, Doug talked with Andrew about his background and how he got the idea for this innovative product. … Continue reading Episode 104 – An AI Solution For Personalized Advising – With Andrew Altfest →
Episode 103 – Active Management in a Time of Decline – With Rocco Pellegrinelli
August 05, 2022 17:32 - 18 minutes - 25.9 MBRocco Pellegrinelli is the Founder and CEO of Trendrating, a Swiss company with proprietary and unique trend-capture and rating methodologies used in the asset management, wealth management, private banking, advisory, hedge funds, and family offices fields to maximize returns and to better control risks. Doug and Rocco talked about the current state of the overall … Continue reading Episode 103 – Active Management in a Time of Decline – With Rocco Pellegrinelli →
Episode 102 – Automate Your Workflows and Save Time – With Adrian Johnstone
August 05, 2022 17:31 - 16 minutes - 22.5 MBAdrian Johnstone is the Co-Founder and President of Practifi, a performance optimization platform purpose-built for the wealth management industry that empowers teams to automate workflows, create rich client records and access advanced analytics in a unified experience. Doug and Adrian talked about his background that led to his path of co-founding Practifi and why he … Continue reading Episode 102 – Automate Your Workflows and Save Time – With Adrian Johnstone →
Episode 101 – Turning Compliance from a Barrier to an Asset – With Mac Bartine
August 05, 2022 17:30 - 18 minutes - 26 MBMac Bartine is the CEO of SmartRIA, which is a powerful, easy-to-use cloud-based software solution designed to meet the specialized needs of compliance consultants, investment advisors, and CCOs. Doug and Mac talked about the SmartRIA platform and how advisors can take advantage of it to turn compliance to an asset. They also discussed: What drove … Continue reading Episode 101 – Turning Compliance from a Barrier to an Asset – With Mac Bartine →
Episode 100 – Achieving an Effective Marketing Strategy for Your Firm – With Susan Theder and Samantha Russell
July 19, 2022 23:58 - 27 minutes - 19.8 MBAt FMG Suite, Susan Theder acts as the Chief Marketing and Experience Officer and Samantha Russell acts as the Chief Evangelist. FMG Suite currently provides over 40,000 financial advisors and insurance agents with award-winning content and digital marketing tools to help them build their businesses, expand their influence, and strengthen relationships with customers. Doug, Susan … Continue reading Episode 100 – Achieving an Effective Marketing Strategy for Your Firm – With Susan Theder and S...
Episode 99 – Moving Technology from the Why to the How – With Craig Ramsey
July 06, 2022 17:05 - 14 minutes - 15.4 MBCraig Ramsey is the Chief Operating Officer at AdvisorEngine, a pioneer in digital wealth management technology that supercharges advisor growth with its powerful and intuitive digital platform. Doug and Craig sat down at the T3 Advisor Conference and talked about how financial technology can get closer to the level of technology utilized in other industries. … Continue reading Episode 99 – Moving Technology from the Why to the How – With Craig Ramsey →
Episode 98 – Simplifying Income & Protection for Client Portfolios – With Rich Romano
June 27, 2022 12:04 - 13 minutes - 13.3 MBRich Romano is the CEO and Founder of FidX, a platform focused on growing business while bringing the value of guaranteed income and protection solutions to clients in the easiest way. Doug and Rich sat down at the Envestnet Advisor Summit and talked about how client portfolios can be simplified through a consistent experience. They … Continue reading Episode 98 – Simplifying Income & Protection for Client Portfolios – With Rich Romano →
Episode 96 – Maximize Your Clients’ Social Security Benefits – With Martha Shedden
June 15, 2022 12:00 - 19 minutes - 13.2 MBMartha Shedden is the President and Co-Founder of the National Association of Registered Social Security and Analysts (NARSSA), a resource that provides education and resources to Social Security experts to help them maximize their clients’ Social Security benefits. In today’s episode, Doug and Martha talk about the benefits of taking Social Security at the right … Continue reading Episode 96 – Maximize Your Clients’ Social Security Benefits – With Martha Shedden →
Episode 97 – The Attainability of a Digital Ecosystem – With Mike Scaplen & Gary Wiedman
June 14, 2022 16:57 - 22 minutes - 30.4 MBMike is the current SVP of Sales and Relationship Management and Gary is the President and Managing Principle of Axos Clearing. The company provides a broad range of services to FINRA members introducing broke- dealers and Registered Investment Advisors (RIAs). In today’s episode, Doug, Mike and Gary talk about the tools Axos provides to its … Continue reading Episode 97 – The Attainability of a Digital Ecosystem – With Mike Scaplen & Gary Wiedman →
Episode 95 – The Power of Personalization for Financial Services – With Helen Yang
June 10, 2022 00:08 - 17 minutes - 24 MBHelen is the CEO and founder of Andes Wealth Technologies, a resource that combines behavioral finance with risk analytics to empower financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized service. In today’s episode, Doug and Helen talk about the importance of carefully examining each step in a financial service process, starting from the … Continue reading Episode 95 – The Power of Personalization for Financial Services – With Helen Yang →
Episode 94 – The Impact of Technology on Personal Finance – With Dani Fava
June 10, 2022 00:05 - 11 minutes - 9.86 MBDani Fava is the Head of Strategic Development at Envestnet, a company whose mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone. Doug and Dani sat down at the Envestnet Advisor Summit and talked about the changing landscape of personal finance … Continue reading Episode 94 – The Impact of Technology on Personal Finance – With Dani Fava →
Episode 93 – What the Changing Wealth Landscape Means to Your Practice – With Quinton Aslton-Spratt
June 10, 2022 00:02 - 18 minutes - 18.7 MBQuinton Alston-Spratt is the Head of Advisor Practice Management at Franklin Templeton, a company that serves as a full-service broker-dealer and registered investment adviser. Doug and Quinton sat down at the Envestnet Advisor Summit and talked about how Franklin Templeton created the “Changing Phases of Wealth” program to help financial advisors prepare for the changing … Continue reading Episode 93 – What the Changing Wealth Landscape Means to Your Practice – With Quinton Aslton-Spratt →
Episode 92 – Managing Wealth for 100 Years – With Rick Pitcairn
June 09, 2022 23:58 - 21 minutes - 30.2 MBRick Pitcairn is the Chief Investment Officer at Pitcairn, a business that has partnered with some of the world’s wealthiest families to meet their needs and drive better outcomes – year-to-year, decade-to-decade, generation-to-generation. In today’s episode, Doug and Rick talk about the evolution of financial investments over the last 100 years and how Pitcairn helps … Continue reading Episode 92 – Managing Wealth for 100 Years – With Rick Pitcairn →
Episode 91 – What to Consider Before Changing Firms – with Jaime Golden
June 09, 2022 23:55 - 11 minutes - 8.15 MBJaime Golden is the President of Acquisitions at Kingswood U.S., an SEC-registered RIA and a FINRA-licensed broker/dealer that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor. In today’s episode, Doug and Jaime talk about the importance of advisors finding the right fit and what they should take under consideration … Continue reading Episode 91 – What to Consider Before Changing Firms – with Jaime Golden →
Episode 90 – Finding Opportunity in Yield Markets – With Benjamin Hurn
May 23, 2022 12:00 - 12 minutes - 14.8 MBBenjamin Hurn is the senior vice president of Channel Development at YieldX, an end-to-end digital platform with smart workflows, AI-powered analytics and a reimagined user experience for financial professionals and investors in the fixed income markets. Doug and Ben sat down at the T3 Advisor Conference and talked about the growing trend of advisors planning … Continue reading Episode 90 – Finding Opportunity in Yield Markets – With Benjamin Hurn →
Episode 89 – Why Sustainability is Important for Wealth Management – With Lydia Pinnell Lawrie
May 20, 2022 12:00 - 9 minutes - 12.9 MBLydia Pinnell Lawrie is the senior strategist at Clarity AI, a company that brings societal impact to markets. They build-in a customizable, scalable sustainability tech kit to your existing workflow, which empowers you to efficiently and confidently assess, analyze and report on anything valuable to your clients and everything required by law. Doug and Lydia sat down … Continue reading Episode 89 – Why Sustainability is Important for Wealth Management – With Lydia Pinnell Lawrie →
Episode 88 – Winning Strategies of Elite RIAs (Part One) – With Mike Watson
May 19, 2022 12:00 - 25 minutes - 15.9 MBAxos Advisor Services is an RIA custodian that delivers individualized attention, intuitive technology, and knowledgeable consulting support to financial advisors. In his role as the head of RIA Custody there, Mike Watson is in a unique position to observe, understand and help advisors make sense of the constant evolution of client expectations and their own … Continue reading Episode 88 – Winning Strategies of Elite RIAs (Part One) – With Mike Watson →
Episode 87 – Moving Captive Advisors to the Land of the Free – With Danielle White
May 17, 2022 12:00 - 14 minutes - 12.1 MBDanielle White is the owner of Myriad Advisor Solutions, a business consulting firm and one-stop shop for independent financial advisors. Doug and Danielle sat down at the T3 Advisor Conference and talked about the continued migration of advisors and why they decide to change firms. They also discuss The fears/concerns that prevent advisors from moving … Continue reading Episode 87 – Moving Captive Advisors to the Land of the Free – With Danielle White →
Episode 86 – How to Add Ideal Clients by Getting Personal– With Drew Force
May 16, 2022 14:30 - 16 minutes - 11.1 MBDrew Force is the founder and creative director of Force Brand Design, a brand development agency in Portland, OR. Drew has been helping people and companies go beyond storytelling to tell the truth for decades. In today’s episode, Doug and Drew discuss marketing – where they both see the industry doing well, and where they … Continue reading Episode 86 – How to Add Ideal Clients by Getting Personal– With Drew Force →
Episode 85 – A Suite of Apps That Can Transform Your Business – With Gerry Murphy
May 16, 2022 12:00 - 12 minutes - 14 MBGerry Murphy is the CEO of Arcus Partners, a forward-thinking, fintech and service-focused company whose team and unique brands align with their clients, partners and investors to continuously improve how financial services companies run and grow their businesses. Doug and Gerry sat down at the T3 Advisor Conference and talked about his passion for new … Continue reading Episode 85 – A Suite of Apps That Can Transform Your Business – With Gerry Murphy →
Episode 84 – Make Your Clients the Hero of the Story – With Kristian Borghesan
May 13, 2022 12:00 - 15 minutes - 18.2 MBKristian Borghesan is the Vice President of Marketing and Growth at FutureVault, an industry-leading provider of secure document exchange and Digital Vault solutions for the financial services industry that enables institutions, advisors, and clients to manage information better, together. Doug and Kristian sat down at the T3 Advisor Conference and talked about how technology can enable … Continue reading Episode 84 – Make Your Clients the Hero of the Story – With Kristian Borghesan →
Episode 83 – Growing Your Practice Through Tax Planning – With Chris Field
May 11, 2022 12:00 - 14 minutes - 18.5 MBChris Field is the Chief Growth Officer at Holistiplan, a tax planning software solution that helps financial planners be more comprehensive and more efficient. Doug and Chris sat down at the T3 Advisor Conference and talked about how taxes are part of every thing an advisor does for a client, and how Holistiplan can help … Continue reading Episode 83 – Growing Your Practice Through Tax Planning – With Chris Field →
Episode 82 – Building A Culture of Going the Extra Mile – With Mike Nessim
April 21, 2022 12:00 - 11 minutes - 16 MBMike Nessim is the CEO and Managing Director of Kingswood U.S., an SEC-registered RIA and a FINRA-licensed broker/dealer that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor. In today’s episode, Doug and Mike talk about Kingswood’s extraordinary growth and how his leadership style and focus on working hard, trying … Continue reading Episode 82 – Building A Culture of Going the Extra Mile – With Mike Nessim →
Episode 81 – Technology Drives Innovation in Clearing – With Michael Scaplen
April 13, 2022 13:00 - 12 minutes - 8.96 MBMichael Scaplen is the senior vice president of sales and relationship management at Axos Clearing, a company that prides itself on delivering flexible solutions backed by innovative technology, experienced industry professionals and access to leading bank products. In today’s episode, Doug and Michael talk about technology and innovation – how clearing houses in general should … Continue reading Episode 81 – Technology Drives Innovation in Clearing – With Michael Scaplen →
Episode 80 – Build the Holistic Offering Your Clients Need – With Mike Watson
April 06, 2022 13:00 - 25 minutes - 17.5 MBAxos Advisor Services is an RIA custodian that delivers individualized attention, intuitive technology, and knowledgeable consulting support to financial advisors. In his role as the head of RIA Custody there, Mike Watson is in a unique position to observe, understand and help advisors make sense of the constant evolution of client expectations and their own … Continue reading Episode 80 – Build the Holistic Offering Your Clients Need – With Mike Watson →
Episode 79 – The Importance of the Right Clearing House Partner – With Michael Scaplen and Brian King
March 31, 2022 13:32 - 19 minutes - 13.9 MBRealto, through its partnership with Axos Clearing, became the first ever platform to have a fully electronic secondary transaction of an alternative investment. In today’s episode, Michael Scaplen, Senior Vice President of Sales at Axos Clearing, LLC, and Brian King, CEO and Co-Found of Realto again join Doug for a discussion about the importance of … Continue reading Episode 79 – The Importance of the Right Clearing House Partner – With Michael Scaplen and Brian King →
Episode 78 – The Evolution of Retirement Planning – With Tony Leal
March 29, 2022 12:00 - 18 minutes - 42.4 MBTony Leal is President at Envestnet | MoneyGuide, a resource that helps advisors’ clients define and prioritize their goals into needs, wants and wishes before meeting with them. In today’s episode, Doug and Tony talk about the evolution of retirement planning over the last 20 years and how Envestnet, through the MoneyGuide Pro platform, helps … Continue reading Episode 78 – The Evolution of Retirement Planning – With Tony Leal →
Episode 77 – The Authority Code: How to Position, Monetize & Sell Your Expertise – With Rochelle Moulton
March 14, 2022 12:00 - 18 minutes - 25 MBRochelle Moulton is the President of Be Unforgettable Media, co-host of The Business of Authority podcast, and author of The Authority Code: How to Position, Monetize and Sell Your Expertise. In this episode of Power Your Advice, Doug and Rochelle talk about what it means to be an authority and how to capitalize on this … Continue reading Episode 77 – The Authority Code: How to Position, Monetize & Sell Your Expertise – With Rochelle Moulton →
Episode 76 – What Advisors Should Know About Alternatives – Douglas Blake
March 08, 2022 12:00 - 37 minutes - 51.8 MBDouglas Blake is the managing director of investment solutions at Kingswood U.S., An SEC-registered RIA and a FINRA-licensed broker/dealer that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor. In this episode of Power Your Advice, Doug and Doug talk about one of the hottest asset classes around: alternatives. The … Continue reading Episode 76 – What Advisors Should Know About Alternatives – Douglas Blake →
Episode 75 – Partner to Take Your Business to the Next Level – With Paul Lee
March 04, 2022 12:00 - 13 minutes - 18.7 MBWe love to hear, learn from and share advisor stories. What works for them, what challenges they face, how they continually up their game, and what they’ve learned along the way that has helped shape the advisor they are today. Today’s guest is Paul Lee from Kingswood U.S., an advisor with a rapidly advancing career … Continue reading Episode 75 – Partner to Take Your Business to the Next Level – With Paul Lee →
Episode 74 – Helping Advisors Meet New Challenges– With Mike Watson
March 03, 2022 12:00 - 21 minutes - 29.9 MBMike Watson is the head of RIA Services at Axos Advisor Services, a hybrid custodian and financial services company that offers powerful, integrated custodial and banking solutions designed to enable RIAs to offer a wider range of services to their clients. In this episode of Power Your Advice, Doug and Mike talk about Mike’s 30+-year career in … Continue reading Episode 74 – Helping Advisors Meet New Challenges– With Mike Watson →
Episode 73 – It’s Time to Talk About Cash – With Frank Bonnano
February 24, 2022 12:00 - 17 minutes - 24.5 MBFrank Bonnano is a managing director and head of marketing at StoneCastle Partners, LLC. Stonecastle provides stable, cost-efficient funding to bank throughout the U.S. and harnesses this demand to create unique fixed-income cash products for institutional depositors. In today’s episode, Doug & Frank talk about a subject we have not discussed on our more than … Continue reading Episode 73 – It’s Time to Talk About Cash – With Frank Bonnano →
Episode 72 – Data Can Help You Provide Quality Advice – With Matthew Radgowski
February 17, 2022 12:00 - 14 minutes - 19.3 MBMatthew Radgowski is head of Advisor Services at Morningstar. Morningstar Advisor Services helps financial advisors harvest the power of Morningstar data and research and integrate it in the way they work. Doug and Matt sat down at the FSI OneVoice Summit and talked about Morningstar Advisor Services and their primary focus on discovering key trends … Continue reading Episode 72 – Data Can Help You Provide Quality Advice – With Matthew Radgowski →