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 71 – Shedding Light on the Billing Process – With Tom Huddleston
February 16, 2022 12:00 - 13 minutes - 18.8 MBTom Huddleston is the Chief Information Officer and managing director of Redi2 Technologies, the leading provider of hosted fee billing and revenue management solutions for asset and wealth managers. Doug and Tom sat down at the FSI OneVoice Summit and talked about Redi2 and billing – not the most glamorous of topics, but one of … Continue reading Episode 71 – Shedding Light on the Billing Process – With Tom Huddleston →
Episode 70 – Breaking Barriers, Building Futures – With Forest Harper
February 15, 2022 12:00 - 18 minutes - 24.8 MBForest Harper is the President & CEO of INROADS, a non-profit organization focused on offering talented, underrepresented youth a pathway from high school to college and throughout their career that breaks through the glass ceiling and closes the opportunity and wealth gaps. INROADS career development pathway extends a support system that can last a lifetime. … Continue reading Episode 70 – Breaking Barriers, Building Futures – With Forest Harper →
Episode 69 – Manage Portfolios at Scale With the Right Technology – With Brian Bleasdell
February 10, 2022 16:45 - 14 minutes - 20.1 MBBrian Bleasdell is the Chief Product Officer at Flyer Financial Technologies. Flyer Financial Technologies develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies. Doug and Brian sat down at the FSI OneVoice Summit and talked about what Flyer Financial Technologies actually does that makes them unique … Continue reading Episode 69 – Manage Portfolios at Scale With the Right Technology – With B...
Episode 68 – Focus to Build a Future-Ready Practice – With Anand Sekhar
February 06, 2022 19:19 - 17 minutes - 23.5 MBAnand Sekhar is the vice president of practice management & consulting for the Fidelity Institutional® group inside Fidelity Investments. Fidelity Institutional is focused on helping advisors build successful, future-ready businesses. Doug and Anand sat down at the FSI OneVoice Summit and talked about trends Anand is seeing for financial advisors in the industry today. They … Continue reading Episode 68 – Focus to Build a Future-Ready Practice – With Anand Sekhar →
Episode 67 – Should Advisors Buy or Build Their Software – With John O’Connell
January 10, 2022 12:00 - 17 minutes - 39 MBJohn O’Connell is the founder & Chief Executive Officer of The Oasis Group, a consulting firm that helps financial services and financial technology firms to create and focus on their unique value proposition to attract clients and generate higher revenue. Doug and John sat down at the MarketCounsel Summit to talk about the Oasis Group, … Continue reading Episode 67 – Should Advisors Buy or Build Their Software – With John O’Connell →
Episode 66 – Investigating a New Clearing House? Here are 7 Questions You Need to Get Answered– With Michael Scaplen
January 06, 2022 12:00 - 18 minutes - 43.1 MBMichael Scaplen, Axos Clearing’s SVP of Sales and Relationship Management, is back. This time to outline questions you should get answered when considering changing clearing houses. This episode of Power Your Advice is a rapid-fire Q&A between Doug and Michael, in which Michael provides insider insight on each of the following: What does a clearing … Continue reading Episode 66 – Investigating a New Clearing House? Here are 7 Questions You Need to Get Answered– With Michael Scaplen →
Episode 65 – Helping Advisors Find a Better Match – With Ryan Shanks
December 23, 2021 12:00 - 10 minutes - 25.1 MBRyan Shanks is the founder & chief executive officer at FA Match, the first dedicated career platform to help financial advisors find the best home for their book of business. Doug and Ryan sat down at the MarketCounsel Summit and talked about FA Match’s impressive growth over the past few years. They also talk about … Continue reading Episode 65 – Helping Advisors Find a Better Match – With Ryan Shanks →
Episode 64 – Leading With Learning – With Matt Brown
December 21, 2021 12:00 - 16 minutes - 23.1 MBMatt Brown is the founder, chairman & chief executive officer at CAIS, the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. Doug and Matt sat down at the MarketCounsel Summit and talked about how CAIS has evolved over the years and how they … Continue reading Episode 64 – Leading With Learning – With Matt Brown →
Episode 63 – Enabling Advisor Scalability Through Technology – With Rusty Sommer
December 17, 2021 12:00 - 16 minutes - 36.8 MBRusty Sommer is the managing director of strategic relationships at Flyer Financial Technologies, which develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies. Doug and Rusty caught up at the MarketCounsel Summit and talked about Flyer Financial Technologies and how they help advisors deliver personalized investment portfolios … Continue reading Episode 63 – Enabling Advisor Scalability Through ...
Episode 62 – Helping Advisors Transform Their Practices – With Brad Bueermann
December 16, 2021 12:00 - 22 minutes - 50.6 MBBrad Bueermann is the chief executive officer of FP Transitions, a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in their life cycle, they offer comprehensive, coordinated, and customized solutions to achieve long-term, sustainable business growth. Doug and Brad caught … Continue reading Episode 62 – Helping Advisors Transform Their Practices – With Brad B...
Episode 61 – Access Tomorrow’s IPOs – With Nick Worontzoff
December 14, 2021 12:00 - 17 minutes - 40.9 MBNick Worontzoff is the founder and managing partner of NW3 Access, a company that gives clients access to private markets in pre-IPOs, providing investors with superior asset allocation options within various industries and sectors, with the goal of improving a portfolio’s efficiency and risk-adjusted returns. In today’s episode, Doug and Nick talk about how and … Continue reading Episode 61 – Access Tomorrow’s IPOs – With Nick Worontzoff →
Episode 60 – Recognize When to Partner to Drive Growth – With Scott Rothbort
December 10, 2021 13:00 - 30 minutes - 69.5 MBScott Rothbort is the Founder and President of Lakeview Asset Management, an advisory firm that specializes in the development of multi-strategy investments that seek to generate returns that exceed benchmarks of the client’s choosing. They accomplish this by developing and executing low-risk, proprietary trading strategies, and by using a variety of investment techniques and tools … Continue reading Episode 60 – Recognize When to Partner to Drive Growth – With Scott Rothbort →
Episode 59 – Providing Affordable Housing Through Mobile Home Communities – With Michael Anise
December 07, 2021 14:00 - 14 minutes - 32.9 MBMichael Anise is the President and Chief Financial Officer of Manufactured Housing Properties, Inc. (MHPC), a company that, together with its affiliates, acquires, owns, and operates manufactured housing communities. In today’s episode, Doug and Michael talk about MHPC’s commitment to providing housing affordability and a high level of service to their residents. They also discuss … Continue reading Episode 59 – Providing Affordable Housing Through Mobile Home Communities – With Michael Ani...
Episode 58 – The Importance, Opportunity & Challenges of Investing in Senior Housing – With Jade Miller
December 03, 2021 14:00 - 14 minutes - 33 MBJade Miller is the vice president of capital markets for the Bourne Financial Group, a real estate financial equity company specializing in healthcare development, acquisitions and asset management. In today’s episode, Doug and Jade talk about how Bourne develops and acquires private pay senior housing across the United States. They also discuss How Jade got … Continue reading Episode 58 – The Importance, Opportunity & Challenges of Investing in Senior Housing – With Jade Miller →
Episode 57 – Benefits of Working with an Organization That Has Strong In-House Compliance – With Mike Alsoraimi
November 30, 2021 14:00 - 16 minutes - 37 MBMike Alsoraimi is the Co-Chief Compliance Officer for Kingswood Group 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 the complexity of managing compliance across Kingswood’s two Broker-Dealers and two RIAs. They also … Continue reading Episode 57 – Benefits of Working with an Organization That Has S...
Episode 56 – Building a City Through Revitalization – With Erik Hayden
November 29, 2021 12:00 - 14 minutes - 32 MBErik Hayden is the founder of Urban Catalyst, a real estate equity fund focused on ground-up development projects in downtown San Jose. In today’s episode, Doug and Erik talk about the types of projects in which Urban Catalyst gets involved, and how they choose them. They also discuss: Opportunity zones and opportunity zone funds How Urban … Continue reading Episode 56 – Building a City Through Revitalization – With Erik Hayden →
Episode 55 – The Power of Choice When Active Trading – With Joe Ely
November 19, 2021 16:20 - 9 minutes - 13.6 MBJoe Ely is the President & CEO of Mint Global Markets, the online retail brokerage firm and parent company of the SpeedTrader platform for active traders. In today’s episode, Doug and Joe discuss the definition of an active trader and the ebbs and flows over the past few decades of the active trading world. They … Continue reading Episode 55 – The Power of Choice When Active Trading – With Joe Ely →
Episode 54 – Rapid-Fire Q&A with James Pollard
November 18, 2021 11:00 - 34 minutes - 47.1 MBJames Pollard founded The Advisor Coach, LLC, with a simple goal: to help financial advisors build their businesses. He is one of the youngest coaches in the financial services industry, and his brash, honest approach backed by his deep expertise has helped tens of thousands of advisors to date. Today’s episode is a little different. … Continue reading Episode 54 – Rapid-Fire Q&A with James Pollard →
Episode 53 – Uncovering Investment Opportunity all Over the World – with Russell Platt
November 05, 2021 13:07 - 18 minutes - 41.7 MBRussell Platt is the Co-Founder and CEO of Forum Partners, a global real estate investment and asset management firm. Founded in 2002, Forum is recognized for investing in and alongside public and private real estate companies, with a focus on income and capital preservation. In today’s episode, Doug & Russell talk about how Forum Partners … Continue reading Episode 53 – Uncovering Investment Opportunity all Over the World – with Russell Platt →
Episode 52 – Making Alternatives Accessible Through Technology – with Brian King
November 03, 2021 10:00 - 17 minutes - 23.7 MBBrian King is the Co-Founder and CEO of Rialto, a next generation marketplace that unlocks opportunities in the real estate and other secondary investment markets. We’re connecting buyers and sellers like never before and modernizing their portfolio with less volatile, more versatile investment options. In today’s episode, Doug & Brian talk about Brian’s long-term interest … Continue reading Episode 52 – Making Alternatives Accessible Through Technology – with Brian King →
Episode 51 – Moving Investment Banking into the Future – with Richard Rappaport
November 01, 2021 15:19 - 15 minutes - 21.8 MBRichard Rappaport is the founder of WestPark Capital Group, A full service investment banking and securities brokerage firm which serves the needs of both private and public companies worldwide, as well as individual and institutional investors. In today’s episode, Doug & Richard talk about investment banking and what the future holds for the industry. They … Continue reading Episode 51 – Moving Investment Banking into the Future – with Richard Rappaport →
Episode 50 – Develop a Deeply Engaging, Profoundly Human Client Experience – with Julie Littlechild
October 14, 2021 12:33 - 27 minutes - 62.4 MBWe are honored to have Julie Littlechild as our 50th guest on Power Your Advice. Julie is the CEO of Absolute Engagement, a company that helps advisors and advisory firms use direct input from their clients to evolve and enhance the client experience, identify unmet needs and increase referrals. She is also the author of … Continue reading Episode 50 – Develop a Deeply Engaging, Profoundly Human Client Experience – with Julie Littlechild →
Episode 49 – Powering Alternative Investing Through Education and Data – with Mark Salameh
September 24, 2021 10:00 - 10 minutes - 25.1 MBMark Salameh is the CEO of AltsAxis, which works to deliver the universe of the alternative investment ecosystem in one seamless, leading-edge and intuitive and secure platform. In this episode of Power Your Advice, Doug Heikkinen and Mark talk about the challenges presented to advisors by the alternative investment industry: Why not much has changed … Continue reading Episode 49 – Powering Alternative Investing Through Education and Data – with Mark Salameh →
Episode 48 – Building Advisor Businesses Through Partnership – with Val Peters Rayevskiy
September 09, 2021 10:00 - 12 minutes - 29.5 MBVal Peters Rayevskiy is the Chief Operating Officer of Kingswood U.S., an SEC-registered RIA and a FINRA-licensed broker/dealer with over $2B in assets under management, that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor. In this episode of Power Your Advice, Doug Heikkinen and Val talk about his background, … Continue reading Episode 48 – Building Advisor Businesses Through Partnership – with Val Peters ...
Episode 47 – Create a Tactical Plan to Deliver Personal Client Experiences – with Joseph Michelli
August 25, 2021 12:00 - 16 minutes - 38.5 MBJoseph A. Michelli, Ph.D., C.S.P., is an internationally sought-after speaker, author, and organizational consultant who transfers his knowledge of exceptional business practices in ways that develop joyful and productive workplaces with a focus on customer experience. His latest book is Stronger Through Adversity: World-Class Leaders Share Pandemic-Tested Lessons on Thriving During the Toughest Challenges. Joseph’s other … Continue reading Episode 47 – Create a Tactical Plan to Deliver Pe...
Episode 47 – Can Advice go Mainstream? – with Joseph Michelli
August 25, 2021 12:00 - 16 minutes - 38.5 MBJoseph A. Michelli, Ph.D., C.S.P., is an internationally sought-after speaker, author, and organizational consultant who transfers his knowledge of exceptional business practices in ways that develop joyful and productive workplaces with a focus on customer experience. His latest book is Stronger Through Adversity: World-Class Leaders Share Pandemic-Tested Lessons on Thriving During the Toughest Challenges. Joseph’s other … Continue reading Episode 47 – Can Advice go Mainstream? – with Jo...
Episode 46 – What Advisors Should Know About Clearing Houses – with Michael Scaplen
August 24, 2021 19:17 - 16 minutes - 22.4 MBAt Advisorpedia, we feel it’s our duty to deliver advanced-level content that makes experienced financial advisors better in every way alongside content designed to level set and educate advisors at all levels. We will be dedicating some Power Your Advice episodes to that effort. Joining us to discuss our first topic – clearing firms – … Continue reading Episode 46 – What Advisors Should Know About Clearing Houses – with Michael Scaplen →
Episode 45 – Can Advice Finally Go Mainstream? – with Stewart Bell
August 12, 2021 10:00 - 31 minutes - 43.5 MBStewart Bell is a business coach and founder of Audere Consulting & Coaching in Australia. Stewart created The Leveraged Advice Firm, a business coaching program and community for financial advisors, accountants and other advice professionals who are optimistic about the future. In this episode of Power Your Advice, Doug Heikkinen and Stewart talk about the … Continue reading Episode 45 – Can Advice Finally Go Mainstream? – with Stewart Bell →
Episode 44 – Use Real Estate to Diversify Your Clients’ Portfolios – with Stephan Sakhai
June 29, 2021 16:20 - 11 minutes - 15.5 MBStephan Sakhai is a managing director at Sovereign Partners, a real estate investment firm that specializes in the acquisition and opportunistic debt throughout the United States. Sovereign’s real estate team draws on a deep knowledge of real estate fundamentals and capital markets to acquire properties and loans throughout the country, with a focus in office, … Continue reading Episode 44 – Use Real Estate to Diversify Your Clients’ Portfolios – with Stephan Sakhai →
Episode 43 – Life Settlements: Accessing the Value of Life Insurance Policies – with Michael Freedman
June 21, 2021 10:00 - 16 minutes - 37.9 MBMichael Freedman is the CEO of Lighthouse Life Solutions, who works with financial professionals who advise and assist policyowners with the sale of unwanted, unneeded or unaffordable life insurance policies. In this episode of Power Your Advice, Doug Heikkinen and Michael discuss how Lighthouse can help advisors access the value of their senior clients’ life … Continue reading Episode 43 – Life Settlements: Accessing the Value of Life Insurance Policies – with Michael Freedman →
Episode 42 – Grow Wealth Through Strategic Real Estate Investing – with Weldon Evans
June 17, 2021 10:00 - 17 minutes - 15.9 MBWeldon Evans is the National Sales Director of ExchangeRight, a real estate investment company that provides REIT, fund and 1031 DST portfolios that target secure capital, stable income and strategic exits for their clients. In this episode of Power Your Advice, Doug Heikkinen and Weldon discuss how ExchangeRight manages real estate investments in order to … Continue reading Episode 42 – Grow Wealth Through Strategic Real Estate Investing – with Weldon Evans →
Episode 41 – Making Alternative Investments as Easy to Own as Mutual Funds – with Mat Dellorso
June 08, 2021 13:19 - 11 minutes - 16.2 MBMat Dellorso is the Co-Founder of WealthForge, a fintech company that provides technology solutions developed by regulatory experts to streamline investments into alternative securities. Their Altigo platform enables marketplace connections and facilitates alternative investment transactions between advisors and sponsors. In this episode of Power Your Advice, Doug Heikkinen and Mat discuss how the alternatives landscape … Continue reading Episode 41 – Making Alternative Investments as Easy t...
Episode 40 – Focus on Delivering the Right Solution to Your Clients – with Todd Anderson
May 28, 2021 12:00 - 18 minutes - 25 MBTodd Anderson is the founder and managing partner of Anderson Financial Group, one of the leading employee benefits and wealth management firms in the Southwest. In this episode of Power Your Advice, Doug Heikkinen and Todd discuss how the last year has changed how Anderson Financial Group does business, and how being solutions-focused defines how … Continue reading Episode 40 – Focus on Delivering the Right Solution to Your Clients – with Todd Anderson →
Episode 39 – Is it Time to Consider Changing Clearing Providers – With Michael Scaplen
May 27, 2021 10:00 - 13 minutes - 31.7 MBMichael Scaplen is the senior vice president of sales and relationship management for Axos Clearing, LLC, a full-service clearing firm that provides flexible clearing solutions focused on empowering introducing broker-dealer and registered investment advisor correspondents to grow their businesses. In this episode of Power Your Advice, Doug Heikkinen and Mike discuss recent changes in the … Continue reading Episode 39 – Is it Time to Consider Changing Clearing Providers – With Michael Scaplen →
Episode 38 -Insurance is Insurance Until You Have a Claim – with Bobby Hotaling
May 25, 2021 01:04 - 11 minutes - 25.3 MBBobby Hotaling is the founder of Hotaling Insurance Services, a full-service risk management firm and a global leader in managing the specific risks of the entertainment and sporting industries. In this episode of Power Your Advice, Doug Heikkinen and Bobby discuss how Bobby built the firm from scratch and why advisors should take the time … Continue reading Episode 38 -Insurance is Insurance Until You Have a Claim – with Bobby Hotaling →
Episode 37 – Democratizing Access to Late-Stage Venture-Backed Companies – with Christian Munafo
May 20, 2021 12:00 - 20 minutes - 47.6 MBChristian Munafo is the chief investment officer of Liberty Street Advisors, Inc., and the portfolio manager of the Private Shares Fund (PRIVX, PIIVX), which offers individuals, family offices, and institutions an effective means to access the venture-backed asset class. In this episode of Power Your Advice, Doug Heikkinen and Matthew discuss late-stage venture capital investing … Continue reading Episode 37 – Democratizing Access to Late-Stage Venture-Backed Companies – with Christian Mu...
Episode 36 – The Opportunity in Commercial Real Estate – with Matthew Gorelik
May 12, 2021 18:57 - 19 minutes - 26.8 MBMatthew Gorelik is the Founder, Chairman and CEO of Township Capital, a Los Angeles-based real estate investment manager focused of making programmatic equity investments alongside best-in-class sponsors and institutional equity investors nationwide. He & his team are unique in their ability to identify and invest in opportunities throughout the commercial real estate capital stack and … Continue reading Episode 36 – The Opportunity in Commercial Real Estate – with Matthew Gorelik →
Episode 35 – Differentiate Your Advice with Direct Indexing – with Barrett Ayers
May 06, 2021 10:00 - 16 minutes - 22.5 MBBarrett Ayers is the President of Adhesion Wealth, a leading provider in outsourced managed account solutions. In this episode of Power Your Advice, Doug Heikkinen and Barrett discuss direct indexing – what it is, how it works, and why you should consider it for your clients’ portfolios. The history of direct indexing, and how it … Continue reading Episode 35 – Differentiate Your Advice with Direct Indexing – with Barrett Ayers →
Episode 34 – Crypto: No Longer Something You Can Ignore – with Matt Hougan
May 04, 2021 10:00 - 18 minutes - 25.5 MBMatt Hougan is the chief investment officer of Bitwise Asset Management, pioneer of the first cryptocurrency index fund and a leading provider of rules-based exposure to the cryptoasset space. He also co-authored the CFA Institute’s research foundation brief, Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrency for Investment Professionals. In this episode of Power Your … Continue reading Episode 34 – Crypto: No Longer Something You Can Ignore – with Matt Hougan →
Episode 33 – Disrupt Your Thinking About ETFs – with Rob Isbitts and Samita Thephasit
April 22, 2021 10:00 - 31 minutes - 71.4 MBETFPortfolios.com is an investment advisory service that offers a contemporary, common-sense, analytical approach to navigating modern investment markets. In this episode of Power Your Advice, Doug Heikkinen speaks with chief investment officer Rob Isbitts and financial advisor, Samita Thephasit, from ETFPortfolios.com and Sungarden Investment Management about how the nature of investing has changed, and what … Continue reading Episode 33 – Disrupt Your Thinking About ETFs – with Rob Isbitts...
Episode 32 – NFTs – The Wild Wild West of Investing – with Ben Way
April 19, 2021 18:25 - 21 minutes - 50 MBBen Way is a well-known crypto expert and entrepreneur. His most recent startup, TokenMaker, is a platform on which users can create tokens and non-fungible tokens (NFTs) with zero code experience. In this episode of Power Your Advice, Doug Heikkinen and ben discuss cryptocurrency, NFTs, and why advisors should learn more about both. What an … Continue reading Episode 32 – NFTs – The Wild Wild West of Investing – with Ben Way →
Episode 31 – Creating Client Income with Equity Options – with Michael J. Egan, CFP®, CIMA®
April 15, 2021 14:13 - 18 minutes - 41.3 MBMichael J. Egan is the Founder and President of Gyroscope Capital Management Group, a Naples-based investment advisor with a 12+ year track record of providing low volatility, equity income and custom hedging solutions for individuals and financial advisors. In this episode of Power Your Advice, Doug Heikkinen and Mike discuss Gyroscope’s passion for helping advisors … Continue reading Episode 31 – Creating Client Income with Equity Options – with Michael J. Egan, CFP®, CIMA® →
Episode 30 – Delivering Financial Planning in 30 Seconds – with Adam Holt, CFP®, ChFC®
April 14, 2021 10:00 - 21 minutes - 49.1 MBAdam Holt is the CEO and Founder of Asset-Map, an award-winning software platform that combines design thinking and personal finance to help advisors display their clients’ complete financial picture. In this episode of Power Your Advice, Doug Heikkinen and Adam discuss how Asset-Map came to be, and how they strive to help advisors deliver exactly … Continue reading Episode 30 – Delivering Financial Planning in 30 Seconds – with Adam Holt, CFP®, ChFC® →
Episode 29 – Leverage Artificial Intelligence in Your Investment Strategy – with David Aferiat
April 08, 2021 17:47 - 29 minutes - 39.9 MBDavid Aferiat is the founder & managing partner of Trade-Ideas, which publishes actionable market intelligence to help customers capture alpha in the capital markets. In this episode of Power Your Advice, Doug Heikkinen and David discuss how Trade-Ideas makes technology normally available to hedge funds available to financial advisors and investors. How Trade-Ideas makes artificial … Continue reading Episode 29 – Leverage Artificial Intelligence in Your Investment Strategy – with David Afer...
Episode 28 – Helping Advisors Through Every Step of Transition – with Jaime Golden
March 31, 2021 11:00 - 17 minutes - 40.7 MBJaime Golden is president of Acquisitions at Kingswood U.S., and spends most of his time working with financial advisors who are considering or working through full or partial acquisitions of their firms. In this episode of Power Your Advice, Doug Heikkinen and Jaime discuss trends Jaime is seeing for both rep movement and M&A in … Continue reading Episode 28 – Helping Advisors Through Every Step of Transition – with Jaime Golden →
Episode 27 – Democratizing Access to Alternative Investments – with Perrin Quarshie
February 26, 2021 16:38 - 12 minutes - 7.32 MBPerrin Quarshi is the Founder & CEO of RealBlocks, an online platform that provides access and liquidity for alternative investments. RealBlocks democratizes access to alternatives by lowering the required minimum investment amount, providing international access, and allowing for investor liquidity via secondary trading. In this episode of Power Your Advice, Doug Heikkinen and Perrin discuss … Continue reading Episode 27 – Democratizing Access to Alternative Investments – with Perrin Quar...
Episode 26 – The Opportunity in the Multifamily Real Estate Sector – with Ernest Johnson
February 08, 2021 19:18 - 23 minutes - 32.6 MBErnest Jonson is a Partner and an Executive Managing Director with ApexOne Investment Partners, a privately-held real estate investment firm and fund manager that identifies, acquires, enhances and operates multifamily real estate across the country. He focuses on capital markets, investment strategy, financial administration, and investor relations. In this episode of Power Your Advice, Doug … Continue reading Episode 26 – The Opportunity in the Multifamily Real Estate Sector – with Ernest J...
Episode 25 – Financial Advisors Can Find Freedom to Focus Through Outsourcing – with Barrett Ayers, Matt Sonnen and Rich DeSalvo
January 21, 2021 19:26 - 32 minutes - 74.2 MBThe ups and downs of 2020 gave many advisors pause and forced them to really think about the core of their businesses: Who are our ideal clients? What services should we be offering to them? What should we be charging for those services? And what is the most profitable way we can deliver those services … Continue reading Episode 25 – Financial Advisors Can Find Freedom to Focus Through Outsourcing – with Barrett Ayers, Matt Sonnen and Rich DeSalvo →
Episode 24 – Success Begins With Listening Deeply to Your Clients – with Michael Scaplen
January 14, 2021 16:00 - 16 minutes - 5.99 MBMichael Scaplen is the senior vice president of sales and relationship management at Axos Clearing, a full-service clearing firm and custodian serving introducing broker-dealer and registered investment advisors. In this episode of Power Your Advice, Doug Heikkinen and Michael talk about the importance of being technologically nimble and delivering seamless, outstanding customer service in today’s … Continue reading Episode 24 – Success Begins With Listening Deeply to Your Clients – with Mich...
Episode 23 – Sustainable and Impact Investing is Not a Charity – With Peter Krull
January 12, 2021 20:11 - 23 minutes - 54.7 MBPeter Krull is the Founder, CEO and Director of Investments at Earth Equity Advisors. He focuses on creating and managing Earth Equity’s sustainable, responsible and impact investment portfolios as well as writing thought leadership pieces and sharing the responsible investing story. In today’s episode of Power Your Advice, Pete and Doug Heikkinen discuss the state … Continue reading Episode 23 – Sustainable and Impact Investing is Not a Charity – With Peter Krull →