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 22 – Hedging Against Volatility With Precious Metals- with Christopher Blasi
December 22, 2020 00:16 - 15 minutes - 36.6 MBChris Blasi is the President of Neptune Global Holdings, LLC, a precious metals dealer and creator of the PMC Ounce, a precious metals composite which combines the four major metals into one investment product that offers the properties of an ETF, but with one key differentiator – the investor actually owns the metals, and at any time, can convert the … Continue reading Episode 22 – Hedging Against Volatility With Precious Metals- with Christopher Blasi →
Episode 21 – What Financial Advisors Should Know About Mergers & Acquisitions Today – with Barrett Ayers, Stan Gregor and David DeVoe
December 11, 2020 20:04 - 24 minutes - 55.1 MBAfter a couple of months of slowdown, Mergers & Acquisitions (“M&A”) are happening at record levels across the industry. As financial advisors think about ways to grow their business, they may want to consider M&A as one way to achieve benefits of scale, new levels of efficiency within their business, and unlock access to the … Continue reading Episode 21 – What Financial Advisors Should Know About Mergers & Acquisitions Today – with Barrett Ayers, Stan Gregor and David DeVoe →
Episode 20 – Investment Banking Can Enhance Financial Advisors’ Value Propositions- with Michael Nessim
December 10, 2020 00:17 - 16 minutes - 37.3 MBMichael Nessim is the President of Kingswood U.S. and the CEO of Benchmark Advisory Services, LLC. He has been in the financial services industry for more than 24 years and had been involved with investment banking for the last 20 years. In this episode of Power Your Advice, Mike and Doug Heikkinen discuss investment banking … Continue reading Episode 20 – Investment Banking Can Enhance Financial Advisors’ Value Propositions- with Michael Nessim →
Episode 19 – Financial Advisors Can Find the Right Version of Independence – with Barrett Ayers, Louis Diamond and Jim Dickson
November 11, 2020 12:00 - 25 minutes - 35.1 MBAdhesion Wealth, Diamond Consultants, and Sanctuary Wealth are all well-known for their laser focus on providing customized solutions to support the widely varied business models and challenges faced by advisors who are looking to go or already have gone independent. In this episode of Power Your Advice, Adhesion Wealth President, Barrett Ayers, takes the reins … Continue reading Episode 19 – Financial Advisors Can Find the Right Version of Independence – with Barrett Ayers, Louis Diamond a...
Episode 18 – The Best Advisors Adopt a CEO Mindset to Scale their Business- with Barrett Ayers & Clint Sorenson
September 21, 2020 13:00 - 27 minutes - 62.7 MBBarrett Ayers from Adhesion Wealth and Clint Sorenson from WealthShield have both focused their businesses on providing outsource support and solutions that help financial advisors scale and do more for their clients while continuing to focus on what matters most when running their business. In this episode of Power Your Advice, Doug Heikkinen, Barrett & … Continue reading Episode 18 – The Best Advisors Adopt a CEO Mindset to Scale their Business- with Barrett Ayers & Clint Sorenson →
Episode 17 – Entering the Third Wave of Financial Advice – with Tony Stich
August 21, 2020 22:00 - 26 minutes - 16.5 MBTony Stich is the chief operating officer at Advicent (you may know him as “Mr. Purple”). After seeing a drastic increase in clients making updates to their financial plans during the COVID-19 pandemic, his company took the unprecedented step of making NaviPlan available for free. In this episode of Power Your Advice, Doug Heikkinen and … Continue reading Episode 17 – Entering the Third Wave of Financial Advice – with Tony Stich →
Episode 16 – Being a Gifted Leader During Challenging Times – with Mark David
July 28, 2020 14:14 - 29 minutes - 66.9 MBMark David is a nationally recognized sales and management consultant, author and executive coach. He created his latest book, The Gifted Leader, to inspire and support individuals to become the best leader they can be, and to open people’s minds to new ideas and ways of looking at leadership. In this episode of Power Your … Continue reading Episode 16 – Being a Gifted Leader During Challenging Times – with Mark David →
Episode 15 – Projecting Your Personal Power Over Videoconferences – with Bill Acheson
June 03, 2020 23:07 - 21 minutes - 22.9 MBWhen you participate in videoconferences, you invite people into your home. Every element of the videoconference is revealing, so you need to make sure you prepare, position and present yourself as strongly as possible. In this episode of Power Your Advice Doug Heikkinen talks with Bill Acheson, the Body Language Expert, about personal power – … Continue reading Episode 15 – Projecting Your Personal Power Over Videoconferences – with Bill Acheson →
Episode 14 – Strategies Financial Advisors Can Use to Help Clients with Divorce – with Nancy Hetrick
May 15, 2020 13:25 - 26 minutes - 61.1 MBNancy Hetrick became a Certified Divorce Financial Analyst (CDFA®) to help couples and individuals benefit from the lessons she learned while going through her own complicated divorce. In this episode of Power Your Advice, She and Doug Heikkinen discuss strategies financial advisors can introduce to their clients who may be struggling in their marriage. They … Continue reading Episode 14 – Strategies Financial Advisors Can Use to Help Clients with Divorce – with Nancy Hetrick →
Episode 13 – Passion for Serving Financial Advisors – with Tom Wagner
May 12, 2020 13:01 - 7 minutes - 17.6 MBIRIS Media Works is pleased to welcome Tom Wagner, our new Vice President of Business Development, to the team. In this special episode of Power Your Advice, Doug and Tom have a great conversation about trends Tom sees across the industry during the era of COVID-19, the growing importance of digital media and communications, why … Continue reading Episode 13 – Passion for Serving Financial Advisors – with Tom Wagner →
Episode 12 – Four Steps for Tough Conversations – with David Wood
April 03, 2020 19:15 - 31 minutes - 72 MBThis episode of Power Your Advice features Doug Heikkinen and David Wood, CEO of Tough Conversations International and Play For Real, sharing perspectives on working from home, how the COVID-19 pandemic has provided the whole world a shared experience, the importance of looking for beauty and love, and how you should be reaching out to … Continue reading Episode 12 – Four Steps for Tough Conversations – with David Wood →
Episode 11 – The Case for Investing in Farmland – with Carter Malloy
March 19, 2020 15:08 - 10 minutes - 11.2 MBThis episode of Power Your Advice features Doug Heikkinen and Carter Malloy, Founder & CEO of AcreTrader, discussing how AcreTrader helps investors invest in farmland: In this podcast, you will learn about How Carter’s background in farming and software development led him to start AcreTrader How AcreTrader works Farmland’s consistent long-term performance since 1990 Why … Continue reading Episode 11 – The Case for Investing in Farmland – with Carter Malloy →
Episode 10 – Differentiating Yourself in Changing Times – with Dan Weiskopf
March 16, 2020 23:10 - 10 minutes - 12.4 MBRecorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Dan Weiskopf, Portfolio Manager at Toroso Asset Management, discussing: Toroso’s commitment to looking at the financial services industry with a 360-degree view using ETFs How security selection can be a differentiator for you & your practice Where … Continue reading Episode 10 – Differentiating Yourself in Changing Times – with Dan Weiskopf →
Episode 9 – Client Needs Come First – with Sean Heron
March 09, 2020 21:07 - 7 minutes - 9.31 MBRecorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Sean Heron, Business Development Officer at Glenmede, discussing: Glenmede’s history and evolution from a single-family office to an investment company with offices all over the country Why active management and a flexible, repeatable process are the core … Continue reading Episode 9 – Client Needs Come First – with Sean Heron →
Episode 8 – The Importance of Value Investing – with Cathy Howse
March 03, 2020 00:10 - 8 minutes - 10.9 MBRecorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Cathy Howse, Vice President at Schaefer-Cullen Capital Management, discussing: Schaeffer-Cullen’s history Why they focus on long-term value investing vs. chasing short-term returns Why you should think about finding a dividend manager in your portfolio strategies Cathy’s career … Continue reading Episode 8 – The Importance of Value Investing – with Cathy Howse →
Episode 7– Rewarding the Long-Term View – with Chris Hedges
February 21, 2020 17:26 - 11 minutes - 14.1 MBRecorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Chris Hedges, Managing Director at MFS Investment Management, discussing: MFS’s history and evolution from starting the first mutual fund to being a full-service, full fund family The importance of taking a long-term approach to investing Chris’s observations … Continue reading Episode 7– Rewarding the Long-Term View – with Chris Hedges →
Episode 6 – Leveraging Intangible Capital– with Bryce Coward
February 18, 2020 16:09 - 10 minutes - 13.7 MBRecorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Bryce Coward, Deputy CIO & Portfolio Manager at Knowledge Leaders Capital, discussing: Why Knowledge Leaders seeks out the most highly innovative companies they can find all over the globe How accounting for intangible assets has evolved in … Continue reading Episode 6 – Leveraging Intangible Capital– with Bryce Coward →
Episode 5 – Get Your Clients Comfortable Being Uncomfortable – with Rodrigo Gordillo
February 10, 2020 19:03 - 12 minutes - 15.4 MBRecorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Rodrigo Gordillo, Managing Partner at ReSolve Asset Management, discussing: ReSolve Asset Management’s focus on strategic asset allocation Why it is important to make your clients comfortable being uncomfortable with new asset strategies The importance of expanding your … Continue reading Episode 5 – Get Your Clients Comfortable Being Uncomfortable – with Rodrigo Gordillo →
Episode 4 – The Importance of Building Relationships – with Stephanie Patti
February 04, 2020 12:14 - 13 minutes - 16.4 MBRecorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Stephanie Patti, CEO of Global trend Events, discussing: What the heck goes on at GTE Wealth Forums The importance of building relationships vs. having meetings Why you should consider attending niche events in addition to the traditional … Continue reading Episode 4 – The Importance of Building Relationships – with Stephanie Patti →
Episode 3 – Consider the Energy Industry – with Stacey Morris
January 28, 2020 00:24 - 12 minutes - 14.2 MBRecorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Stacey Morris, Director of Research at Alerian, discussing: Alerian’s history and focus on providing reliable, accurate & transparent benchmarks for energy infrastructure & MLP space What is a Master Limited Partnership (MLP), and why you should be … Continue reading Episode 3 – Consider the Energy Industry – with Stacey Morris →
Episode 2 – Involve Your Clients in Their Process – with Matt Madeiros
January 21, 2020 14:20 - 12 minutes - 13.2 MBRecorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Matt Madeiros, President & CEO of the Institute for Wealth Management, discussing: The importance of honing your key value points when presenting to prospects Why the Institute for Wealth Management focuses on managing risk first, returns second … Continue reading Episode 2 – Involve Your Clients in Their Process – with Matt Madeiros →
Episode 1 – Why You Should Consider Crypto for Your Portfolio Strategy – with Matt Hougan
January 14, 2020 16:01 - 11 minutes - 19.7 MBRecorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Matt Hougan, Global Head of Research at Bitwise Asset Management, discussing: Bitwise’s unique focus on serving the financial advisor, family office, and multi-family office market Why cryptocurrency is the next big thing, and why you should care … Continue reading Episode 1 – Why You Should Consider Crypto for Your Portfolio Strategy – with Matt Hougan →