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Power Your AdvicePower Your AdviceEpisode 244 – 2024 Advisor Digital Trends: J.D. Power Insights on Thriving Through Ease and Efficiency with Craig MartinAdvisorpedia welcomed Craig Martin, the Managing Director and Global Head of Wealth & Lending Intelligence at J.D. Power. This episode unpacks the findings from J.D. Power’s 2024 U.S. Advisor Online Experience Study, highlighting how asset managers can thrive by prioritizing ease of doing business.   Learn More:  J.D. Power2025-01-0718 minPower Your AdvicePower Your AdviceEpisode 203 – Game Plan for the Golden Years: Protecting Your Goals in the Peak 65 Zone with Tim SeifertTim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group. Tim joins Advisorpedia to discuss the Peak 65 trend, a historic demographic milestone in the US with 4 million Americans turning 65 this year, and the growing need for protection products.      Topics also discussed: Factors contributing to … Continue reading Episode 203 – Game Plan for the Golden Years: Protecting Your Goals in the Peak 65 Zone with Tim Seifert →2024-03-0613 minPower Your AdvicePower Your AdviceEpisode 136 – NYC Pop-Up Podcast: Serving the EcoSystem of Financial Services – With David GoldmanDavid 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 →2022-12-1211 minPower Your AdvicePower Your AdviceEpisode 135 – NYC Pop-Up Podcast: Tackling the Spectrum of Client Engagement – With Michael LecoursMichael 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 →2022-12-1224 minPower Your AdvicePower Your AdviceEpisode 134 – NYC Pop-Up Podcast: Meeting the Needs of Retirees – With Sheryl O’ConnorSheryl 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 →2022-12-1219 minPower Your AdvicePower Your AdviceEpisode 131 – NYC Pop-Up Podcast: The Major Tenets of Value Investing – With Larry PitkowskyLarry 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 Pitkowsky →2022-11-1618 minPower Your AdvicePower Your AdviceEpisode 129 – NYC Pop-Up Podcast: Retirement is Only the Starting Line  – With Steve GreshamSteve 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 →2022-11-1616 minPower Your AdvicePower Your AdviceEpisode 128 – NYC Pop-Up Podcast: Centering on the Individual Investor – With Michael ReisnerMichael 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 →2022-11-1416 minPower Your AdvicePower Your AdviceEpisode 127 – NYC Pop-Up Podcast: Becoming the Armor for Advisors – With Michael KonialianMichael 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 →2022-11-1414 minPower Your AdvicePower Your AdviceEpisode 126 – NYC Pop-Up Podcast: Building a Marketplace for Real Estate Investing – With Donal MastrangeloDonal 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 →2022-11-1422 minPower Your AdvicePower Your AdviceEpisode 125 – NYC Pop-Up Podcast: Investing in Financial Distress – With George SchultzeGeorge 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 →2022-11-1419 minPower Your AdvicePower Your AdviceEpisode 124 – NYC Pop-Up Podcast: The High Pressures of Managing High Incomes – With Vicki GreeneVicki 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 →2022-11-1422 minPower Your AdvicePower Your AdviceEpisode 123 – NYC Pop-Up Podcast: Combatting the Gap between the Talk and the Walk of Advisors – With Philipp HeckerPhilipp 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 →2022-11-1416 minPower Your AdvicePower Your AdviceEpisode 109 – Unique Content Drives Advisor Conversions with Teresa LenoTeresa 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 →2022-09-0115 minPower Your AdvicePower Your AdviceEpisode 86 – How to Add Ideal Clients by Getting Personal– With Drew ForceDrew 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 →2022-05-1616 minPower Your AdvicePower Your AdviceEpisode 85 – A Suite of Apps That Can Transform Your Business – With Gerry MurphyGerry 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 →2022-05-1612 minPower Your AdvicePower Your AdviceEpisode 84 – Make Your Clients the Hero of the Story – With Kristian BorghesanKristian 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 →2022-05-1315 minPower Your AdvicePower Your AdviceEpisode 83 – Growing Your Practice Through Tax Planning – With Chris FieldChris 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 →2022-05-1114 minPower Your AdvicePower Your AdviceEpisode 82 – Building A Culture of Going the Extra Mile – With Mike NessimMike 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 →2022-04-2111 minPower Your AdvicePower Your AdviceEpisode 81 – Technology Drives Innovation in Clearing – With Michael ScaplenMichael 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 →2022-04-1312 minPower Your AdvicePower Your AdviceEpisode 80 – Build the Holistic Offering Your Clients Need – With Mike WatsonAxos 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 →2022-04-0625 minPower Your AdvicePower Your AdviceEpisode 79 – The Importance of the Right Clearing House Partner – With Michael Scaplen and Brian KingRealto, 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 →2022-03-3119 minPower Your AdvicePower Your AdviceEpisode 78 – The Evolution of Retirement Planning – With Tony LealTony 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 →2022-03-2918 minPower Your AdvicePower Your AdviceEpisode 77 – The Authority Code: How to Position, Monetize & Sell Your Expertise – With Rochelle MoultonRochelle 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 →2022-03-1418 minPower Your AdvicePower Your AdviceEpisode 76 – What Advisors Should Know About Alternatives – Douglas BlakeDouglas 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 →2022-03-0837 minPower Your AdvicePower Your AdviceEpisode 75 –  Partner to Take Your Business to the Next Level – With Paul LeeWe 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 →2022-03-0413 minPower Your AdvicePower Your AdviceEpisode 74 – Helping Advisors Meet New Challenges– With Mike WatsonMike 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 →2022-03-0321 minPower Your AdvicePower Your AdviceEpisode 73 – It’s Time to Talk About Cash – With Frank BonnanoFrank 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 →2022-02-2417 minPower Your AdvicePower Your AdviceEpisode 72 – Data Can Help You Provide Quality Advice – With Matthew RadgowskiMatthew 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 →2022-02-1714 minPower Your AdvicePower Your AdviceEpisode 71 – Shedding Light on the Billing Process – With Tom HuddlestonTom 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 →2022-02-1613 minPower Your AdvicePower Your AdviceEpisode 70 – Breaking Barriers, Building Futures – With Forest HarperForest 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 →2022-02-1518 minPower Your AdvicePower Your AdviceEpisode 69 – Manage Portfolios at Scale With the Right Technology – With Brian BleasdellBrian 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 Brian Bleasdell →2022-02-1014 minPower Your AdvicePower Your AdviceEpisode 68 – Focus to Build a Future-Ready Practice – With Anand SekharAnand 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 →2022-02-0617 minPower Your AdvicePower Your AdviceEpisode 67 – Should Advisors Buy or Build Their Software – With John O’ConnellJohn 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 →2022-01-1017 minPower Your AdvicePower Your AdviceEpisode 66 – Investigating a New Clearing House? Here are 7 Questions You Need to Get Answered– With Michael ScaplenMichael 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 →2022-01-0618 minPower Your AdvicePower Your AdviceEpisode 65 – Helping Advisors Find a Better Match – With Ryan ShanksRyan 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 →2021-12-2310 minPower Your AdvicePower Your AdviceEpisode 64 – Leading With Learning – With Matt BrownMatt 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 →2021-12-2116 minPower Your AdvicePower Your AdviceEpisode 63 – Enabling Advisor Scalability Through Technology – With Rusty SommerRusty 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 Technology – With Rusty Sommer →2021-12-1716 minPower Your AdvicePower Your AdviceEpisode 62 – Helping Advisors Transform Their Practices – With Brad BueermannBrad 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 Bueermann →2021-12-1622 minPower Your AdvicePower Your AdviceEpisode 61 – Access Tomorrow’s IPOs – With Nick WorontzoffNick 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 →2021-12-1417 minPower Your AdvicePower Your AdviceEpisode 60 – Recognize When to Partner to Drive Growth – With Scott RothbortScott 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 →2021-12-1030 minPower Your AdvicePower Your AdviceEpisode 59 – Providing Affordable Housing Through Mobile Home Communities – With Michael AniseMichael 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 Anise →2021-12-0714 minPower Your AdvicePower Your AdviceEpisode 58 – The Importance, Opportunity & Challenges of Investing in Senior Housing – With Jade MillerJade 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 →2021-12-0314 minPower Your AdvicePower Your AdviceEpisode 57 – Benefits of Working with an Organization That Has Strong In-House Compliance – With Mike AlsoraimiMike 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 Strong In-House Compliance – With Mike Alsoraimi →2021-11-3016 minPower Your AdvicePower Your AdviceEpisode 56 – Building a City Through Revitalization – With Erik HaydenErik 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 →2021-11-2914 minPower Your AdvicePower Your AdviceEpisode 55 – The Power of Choice When Active Trading – With Joe ElyJoe 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 →2021-11-1909 minPower Your AdvicePower Your AdviceEpisode 54 – Rapid-Fire Q&A with James PollardJames 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 →2021-11-1834 minPower Your AdvicePower Your AdviceEpisode 53 – Uncovering Investment Opportunity all Over the World – with Russell PlattRussell 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 →2021-11-0518 minPower Your AdvicePower Your AdviceEpisode 52 – Making Alternatives Accessible Through Technology – with Brian KingBrian 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 →2021-11-0317 minPower Your AdvicePower Your AdviceEpisode 51 – Moving Investment Banking into the Future – with Richard RappaportRichard 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 →2021-11-0115 minPower Your AdvicePower Your AdviceEpisode 50 – Develop a Deeply Engaging, Profoundly Human Client Experience – with Julie LittlechildWe 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 →2021-10-1427 minPower Your AdvicePower Your AdviceEpisode 49 – Powering Alternative Investing Through Education and Data – with Mark SalamehMark 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 →2021-09-2410 minPower Your AdvicePower Your AdviceEpisode 48 – Building Advisor Businesses Through Partnership – with Val Peters Rayevskiy​​Val 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 Rayevskiy →2021-09-0912 minPower Your AdvicePower Your AdviceEpisode 47 – Create a Tactical Plan to Deliver Personal Client Experiences – with Joseph Michelli​​Joseph 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 Personal Client Experiences – with Joseph Michelli →2021-08-2516 minPower Your AdvicePower Your AdviceEpisode 46 – What Advisors Should Know About Clearing Houses – with Michael ScaplenAt 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 →2021-08-2416 minPower Your AdvicePower Your AdviceEpisode 45 – Can Advice Finally Go Mainstream? – with Stewart BellStewart 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 →2021-08-1231 minPower Your AdvicePower Your AdviceEpisode 44 – Use Real Estate to Diversify Your Clients’ Portfolios – with Stephan SakhaiStephan 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 →2021-06-2911 minPower Your AdvicePower Your AdviceEpisode 43 – Life Settlements: Accessing the Value of Life Insurance Policies – with Michael Freedman​​Michael 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 →2021-06-2116 minPower Your AdvicePower Your AdviceEpisode 42 – Grow Wealth Through Strategic Real Estate Investing – with Weldon Evans​​Weldon 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 →2021-06-1717 minPower Your AdvicePower Your AdviceEpisode 41 – Making Alternative Investments as Easy to Own as Mutual Funds – with Mat DellorsoMat 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 to Own as Mutual Funds – with Mat Dellorso →2021-06-0811 minPower Your AdvicePower Your AdviceEpisode 40 – Focus on Delivering the Right Solution to Your Clients – with Todd Anderson​​Todd 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 →2021-05-2818 minPower Your AdvicePower Your AdviceEpisode 39 – Is it Time to Consider Changing Clearing Providers – With Michael ScaplenMichael 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 →2021-05-2713 minPower Your AdvicePower Your AdviceEpisode 38 -Insurance is Insurance Until You Have a Claim – with Bobby Hotaling​​Bobby 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 →2021-05-2511 minPower Your AdvicePower Your AdviceEpisode 37 – Democratizing Access to Late-Stage Venture-Backed Companies – with Christian Munafo​​Christian 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 Munafo →2021-05-2020 minPower Your AdvicePower Your AdviceEpisode 36 – The Opportunity in Commercial Real Estate – with Matthew Gorelik​​Matthew 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 →2021-05-1219 minPower Your AdvicePower Your AdviceEpisode 35 – Differentiate Your Advice with Direct Indexing – with Barrett AyersBarrett 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 →2021-05-0616 minPower Your AdvicePower Your AdviceEpisode 34 – Crypto: No Longer Something You Can Ignore – with Matt Hougan​​Matt 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 →2021-05-0418 minPower Your AdvicePower Your AdviceEpisode 33 – Disrupt Your Thinking About ETFs – with Rob Isbitts and Samita ThephasitETFPortfolios.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 and Samita Thephasit →2021-04-2231 minPower Your AdvicePower Your AdviceEpisode 32 – NFTs – The Wild Wild West of Investing – with Ben Way​​Ben 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 →2021-04-1921 minPower Your AdvicePower Your AdviceEpisode 31 – Creating Client Income with Equity Options – with Michael J. Egan, CFP®, CIMA®​​Michael 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® →2021-04-1518 minPower Your AdvicePower Your AdviceEpisode 30 – Delivering Financial Planning in 30 Seconds – with Adam Holt, CFP®, ChFC®Adam 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® →2021-04-1421 minPower Your AdvicePower Your AdviceEpisode 29 – Leverage Artificial Intelligence in Your Investment Strategy – with David Aferiat​​David 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 Aferiat →2021-04-0829 minPower Your AdvicePower Your AdviceEpisode 28 – Helping Advisors Through Every Step of Transition – with Jaime Golden​​Jaime 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 →2021-03-3117 minPower Your AdvicePower Your AdviceEpisode 27 – Democratizing Access to Alternative Investments – with Perrin Quarshie​​Perrin 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 Quarshie →2021-02-2612 minPower Your AdvicePower Your AdviceEpisode 26 – The Opportunity in the Multifamily Real Estate Sector – with Ernest JohnsonErnest 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 Johnson →2021-02-0823 minPower Your AdvicePower Your AdviceEpisode 25 – Financial Advisors Can Find Freedom to Focus Through Outsourcing – with Barrett Ayers, Matt Sonnen and Rich DeSalvoThe 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 →2021-01-2132 minPower Your AdvicePower Your AdviceEpisode 24 – Success Begins With Listening Deeply to Your Clients – with Michael ScaplenMichael 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 Michael Scaplen →2021-01-1416 minPower Your AdvicePower Your AdviceEpisode 23 – Sustainable and Impact Investing is Not a Charity – With Peter KrullPeter 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 →2021-01-1223 minPower Your AdvicePower Your AdviceEpisode 22 – Hedging Against Volatility With Precious Metals- with Christopher BlasiChris 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 →2020-12-2215 minPower Your AdvicePower Your AdviceEpisode 21 – What Financial Advisors Should Know About Mergers & Acquisitions Today – with Barrett Ayers, Stan Gregor and David DeVoeAfter 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 →2020-12-1124 minPower Your AdvicePower Your AdviceEpisode 20 – Investment Banking Can Enhance Financial Advisors’ Value Propositions- with Michael NessimMichael 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 →2020-12-1016 minPower Your AdvicePower Your AdviceEpisode 19 – Financial Advisors Can Find the Right Version of Independence – with Barrett Ayers, Louis Diamond and Jim DicksonAdhesion 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 and Jim Dickson →2020-11-1125 minPower Your AdvicePower Your AdviceEpisode 18 – The Best Advisors Adopt a CEO Mindset to Scale their Business- with Barrett Ayers & Clint SorensonBarrett 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 →2020-09-2127 minPower Your AdvicePower Your AdviceEpisode 17 – Entering the Third Wave of Financial Advice – with Tony StichTony 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 →2020-08-2226 minPower Your AdvicePower Your AdviceEpisode 16 – Being a Gifted Leader During Challenging Times – with Mark DavidMark 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 →2020-07-2829 minPower Your AdvicePower Your AdviceEpisode 15 – Projecting Your Personal Power Over Videoconferences – with Bill AchesonWhen 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 →2020-06-0421 minPower Your AdvicePower Your AdviceEpisode 14 – Strategies Financial Advisors Can Use to Help Clients with Divorce – with Nancy HetrickNancy 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 →2020-05-1526 minPower Your AdvicePower Your AdviceEpisode 13 – Passion for Serving Financial Advisors – with Tom WagnerIRIS 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 →2020-05-1207 minPower Your AdvicePower Your AdviceEpisode 12 – Four Steps for Tough Conversations – with David WoodThis 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 →2020-04-0331 minPower Your AdvicePower Your AdviceEpisode 11 – The Case for Investing in Farmland – with Carter MalloyThis 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 →2020-03-1910 minPower Your AdvicePower Your AdviceEpisode 10 – Differentiating Yourself in Changing Times – with Dan WeiskopfRecorded 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 →2020-03-1710 minPower Your AdvicePower Your AdviceEpisode 9 – Client Needs Come First – with Sean HeronRecorded 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 →2020-03-0907 minPower Your AdvicePower Your AdviceEpisode 8 – The Importance of Value Investing – with Cathy HowseRecorded 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 →2020-03-0308 minPower Your AdvicePower Your AdviceEpisode 7– Rewarding the Long-Term View – with Chris HedgesRecorded 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 →2020-02-2111 minPower Your AdvicePower Your AdviceEpisode 6 – Leveraging Intangible Capital– with Bryce CowardRecorded 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 →2020-02-1810 minPower Your AdvicePower Your AdviceEpisode 5 – Get Your Clients Comfortable Being Uncomfortable – with Rodrigo GordilloRecorded 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 →2020-02-1012 minPower Your AdvicePower Your AdviceEpisode 4 – The Importance of Building Relationships – with Stephanie PattiRecorded 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 →2020-02-0413 minPower Your AdvicePower Your AdviceEpisode 3 – Consider the Energy Industry – with Stacey MorrisRecorded 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 →2020-01-2812 minPower Your AdvicePower Your AdviceEpisode 2 – Involve Your Clients in Their Process  – with Matt MadeirosRecorded 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 →2020-01-2112 minPower Your AdvicePower Your AdviceEpisode 1 – Why You Should Consider Crypto for Your Portfolio Strategy – with Matt HouganRecorded 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 →2020-01-1411 min