Shows
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Permission To Succeed PodcastEpisode 70 – From Shiny Objects to Solid Strategies with Mike NakanishiMike Nakanishi is a seasoned advisor based in Honolulu, Hawaii, currently bringing his skills to Kingswood Wealth Advisors LLC.
In this podcast, Michael delves into his 20-year career, revealing major industry influences, the challenges faced by investors, and his unwavering passion for helping clients succeed in their financial endeavors.
They also discussed:
The major influences in Michael’s career, such as co-workers, managers, industry events, and clients, and how these experiences transformed his perspective and practice.
How Mike has adapted his business over the years to meet the evolving needs of clients.
Understanding client’s re...
2023-08-0817 min
Wall & MainThe Future of Crypto for Wall Street and Main Street with Aaron KaplanWall Street and Main Street intersect in so many ways -- from the financial markets impacting everyday life, to the world around us impacting the way we do business. Meet Douglas Blake, Managing Director of Investment Services at Kingswood U.S., at the corner of Wall and Main to learn more about the products, programs, and people that serve the financial services industry, and how to apply them to your practice or investment strategy.
Joining Doug today is Aaron Kaplan Co-Chief Executive Officer at Prometheum. Prometheum provides a solution for digital asset securities investing — bringing together a blockchain-powered platform with the...
2022-12-1208 min
Power Your AdviceEpisode 122 – The Cash Environment and How Advisors Can Bring Value to It – With Morgan Ludovico and Todd BlackburnMorgan Ludovico, a Vice President at StoneCastle Cash Management as well as Todd Blackburn, President of the Burns-Blackburn Group both join Doug Heikkinen for today’s podcast.
In this episode, Doug, Morgan, and Todd discuss the cash phenomenon, and how it has served advisors so well in increasing AUM, while enhancing client value.
They also discussed:
Why cash has become so important for advisors
The impact of new cash conversations with clients and how to approach those conversations
How FICA for advisors solution can be considered a market of one
Resources: Stonecastle
2022-11-0814 minPermission To Succeed PodcastEpisode 69 – Caught on the Border of Fraud and Financial Success – With Carlos LegaspyCarlos Legaspy is the Founder and CEO of InSight Securities, a full spectrum international brokerage and money management firm that has been providing investment services to high net worth individuals retirement, corporate and trust accounts since 1970. Legaspy is also an author of the book “Going for Broke,” a story from his own account of how one of Latin America’s largest financial frauds became a blessing in disguise.
In this podcast, Doug and Carlos discuss Legaspy’s journey through the financial industry as he navigated fraud claims, created his own firm, and found success at the end of it al...
2022-11-0724 minPermission To Succeed PodcastEpisode 68 – Managing the Seasons of Life With Regina FaisonRegina Faison is the owner & CEO of Faison Wealth Strategy, an advisory firm focused on helping clients manage the seasons of their financial lives. Her story of putting her & her children’s lives back together after her husband passed away unexpectedly gives her a unique perspective and an uncanny ability to empathize with her clientele.
In this episode, Doug & Regina discuss her journey – both into financial services and after the passing of her husband.
What led her to financial services, and what was it like to be a woman working for a wirehouse
How she got herse...
2022-10-3123 minPermission To Succeed PodcastEpisode 67 – The CMO Series – Drivers of Revenue: Kimberly BeckWe’ve added a new focus within this podcast – The CMO Series – Drivers of Revenue – to learn more about how people who run marketing departments got to where they are, how marketing has evolved and what the future holds for this important element of company success.
Kimberly Beck is the CMO at YieldX, a platform that empowers financial services firms to expand their fixed income product offerings, broaden their customer base, drive revenue and improve investor outcomes.
In today’s episode, Doug and Kimberly talk about the importance of marketing and what it means to be a Chief...
2022-09-2937 minPermission To Succeed PodcastEpisode 66 – Have the Courage to Bet on Yourself – with Ashley WebbAshley Webb is the Director of Operations & Onboarding 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.
Ashley rose quickly into a leadership role with Kingswood. In this episode, Doug & Ashley talk about how her upbringing, her experience as an athlete, and the fact that she fell in love with New York City on a college service trip all combined to give her the strength to pack two suitcases a book a one-way ticket to New York to start a...
2022-09-2024 minPermission To Succeed PodcastEpisode 65 – Envestnet’s Ingenious New Marketing Campaign with Mary Ellen DuganMary Ellen Dugan is the Chief Marketing Officer at Envestnet, a financial service company that empowers advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone.
Doug and Mary Ellen talked about Envestnet’s creative marketing campaign that meshes a beloved money-loving cartoon character with planning and investing in an informative way.
They also discussed:
Where the idea came from and how they got approval to run it
What is was like working with Paramount and Nickelodeon
This being a sequel or a stand alone fo...
2022-08-1816 minPermission To Succeed PodcastEpisode 65 – Cash Management is More Important than Ever – With Eric LanskyEric Lansky is the President of StoneCastle Cash Management, a company that connects institutional and retail investors to banks via innovative cash, deposit, and capital investment solutions.
Doug and Eric talked about the current environment and why cash is becoming more relevant than ever for advisors.
They also discussed:
The implementation of cash management into advisors’ practices
The increase in liquidity events and where cash is going
Why it may be beneficial to have direct control over clients’ cash
Why there are such large differences in rates among bank checking, savings, and CD accounts
How S...
2022-08-0917 minPermission To Succeed PodcastEpisode 64 – A Purposeful Approach to Client Management – With Rikin PatelRikin Patel is the Co-Founder of Kingswood US’s Family Office, who has been helping financial advisors surpass their business and personal goals while reaching their entrepreneurial dreams through comprehensive wealth management and business-building services.
In this episode, Rikin joined Doug to talk about his journey to becoming an advisor, his approach to client management and how he approaches integrating insurance in his clients’ accounts.
They also discussed:
What influenced Rikin while growing up that led him to becoming a CPA
His revelation of wanting to help clients in a different way than other advis...
2022-08-0512 minPermission To Succeed PodcastEpisode 63 – Preparing to Transfer Estates to the Next Generation– With Alyssa RakovichAlyssa Rakovich is the Director of Strategic Relationships for The Estate Registry, an online tool designed to notify creditors of the passing of a loved one or a client.
Doug and Alyssa sat down at the T3 Advisor Conference and discussed the process of preparing for relative wealth transfers and building relationships with those of the new generation. They also discussed:
How The Estate Registry helps advisors who want to pass down their business
The need for The Estate Registry
What their products NotifyNOW and InheritNOW do for advisors
How it prevents advisors from letting their...
2022-06-2709 minPermission To Succeed PodcastEpisode 62 – The CMO Series – Drivers of Revenue: AJ BouryAJ Boury is the Chief Marketing Officer at TIFIN, a financial service creating engaging wealth experiences to improve financial lives through AI and investment intelligence driven personalization for the advisor and self-directed investor, recognizing the uniqueness of each investor.
In this episode, AJ joined Doug to talk about what it means to be a CMO in the modern world of integration and startups. They also discussed:
How AJ set his sights on being a CMO and gained his valuable skillset
What the marketing departments were like at his previous companies
The transition from working at large...
2022-06-2723 minPermission To Succeed PodcastEpisode 61 – Find the Partner That Can Help You Grow – With Matt NielsenMatt Nielsen is the Co-Founder of Kingswood Family Office, which focuses on endowment-style investing for ultra high-net-worth individuals and families. In today’s episode, Doug and Matt talk about his professional journey, the circumstances that drove him to find a new partner, and how Kingswood’s creativity and commitment to his (and others’) growth set them apart from other potential providers. They also discuss:
What it’s like to work with professional athletes
Why Matt focuses on endowment-style investing
How Kingswood Family Office began from a shared commitment to growth and a great introduction
How Kingswood helped Matt and his...
2022-06-1718 minPermission To Succeed PodcastEpisode 60 – Data and Intelligence Trends Shaping the Wealth Industry – With Farouk FerchichiFarouk Ferchichi is the Global Head of Data and Analytics at Envestnet, a company whose mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone.
Doug and Farouk sat down at the Envestnet Advisor Summit and talked about the importance of hyper personalization in service in order to please clients and prospects. They also discuss
The difference between hyper personalization and personalization
How to meet people’s ecological and environmental concerns
How to react to the current speed of technological growth
What two co...
2022-06-1014 minPermission To Succeed PodcastEpisode 59 – The CMO Series – Drivers of Revenue – With Mary Ellen DuganWe’ve added a new focus within this podcast – The CMO Series – Drivers of Revenue – to learn more about how people who run marketing departments got to where they are, how marketing has evolved and what the future holds for this important element of company success. Mary Ellen Dugan is the CMO at … Continue reading Episode 59 – The CMO Series – Drivers of Revenue – With Mary Ellen Dugan →
2022-06-1015 minPermission To Succeed PodcastEpisode 58 – The CMO Series – Drivers of Revenue – With Becca ZophinWe’ve added a new focus within this podcast – The CMO Series – Drivers of Revenue – to learn more about how people who run marketing departments got to where they are, how marketing has evolved and what the future holds for this important element of company success. Our first guest is Becca Zophin, CEO … Continue reading Episode 58 – The CMO Series – Drivers of Revenue – With Becca Zophin →
2022-04-2223 minPermission To Succeed PodcastEpisode 57 – Get Out of Your Comfort Zone to Build Your Future – With Danielle MarianoDanielle Mariano of DeFreze Financial Services and Kingswood U.S. is part of the next generation of financial advisors stepping up to lead their firms into the future. In today’s episode, Doug and Danielle talk about her professional evolution, what it’s like to become the succession plan for a firm, and how she knew she needed … Continue reading Episode 57 – Get Out of Your Comfort Zone to Build Your Future – With Danielle Mariano →
2022-04-2118 min
Recovering HypocritePosting Peace (a conversation with Doug Bursch)Noel and Doug Bursch about why social media divides us and how followers of Jesus can show the world a better way.Here are a few links from this episode: Douglas Bursch Posting Peace: Why Social Media Divides Us and What We Can Do About It Fairly Spiritual Fool's Talk: Recovering the Art of Christian Persuasion The Benedict Option: A Strategy for Christians in a Post-Christian Nation
2022-04-1339 minPermission To Succeed PodcastEpisode 56 – The CMO Series – Drivers of Revenue – With Kelly WaltrichWe’re starting a new focus within this podcast – The CMO Series – Drivers of Revenue – to learn more about how people who run marketing departments got to where they are, how marketing has evolved and what the future holds for this important element of company success. Our first guest is Kelly Waltrich, CEO … Continue reading Episode 56 – The CMO Series – Drivers of Revenue – With Kelly Waltrich →
2022-04-0418 minMarketCounsel Summit – Permission To Succeed PodcastEpisode 55 – Recruiting a Diverse Next Generation of Advisors – With Kate HealyKate Healy is a leading marketing professional and advocate for diversity and inclusion – particularly for women – within the financial services industry. In this episode of Permission to Succeed, guest host Matt Halloran talks with Kate about who she is, what she does, and where she sees financial services going from here. They also … Continue reading Episode 55 – Recruiting a Diverse Next Generation of Advisors – With Kate Healy →
2022-01-0716 minPermission To Succeed PodcastEpisode 55 – Recruiting a Diverse Next Generation of Advisors – With Kate HealyKate Healy is a leading marketing professional and advocate for diversity and inclusion – particularly for women – within the financial services industry. In this episode of Permission to Succeed, guest host Matt Halloran talks with Kate about who she is, what she does, and where she sees financial services going from here. They also … Continue reading Episode 55 – Recruiting a Diverse Next Generation of Advisors – With Kate Healy →
2022-01-0716 minPermission To Succeed PodcastEpisode 54 – Finding Her Voice and Creating a Legacy – With Amy Hart-ClyneAmy Hart Clyne has dedicated her career to helping prosperous families fulfill the promise and potential of their legacies and achieve wealth momentum. As Chief Knowledge and Learning Officer, Amy brings more than 25 years of experience in the ultra-wealth space She recently co-authored a book, Finding her Voice and Creating a Legacy: Portraits of … Continue reading Episode 54 – Finding Her Voice and Creating a Legacy – With Amy Hart-Clyne →
2022-01-0329 minMarketCounsel Summit – Permission To Succeed PodcastEpisode 53 – Helping People Rise Above the Noise – With Amelia Garland and Courtney McQuadeToday we are joined by Amelia Garland, head of Professional Buyer Sales, and Courtney McQuade, head of Audience Development and Citywire Studios, both from Citywire RIA, a Citywire publication in which all news, views and analysis is aimed at those individuals who decide their firms’ investment proposition and manage client portfolios. In this episode of … Continue reading Episode 53 – Helping People Rise Above the Noise – With Amelia Garland and Courtney McQuade →
2021-12-2720 minPermission To Succeed PodcastEpisode 53 – Helping People Rise Above the Noise – With Amelia Garland and Courtney McQuadeToday we are joined by Amelia Garland, head of Professional Buyer Sales, and Courtney McQuade, head of Audience Development and Citywire Studios, both from Citywire RIA, a Citywire publication in which all news, views and analysis is aimed at those individuals who decide their firms’ investment proposition and manage client portfolios. In this episode of … Continue reading Episode 53 – Helping People Rise Above the Noise – With Amelia Garland and Courtney McQuade →
2021-12-2720 minPermission To Succeed PodcastEpisode 52 – Building a Business Based on Trust – With Joseph R. BiondoJoseph R. Biondo is the founder & senior portfolio manager of Biondo Investment Advisors, a boutique wealth management firm offering comprehensive financial services and personalized advice to individuals and businesses to help them achieve financial well-being and live their most inspired life. In this episode of Permission to Succeed, Doug & Joe discuss his professional … Continue reading Episode 52 – Building a Business Based on Trust – With Joseph R. Biondo →
2021-12-0816 minPermission To Succeed PodcastEpisode 51 – There’s No Option but Success – With Michael NessimMichael Nessim is the Chief Executive Officer and Managing Partner of Kingswood U.S., one of the fastest-growing advisor platforms in the country. In this episode of Permission to Succeed, learn how his early experiences led to his belief that there was room for a new broker dealer, and how his conviction that, for him, there … Continue reading Episode 51 – There’s No Option but Success – With Michael Nessim →
2021-07-1512 minMarketCounsel Summit – Permission To Succeed PodcastEpisode 50 – Manage Your Clients’ Assets With Intention – With Luke WinskowskiLuke Winskowski is Head of Thrivent Advisor Network, a hybrid RIA platform launched in late 2019 that works with advisors interested in aligning their clients’ resources with their values. He is one of WealthManagement.com’s 10 to Watch in 2021. In this episode of Permission to Succeed, he and Doug Heikkinen discuss how financial advisors have responded to … Continue reading Episode 50 – Manage Your Clients’ Assets With Intention – With Luke Winskowski →
2021-01-1129 minPermission To Succeed PodcastEpisode 50 – Manage Your Clients’ Assets With Intention – With Luke WinskowskiLuke Winskowski is Head of Thrivent Advisor Network, a hybrid RIA platform launched in late 2019 that works with advisors interested in aligning their clients’ resources with their values. He is one of WealthManagement.com’s 10 to Watch in 2021. In this episode of Permission to Succeed, he and Doug Heikkinen discuss how financial advisors have responded to … Continue reading Episode 50 – Manage Your Clients’ Assets With Intention – With Luke Winskowski →
2021-01-1129 minPermission To Succeed PodcastEpisode 49 – Financial Advisors Should Bet on Themselves – with Mike HlavekMike Hlavek is the Chief Operating Officer and Founding Partner of Concurrent Advisors, an advisor-owned partnership of independent advisors affiliated with Raymond James Financial Services, Inc., who work together to realize a common vision of creating a superior client experience while growing their own practices. In this episode of Permission to Succeed, he and Doug … Continue reading Episode 49 – Financial Advisors Should Bet on Themselves – with Mike Hlavek →
2020-11-1016 minPower 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 & Clint discuss how the game has changed for financial advisors, why their landscape is more complex than ever, and the importance of advisors adopting a CEO mindset in managing their business
What are the three main challenges financial advisors continue to face
...
2020-09-2127 minMarketCounsel Summit – Permission To Succeed PodcastEpisode 48 – Achieve Balance by Firing Yourself – With Julia CarlsonJulia Carlson is the founder & president of Financial Freedom Wealth Management Group, which she founded at 23. In this episode of Permission to Succeed, she and Doug Heikkinen discuss how she grew Financial Freedom into a multi-million dollar business, and how a family emergency forced her to let go, trust her team, and learn … Continue reading Episode 48 – Achieve Balance by Firing Yourself – With Julia Carlson →
2020-09-1518 minPermission To Succeed PodcastEpisode 48 – Achieve Balance by Firing Yourself – With Julia CarlsonJulia Carlson is the founder & president of Financial Freedom Wealth Management Group, which she founded at 23. In this episode of Permission to Succeed, she and Doug Heikkinen discuss how she grew Financial Freedom into a multi-million dollar business, and how a family emergency forced her to let go, trust her team, and learn … Continue reading Episode 48 – Achieve Balance by Firing Yourself – With Julia Carlson →
2020-09-1518 minPermission To Succeed PodcastEpisode 47 – Turn Your Failures Into Strengths with Brandon HernandezFood safety and the food supply chain are things we are all thinking about more often. Brandon Hernandez is a co-founder of Whole Brain Consulting and has decades of experience in the food supply chain services industry. In this episode of Permission to Succeed, Doug Heikkinen and Brandon discuss how people work to keep the … Continue reading Episode 47 – Turn Your Failures Into Strengths with Brandon Hernandez →
2020-08-2427 minMarketCounsel Summit – Permission To Succeed PodcastEpisode 47 – Turn Your Failures Into Strengths with Brandon HernandezFood safety and the food supply chain are things we are all thinking about more often. Brandon Hernandez is a co-founder of Whole Brain Consulting and has decades of experience in the food supply chain services industry. In this episode of Permission to Succeed, Doug Heikkinen and Brandon discuss how people work to keep the … Continue reading Episode 47 – Turn Your Failures Into Strengths with Brandon Hernandez →
2020-08-2427 minPower 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 Tony discuss the driving forces behind Advicent’s decision to give NaviPlan away, their latest research on technology and advice in the COVID-19 era, and what they think the future holds for both.
How COVID-19 upended the industry and forced us to del...
2020-08-2226 minPower 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 Advice, Doug Heikkinen and Mark discuss how to lead your company, team and family during these challenging times.
How to better your relationship with your team
The cornerstone skill leaders must demonstrate every day
The importance of living in the pr...
2020-07-2829 minPower 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 – what it is and how you can best manage and project it in today’s videoconference world.
What is personal power, and how do we project it?
What the space behind you on video conferences reveals about you. How can you arrange it so that...
2020-06-0421 minPower 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 talk about how financial advisors can continue to act as fiduciary and remain a trusted resource to both spouses by introducing a CDFA to help unwind the complicated intricacies of their joint financial life. Nancy also introduces tools and resources she has developed for f...
2020-05-1526 minMarketCounsel Summit – Permission To Succeed PodcastEpisode 46 – Stay Humble & Play Your Role – with Derek BrutonAs a former collegiate & professional basketball player, Derek Bruton, the new CEO of Kingswood Holdings, U.S., understands that everyone on a team plays a specific role to drive its success. The challenge is to deeply understand your role and have the humility to play it to the best of your ability. In this episode … Continue reading Episode 46 – Stay Humble & Play Your Role – with Derek Bruton →
2020-05-0726 minPermission To Succeed PodcastEpisode 46 – Stay Humble & Play Your Role – with Derek BrutonAs a former collegiate & professional basketball player, Derek Bruton, the new CEO of Kingswood Holdings, U.S., understands that everyone on a team plays a specific role to drive its success. The challenge is to deeply understand your role and have the humility to play it to the best of your ability. In this episode … Continue reading Episode 46 – Stay Humble & Play Your Role – with Derek Bruton →
2020-05-0726 minPermission To Succeed PodcastEpisode 45 – Take Your Ego Out of Your Business – with Erin BotsfordThis episode of Permission to Succeed features Doug Heikkinen and Erin Botsford, Creator of the Elite Advisor Success System™, a training platform for financial advisors and their assistants. A Barron’s Top 100 Advisor, Erin was in the financial services business for over 30 years and recently executed a successful exit. Today Erin invites advisors to … Continue reading Episode 45 – Take Your Ego Out of Your Business – with Erin Botsford →
2020-04-2124 minPermission To Succeed PodcastEpisode 44 – Connect With Your Clients Through Storytelling – with Stacy HavenerRecorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Stacy Havener, Founder & CEO of Havener Capital Partners, discussing the current environment and how, despite having the odds stacked against them on an uneven playing field, smaller asset managers can set themselves apart by telling their story. In this … Continue reading Episode 44 – Connect With Your Clients Through Storytelling – with Stacy Havener →
2020-04-1725 minMarketCounsel Summit – Permission To Succeed PodcastEpisode 44 – Connect With Your Clients Through Storytelling – with Stacy HavenerRecorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Stacy Havener, Founder & CEO of Havener Capital Partners, discussing the current environment and how, despite having the odds stacked against them on an uneven playing field, smaller asset managers can set themselves apart by telling their story. In this … Continue reading Episode 44 – Connect With Your Clients Through Storytelling – with Stacy Havener →
2020-04-1725 minPermission To Succeed PodcastEpisode 43 – Everyone Should Write and Publish Their Book – with J.T. McCormickEveryone has a story. In today’s new reality, inspirational stories about how individuals work to overcome adversity are especially important. In this episode of Permission to Succeed, Doug Heikkinen talks with JT McCormick, President & CEO of Scribe Media about his journey, the importance of focusing on the positive and finding the lessons that make … Continue reading Episode 43 – Everyone Should Write and Publish Their Book – with J.T. McCormick →
2020-04-0928 minPower 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 your clients as we go through this experience together.
In this podcast, you will learn about:
How to take away the power of fear by giving yourself and your clients the space in which to name it
How you should be...
2020-04-0331 minPermission To Succeed PodcastEpisode 42 – Focus on Your Core Strengths. Outsource the Rest. – with Barrett AyersThis episode of Permission to Succeed (recorded on March 10, 2020) features Doug Heikkinen and Barrett Ayers, President of Adhesion Wealth, discussing how your P&L benefits when you build a deep understanding of your clients’ needs and goals, and how the current turmoil is actually an opportunity to pause and discuss strategies with your clients. … Continue reading Episode 42 – Focus on Your Core Strengths. Outsource the Rest. – with Barrett Ayers →
2020-04-0227 min
Top Advisor MarketingEpisode 226: The New Reality for Financial Advisors –– With Doug HeikkinenHave you started changing the way you communicate with clients? Do you have a fine-tuned value proposition that articulates your unique expertise?
In this episode, Matt and Kirk speak with Doug Heikkinen, founder of Iris.xyz, a media platform dedicated to helping advisors become better in business and life. Together, they give advisors action items for shifting into another gear to excel in the midst of the bear market and COVID-19 pandemic.
In this episode, you will learn:
How much time to dedicate to client communication on a daily basis
Remote-work practices that the T...
2020-04-0242 min
Marketing – Top Advisor MarketingEpisode 226: The New Reality for Financial Advisors –– With Doug HeikkinenHave you started changing the way you communicate with clients? Do you have a fine-tuned value proposition that articulates your unique expertise? In this episode, Matt and Kirk speak with Doug Heikkinen, founder of Iris.xyz, a media platform dedicated to helping advisors become better in business and life. Together, they give advisors action items for … Continue reading Episode 226: The New Reality for Financial Advisors –– With Doug Heikkinen →
2020-04-0200 minPower 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 you should consider portfolio diversification through non-correlated asset classes for your clients
RESOURCES: AcreTrader
Source
2020-03-1910 minMarketCounsel Summit – Permission To Succeed PodcastEpisode 41 – Empowering Employees through Human Capital Risk Management- with Hugh O’TooleThis episode of Permission to Succeed features Doug Heikkinen and Hugh O’Toole, Chief Executive Officer at Innovu, discussing how Hugh’s dedication to solving ‘the obvious’ has innovated the way companies view and leverage benefits to ensure a better quality of life for their employees. In this podcast, you will learn about: What is Human Capital … Continue reading Episode 41 – Empowering Employees through Human Capital Risk Management- with Hugh O’Toole →
2020-03-1924 minPermission To Succeed PodcastEpisode 41 – Empowering Employees through Human Capital Risk Management- with Hugh O’TooleThis episode of Permission to Succeed features Doug Heikkinen and Hugh O’Toole, Chief Executive Officer at Innovu, discussing how Hugh’s dedication to solving ‘the obvious’ has innovated the way companies view and leverage benefits to ensure a better quality of life for their employees. In this podcast, you will learn about: What is Human Capital … Continue reading Episode 41 – Empowering Employees through Human Capital Risk Management- with Hugh O’Toole →
2020-03-1924 minPower 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 you can best spend your time to build your business
What Dan thinks the next 10 years in our industry and the next generation of Advisors looks like
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Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Med...
2020-03-1710 minPermission To Succeed PodcastEpisode 40 – Advising the Modern Investor – with Frankie CorradoThis episode of Permission to Succeed features Doug Heikkinen and Frankie Corrado, managing director & principal at Robertson Stephens, discussing how evolving investor needs are driving financial advisors to adapt & consider new approaches to meet those needs. They also chat about how Frankie made the time to hike the Appalachian Trail, and how that … Continue reading Episode 40 – Advising the Modern Investor – with Frankie Corrado →
2020-03-1731 minPower 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 of their strategy
Why you should consider derivative-based strategies, and how to explain derivatives to your clients
The importance of a client-first approach
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Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks...
2020-03-0907 minPower 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 at Schaeffer-Cullen, in which she progressed from assistant to Vice President at by taking every opportunity to learn & grow from those around her
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Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works se...
2020-03-0308 minPower 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 on recent trends and challenges Advisors are facing
How MFS places doing what’s right for Advisors & their other clients above everything else
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Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seek...
2020-02-2111 minPermission To Succeed PodcastEpisode 39 – Can Financial Technology Catch Alexa? – with Doug FritzThis episode of Permission to Succeed features Doug Heikkinen and Doug Fritz, founder & CEO of F2 Strategy, discussing financial technology and how financial advisors should be thinking about it, evaluating their options, and planning for the future. They also talk about how Doug’s passion for helping people led him to found F2 Strategy, and … Continue reading Episode 39 – Can Financial Technology Catch Alexa? – with Doug Fritz →
2020-02-2130 minPower 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 the past 50 years, and how Knowledge Leaders leverages companies with those types of assets within their ETF and mutual fund products
How they leverage their own intangible capital to drive business through digital content
Knowledge Leaders’ commitment to delivering concierge-level service to their clients
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2020-02-1810 minPermission To Succeed PodcastEpisode 38 – Success is Built on “We” with Ross MarinoThis episode of Permission to Succeed features Doug Heikkinen and Ross Marino, a financial planner and the Founder & CEO of Advisor2X, discussing how advisors are excited about transitioning many aspects of their businesses to grow and stay relevant. In this podcast, you will learn about: The reversal of traditional planning relationships – yes, clients … Continue reading Episode 38 – Success is Built on “We” with Ross Marino →
2020-02-1029 minMarketCounsel Summit – Permission To Succeed PodcastEpisode 38 – Success is Built on “We” with Ross MarinoThis episode of Permission to Succeed features Doug Heikkinen and Ross Marino, a financial planner and the Founder & CEO of Advisor2X, discussing how advisors are excited about transitioning many aspects of their businesses to grow and stay relevant. In this podcast, you will learn about: The reversal of traditional planning relationships – yes, clients … Continue reading Episode 38 – Success is Built on “We” with Ross Marino →
2020-02-1029 minPermission To Succeed PodcastEpisode 37 – The Importance of Diversity of Thought – with Michael SalibaRecorded live at IMPACT 2019®, this episode of Permission to Succeed features Doug Heikkinen and Michael Saliba, Director of Marketing at Baillie Gifford, discussing Baillie Gifford’s history, their commitment to creating a culture of diversity of thought, and how that benefits Advisors. In this episode, you will learn: Baillie Gifford’s story – it may be … Continue reading Episode 37 – The Importance of Diversity of Thought – with Michael Saliba →
2020-01-3012 minMarketCounsel Summit – Permission To Succeed PodcastEpisode 37 – The Importance of Diversity of Thought – with Michael SalibaRecorded live at IMPACT 2019®, this episode of Permission to Succeed features Doug Heikkinen and Michael Saliba, Director of Marketing at Baillie Gifford, discussing Baillie Gifford’s history, their commitment to creating a culture of diversity of thought, and how that benefits Advisors. In this episode, you will learn: Baillie Gifford’s story – it may be … Continue reading Episode 37 – The Importance of Diversity of Thought – with Michael Saliba →
2020-01-3012 minPermission To Succeed PodcastEpisode 36 – Adapt Through Education – with Sean WaltersRecorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Sean Walters, CEO of the Investments and Wealth Institute, discussing importance of being a life-long learner, and how education can help Advisors adapt to meet clients’ changing needs. In this episode, you will learn: Why IMCA changed its name to … Continue reading Episode 36 – Adapt Through Education – with Sean Walters →
2020-01-2321 minPermission To Succeed PodcastEpisode 35 – Make Your Foray Into the Digital World an Evolution, Not a Revolution — With Yaela ShambergThere’s a digital transformation happening that a lot of money managers know they need to get on. They need a digital roadmap, and they need to start their journey. But they’re not sure how. In a live recording at the Charles Schwab IMPACT 2019 conference, Doug Heikkinen speaks with Yaela Shamberg, chief product officer and … Continue reading Episode 35 – Make Your Foray Into the Digital World an Evolution, Not a Revolution — With Yaela Shamberg →
2020-01-1723 minPermission To Succeed PodcastEpisode 34 – The Value of Self Reflection in Times of Change – with Christian McCormick, CFARecorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Christian McCormick, Director & Senior Product Specialist, discussing Allianz Global Investors’ long history of ESG investing and it has evolved. In this episode, you will learn: How the changing environment led Allianz to look closely at and articulate even more … Continue reading Episode 34 – The Value of Self Reflection in Times of Change – with Christian McCormick, CFA →
2020-01-1021 minPermission To Succeed PodcastEpisode 33 – Looking for Value Beyond the Corporate Giants – with Ali MotamedRecorded live at IMPACT 2019® this episode of Permission to Succeed features Doug Heikkinen and Invenomic Founder, Managing Partner and Portfolio Manager, Ali Motamed, discussing the story behind Invenomic and their commitment to active investing and searching for value. In this episode, you will learn: How Invenomic came to be, and what they’ve learned along … Continue reading Episode 33 – Looking for Value Beyond the Corporate Giants – with Ali Motamed →
2020-01-0524 minPermission To Succeed PodcastEpisode 32 – Thriving in Volatile Times – with Kevin GueretteRecorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Kevin Guerette, President at Ultimus Fund Solutions, discussing trends he sees in the industry, what is going on at Ultimus Fund Solutions, and what they do to help smaller funds get started. In this episode, you will learn: Why active … Continue reading Episode 32 – Thriving in Volatile Times – with Kevin Guerette →
2019-12-1117 minPermission To Succeed PodcastEpisode 31 – The Evolution of the Advisor – with Christopher CrawfordRecorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Christopher Crawford, National Director of Strategic Relationships at Buffalo Funds, discussing how Advisors are evolving and staying more relevant than ever in today’s environment, and how Buffalo Funds is working to meet their needs. In this episode, you will learn: … Continue reading Episode 31 – The Evolution of the Advisor – with Christopher Crawford →
2019-12-0814 minPermission To Succeed PodcastEpisode 30 –– Helping Clients Achieve Goals Through Charitable Giving – with Kim LaughtonRecorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Schwab Charitable President Kim Laughton discussing Charles Schwab’s laser focus on doing what’s right for the client, Schwab Charitable’s 20-year history, and how proud they are to help advisors and their clients meet both financial and philanthropic goals. In this … Continue reading Episode 30 –– Helping Clients Achieve Goals Through Charitable Giving – with Kim Laughton →
2019-12-0716 minPermission To Succeed PodcastEpisode 29 – Connect With Your Clients Through Storytelling – with Heather BrilliantRecorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Heather Brilliant, CEO and President of Diamond Hill Capital Management, discussing the benefits of active management, the evolution of ESG investing and what Advisors should look for when considering investment in it, what she learned about our industry during her … Continue reading Episode 29 – Connect With Your Clients Through Storytelling – with Heather Brilliant →
2019-12-0616 minPermission To Succeed PodcastEpisode 28 – Global Trends Affecting Advisors – with Chelsea RodstromRecorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Chelsea Rodstrom, a research analyst at Global X, discussing international trends and headlines that are concerning Advisors and investors, how the Global X China Sector is helping simplify investing in China for Advisors, and Chelsea’s path to a career in … Continue reading Episode 28 – Global Trends Affecting Advisors – with Chelsea Rodstrom →
2019-12-0512 minPermission To Succeed PodcastEpisode 27 – Leveraging FinTech to Help Clients Manage Financial Wellness – with Larry ShumbresRecorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Larry Shumbres, CEO of Totum Risk, discussing the evolution of FinTech, the role data plays in helping Advisors plan for their clients’ financial wellness throughout their lifecycle, and the highs and lows of being an entrepreneur in this industry. In … Continue reading Episode 27 – Leveraging FinTech to Help Clients Manage Financial Wellness – with Larry Shumbres →
2019-12-0420 minPermission To Succeed PodcastEpisode 26 – How Artificial Intelligence Can Change the Game for Financial Advisors – with Andrew Smith LewisRecorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Andrew Smith Lewis, Chief Innovation Officer at CAIS, discussing how people learn, the emerging AI technology that is powering innovation in education, and how CAIS and their new learning system, CAIS IQ, are working to make advisors smarter. In this … Continue reading Episode 26 – How Artificial Intelligence Can Change the Game for Financial Advisors – with Andrew Smith Lewis →
2019-12-0215 minPermission To Succeed PodcastEpisode 25 – How Technology Can Help Advisors Master the Client Journey – with Linda DingRecorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Linda Ding, Director of Strategic Marketing at Laserfiche, discussing key learnings from the Laserfiche Annual Survey and what she’s learned throughout her career in the financial services industry. In this episode, you will learn: Why Advisors are focusing on … Continue reading Episode 25 – How Technology Can Help Advisors Master the Client Journey – with Linda Ding →
2019-11-3019 minPermission To Succeed PodcastEpisode 24 What Does Your Success Look Like? — With Ray HennesseyIt might just take a little bit of crazy to be a great entrepreneur. Join this intimate conversation between host Doug Heikkinen and special guest Ray Hennessey, president of JConnelly, Inc. Together, they explore the status of today’s business world through stories from Ray’s personal and work experiences. In this episode, you will learn: What … Continue reading Episode 24 What Does Your Success Look Like? — With Ray Hennessey →
2019-10-1835 minPermission To Succeed PodcastEpisode 23 – The Human Connection Still Matters — With Rod SayeghAre you able to help your clients quickly and efficiently? Join this engaging conversation with host Doug Heikkinen and guest Rod Sayegh, head of digital strategies at Fiduciary Trust Company International. In this episode, they discuss the future of wealth management, why it’s imperative for advisors to get out of the mundane, and whether technology … Continue reading Episode 23 – The Human Connection Still Matters — With Rod Sayegh →
2019-10-1228 minPermission To Succeed PodcastEpisode 22 – Keeping the Standards High With Fintech — With Hussain ZaidiAre you struggling to adapt to new FinTech? Join us today and listen in as host Doug Heikkinen and guest Hussain Zaidi, co-founder and CEO of Advizr, discuss how technology is changing the fiduciary environment. In this conversation, they uncover FinTech’s newest advancements and consider whether regulation will ever happen. In this episode, you will … Continue reading Episode 22 – Keeping the Standards High With Fintech — With Hussain Zaidi →
2019-10-0624 minPermission To Succeed PodcastEpisode 21 – Today’s Investor Wants a New Paradigm — With Lucille MayerThere is a whole new emerging wealth out there for the taking, but this group wants a different advisor experience, with the majority wishing for technology to be part of the mix. Join this technology-focused conversation with host Doug Heikkinen and guest Lucille Mayer, COO of Apex Clearing. In this episode, you will find out … Continue reading Episode 21 – Today’s Investor Wants a New Paradigm — With Lucille Mayer →
2019-09-2723 minPermission To Succeed PodcastEpisode 20 – Dinosaur or Entrepreneur: Which Kind of Advisor Are You? — With Jeffrey SicaAre you an evolving advisor that can attract and retain the new age investor? Join this riveting conversation with host Doug Heikkinen and guest, Jeff Sica, founder, president, and chief investment officer of Circle Squared Alternative Investments. The changing investment environment is requiring advisors to keep up with the new version of the investor. In … Continue reading Episode 20 – Dinosaur or Entrepreneur: Which Kind of Advisor Are You? — With Jeffrey Sica →
2019-09-2330 minPermission To Succeed PodcastEpisode 19 – Outlook for the Real Estate Market — With Terrell GatesDo you know what the future holds for real estate in this country? Join this engaging conversation with host Doug Heikkinen and guest, Terrell Gates, founder and CEO of Virtus Real Estate Capital, LP. In this episode, Doug and Terrell talk about the current state of the real estate market, the birth of Virtus, and … Continue reading Episode 19 – Outlook for the Real Estate Market — With Terrell Gates →
2019-09-1644 minPermission To Succeed PodcastEpisode 18 – Top Trends That Are Reshaping the Finance Industry — With David LauAre you up on the latest trends in the finance industry? Join this eye-opening conversation with host Doug Heikkinen and guest, David Lau, founder and CEO of DPL Financial Partners. In this episode about top industry trends, they discuss how clients’ view of planning has shifted, why that’s turning advisors’ value propositions upside down, and … Continue reading Episode 18 – Top Trends That Are Reshaping the Finance Industry — With David Lau →
2019-08-2627 minPermission To Succeed PodcastEpisode 17 – Failure Is a Step Closer to Succeeding — With David LyonNot giving up is 90% of the battle. Just ask David Lyon, founder and CEO of Oranj, an award-winning software company that serves up streamlined investment management. In this episode, host Doug Heikkinen and David uncover the real value proposition of advisors, the extent to which today’s advisors are adopting technology, and what makes Oranj … Continue reading Episode 17 – Failure Is a Step Closer to Succeeding — With David Lyon →
2019-08-2626 minPermission To Succeed PodcastEpisode 16 – The Glory of the UnMarked Trail — With Sean Brown.As an entrepreneur, you have no idea what you’re getting yourself into. And that’s so glorious. Here to unravel that statement are host Doug Heikkinen and guest Sean Brown, president and CEO of YCharts. In this episode, Sean discusses YCharts’ mission to help asset managers and wealth advisors make smarter investment decisions on behalf of … Continue reading Episode 16 – The Glory of the UnMarked Trail — With Sean Brown. →
2019-08-2617 minPermission To Succeed PodcastEpisode 15 – How to Modernize Your Approach to Risk — With Eric MetzHave you ever wondered what the potential benefits might be to having an options overlay strategy in your clients’ portfolio? Eric Metz, president and CIO of SpiderRock Advisors, explains how modernizing your approach to risk will help you meet your clients’ demands. In today’s episode, host Doug Heikkinen speaks with Eric about the pathway that … Continue reading Episode 15 – How to Modernize Your Approach to Risk — With Eric Metz →
2019-08-2617 minPermission To Succeed PodcastEpisode 14 – Impact Before Profits — With Jason Barsema“What the heck is a structured note?” Jason Barsema of Halo Investing has gotten used to fielding this question. In today’s episode, host Doug Heikkinen speaks with Jason about the biggest market that no one’s ever heard of — structured notes. Jason uncovers how he uses the structured note platform to give clients access to … Continue reading Episode 14 – Impact Before Profits — With Jason Barsema →
2019-08-2029 minMarketCounsel Summit – Permission To Succeed PodcastMarketCounsel Summit: Failure Is Part of Success – With Jennifer ConnellyLearning from failure will take you to new heights: Embrace it and grow from it. In this episode from the MarketCounsel Summit series, Doug Heikkinen and Matt Halloran are joined by Jennifer Connelly, founder of JConnelly. Jennifer shares her reflective views on how she has allowed herself and her PR company to grow for the … Continue reading MarketCounsel Summit: Failure Is Part of Success – With Jennifer Connelly →
2019-08-0118 minPermission To Succeed PodcastMarketCounsel Summit: Failure Is Part of Success – With Jennifer ConnellyLearning from failure will take you to new heights: Embrace it and grow from it. In this episode from the MarketCounsel Summit series, Doug Heikkinen and Matt Halloran are joined by Jennifer Connelly, founder of JConnelly. Jennifer shares her reflective views on how she has allowed herself and her PR company to grow for the … Continue reading MarketCounsel Summit: Failure Is Part of Success – With Jennifer Connelly →
2019-08-0118 minPermission To Succeed PodcastSALT Conference: What Builds Confidence – With Cormac Kinney, CEO of Diamond StandardThe ability to successfully do something over and over again not only builds skills, but it also builds confidence. That is Cormac Kinney’s career story as he shares with host Doug Heikkinen at the SALT Conference in Las Vegas. Cormac is the CEO of Diamond Standard, a U.S- and Bermuda-based organization. They are manufacturers of … Continue reading SALT Conference: What Builds Confidence – With Cormac Kinney, CEO of Diamond Standard →
2019-06-1323 minPermission To Succeed PodcastSALT Conference: Embracing the Struggle — With Nick Vita, Co-founder of Columbia CareComing to you live from the SALT Conference in Las Vegas, host Doug Heikkinen speaks with someone who’s been crushing it for a long time in the medical cannabis field, Nick Vita, co-founder of Columbia Care. In this episode, Nick shares his journey to building his company during a time where there is little acceptance … Continue reading SALT Conference: Embracing the Struggle — With Nick Vita, Co-founder of Columbia Care →
2019-06-1027 minPermission To Succeed PodcastSALT Conference: Maintain Your Ability to Be Nimble and Reinvent — With George Schultze, CEO of Schultze Asset ManagementWhen a crisis hits, give yourself permission to succeed and turn a time of distress into an opportunity. In this live recording from the SALT Conference in Las Vegas, Doug Heikkinen is joined by the CEO of Schultze Asset Management, George Schultze. George talks about the tremendous investment opportunity that was borne out of the … Continue reading SALT Conference: Maintain Your Ability to Be Nimble and Reinvent — With George Schultze, CEO of Schultze Asset Management →
2019-06-0525 minPermission To Succeed PodcastEnvestnet Advisor Summit®: Giving Yourself Permission to Go for It — With Tom Gatto, Director of Strategic Relationships at ArtivestIn this live episode from the Envestnet Advisor Summit® in Texas, Tom Gatto discusses his resilient career journey with host Doug Heikkinen. Tom is the director of strategic relationships at Artivest, a technology platform that provides insight and access to exceptional alternative investing. In this episode, you’ll learn: How Tom’s experience at Merrill Lynch and … Continue reading Envestnet Advisor Summit®: Giving Yourself Permission to Go for It — With Tom Gatto, Director of Strategic Relationships at Artivest →
2019-06-0318 minPermission To Succeed PodcastEnvestnet Advisor Summit®: Leaving Safety to Go on a Steeper Curve — With Rob Nestor, President of DirexionComing to you live from the Envestnet Advisor Summit®, Rob Nestor speaks to host Doug Heikkinen about how he pushed through feelings of trepidation to venture into the unknown. Rob Nestor is the president of Direxion where he is responsible for leading all firm business including product, operations, and distribution strategy. Leading up to this … Continue reading Envestnet Advisor Summit®: Leaving Safety to Go on a Steeper Curve — With Rob Nestor, President of Direxion →
2019-05-2929 minPermission To Succeed PodcastMarketCounsel Summit: Creating a Failure Budget with Steve LockshinIf you’re looking for permission to take that next step, this is it. Meet Steve Lockshin, founder of AdvicePeriod. Steve is a believer in getting out there and risking failure. In this episode, he talks to hosts, Doug and Matt, about his mission to reinvent wealth management, the value of finding truth-tellers, and why he … Continue reading MarketCounsel Summit: Creating a Failure Budget with Steve Lockshin →
2019-01-1314 minMarketCounsel Summit – Permission To Succeed PodcastMarketCounsel Summit: Creating a Failure Budget with Steve LockshinIf you’re looking for permission to take that next step, this is it. Meet Steve Lockshin, founder of AdvicePeriod. Steve is a believer in getting out there and risking failure. In this episode, he talks to hosts, Doug and Matt, about his mission to reinvent wealth management, the value of finding truth-tellers, and why he … Continue reading MarketCounsel Summit: Creating a Failure Budget with Steve Lockshin →
2019-01-1314 minPermission To Succeed PodcastMarketCounsel Summit: Tap into Your Community with Gurinder AhluwaliaDo you feel nervous walking into a room full of people? Don’t worry, you can still tap into the power of that community. Take it from our next guest, Gurinder Ahluwalia, co-founder and CEO of 280 CapMarkets. Gurinder is a role model for young entrepreneurs who question their own social skills and ability to network. … Continue reading MarketCounsel Summit: Tap into Your Community with Gurinder Ahluwalia →
2019-01-0620 minPermission To Succeed PodcastMarketCounsel Summit: Innovate, Disrupt, and Win with Eric ClarkeBe willing to constantly disrupt your own business model. Those words of advice come from our next guest, who is no stranger to keeping pace with daily technological changes. Eric Clarke is the founder and CEO of Orion Advisor Services. Today Eric talks to Matt and Doug about the importance of self-disruption, the value of … Continue reading MarketCounsel Summit: Innovate, Disrupt, and Win with Eric Clarke →
2018-12-3021 minPermission To Succeed PodcastMarketCounsel Summit: Committing to the CEO Path with Amit DograThe term “CEO” is used so often, that people may overlook the amount of bootstrapping and inner confidence it takes to land that title and then live up to the name. Today’s guest from the MarketCounsel Summit series is here to share his reflective view on what it means to succeed as a CEO. Joining … Continue reading MarketCounsel Summit: Committing to the CEO Path with Amit Dogra →
2018-12-2325 minPermission To Succeed PodcastIt’s Not About Perfection, It’s About Progression – With David CanterHow do you rise above when you’re in a wicked competitive environment? It starts with having a roundtable mentality. Meet today’s guest, David Canter, the executive VP and head of the registered investment advisors (RIA) segment for Fidelity Clearing & Custody Solutions. David is also a talented guitarist who has a particular love for playing … Continue reading It’s Not About Perfection, It’s About Progression – With David Canter →
2018-12-1519 minPermission To Succeed Podcast“Turning Walls into Curtains” with Brian HamburgerBrian Hamburger is the President & CEO of MarketCounsel. MarketCounsel is the leading business and regulatory consultancy to the country’s preeminent independent investment advisers at all stages throughout their lifecycle. Brian is also the Managing Partner of Hamburger Law, a boutique law firm with its practice in virtually all areas related to the investment and … Continue reading “Turning Walls into Curtains” with Brian Hamburger →
2018-12-0321 minMarketing – Top Advisor MarketingEpisode 19 – Get to Know Doug Heikkinen at IRIS.xyzDoug chats about his incredible financial content and media platform (IRIS.xyz) – and how and why he got started. Doug talks about the advent of financial planning too- great story. IRIS is an incredible platform (community) for advisors to learn and share their content. You’ll want to listen to this podcast then check IRIS out. … Continue reading Episode 19 – Get to Know Doug Heikkinen at IRIS.xyz →
2017-05-1200 min