PODCAST · business
For Advisors
by For Advisors
Designed and built just for independent advisors with AUM between $20 – $300M to help them make good management decisions with information they need to run their practices.
Episodes
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#49: Heather Rhoades | Estate Planning
Heather Rhoades is Chairman of Cummings & Lockwood’s Private Clients Group and is Partner in Charge of the West Hartford office. She practices in the areas of estate planning, estate settlement, trust administration and charitable planning. I really love kind of the collaborative approach in...
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#48: Bill Loehning | Lessons Learned From Wirehouses
In this episode we are joined by Bill Loehning of Thornburg Investment Management who shares his experiences working with both wirehouses and independent advisors and things he has learned that may be helpful to registered investment advisors. William (Bill) Loehning is head of institutional...
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#47: Jeff Levine | CPAs and Financial Planning
For nearly 40 years, Jeff Levine has been more than an accountant to his clients. Jeff and his partner built a robust firm that provides much more than just tax return preparation. In this episode, you will learn how Jeff became a ‘financial therapist” and how this unique approach of tax...
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#46: Chris Winn | The Current Compliance Landscape
Chris Winn is founder of AdvisorAssist and has over 23 years of investment management industry experience with a focus on regulatory compliance, business transitions and operations and technology matters. Prior to founding AdvisorAssist in 2006, Chris was a co-founder and managing principal of...
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#45: Carl Noble & Sauro Locatelli | Exposure and Sector Rotation
Carl Noble, Senior Vice President of Investments and Sauro Locatelli, Director of Quantitative Research, of Congress Wealth Management join us today to discuss their recently authored peer-reviewed white paper for the Journal of Financial Planning on how sector rotation and asset allocation, in...
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#44: Louis Diamond | Breakaways
Making the decision to breakaway from a wirehouse or larger firm can be a daunting one. There are many things to consider when making a move to independence. In this episode, Louis Diamond offers some important insights into that decision making process. Louis Diamond is president of Diamond...
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#43: Scott Dell’Orfano | M&A
Mergers and acquisitions are a hot topic in the trade press these days. What then are the causes and formative factors behind the increased M&A activity being seen in the RIA industry landscape in recent months? Listen in to find out more. Scott Dell’Orfano is Chief Strategic Officer at Congress...
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#42: Congress Investment Team | All Time Highs
Despite advisor’s best efforts to the contrary, many amateur investors insist on trying some variation of “timing the market” philosophy to guide their investment activity. The myth is that if you’re investing while the market is continually racking up all time high returns, surely there’s a…
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#41: Kate Cote | Helping Military Families
Helping military and federal government families is a special niche, one that requires some specialized knowledge and a level of empathy that not too many advisors can showcase. Their needs are specific and specialized, and the advisor’s skill set must follow suit to serve them well. Kate Cote…
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#40: Chris Wendt | Digital Marketing
Have referrals started to dry up, is your pipeline of new business getting shorter and shorter, is it taking you longer to find and identify prospects? If the answer to any of these is “yes”, then this is the episode for you! Christ Wendt lays out digital web-based marketing tactics chapter and...
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Frequently Asked Questions
How many episodes does For Advisors have?
For Advisors currently has 10 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is For Advisors about?
Designed and built just for independent advisors with AUM between $20 – $300M to help them make good management decisions with information they need to run their practices.
How often does For Advisors release new episodes?
For Advisors has 10 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to For Advisors?
You can listen to For Advisors on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts For Advisors?
For Advisors is created and hosted by For Advisors.
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