PODCAST · business
Power Your Advice
by Advisorpedia
Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, Advisorpedia seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
Episodes
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Fixed Income for a New Fed Era with Kevin Flanagan
Kevin Flanagan, head of fixed income strategy at WisdomTree, discusses the emerging “Warsh cycle” and what a new approach to Federal Reserve policy could mean for investors. Kevin explains how a more streamlined Fed, with less forward guidance and less emphasis on tools such as the dot plot…
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Market Intel for Stronger Client Conversations with Matt Berger
Matt Berger, Vice President of Client Investment Strategies at Lincoln Financial, discusses how Lincoln’s Market Intel Exchange helps financial professionals bring clearer market perspective into client conversations. The Market Intel Exchange (MIE) is Lincoln’s monthly, client-friendly market...
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AI Built for the Real Work of Client Management with Bassam Chaptini
Bassam Chaptini, co-founder and co-CEO of Avantos, discusses the long-running friction around client onboarding, servicing, and relationship management in wealth management. He explains why the problem is less about a lack of tools and more about fragmented systems, disconnected data models, and...
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Capital Efficiency for Modern Portfolios with Andrew Okrongly
Andrew Okrongly, Director of Modern Portfolios at WisdomTree, examines how capital efficiency can help advisors solve one of the harder diversification questions: not whether to diversify, but what has to be sold to make room for it. Rather than treating alternatives, gold, commodities, or…
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Custom Indexing Meets Model Portfolios with Andy Rosenberger
Andrew Rosenberger, Head of Custom Indexing at Orion, describes how Tailored Allocation Portfolios are designed to bring more personalization into model-based portfolio management without adding unnecessary complexity for advisors. The idea builds on Orion’s custom indexing work, but applies that...
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AI Is Coming for Wealth Management—Will Advisors Be Ready? with Karl Roessner
Karl Roessner, CEO of Vestmark, makes the case that AI’s real promise in wealth management is not just faster workflows, but more time for the work advisors are actually built to do. From meeting prep and proposal generation to portfolio monitoring and client service, he sees agentic AI pushing...
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Intentional Giving Through Donor-Advised Funds with Brian Howell
Brian Howell, Director of Charitable Consulting at DAFgiving360, unpacks how donor-advised funds can move charitable giving from a year-end tax decision to a more deliberate part of long-term wealth planning. He walks through the core advantages of DAFs, from contributing appreciated and complex...
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Inside CAGE: Calamos’ New Autocallable Growth ETF with Matt Kaufman
Matt Kaufman, Global Head of ETFs at Calamos, breaks down the firm’s new Calamos Autocallable Growth ETF, CAGE, and the role it could play for investors looking to compound assets over time rather than generate current income. He frames the strategy as an extension of the firm’s autocallable...
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Beyond the Portfolio: The One-Stop Advisor with Danny Lohrfink
Danny Lohrfink, Co-Founder and Chief Product Officer at Wealth.com, sees a growing opportunity for advisors to play a more central role in their clients’ financial lives. As expectations rise for more coordinated guidance, he points to estate and tax planning as areas that are becoming more...
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Donor-Advised Funds and the Future of Giving with Julie Sunwoo
Julie Sunwoo, President of DAFgiving360, outlines why donor-advised funds continue to gain momentum as a flexible, tax-efficient vehicle for charitable giving. By allowing contributions of appreciated assets, immediate tax benefits, and ongoing investment growth before grants are distributed…
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A Smarter Approach to Private Markets with Ryan VanGorder
Ryan VanGorder, CEO of Opto Investments, believes the private markets conversation is changing for advisors. Access may be broader than it once was, but his focus is on what comes next: helping fiduciaries determine where privates fit, evaluate them with more confidence, and bring greater...
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Reducing Private Market Friction with Ryan Eisenman
Ryan Eisenman, co-founder and CEO of Arch, is focused on a problem advisors know well: private markets may be more accessible than ever, but managing them is still highly manual and operationally complex. As RIAs bring more private equity, private credit, venture, real estate, and hedge funds…
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Closing the Confidence Gap in Financial Planning with John Roberts
John Roberts, Chief Field Officer at Northwestern Mutual, shares insights from the firm’s 2026 Planning & Progress Study, pointing to a growing gap in financial confidence—particularly among younger investors. Gen Z and millennials are increasingly turning to speculative behaviors like crypto,...
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Low-Correlation Strategies in a Volatile Market with Mario Valente
Mario Valente, Deputy Chief Investment Officer at Stansberry Asset Management, describes how a boutique, actively managed firm earns the trust of formerly self-directed investors by focusing on low-correlated, idiosyncratic returns. By emphasizing investments that behave independently of broader...
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From Custom Portfolios to Scalable Relationships with Alex Laipple
Alex Laipple, the Chief Growth Officer at Ethic, frames personalization as more than a product feature—it’s a way for advisors to make portfolios actually reflect what clients are trying to achieve. That starts with defining preferences, offering flexible investment structures, and then…
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The SMA Advantage for Modern Advisors with Josh Rogers
Josh Rogers, Senior Client Portfolio Manager at Invesco, explains how separately managed accounts (SMAs) have evolved from clunky stock lists into technology-driven portfolio solutions that allow advisors to scale while still delivering meaningful customization. By combining manager-traded...
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Positioning Gold Beyond the Headlines with Chris Gannatti
Chris Gannatti, Global Head of Research at WisdomTree, puts gold’s early-2026 volatility in perspective after one of its strongest years in decades. With roughly a 70% gain in 2025, it’s no surprise the asset class is drawing fresh attention. But the bigger conversation, he suggests, isn’t about...
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Charitable Giving Strategy in a New Tax Era with Fred Kaynor
Fred Kaynor, Managing Director at DAFgiving360, outlines how donor-advised funds continue to play a central role in charitable planning as new tax rules take effect in 2026. He explains how DAFs allow donors to contribute cash or appreciated assets, receive an immediate deduction, and invest…
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Protection and the Future of Retirement Planning with Tim Seifert
Tim Seifert, Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial, reflects on the lessons of 2025 and what they reveal about the retirement landscape heading into 2026. Seifert points to sustained market demand driven by Peak 65 demographics and heightened...
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Episode 313 – The AI Performance Edge for Advisors with John Connell
John Connell, Co-Founder and CEO of Focal, outlines how AI can do more than capture notes—it can raise advisor performance. By pairing meeting intelligence with behavioral finance and science-backed coaching, Focal turns compliant client conversations into sharper questions, higher conversion...
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Episode 312 – When Automation Makes Advice More Human with Ritik Malhotra
Ritik Malhotra, founder and CEO of Savvy Wealth, explains how automation and AI can strip away the 70% of administrative work that clogs an advisor’s day—compliance, paperwork, data entry, and reporting—so they can focus on what actually matters: clients. By modernizing the middle and back…
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Episode 311 – A Clearer View of Advisor-Client Meetings with Liam Hanlon
Liam Hanlon, Head of Insights at Jump, shares findings from Jump’s first-ever Financial Advisor Insights Report—an analysis of more than 12,000 real advisor-client meetings. Drawing on what Hanlon calls “ground truth data,” the study challenges long-held industry assumptions shaped by traditional...
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Episode 310 – Turning Advisor Data Into Actionable Intelligence with Erin Colledge
Erin Colledge, Executive Vice President of Platform Unification and AI Strategy at Orion, brings us a grounded view of how AI is being adopted inside advisory firms. As the industry moves past experimentation, Colledge describes a shift toward practical use cases that help advisors prepare for...
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Episode 309 – A Risk-Managed Approach to Bitcoin Exposure with Hans Williams
Hans Williams, Head of ETF Strategy at Calamos Investments, joins us to explore how advisors are approaching Bitcoin exposure in a market where volatility remains a central concern. With drawdowns of 30% or more still defining the asset’s price behavior, Williams explains why the conversation has...
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Episode 308 – Understanding Today’s Advisor Technology Landscape with Jason Quinn
Jason Quinn, CFO and COO of Advisor360º, joins us to discuss how wealth management is moving beyond traditional software toward AI-native platforms. Drawing on his experience scaling technology-driven businesses, Quinn explains how the platform is powered by Advisor360º Wealth OS, which connects...
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Episode 307 – How Shifting Markets Shape Investing with Bryan Sajjadi
Bryan Sajjadi, a Capital Market Strategist at Fidelity Investments, shares how Fidelity’s privately owned structure and long-term orientation influence the way investment decisions are made. He outlines how the firm’s global research platform—spanning equities, fixed income, sectors, and...
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Episode 306 – The Importance of Place in Longevity Planning with Ryan Frederick
Ryan Frederick, founder of Here.life, explains why “place planning” is an increasingly important—but often overlooked—factor in long-term wellbeing and financial outcomes. He argues that where people live has a profound impact on health, relationships, purpose, and spending, yet these decisions…
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Episode 305 – The Opportunities Investors Are Overlooking with Rob Arnott
Rob Arnott, Founder and Chairman of Research Affiliates, breaks down what he sees in today’s markets—from bubble-like pricing in some AI leaders to the behavioral traps that push investors toward the latest market fads. He emphasizes that advisors can add real value by countering the pull of...
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Episode 304 – Navigating Today’s Complex Planning Environment with Carly Brooks
Carly Brooks, Senior Vice President of Advanced Sales at Crump Life Insurance Services, outlines how the firm is elevating advanced planning from a technical resource into a true strategic partnership for financial professionals. She highlights Crump’s scale and depth of expertise, and how that...
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Episode 303 – Volatility Isn’t the Enemy: A Smarter Way to Manage Risk with Wes Crill
Wes Crill, Senior Client Solutions Director and a Vice President at Dimensional Fund Advisors, joins Doug to break down the biggest myths around “volatility-proofing” portfolios. He explains that reducing volatility always comes with trade-offs — most often in expected return — and that many...
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Episode 302 – Inside Calamos’ Award-Winning Autocallable ETF Strategy with Matt Kaufman
Matt Kaufman, Global Head of ETFs at Calamos, returns with big news: CAIE has earned two major industry honors—the SRP Americas Most Innovative Product Award and Structured Product Intelligence’s Deal of the Year—rare recognition for an ETF in a category traditionally dominated by structured…
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Episode 301 – Preparing Advisors for the AI Era at Future Proof Citywide with Chris Cherry
Chris Cherry, Head of Partnerships at Future Proof, joins us to talk about Future Proof Citywide and how it expands on the Future Proof Festival model by moving into Miami Beach, allowing the event to grow beyond the Festival’s 5,000-person limit while keeping the same outdoor, relaxed,...
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Episode 300 – AI, AEO, and the Future of Advisor Marketing with Samantha Russell
We welcome back Samantha Russell, Chief Evangelist at FMG, to break down the marketing shifts defining 2025 and how advisors can carry them into 2026. Samantha says AI has transformed both how content is made and how it’s found—shifting SEO into AEO, or answer engine optimization. Firms that...
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Episode 299 – Fixed Income Clarity in an Uncertain Fed Cycle with Kevin Flanagan
Kevin Flanagan, Head of Fixed Income Strategy at WisdomTree, joins us to discuss how advisors can navigate uncertainty as the Fed manages policy in a “flying blind” environment. He explains why Treasury Floating Rate Notes remain a cornerstone even in a rate-cut cycle, how defining the true…
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Episode 298 – Demand Generation That Actually Works for Advisors with Alex Khassa
Alex Khassa, Founder and CEO of Clients Blackbox, joins us to discuss how financial advisors can grow more efficiently by shifting from demand capture to demand generation. He explains why traditional tactics—like buying leads or relying solely on referrals—limit scalability, and how educational...
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Episode 297 – Maximizing Charitable Impact Through Donor-Advised Funds with Fred Kaynor
Today we welcome back Fred Kaynor, Managing Director at DAFgiving360. Fred explains how donor-advised funds have become an effective way for individuals and families to maximize their charitable giving, making the process simple, tax-smart, and impactful. Since inception, DAFgiving360 donors have...
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Episode 296 – J.D. Power 2025: Succession, Satisfaction, and the Future of Human Advice with Mike Foy
Mike Foy, Managing Director and Head of Wealth Intelligence at J.D. Power, shares insights from the 2025 U.S. Financial Advisor Satisfaction Study. The research highlights a critical industry crossroads: investor demand for professional advice continues to rise, even as many seasoned advisors…
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Episode 295 – Cracking the Personality Code: AI for Better Client Relationships with Matt Schiffman
Matt Schiffman, founder of totumai, joins us to share how the platform is reshaping advisor-client communication. By combining personality science with artificial intelligence, totumai helps advisors move beyond demographic labels and understand how each client truly thinks, decides, and…
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Episode 294 – Modern Tools, Human Stories: Marketing That Truly Connects with Greg Banasz
Greg Banasz, Chief Marketing Officer at Steward Partners, shares how he brings the firm’s brand to life while empowering more than 200 independent advisors to express their individuality. Instead of a one-size-fits-all playbook, he offers a flexible “spice rack” of strategies—helping advisors mix...
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Episode 293 – The Back-Office Advantage: Innovation That Elevates Advice with Ryan George
Ryan George, Chief Marketing Officer at Docupace, joins us to discuss how back-office innovation is helping advisors scale smarter. He shares his personal journey to Docupace and how the firm has grown into a 23-year-old leader in streamlining advisor operations, from account opening and…
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Episode 292 – Navigating Global Change: Strategy, Infrastructure, and Opportunity with Jeremy Schwartz and Sam Rines
Jeremy Schwartz, Global CIO, and Sam Rines, Macro Strategist for Modern Portfolios at WisdomTree, join us to explore how today’s shifting geopolitical landscape is shaping new global investment strategies. Sam explains how Europe’s renewed focus on defense and infrastructure—driven by NATO…
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Episode 291 – From the Mound to the Market: Building a Business With Purpose with Jason Bottenfield
Jason Bottenfield, Managing Partner at Park Cities Group within Steward Partners, joins us to share the story of his unique path from professional baseball to wealth management. He reflects on how the discipline and resilience he developed as an athlete helped him navigate the early challenges of...
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Episode 290 – Breaking the Swivel Chair Cycle: Smarter Tech for Advisors with Dan Bjerke
Dan Bjerke, President of Digital Wealth at InvestCloud, joins us to discuss how the firm is tackling one of wealth management’s biggest pain points — fragmented technology and siloed data. With 35 years in financial services technology, Dan explains how disconnected systems drain advisor...
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Episode 289 – The Advisor–Client Connection in a Digital Age with Susan McKenna
Susan McKenna, CEO of eMoney Advisor, joins us to discuss the company’s evolution as it marks its 25th anniversary. She shares her path from tech-focused marketing leader to CEO, and how eMoney has stayed true to its planning-first mission while adapting to changing market needs. Susan reflects…
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Episode 288 – How Technology and Teamwork Elevate Client Service with James Sahagian
We sit down with James Sahagian, Managing Partner at Ramapo Wealth Advisors within Steward Partners, to explore his path from an early fascination with financial markets to leading a client-focused, team-based practice. He highlights Steward’s responsive culture and commitment to innovation…
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Episode 287 – Advice at Scale: Smart Tech Meets Human Insight with Anuj Gupta and Blake Wood
In this episode, we catch up with Anuj Gupta, Head of Sales Engineering, and Blake Wood, Head of Platform Strategy at Envestnet. They walk us through how Envestnet is helping advisors scale personalization and drive efficiency across their practices. From AI-powered insights and tax-aware...
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Episode 286 – Shaping What’s Next: Legacy, Leadership, and Next-Gen Talent with Tim Burklow
We catch up with Tim Burklow, Managing Director and Wealth Advisor at Mainstay Wealth Management within Steward Partners. Tim shares his journey from being inspired by his father’s advisor to building a successful career in financial services, including over three decades with a single firm. He...
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Episode 285 – Automation, Efficiency, and the Future of Custody with Thomas Moore
Thomas Moore, Head of Betterment Advisor Solutions, shares how Betterment is reimagining custody and advisor technology to help modern RIAs scale efficiently. Drawing on his background at legacy institutions, Moore explains how Betterment’s all-in-one, tech-forward platform integrates portfolio...
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Episode 284 – How AI Is Redefining Advisor Discoverability with Samantha Russell
Today we catch up with Samantha Russell, Chief Evangelist at FMG, to talk about how AI is reshaping the way people search for financial advice—and what that means for advisors. With most Google searches now ending in AI summaries instead of clicks, and more people turning to tools like ChatGPT…
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Episode 283 – Exploring the Future of ETFs and Autocallables with Matt Kaufman
In this episode we sit down with Matt Kaufman, Global Head of ETFs at Calamos, to explore how the firm is translating decades of institutional expertise into modern ETF solutions. Kaufman shares insights from his 23-year career—from helping pioneer smart beta ETFs to creating defined outcome...
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ABOUT THIS SHOW
Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, Advisorpedia seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
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Advisorpedia
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Frequently Asked Questions
How many episodes does Power Your Advice have?
Power Your Advice currently has 300 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Power Your Advice about?
Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, Advisorpedia seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
How often does Power Your Advice release new episodes?
Power Your Advice publishes regularly with 300 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Power Your Advice?
You can listen to Power Your Advice 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 Power Your Advice?
Power Your Advice is created and hosted by Advisorpedia.
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