All Episodes
Power Your Advice — 302 episodes
AI Is Coming for Wealth Management—Will Advisors Be Ready? with Karl Roessner
Inside CAGE: Calamos’ New Autocallable Growth ETF with Matt Kaufman
Beyond the Portfolio: The One-Stop Advisor with Danny Lohrfink
Donor-Advised Funds and the Future of Giving with Julie Sunwoo
A Smarter Approach to Private Markets with Ryan VanGorder
Reducing Private Market Friction with Ryan Eisenman
Closing the Confidence Gap in Financial Planning with John Roberts
Low-Correlation Strategies in a Volatile Market with Mario Valente
From Custom Portfolios to Scalable Relationships with Alex Laipple
The SMA Advantage for Modern Advisors with Josh Rogers
Positioning Gold Beyond the Headlines with Chris Gannatti
Charitable Giving Strategy in a New Tax Era with Fred Kaynor
Protection and the Future of Retirement Planning with Tim Seifert
Episode 313 – The AI Performance Edge for Advisors with John Connell
Episode 312 – When Automation Makes Advice More Human with Ritik Malhotra
Episode 311 – A Clearer View of Advisor-Client Meetings with Liam Hanlon
Episode 310 – Turning Advisor Data Into Actionable Intelligence with Erin Colledge
Episode 309 – A Risk-Managed Approach to Bitcoin Exposure with Hans Williams
Episode 308 – Understanding Today’s Advisor Technology Landscape with Jason Quinn
Episode 307 – How Shifting Markets Shape Investing with Bryan Sajjadi
Episode 306 – The Importance of Place in Longevity Planning with Ryan Frederick
Episode 305 – The Opportunities Investors Are Overlooking with Rob Arnott
Episode 304 – Navigating Today’s Complex Planning Environment with Carly Brooks
Episode 303 – Volatility Isn’t the Enemy: A Smarter Way to Manage Risk with Wes Crill
Episode 302 – Inside Calamos’ Award-Winning Autocallable ETF Strategy with Matt Kaufman
Episode 301 – Preparing Advisors for the AI Era at Future Proof Citywide with Chris Cherry
Episode 300 – AI, AEO, and the Future of Advisor Marketing with Samantha Russell
Episode 299 – Fixed Income Clarity in an Uncertain Fed Cycle with Kevin Flanagan
Episode 298 – Demand Generation That Actually Works for Advisors with Alex Khassa
Episode 297 – Maximizing Charitable Impact Through Donor-Advised Funds with Fred Kaynor
Episode 296 – J.D. Power 2025: Succession, Satisfaction, and the Future of Human Advice with Mike Foy
Episode 295 – Cracking the Personality Code: AI for Better Client Relationships with Matt Schiffman
Episode 294 – Modern Tools, Human Stories: Marketing That Truly Connects with Greg Banasz
Episode 293 – The Back-Office Advantage: Innovation That Elevates Advice with Ryan George
Episode 292 – Navigating Global Change: Strategy, Infrastructure, and Opportunity with Jeremy Schwartz and Sam Rines
Episode 291 – From the Mound to the Market: Building a Business With Purpose with Jason Bottenfield
Episode 290 – Breaking the Swivel Chair Cycle: Smarter Tech for Advisors with Dan Bjerke
Episode 289 – The Advisor–Client Connection in a Digital Age with Susan McKenna
Episode 288 – How Technology and Teamwork Elevate Client Service with James Sahagian
Episode 287 – Advice at Scale: Smart Tech Meets Human Insight with Anuj Gupta and Blake Wood
Episode 286 – Shaping What’s Next: Legacy, Leadership, and Next-Gen Talent with Tim Burklow
Episode 285 – Automation, Efficiency, and the Future of Custody with Thomas Moore
Episode 284 – How AI Is Redefining Advisor Discoverability with Samantha Russell
Episode 283 – Exploring the Future of ETFs and Autocallables with Matt Kaufman
Episode 282 – Real-World AI for Human-Centered Advice with Mohan Gurupackiam
Episode 281 – Accessing Private Markets With Clarity and Confidence with Rich Boghosian
Episode 280 – Culture, Growth, and the Power of Partnership with Kirstie Eustace
Episode 279 – How Empowered Advisors Build Better Businesses with Jeff Gonyo
Episode 278 – Helping Advisors Live Their Legacy with Scott Danner
Episode 277 – Leading Through Collaboration: A New Playbook for Advisory Teams with Douglas Ferguson
Episode 276 – How Great Firms Stay Great While They Scale with Charlie Johnston
Episode 275 – Scaling Personalized Advice Starts With Better Data with Kevin Knull
Episode 274 – From Founder to Future: Navigating the Human Side of M&A with Emily Blue
Episode 273 – Reinventing Independence: Where Advisors Own the Outcome with Jim Gold
Episode 272 – Delivering a Family Office Experience at Scale with Michael Featherman
Episode 271 – The Secret to Scaling Personalized Wealth Management with Andrew Stavaridis
Episode 270 – Unlocking Organic Growth Through Cash with Morgan Ludovico
Episode 269 – Serving Those Who Serve: Financial Coaching for Military Families with Sharon Watson
Episode 268 – How Orion Is Powering Personalized Advice at Scale with Natalie Wolfsen
Episode 267 – The Invisible Infrastructure Powering Insurance Innovation with Rich Romano
Episode 266 – The Untapped Power of ABS in a Modern Portfolio with Andrew Hsu
Episode 265 – Why Donor-Advised Funds Belong in Every Advisor’s Toolkit with Julia Reed
Episode 264 – Balancing Innovation and Human Touch in Wealth Tech with Molly Weiss
Episode 262 – The Power of Steady Advice in Unsteady Markets With Dana D’Auria
Episode 261 – Bitcoin’s Evolution: From Risk Asset to Portfolio Tool With Matt Hougan
Episode 260 – AI, Integration, and Innovation at Envestnet With Chris Todd
Episode 259 – The Financial Game Plan Every Athlete Needs with Frederick Blue
Episode 258 – How Elite Advisors Win Trust in Volatile Markets with Samantha Russell
Episode 257: The All-in-One Platform Built for Modern Advisors with Michael Scaplen
Episode 256: Smarter Investing in Choppy Markets with Jeremy Schwartz
Episode 255 – Diversification in a Jittery Market: Exploring Strategies with Paisley Nardini
Episode 254 – Unlocking CLO Opportunities with Fran Rodilosso and Bill Sokol
Episode 252 – Navigating Market Volatility: Market Insights and Portfolio Strategies with Jeff Weniger
Episode 251 – $30 Billion and Counting: Growth, Strategy, and Talent with Jason Ozur
Episode 249 – Marketing in 2025: How Financial Advisors Can Turn Challenges into Opportunities with Samantha Russell
Episode 248: The Rise of Customization: Emerging Products in Portfolio Construction with Ryan McKee
Episode 247 – Global Fiduciary Leaders with Keiko Honda
Episode 246 – Maximizing Investment Insights with Data: Leveraging AI for Smarter Decisions with Robert Huntsman
Episode 245 – Striving to Build Wealth with Portfolios That Endure with Paul Ma
Episode 244 – 2024 Advisor Digital Trends: J.D. Power Insights on Thriving Through Ease and Efficiency with Craig Martin
Episode 243 – Fed Surprises & Inflation Shocks: What You Need to Know for 2025’s Fixed Income Market with Kevin Flanagan
Episode 242 – The Wealth-Building Power of Roth Optimization with Chris Battaglia & Larry Kotlikoff
Episode 241 – The Force of Financial Advisors Behind Community Change with Nicole Morgan
Episode 240 – The Role of Model Portfolios in Modern Advisory Practices with Ryan Krystopowicz
Episode 239 – Fidelity’s Portfolio Construction Tips to Navigate Today’s Market with Mayank Goradia
Episode 237 – Global Fiduciary Leaders with Elizabeth Fernando
Episode 236 – Global Fiduciary Leaders with Professor Takatoshi Ito
Episode 234 – The Blueprint for Tomorrow’s Investors with Bob Santella
Episode 233 – Aligning the Tax Strategy to the Investor with Josh Freeman and James Costabile
Episode 232 – Guiding Advisors Toward New Summits with Jim Dickson
Episode 231 – Kingswood’s Billion-Dollar Partnership with Eudaimonia with Mike Nessim, Jaime Golden, & John Goodson
Episode 230 – Maximizing Returns in a New Rate Environment with Kevin Flanagan
Episode 229 – What’s Driving Record Highs for HNWIs? with Elias Ghanem
Episode 228 – The Psychology of Wealth and Financial Confidence with Michelle Arpin Begina
Episode 227 – Inside a Century of Wealth Stewardship with Matt McCarte
Episode 226 – How Hybrid RIAs Can Position Themselves for the Future and Attract Top Talent with Jeff Gonyo
Episode 225 – Engaging Clients Across Generations with Eliot Weissberg
Episode 224 – Why Marketing is Crucial for Advisors Seeking Practice Growth with Greg Banasz
Episode 223 – HR’s Crucial Role of Cultivating a Strong and Enduring Company Culture with Kirstie Eustace
Episode 222 – Inside the Decision to Become a Board Member of a Newly Developed Firm with Janet Robinson
Episode 221 – Global Markets: Why Japan and India Are Standing Out with Jeremy Schwartz
Episode 220 – Model Portfolios for Modern Investing with Kunal Shah
Episode 219 – The Impact of Digital Innovation and the Future of Fintech with Mohan Gurupackiam
Episode 218 – Identifying Advisor Pain Points with Adam Holt
Episode 216 – Reaping the Benefits of an Independent Partner with Chris Reaney
Episode 215 – What Does Freedom Mean to You? with Scott Danner
Episode 214 – Building the Firm of Today and the Future with Jim Gold
Episode 213 – Here’s a Solution for Your Organic Growth Problem with Steve Gresham
Episode 212 – Data-Driven Decisions: Key Insights from Hamilton Lane’s Market Overview with Jackie Rantanen
Episode 211 – Empowering Change and Investing in Others with Jeff Vivacqua
Episode 210 – The Bitcoin Surge & Investing in its Digital Realm with Chris Gannatti
Episode 208 – Investing with Purpose: Matson Money’s Path to Financial Empowerment with Josh Crawford
Episode 207 – Tax-Smart Charitable Giving: The Power of Donor Advised Funds with Hayden Adams & Ruby Pediangco
Episode 206 – Speaking ‘The Language of Referrals’ to Gain Your Ideal Client with Bill Cates
Episode 205 – Beyond Tomorrow: Investing in AI Innovations with Chris Gannatti
Episode 204 – Altitude Achieved: Unveiling Wellington-Altus Financial’s Journey with Shaun Hauser
Episode 202 – Rate Cuts, Resilience, and Returns with Anastasia Amoroso
Episode 201 – Changing Your Mindset to Navigate Tumultuous Times with Josh Crawford
Episode 200 – Poetic Justice: How Perseverance Prevailed in Court with Carlos Legaspy
Episode 199 – The Holy Grail of Investing: Exclusive Previews from the Upcoming Book with Christopher Zook
Episode 198 – Tackling Property Obsolescence: True Life Capital’s Winning Formula for Residential Growth with Brendan McLaughlin
Episode 196 – The Scalable Future of Annuity Management with Rich Romano
Episode 195 – Shaping Legacies: Charitable Planning and Family Philanthropy Dynamics with Sam Kang
Episode 194 – Democratizing Access to Alternatives & Portfolio Management with Alan Strauss
Episode 192 – The Cornerstone of Communication and Holistic Planning with Mike Harris & Todd Zeidenberg
Episode 191 – Your Guide to Year-End Philanthropy & Charitable Giving with Fred Kaynor
Episode 190 – Transforming Lives Through Accessible Genetic Testing with Dahlia Attia-King
Episode 189 – Financial Literacy Amongst an Information Overload with Grace Salvino
Episode 188 – The Changing Face of Cybersecurity Threats with Kurt Long
Episode 187 – From Campus to Corporation: Athletes’ Financial Futures with Chase Johnson
Episode 184 – The Cash Resurgence: Advisors’ Secret Weapon with Frank Bonanno
Episode 183 – Uncovering Hidden Pain Points in RIA Practices with Lincoln Ross
Episode 181 – Data-Driven Wealth Management with Stephen Daffron
Episode 180 – How to Make Your Website Business Develop (and Introduce Yourself to Prospects) with Nate Blair
Episode 182 – The Charitable Arm of Financial Services with Barkley Payne
Episode 179 – Direct Indexing Demystified: Personalized Wealth Strategies with Dave Gordon
Episode 178 – Decoding the CRE Puzzle with Amna Nawaz
Episode 177 – Moments That Matter: The Default Caregiver with Steve and Phyllis Gresham
Episode 176 – Moments That Matter: Unexpected Health Events with Steve and Phyllis Gresham
Episode 175 – Moments That Matter: Aging in Place with Steve and Phyllis Gresham
Episode 174 – Securing Your Future with Mike Harris and Tom West
Episode 173 – The Five Myths of Wealth Management M&A with Jim Tennies
Episode 172 – Structuring for Success: A Guide to Increased Firm Valuation with John Langston
Episode 171 – Thriving in the Retirement Boom: Insights for Advisors with Sean Murray
Episode 170 – Improve Communication, Improve Investment Decisions with Sean Brown
Episode 169 – Employing AI to Meet the Pace of Evolution with Jack Swift
Episode 168 – The Ally of Artificial Intelligence with Dr. Vinay Nair
Episode 166 – Financial Vulnerability to Financial Security with Anne Aldrich
Episode 165 – The Rapidly Changing Product Landscape with Scott Hawkins
Episode 164 – CRE: The Big Picture Perspective with Ian Formigle
Episode 163 – Axos Takeover: Watching the Market While Watching the Consumer with Michael Scaplen and Chris Versace
Episode 162 – Self-Determination and Strong Strategies Drives M&A Deals with John Langston
Episode 161 – Axos Clearing Takeover: Expanding Offerings and Evolving the Market with Michael Scaplen and Mark Davies
Episode 160 – Empowering Your Employees While Improving the Client Experience with Robert Gorman
Episode 159 – There is Always an Opportunity for Real Estate Development with Bernie Wasserman
Episode 158 – Commercial Real Estate: Investing with Patience with John Norris
Episode 157 – The Right Toolkit for the Right Client with Andrew Krei
Episode 156 – Packaging Client Solutions to Deliver Efficiency with Lincoln Ross
Episode 155 – Reviving Real Estate to Demolish the Housing Crisis with Scott Clark
Episode 154 – Alternative Assets: Friction, Solutions, and Investments with Joe Ujobai
Episode 153 – EVPs: Differentiate your Talent Strategies and your Firm with Liz Manibay
Episode 152 – The App to Ensure You Never Lose a Client – With Tom Fields
Episode 151 – Hybrid Work and the Failing of its Management – With Steve Gresham
Episode 150 – The Evolution of Investors, Advisors, and the Client – With Gerald Graves
Episode 149 – Humanizing the Language of Wealth Management – With Laton Spahr
Episode 148 – Sanctuary Wealth Oasis: Women in Control of Their Wealth – With Lisa Bush
Episode 147 – Sanctuary Wealth Oasis: Believing in the Independent Advisor – With Massimo Guiati
Episode 146 – Sanctuary Wealth Oasis: Partnerships in Both Family and Business – With Brian Cooke
Episode 145 – Sanctuary Wealth Oasis: How to Stay Elevated in a Falling Market – With Mary Ann Bartels
Episode 144 – Sanctuary Wealth Oasis: Providing Advisors Game-Changing Tech Solutions – With Jene Hoosier
Episode 143 – Rooting the Portfolio in Real Estate – With Ian Formigle
Episode 142 – Building Upon the Foundation of Axos Clearing – With Michael Scaplen
Episode 141 – Sanctuary Wealth Oasis: Connecting the Technology to the Advisor – With Ainslie Simmonds
Episode 140 – Sanctuary Wealth Oasis: Passion Under the Hood of Portfolios – With EJ Kahn
Episode 139 – Sanctuary Wealth Oasis: How to Foster an Enduring Enterprise – With Mark Tibergien
Episode 138 – Maximizing the Value out of Data – With Glenn Elliott
Episode 137 – Sanctuary Wealth Oasis: Making the Advisor’s Life Easier – With Jim Dickson
Episode 136 – NYC Pop-Up Podcast: Serving the EcoSystem of Financial Services – With David Goldman
Episode 135 – NYC Pop-Up Podcast: Tackling the Spectrum of Client Engagement – With Michael Lecours
Episode 134 – NYC Pop-Up Podcast: Meeting the Needs of Retirees – With Sheryl O’Connor
Episode 133 – Building a Team of Shareholders: Fostering Collaboration and Wealth Creation – With Jim Gold
Episode 132 – Accessible Private Commercial Real Estate for the Masses – With Thomas McDonald
Episode 131 – NYC Pop-Up Podcast: The Major Tenets of Value Investing – With Larry Pitkowsky
Episode 130 – NYC Pop-Up Podcast: A Dynamic Approach to Measuring & Managing Risk – With Rick Bookstaber
Episode 129 – NYC Pop-Up Podcast: Retirement is Only the Starting Line – With Steve Gresham
Episode 128 – NYC Pop-Up Podcast: Centering on the Individual Investor – With Michael Reisner
Episode 127 – NYC Pop-Up Podcast: Becoming the Armor for Advisors – With Michael Konialian
Episode 126 – NYC Pop-Up Podcast: Building a Marketplace for Real Estate Investing – With Donal Mastrangelo
Episode 125 – NYC Pop-Up Podcast: Investing in Financial Distress – With George Schultze
Episode 124 – NYC Pop-Up Podcast: The High Pressures of Managing High Incomes – With Vicki Greene
Episode 123 – NYC Pop-Up Podcast: Combatting the Gap between the Talk and the Walk of Advisors – With Philipp Hecker
Episode 122 – The Cash Environment and How Advisors Can Bring Value to It – With Morgan Ludovico and Todd Blackburn
Episode 121 – Finding the Balance Between the Advisor and the Client – With Emily Keagle
Episode 120 – Empowering & Inspiring Confident Outcomes with Scott Enger & Steve Sullivan
Episode 119 – Finding the Risk, Protecting Financial Stability – With Jeremy Franzleubbers
Episode 118 – Keeping Focus on the Long Term Trends – With Ed Butowsky
Episode 117 – Preparing Clients and Protecting Funds – With Karl Frank
Episode 116 – Tailoring the Solution – With Louis Tranquilli
Episode 115 – A Quantitative Approach to Investing – With Art Day
Episode 114 – Keeping Momentum Through the Road Blocks – With Eliza De Pardo
Episode 113 – Delivering on the Client Experience – With Julie Littlechild
Episode 112 – Turning the Page to the Next Gen Advisor with Tim Gerend
Episode 111 – Technology and its Impact on Wealth Management – With Raj Bhattacharyya
Episode 110 – Diversify Client Portfolios Through Commercial Real Estate – With Sheldon Chang
Episode 109 – Unique Content Drives Advisor Conversions with Teresa Leno
Episode 108 – Tech Solutions that Grow Your Firm – With Robert Teaney
Episode 106 – Financial Services Continues to be a Winning Industry – With Gino DeRango
Episode 107 – Cash Management is More Important than Ever – With Eric Lansky
Episode 105 – Delivering High Level Services to Clients – With Carla Barry
Episode 104 – An AI Solution For Personalized Advising – With Andrew Altfest
Episode 103 – Active Management in a Time of Decline – With Rocco Pellegrinelli
Episode 102 – Automate Your Workflows and Save Time – With Adrian Johnstone
Episode 101 – Turning Compliance from a Barrier to an Asset – With Mac Bartine
Episode 100 – Achieving an Effective Marketing Strategy for Your Firm – With Susan Theder and Samantha Russell
Episode 99 – Moving Technology from the Why to the How – With Craig Ramsey
Episode 98 – Simplifying Income & Protection for Client Portfolios – With Rich Romano
Episode 96 – Maximize Your Clients’ Social Security Benefits – With Martha Shedden
Episode 97 – The Attainability of a Digital Ecosystem – With Mike Scaplen & Gary Wiedman
Episode 95 – The Power of Personalization for Financial Services – With Helen Yang
Episode 94 – The Impact of Technology on Personal Finance – With Dani Fava
Episode 93 – What the Changing Wealth Landscape Means to Your Practice – With Quinton Aslton-Spratt
Episode 92 – Managing Wealth for 100 Years – With Rick Pitcairn
Episode 91 – What to Consider Before Changing Firms – with Jaime Golden
Episode 90 – Finding Opportunity in Yield Markets – With Benjamin Hurn
Episode 89 – Why Sustainability is Important for Wealth Management – With Lydia Pinnell Lawrie
Episode 88 – Winning Strategies of Elite RIAs (Part One) – With Mike Watson
Episode 87 – Moving Captive Advisors to the Land of the Free – With Danielle White
Episode 86 – How to Add Ideal Clients by Getting Personal– With Drew Force
Episode 85 – A Suite of Apps That Can Transform Your Business – With Gerry Murphy
Episode 84 – Make Your Clients the Hero of the Story – With Kristian Borghesan
Episode 83 – Growing Your Practice Through Tax Planning – With Chris Field
Episode 82 – Building A Culture of Going the Extra Mile – With Mike Nessim
Episode 81 – Technology Drives Innovation in Clearing – With Michael Scaplen
Episode 80 – Build the Holistic Offering Your Clients Need – With Mike Watson
Episode 79 – The Importance of the Right Clearing House Partner – With Michael Scaplen and Brian King
Episode 78 – The Evolution of Retirement Planning – With Tony Leal
Episode 77 – The Authority Code: How to Position, Monetize & Sell Your Expertise – With Rochelle Moulton
Episode 76 – What Advisors Should Know About Alternatives – Douglas Blake
Episode 75 – Partner to Take Your Business to the Next Level – With Paul Lee
Episode 74 – Helping Advisors Meet New Challenges– With Mike Watson
Episode 73 – It’s Time to Talk About Cash – With Frank Bonnano
Episode 72 – Data Can Help You Provide Quality Advice – With Matthew Radgowski
Episode 71 – Shedding Light on the Billing Process – With Tom Huddleston
Episode 70 – Breaking Barriers, Building Futures – With Forest Harper
Episode 69 – Manage Portfolios at Scale With the Right Technology – With Brian Bleasdell
Episode 68 – Focus to Build a Future-Ready Practice – With Anand Sekhar
Episode 67 – Should Advisors Buy or Build Their Software – With John O’Connell
Episode 66 – Investigating a New Clearing House? Here are 7 Questions You Need to Get Answered– With Michael Scaplen
Episode 65 – Helping Advisors Find a Better Match – With Ryan Shanks
Episode 64 – Leading With Learning – With Matt Brown
Episode 63 – Enabling Advisor Scalability Through Technology – With Rusty Sommer
Episode 62 – Helping Advisors Transform Their Practices – With Brad Bueermann
Episode 61 – Access Tomorrow’s IPOs – With Nick Worontzoff
Episode 60 – Recognize When to Partner to Drive Growth – With Scott Rothbort
Episode 59 – Providing Affordable Housing Through Mobile Home Communities – With Michael Anise
Episode 58 – The Importance, Opportunity & Challenges of Investing in Senior Housing – With Jade Miller
Episode 57 – Benefits of Working with an Organization That Has Strong In-House Compliance – With Mike Alsoraimi
Episode 56 – Building a City Through Revitalization – With Erik Hayden
Episode 55 – The Power of Choice When Active Trading – With Joe Ely
Episode 54 – Rapid-Fire Q&A with James Pollard
Episode 53 – Uncovering Investment Opportunity all Over the World – with Russell Platt
Episode 52 – Making Alternatives Accessible Through Technology – with Brian King
Episode 51 – Moving Investment Banking into the Future – with Richard Rappaport
Episode 50 – Develop a Deeply Engaging, Profoundly Human Client Experience – with Julie Littlechild
Episode 49 – Powering Alternative Investing Through Education and Data – with Mark Salameh
Episode 48 – Building Advisor Businesses Through Partnership – with Val Peters Rayevskiy
Episode 47 – Create a Tactical Plan to Deliver Personal Client Experiences – with Joseph Michelli
Episode 46 – What Advisors Should Know About Clearing Houses – with Michael Scaplen
Episode 45 – Can Advice Finally Go Mainstream? – with Stewart Bell
Episode 44 – Use Real Estate to Diversify Your Clients’ Portfolios – with Stephan Sakhai
Episode 43 – Life Settlements: Accessing the Value of Life Insurance Policies – with Michael Freedman
Episode 42 – Grow Wealth Through Strategic Real Estate Investing – with Weldon Evans
Episode 41 – Making Alternative Investments as Easy to Own as Mutual Funds – with Mat Dellorso
Episode 40 – Focus on Delivering the Right Solution to Your Clients – with Todd Anderson
Episode 39 – Is it Time to Consider Changing Clearing Providers – With Michael Scaplen
Episode 38 -Insurance is Insurance Until You Have a Claim – with Bobby Hotaling
Episode 37 – Democratizing Access to Late-Stage Venture-Backed Companies – with Christian Munafo
Episode 36 – The Opportunity in Commercial Real Estate – with Matthew Gorelik
Episode 35 – Differentiate Your Advice with Direct Indexing – with Barrett Ayers
Episode 34 – Crypto: No Longer Something You Can Ignore – with Matt Hougan
Episode 33 – Disrupt Your Thinking About ETFs – with Rob Isbitts and Samita Thephasit
Episode 32 – NFTs – The Wild Wild West of Investing – with Ben Way
Episode 31 – Creating Client Income with Equity Options – with Michael J. Egan, CFP®, CIMA®
Episode 30 – Delivering Financial Planning in 30 Seconds – with Adam Holt, CFP®, ChFC®
Episode 29 – Leverage Artificial Intelligence in Your Investment Strategy – with David Aferiat
Episode 28 – Helping Advisors Through Every Step of Transition – with Jaime Golden
Episode 27 – Democratizing Access to Alternative Investments – with Perrin Quarshie
Episode 26 – The Opportunity in the Multifamily Real Estate Sector – with Ernest Johnson
Episode 25 – Financial Advisors Can Find Freedom to Focus Through Outsourcing – with Barrett Ayers, Matt Sonnen and Rich DeSalvo
Episode 24 – Success Begins With Listening Deeply to Your Clients – with Michael Scaplen
Episode 23 – Sustainable and Impact Investing is Not a Charity – With Peter Krull
Episode 22 – Hedging Against Volatility With Precious Metals- with Christopher Blasi
Episode 21 – What Financial Advisors Should Know About Mergers & Acquisitions Today – with Barrett Ayers, Stan Gregor and David DeVoe
Episode 20 – Investment Banking Can Enhance Financial Advisors’ Value Propositions- with Michael Nessim
Episode 19 – Financial Advisors Can Find the Right Version of Independence – with Barrett Ayers, Louis Diamond and Jim Dickson
Episode 18 – The Best Advisors Adopt a CEO Mindset to Scale their Business- with Barrett Ayers & Clint Sorenson
Episode 17 – Entering the Third Wave of Financial Advice – with Tony Stich
Episode 16 – Being a Gifted Leader During Challenging Times – with Mark David
Episode 15 – Projecting Your Personal Power Over Videoconferences – with Bill Acheson
Episode 14 – Strategies Financial Advisors Can Use to Help Clients with Divorce – with Nancy Hetrick
Episode 13 – Passion for Serving Financial Advisors – with Tom Wagner
Episode 12 – Four Steps for Tough Conversations – with David Wood