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Inside The Flows episodes
- What If You Could Create a Forever Firm? | Inside the Flows Ep. 22
In this episode of Inside the Flows, Iyassu sits down with Michael Kramer of Natural Investments to explore an alternative to traditional RIA succession planning: the perpetual purpose trust. With $2.3 billion in client assets and a new generation of advisors unable to afford buying out the firm's founders, Natural Investments faced a difficult decision: sell to an outside buyer or find a way to preserve the business they had spent decades building.
Michael shares how the firm transitioned ownership to a perpetual purpose trust, allowing its founders to exit while preserving the firm's independence, culture, and long term mission. The conversation explores how separating ownership from governance created new leadership opportunities, expanded profit sharing, and gave younger advisors a path to help run the business without taking on personal debt. For RIA owners thinking about retirement or succession, the episode offers a different perspective on how to preserve a firm's legacy while protecting the interests of its advisors and clients.
00:00 Introduction to the episode and guest
01:34 Michael Kramer’s background and expertise
04:15 The role of rating systems in responsible investing
08:26 Next-gen investors and the future of impact investing
14:26 Industry trends: inflows into major wealth management firms
17:48 The AI trade and market dynamics
19:33 Weekly market recap and economic outlook
20:18 Introduction to perpetual purpose trusts
21:42 The origin and development of the perpetual trust concept
23:36 How the trust model maintains control and legacy
26:39 Governance versus ownership in trust structures
29:34 Implications for new advisors and succession planning
31:57 Psychological and cultural impacts of trust structures
36:02 Advice for advisors considering succession strategies
42:38 Personal reflections and future outlook
43:41 Closing remarks and community invitation
#wealthmanagement #financialadvisor #entrepreneurship #entrepreneur #smallbusiness #trusts #estate
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229
Youtube Music licensed through Soundstripe.
Code: PDD75FYXX98X5CIP45 min - Is Values Based Investing Making a Comeback? | Inside the Flows Ep. 21
In this episode of Inside the Flows, Iyassu sits down with Gabe Rissman, cofounder of YourStake and President of Formative Financial, to discuss the upcoming Growth for Impact conference, taking place November 8 through 11 in Phoenix. With roots tracing back more than 35 years to the original SRI in the Rockies conference, the event brings together financial advisors, industry pioneers, and innovators to explore the future of sustainable and impact investing, share best practices, and discover new opportunities to grow their advisory businesses.
The conversation explores what makes this conference unique, from its strong culture of mentorship and collaboration to its focus on practical solutions advisors can bring back to their clients. Iyassu and Gabe also discuss the resurgence of interest in values based investing, how AI is creating new questions around portfolio construction, and why understanding the priorities of the next generation of investors is becoming increasingly important. At its core, Growth for Impact is about more than investment strategies. It's about building a community of advisors who help one another succeed while advancing the future of the profession. Edit---Gabe-Iyassu.txt
Growth for Impact Conference Link: https://www.formativefinancial.com/growth-for-impact-conference
00:00 Introduction and Background
02:35 Gabe Rissman's Journey and Mission
06:54 The Role of Financial Advisors
11:04 Building Your Stake and Formative Financial
13:23 Understanding Direct Indexing
17:29 Market Recap and Economic Insights
19:25 The Rising Cost of Living
20:37 Fidelity's New Minimums and Its Impact
23:21 Climate Change and Energy Security
26:13 Behavioral Finance and Values-Based Investing
27:33 Growth for Impact Conference Overview
34:16 The Importance of In-Person Connections
36:01 Future-Proofing Financial Advisory Practices
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229
Music licensed through Soundstripe.
Code: D1NDSVYGYI8SL4L944 min - What If Your Grandchildren Could Ask You Anything? | Inside the Flows Ep. 20
In this episode of Inside the Flows, Iyassu sits down with Ty Allen, founder of LastingMind, to explore how advisors can help clients think about legacy beyond the assets they leave behind. Inspired by a medical emergency with his father, Ty created LastingMind to preserve the stories, memories, advice, and experiences that families often lose when a loved one passes away, giving future generations a way to understand not only what was passed down to them, but the person and experiences behind it.
The conversation explores how financial advisors, wealth managers, and family offices can bring this type of legacy planning into their client relationships alongside traditional estate and wealth transfer planning. From capturing family stories and personal advice to preserving documents, family charters, and wealth vision statements, these solutions can give advisors a new way to help clients pass something deeply personal to the next generation while also creating stronger relationships across the entire family.
00:00 Introduction to Video Editing and TikTok
02:37 Meet Ty Allen: A Journey from MIT to AI
04:46 The Birth of Lasting Mind: A Personal Story
10:49 The Role of AI in Preserving Family Legacies
16:27 Navigating the Financial Landscape with Lasting Mind
22:11 The Importance of Family Stories in Wealth Management
28:07 Building Relationships Through Storytelling
31:25 Looking Ahead: Future Aspirations and Reflections
#wealthmanagement #estateplanning #financialadvisor
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id187407422935 min - Inside the Flows - Episode 19
In this episode of Inside the Flows, Iyassu sits down with Anita Knotts, founder of Lotus Women’s Institute, for a powerful conversation about women’s leadership, financial empowerment, and why the wealth management industry needs to rethink how it attracts, develops, and advances women. Anita shares her own decision to leave a successful corporate career at 51 and build a company focused on creating more opportunities for women and underrepresented professionals across wealth management.
The conversation explores the difference between women having financial capability and having true financial agency, especially as trillions of dollars in wealth shift into women’s hands. Anita argues that empowerment requires action on both sides: firms need to create real pathways for women to become advisors and leaders, while women need to take greater ownership of their financial futures and pursue opportunities even when they do not see many people who look like them. As Anita puts it, women cannot simply wait for institutions to change. They also have to “throw their hat in the ring.”
00:00 Introduction
02:33 Anita Knotts: A Change Maker's Journey
05:10 The Birth of Lotus Women's Institute
08:26 Addressing Diversity in Wealth Management
11:03 The Importance of Strategy in Hiring
13:42 Weekly Market Recap and Economic Insights
19:51 The Great Wealth Transfer and Women's Financial Agency
24:55 Empowering Women in Finance
27:27 The Importance of Financial Agency
32:29 Taking Ownership of Financial Futures
35:57 Preparing for the Wealth Transfer
41:51 The Role of Empathy in Wealth Management
Lotus Women's Institute: https://www.lotuswomensinstitute.com/
Anita Knotts: https://www.linkedin.com/in/anita-knotts/
LinkedIn: https://www.linkedin.com/company/thelotusimpact/
#womeninfinance #womenleadership #wealthmanagement #financialfreedom
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id187407422952 min - Inside the Flows - Episode 18
In this episode of Inside the Flows, Iyassu sits down with Tom Nowak, founder of Quantum Financial Planning, to discuss how advisors can build successful practices by finding a meaningful niche and staying true to their mission. Drawing from his background as a scientist and longtime financial planner, Tom shares how specializing in sustainable, values based, and vegan investing helped him create a practice centered on clients who shared his perspective, while offering practical advice for the next generation of advisors looking to differentiate themselves.
00:00 Intro
04:36 Building a Sustainable Investing Niche
12:10 Advice for Next-Generation Advisors
18:28 Weekly Recap: Climate, Housing & Retirement
30:45 Employee Benefits, Inequality & Long-Term Care
42:03 ESG and Impact Investing for Family Offices
49:53 Looking Ahead and Closing
Links to Tom's books:
Low Fee Vegan Investing, Taking veganism to the next level
https://www.amazon.com/dp/1492802972
Low Fee Socially Responsible Investing: Investing in your worldview on your terms
https://www.amazon.com/dp/1468033794/r
#wealthmanagement #sustainability #humaine #401k #retirement #retirementplanning
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id187407422957 min - Inside the Flows - Episode 17
In this episode of Inside the Flows, Iyassu sits down with Phil Weiss, founder of Apprise Wealth Management, for a thoughtful conversation about one of the sensitive topics in wealth management today: helping women navigate major life transitions. From divorce and widowhood to becoming an empty nester, Phil shares why these moments require more than traditional financial advice and how life planning can help women move forward with clarity, confidence, and purpose.
The conversation explores why listening is one of the most valuable skills an advisor can develop, how meaningful financial planning begins by understanding what truly matters to clients, and why building the biggest portfolio isn't always the same as building the best life. Along the way, they discuss the Great Wealth Transfer and why advisors who understand the unique needs of women in transition will be better positioned to build lasting relationships for generations to come.
00:00 Phil Weiss's Background and Career Journey
03:52 Life Planning and Its Importance
08:36 The Role of Trust in Financial Planning
11:56 The Value of Hiring a Financial Advisor
12:18 Market Recap and Current Events
20:34 The Great Wealth Transfer and Its Implications
22:32 Approach to Women Facing Life Transitions
30:37 Looking Forward: Family and Future Plans
Links:
Apprise Wealth Management - https://apprisewealth.com/
Evan More Than Money (Book) - https://a.co/d/0eIB0kBG
Phil's LinkedIn - https://www.linkedin.com/in/philip-weiss
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id187407422934 min - Inside the Flows - Episode 16
In this episode of Inside the Flows, Iyassu welcomes back Juan Vallejo for a conversation that blends AI, entrepreneurship, and the future of advisor networking. They discuss the launch of several major new features inside Inflows, including Direct Messaging, Referrals, and the new Inflows Marketplace, all designed to help advisors connect with peers, discover solutions, and build stronger professional networks.
The conversation also explores how AI is reshaping software development and lowering the barriers to building new businesses. Iyassu and Juan share lessons from their own experience using AI agents to accelerate product development, while discussing why advisors and wealth managers should start thinking beyond simply using AI and begin exploring how it can help them create new workflows, services, and opportunities for clients. The episode highlights a broader theme: in a world where technology is becoming more accessible, relationships, trust, and community may become even more valuable.
00:00 Startup Scaling Challenges
02:51 Cultural Reflections on Sports and Celebrations
05:35 Geopolitical and Corporate Updates
08:30 Elon Musk and the Trillionaire Debate
10:39 The Space Economy's Impact
13:24 Federal Reserve's Interest Rate Decisions
15:56 Healthcare Job Market Insights
17:47 AI Integration in Workflows
24:14 AI and Job Security in Wealth Management
27:02 Leveraging AI for Relationship Building
29:29 AI as a Barrier Breaker for Entrepreneurs
31:57 The Future of Financial Modeling with AI
32:12 Inflows App Updates and Features
38:51 Introducing the Inflows Marketplace
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id187407422946 min - Inside the Flows - Episode 15
In this episode of Inside the Flows, Iyassu sits down with Stephanie Cohn Rupp, Chair of US SIF and a longtime leader in the sustainable and impact investing space, for a wide ranging conversation on the US SIF conference, the future of sustainable investing and the challenges facing the industry today. They discuss everything from fossil fuel divestment and climate risk to the growing backlash against ESG, and why short term market thinking continues to collide with long term economic realities.
The conversation also explores the financial implications of climate change, including water infrastructure, extreme weather events, migration, and the risks these trends pose to investors and the broader economy. Stephanie shares why she believes sustainable investing remains as relevant as ever, why advisors should be preparing for the next generation of clients, and how organizations like US SIF are helping shape the future of the profession through education, advocacy, and community.
00:00 Introduction to Sustainable Investing and Guest Background
05:50 The Shift in Fossil Fuel Investment Strategies
11:23 The Economic Risks of Climate Change
16:08 Critiques of Sustainable Finance and Its Impact
21:29 The Role of Wealth Managers in Sustainable Investing
29:45 Understanding US SIF and Its Importance
34:11 Looking Ahead: The Future of Sustainable Investing
Link to Values Advisor: https://www.valuesadvisor.org/
#financialplanning #climatechange #millennials #genz #sustainability #wealthmanagement
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id187407422941 min - Inside the Flows - Episode 14
In this episode of Inside the Flows, Iyassu sits down with Gary Preisser of Stonebriar Wealth Advisors for a thoughtful conversation on why wealth management should be built around purpose, timing, and cash flow, not just generic risk profiles and investment allocations. They explore Gary’s “Cash Flow Clock” framework and why understanding when money will actually be needed can dramatically change how advisors should structure portfolios for clients.
Throughout the conversation, Gary shares a more holistic perspective on financial planning, emphasizing that advisors should focus less on standardized models and more on helping clients align their wealth with the moments and goals that matter most in their lives.
Links to Stonebriar Wealth Advisors's Cash Flow Clock book: https://www.stonebriarwealthadvisors.com/resource-library
00:00 Introduction
01:59 Gary's Journey into Wealth Management
06:03 The Importance of Personalization in Wealth Management
09:42 Navigating Market Volatility and Client Education
13:33 Weekly Recap: AI and Market Trends
21:25 The Rise of Billionaires and Economic Challenges
22:12 Navigating the Housing Market and Interest Rates
26:20 Understanding the Cash Flow Clock
34:11 Purpose-Driven Wealth Management
#wealthmanagement #millennials #smallbusinessowner #wealthbuilding
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id187407422943 min - Inside the Flows - Episode 13
In this episode of Inside the Flows, Iyassu sits down with Leslie Samuelrich, President of Green Century Funds and a longtime leader in the sustainable investing space, to discuss why sustainable investing is far from dead and how advisors can better prepare for the next generation of clients. They explore the growing importance of shareholder advocacy, how investors can influence corporate behavior on issues like deforestation and water usage, and why younger investors increasingly expect their portfolios to reflect the issues they care about.
The conversation also dives into the environmental impact of AI infrastructure and the strain large data centers are placing on water systems across the country. Leslie shares how Green Century is pushing companies to think more responsibly about resource usage, while Iyassu highlights why advisors need to become more fluent in sustainability topics if they want to retain and grow relationships through the coming generational wealth transfer.
00:00 Introduction to Sustainable Investing
02:39 Understanding Green Century Funds
05:40 Leslie's Achievements and Impact
07:21 Sustainable Investing News Recap
09:22 Deforestation and Corporate Responsibility
12:40 Shareholder Advocacy and Engagement
16:31 The Shareholder Resolution Process
19:27 Impact on Corporate Governance
22:01 The Role of Shareholders in Sustainability
25:21 Future of Sustainable Investing
27:36 Bridging the Generational Gap in Financial Advisory
32:03 The Importance of Water Infrastructure
40:55 The Resilience of Sustainable Investing
48:12 Planning for the Next Generation
53:12 Looking Ahead: Future Opportunities in Sustainable Investing
#sustainability #esg #wealthmanagement #deforestation #ai #investing #financialplanning #financialadvisor #climatechange #fossilfuels #sdgs
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id187407422955 min
About Inside The Flows
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Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors,…
Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.