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 t... more

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FAQs about Power Your Advice:

How many episodes does Power Your Advice have?

The podcast currently has 318 episodes available.

Power Your Advice episodes:

November 16, 2022Episode 129 – NYC Pop-Up Podcast: Retirement is Only the Starting Line – With Steve Gresham
Steve Gresham is the Founder and CEO of The Execution Project, a consulting firm providing tools, training, and adoption strategies in support of better “retirement.”
Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Steve explore The Execution Project’s initiatives of wealth management and retirement while also examining industry trends from different perspectives.
They also discussed:
Financial Wellness and monetizing peace of mind
The keys to successful execution for companies
The Execution Project’s industry initiative being all over retirement
The baby boomers and how the wave has yet to hit the beach
The new bull market being about protection
The “Holistic wealth management” push in the big firms
A view on the industry’s lost focus on the end investor from a retail perspective
How people can take advantage of The Execution Project
Resources:
The Execution Project

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17min
November 14, 2022Episode 128 – NYC Pop-Up Podcast: Centering on the Individual Investor – With Michael Reisner
Michael Reisner is the Co-President & Co-Chief Executive Officer of CION Investments. CION is a leading manager of alternative investment solutions designed to redefine the way investors can build their portfolios.
Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Michael discuss the model behind CION and how it allows them to create innovative fund structures.
They also discussed:
The potential benefits for the individual investor when thinking about including alternatives in their portfolio
The main alternative asset classes investors should consider
The 60/40 portfolio and its impact on individual investor and advisor’s interest in alternatives
What investors should know about private credit
How should investors think about alternatives in context of a traditional application
How COIN addresses the gap between individuals and institutions
Resources:
CION Investments

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17min
November 14, 2022Episode 127 – NYC Pop-Up Podcast: Becoming the Armor for Advisors – With Michael Konialian
Michael Konialian is the CEO and Co-Founder of Modern Life. Modern Life is a tech enabled life insurance brokerage that knows innovation and insurance in equal measure.
Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Michael discuss Modern Life and its business of empowering advisors in their work distributing life insurance.
They also discussed:
The impact of COVID from both a sales and tech standpoint
The idea behind Modern Life, the road to get to where it is, and knowing when it was valuable to launch
Empowering the advisor
If the advisors choice of brokerage matters to their clients in this business
The meaning behind being a tech enabled brokerage
What Modern Life is doing to improve on the Tech experience
The journey of building a concept and seeing it launch into success
Resources:
Modern Life

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15min
November 14, 2022Episode 126 – NYC Pop-Up Podcast: Building a Marketplace for Real Estate Investing – With Donal Mastrangelo
Donal Mastrangelo is the Head of Distribution at Lex markets. Lex is a new way to invest in real estate, turning individual buildings into public stocks. This offers a new way for investors to access the benefits of fully underwritten commercial real estate.
Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Donal discuss the business of real estate investing and how Lex Markets contributes to the industry.
They also discussed:
Commercial real estate’s historical access problem and its role in, or lack thereof, client portfolios
Where the idea for Lex came from and how it evolved
The due diligence and structuring of the business
How to align client interests with those of the sponsor
The registration process with the SEC
If advisors can get tax benefits by leveraging amortization or depreciation to minimize their client’s tax burdens
Resources:
Lex Markets
Potential investors are encouraged to consult with professional tax, legal, and financial advisors before making any investment into a securities offering. This investment may not be suitable for all investors. Distributions and liquidity not guaranteed. Property performance and performance of property tenants not guaranteed. Diversification does not eliminate the risk of experiencing investment loss.

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23min
November 14, 2022Episode 125 – NYC Pop-Up Podcast: Investing in Financial Distress – With George Schultze
George Schultze is the Managing Member of Schultze Asset Management. George chairs its investment and strategy committees and, together with his team, makes final decision over all investments for the portfolio. Since it’s founding, Schultze Asset Management has executed over $7.4 billion in total investment transactions.
Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and George discuss the business of distressed investing and finding the diamonds in the rough.
They also discussed:
The impact the pandemic had on business
The current macroeconomic trends that can be seen
The all time low Credit Suisse recently hit and how this company can recover during this market
The best opportunities in the stock market right now long and short
Insights on Cineworld
How increasing fed rates will impact businesses currently at the brink of distress
Additional ways that investors can take advantage of the current market
Resources:
Schulze Asset Management

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20min
November 14, 2022Episode 124 – NYC Pop-Up Podcast: The High Pressures of Managing High Incomes – With Vicki Greene
Vicki Greene is the Chief Investment Officer at G Squared Private Wealth. G Squared creates customized boutique private wealth and an experience that provides safe and steady investing through smart planning.
Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Vicki discuss the business of investment planning for the ultra high net worth and the pressures that follow.
They also discussed:
The most unique aspects of working with the ultra high net worth
Why the choice of this more intensive business and market
How to structure the workload and staff to be as efficient as possible
How to approach building portfolios for the high net worth
Tips for multi generational families and the importance of financial education for the younger members
The conversations with clients about crypto
The biggest challenges clients are facing right now
The position of being a CIO and its pressures
The future of G Squared
Resources:
G Squared Private Wealth

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23min
November 14, 2022Episode 123 – NYC Pop-Up Podcast: Combatting the Gap between the Talk and the Walk of Advisors – With Philipp Hecker
Philipp Hecker is the Co-Founder & CEO of Bento Engine, empowering financial advisors to bring better advice to more families. Bento connects with your CRM through proven API’s to mine for advice, opportunities, and deliver relevant content back through the CRM.
Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Philipp discuss Bento Engine and its efforts to focus on and support each client equally and productively.
They also discussed:
Philipp’s vast background in the corporate world and his gravitation toward the life of an entrepeneur
The story behind Bento Engine from the name to its origin story
How private banks and advisors are not delivering on their promises to clients
Bento Engine’s theme of the power of moments
Do all advisors advise and support their clients equally
How advisors can combat that gap in advice
What differentiates Bento Engine
How you communicate matters
Resources:
Bento Engine

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17min
November 08, 2022Episode 122 – The Cash Environment and How Advisors Can Bring Value to It – With Morgan Ludovico and Todd Blackburn
Morgan 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

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15min
November 04, 2022 Episode 122 – Caught on the Border of Fraud and Financial Success – With Carlos Legaspy
Carlos 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 … Continue reading Episode 122 – Caught on the Border of Fraud and Financial Success – With Carlos Legaspy →
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24min
November 03, 2022Episode 121 – Finding the Balance Between the Advisor and the Client – With Emily Keagle
Emily Keagle is the Managing Member and Investment Advisor at Financial Transparency. This is a firm working to help advisors answer their clients questions; supporting the advisors while creating a better financial world for their clients.
In this episode, Doug and Emily talk about the business of working with both advisors and individual clients to promote communication about investments and financial planning.
They also discussed:
Keagle’s background and the path they followed to become involved in financial services, eventually creating her own venture
The expectations of creating one’s own firm versus Keagle’s reality
Emily’s work with both individual clients as well as advisors and how to find a balance between the two
The tech stack Keagle uses to make her business possible
What is financial transparency?
Resources: Financial Transparency

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24min

FAQs about Power Your Advice:

How many episodes does Power Your Advice have?

The podcast currently has 318 episodes available.

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