Sign up to save your podcasts
Or
Share Power Your Advice
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Power Your Advice
Power Your Advice episodes
- Episode 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
Source
17 min - Episode 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
Source
15 min - Episode 122 – Caught on the Border of Fraud and Financial Success – With Carlos LegaspyCarlos 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 →24 min
- Episode 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
Source
24 min - Episode 120 – Empowering & Inspiring Confident Outcomes with Scott Enger & Steve Sullivan
Logicly is a comprehensive web-based analytics and portfolio management platform for advisors to automate their day-to-day portfolio management workload. Doug is joined today by Logicly’s chief revenue officer, Scott Enger, and head of marketing Steve Sullivan. They discuss their respective journeys to Logicly, and how the platform can help advisors empower & inspire confident outcomes. They also discuss
- The big idea behind Logicly
- How the company expanded from serving ETFevolution to serving financial advisors
- Why they think Logicly is an evolution of the advice model that advisors can use to help make their clients’ portfolios stronger
- Recent partnerships with Syntax and 401 Financial and how they help make the platform stronger for advisors
- What the future holds for Logicly
Resources: Logicly
Source
32 min - Episode 119 – Finding the Risk, Protecting Financial Stability – With Jeremy Franzleubbers
Jeremy Franzleubbers is the Chief Risk Officer at Axos Clearing, a custodian serving firm introducing broker-dealer and registered investment advisors.
In today’s episode, Doug and Jeremy break down risk management and how Axos Clearing approaches its measurement amongst various clients.
They also discussed:
- The application of risk within the Axos Clearing company
- Meme stocks and looking at them from a risk standpoint
- Crypto and the future of crypto trading at Axos
- How to think about risk from a client perspective
- The risk department at Axos and their involvement in advancements within the company
Resources:
- Axos Clearing
Source
12 min - Episode 118 – Keeping Focus on the Long Term Trends – With Ed Butowsky
Ed Butowsky, the managing partner of Chapwood Investments, has been helping high net worth clients protect and grow their wealth for over 25 years to promote even more success.
Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Ed discuss investing with a focus on the long term outcomes and the importance of an education in money management.
Also discussed:
- How Chapwood Investments evaluates portfolios differently and efficiently
- The trends investors should be looking out for
- The impacts on inflation and the housing market
- Ed Bustowsky’s youtube series titled “Making Sense with Ed Butowsky” and its benefits to their clients
- Opinions on cryptocurrency
- Recognizing the direction of trends as an investor, with a focus on the long term
- Working in the world of sports and how to Ed approaches money management for athletes
- How to teach the next generation about investing and saving for their future
Resources: Chapwood Investments
Source
18 min - Episode 117 – Preparing Clients and Protecting Funds – With Karl Frank
Karl Frank is the president of A&I Financial services based out of Colorado, a company set on helping a number of successful families grow and protect their investments.
Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Karl discuss the role of a generational advisor and the importance of financial literacy for all demographics.
Also discussed:
- The background of the second generation family firm
- How to get families to open up as a unit about the sometimes taboo topic of financials
- Preparing families for intergenerational wealth transfer
- The firm’s focus on woman’s wealth and wellness
- Reflections of the challenges through this past year of change from an asset management perspective
- The worries and trepedations related to cryptocurrency
- Communicating financial literacy to the younger generations
Resources:
- A&I Financial Services
- Axos Advisor Services
Source
20 min - Episode 116 – Tailoring the Solution – With Louis Tranquilli
Louis Tranquilli, founder and leader of Tranquilli Financial Advisor, an independent full service financial firm located in the historic town of Clinton, New Jersey, brings his 31 years of experience to the podcast.
Coming live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Louis discuss the importance of education both in financial literacy for clients as well as in the technology landscape for advisors.
They also discussed:
- His work with small business owners, people who look to exit the business or have worked for corporations, as well as families and their wealth
- The focus on education to increase financial literacy, specifically with his collaboration with women
- The accumulation and deccumulation portion of working with people
- The commonalities of working with families and how money is discussed with different generations
- The importance of constant education as an advisor as the technology sphere changes with the needs for instant gratification
- His future plans for growth and expansion
Resources:
- Tranquilli Financial Advisor
- Axos Advisor Services
Source
19 min - Episode 115 – A Quantitative Approach to Investing – With Art Day
Art Day is a partner for Day Hagen Asset Management, an asset manager that provides disciplined, quantitative scientific and unemotional, model-based approach to investing.
Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Art discuss the quantitative models of the Day Hagen Asset Management firm, and the multitude of different platforms they provide.
Also discussed:
- The peaks and troughs in regards to all types of cyclicality in the industry, specifically with the impacts of inflation
- How to read through the puzzles of the markets
- How the war in Ukraine impacts the way asset managers think
- How their firm approaches investment committees
- Advice for those interested in the markets just starting out today
Resources:
- Day Hagen Asset Management
- Axos Advisor Services
Source
19 min
About Power Your Advice
From the publisher's feed
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.
More shows like Power Your Advice
Freakonomics Radio
31,922 Listeners
Acquired
4,862 Listeners
Masters in Business
2,173 Listeners
Invest Like the Best with Patrick O'Shaughnessy
2,330 Listeners
Financial Advisor Success
719 Listeners
Animal Spirits Podcast
2,029 Listeners
The Peter Attia Drive
7,911 Listeners
The Long View
930 Listeners
RIA Edge
11 Listeners