Axos Advisor Services is an RIA custodian that delivers individualized attention, intuitive technology, and knowledgeable consulting support to financial advisors. In his role as the head of RIA Custody there, Mike Watson is in a unique position to observe, understand and help advisors make sense of the constant evolution of client expectations and their own business models. 

In today’s episode, Doug and Mike talk about the re-emergence of the term “holistic advisor” and how the convergence between advisory practice types is driving advisors to once again redefine their practices to differentiate themselves. They also talk about

Resources:  Axos Advisor Services

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Realto, through its partnership with Axos Clearing, became the first ever platform to have a fully electronic secondary transaction of an alternative investment. 

In today’s episode, Michael Scaplen, Senior Vice President of Sales at Axos Clearing, LLC, and Brian King, CEO and Co-Found of Realto again join Doug for a discussion about the importance of choosing the right partner for now and into the future.

Resources: Axos Clearing | Realto

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Tony Leal is President at Envestnet | MoneyGuide, a resource that helps advisors’ clients define and prioritize their goals into needs, wants and wishes before meeting with them. 

In today’s episode, Doug and Tony talk about the evolution of retirement planning over the last 20 years and how Envestnet, through the MoneyGuide Pro platform, helps advisors better discuss their clients’ retirement aspirations with them. They also discuss

Resources:  Envestnet

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Rochelle Moulton is the President of Be Unforgettable Media, co-host of The Business of Authority podcast, and author of The Authority Code: How to Position, Monetize and Sell Your Expertise.

In this episode of Power Your Advice, Doug and Rochelle talk about what it means to be an authority and how to capitalize on this superpower in managing your practice. 

Resources:  Be Unforgettable Media | The Authority Code: How to Position, Monetize and Sell Your Expertise

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Douglas Blake is the managing director of investment solutions at Kingswood U.S., An SEC-registered RIA and a FINRA-licensed broker/dealer that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor.

In this episode of Power Your Advice, Doug and Doug talk about one of the hottest asset classes around: alternatives. 

Resources:   Kingswood U.S.

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We love to hear, learn from and share advisor stories. What works for them, what challenges they face, how they continually up their game, and what they’ve learned along the way that has helped shape the advisor they are today. Today’s guest is Paul Lee from Kingswood U.S., an advisor with a rapidly advancing career who helps the next generation of investors make smart investment choices.

In this episode of Power Your Advice, Doug and Paul talk about his career in financial services and his perspective on some of the challenges advisors face today. They also discuss:

Resources:   Kingswood U.S.

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Mike Watson is the head of RIA Services at Axos Advisor Services, a hybrid custodian and financial services company that offers powerful, integrated custodial and banking solutions designed to enable RIAs to offer a wider range of services to their clients.

In this episode of Power Your Advice, Doug and Mike talk about Mike’s 30+-year career in financial services and his perspective on some of the challenges advisors face today. They also discuss:

Resources:   Axos Advisor Services

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Frank Bonnano is a managing director and head of marketing at StoneCastle Partners, LLC. Stonecastle provides stable, cost-efficient funding to bank throughout the U.S. and harnesses this demand to create unique fixed-income cash products for institutional depositors.  

In today’s episode, Doug & Frank talk about a subject we have not discussed on our more than one hundred podcasts at Advisorpedia – cash and how advisors can take advantage of it in their clients’ portfolios. They also discuss:

Resources: StoneCastle Partners, LLC

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Matthew Radgowski is head of Advisor Services at Morningstar. Morningstar Advisor Services helps financial advisors harvest the power of Morningstar data and research and integrate it in the way they work.  

Doug and Matt sat down at the FSI OneVoice Summit and talked about Morningstar Advisor Services and their primary focus on discovering key trends that impact the delivery of advice and then delivering solutions that help advisors deliver quality advice to investors. They also discuss:

Resources:  Morningstar| Flyer Financial Technology

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Tom Huddleston is the Chief Information Officer and managing director of Redi2 Technologies, the leading provider of hosted fee billing and revenue management solutions for asset and wealth managers.  

Doug and Tom sat down at the FSI OneVoice Summit and talked about Redi2 and billing – not the most glamorous of topics, but one of the most practical and important to everyone in the industry. They also discuss:

Resources:  Redi2 Technologies | Flyer Financial Technology

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