Rusty Sommer is the managing director of strategic relationships at Flyer Financial Technologies, which develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies.

Doug and Rusty caught up at the MarketCounsel Summit and talked about Flyer Financial Technologies and how they help advisors deliver personalized investment portfolios at scale. They also discuss

Resources: Flyer Financial Technologies | FP Transitions

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Brad Bueermann is the chief executive officer of FP Transitions, a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in their life cycle, they offer comprehensive, coordinated, and customized solutions to achieve long-term, sustainable business growth. 

Doug and Brad caught up at the MarketCounsel Summit and talked about FP Transitions and how they have continued to grow and stay connected to each other and their clients over the past couple of years. They also discuss

Resources: FP Transitions

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Nick Worontzoff is the founder and managing partner of NW3 Access, a company that gives clients access to private markets in pre-IPOs, providing investors with superior asset allocation options within various industries and sectors, with the goal of improving a portfolio’s efficiency and risk-adjusted returns.

In today’s episode, Doug and Nick talk about how and why Nick founded NW3 Access, and the opportunity for advisors and investors in the pre-IPO space. They also discuss

Resources: NW3 Access

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Scott Rothbort is the Founder and President of Lakeview Asset Management, an advisory firm that specializes in the development of multi-strategy investments that seek to generate returns that exceed benchmarks of the client’s choosing. They accomplish this by developing and executing low-risk, proprietary trading strategies, and by using a variety of investment techniques and tools that include options, structured products, and ETFs.

In today’s episode, Doug and Scott talk about Scott’s road to financial services and why he started Lakeview Asset Management. They also discuss

Resources: Lakeview Asset Management 

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Michael Anise is the President and Chief Financial Officer of Manufactured Housing Properties, Inc. (MHPC), a company that, together with its affiliates, acquires, owns, and operates manufactured housing communities. 

In today’s episode, Doug and Michael talk about MHPC’s commitment to providing housing affordability and a high level of service to their residents. They also discuss

Resources: Manufactured Housing Properties, Inc.

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Jade Miller is the vice president of capital markets for the Bourne Financial Group, a real estate financial equity company specializing in healthcare development, acquisitions and asset management. 

In today’s episode, Doug and Jade talk about how Bourne develops and acquires private pay senior housing across the United States. They also discuss

Resources: Bourne Financial Group

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Mike Alsoraimi is the Co-Chief Compliance Officer for Kingswood Group 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 today’s episode, Doug and Mike talk about the complexity of managing compliance across Kingswood’s two Broker-Dealers and two RIAs. They also discuss

Resources: Kingswood U.S.

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Erik Hayden is the founder of Urban Catalyst,  a real estate equity fund focused on ground-up development projects in downtown San Jose.

In today’s episode, Doug and Erik talk about the types of projects in which Urban Catalyst gets involved, and how they choose them. They also discuss:

Resources: Urban Catalyst

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Joe Ely is the President & CEO of Mint Global Markets, the online retail brokerage firm and parent company of the SpeedTrader platform for active traders.

In today’s episode, Doug and Joe discuss the definition of an active trader and the ebbs and flows over the past few decades of the active trading world. They also discuss 

Resources: SpeedTrader

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James Pollard founded The Advisor Coach, LLC, with a simple goal: to help financial advisors build their businesses. He is one of the youngest coaches in the financial services industry, and his brash, honest approach backed by his deep expertise has helped tens of thousands of advisors to date.

Today’s episode is a little different. Doug unleashes rapid-fire questions on James – some scripted, some not – all with the goal of helping you take a hard look at how your firm approaches marketing. What is working out there? What is not? Where should advisors spend their marketing time and dollars? 

Resources: The Advisor Coach | The Financial Advisor Marketing Podcast

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