Power Your Advice

By AdvisorpediaBusiness Investing Management

Power Your Advice episodes

November 18, 2021Episode 54 – Rapid-Fire Q&A with James Pollard
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?
What three pages are most important on your website?
Should you bother to blog?
Is email marketing worth it?
Which is more effective – social media or email marketing?
Things to keep in mind if you’re thinking about podcasting.
Why you should love LinkedIn.
Resources: The Advisor Coach | The Financial Advisor Marketing Podcast
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35 min
November 05, 2021Episode 53 – Uncovering Investment Opportunity all Over the World – with Russell Platt
Russell Platt is the Co-Founder and CEO of Forum Partners, a global real estate investment and asset management firm. Founded in 2002, Forum is recognized for investing in and alongside public and private real estate companies, with a focus on income and capital preservation.
In today’s episode, Doug & Russell talk about how Forum Partners finds real estate investment opportunities all over the world. They also discuss:
How they find opportunity in distressed retail space
What they look out for when considering investment
How Forum structures deals between the investors, the institutions and themselves
How advisors can take advantage of the opportunities provided by Forum Global
How advisors can explain these types of investments to their clients
Resources: Forum Partners

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19 min
November 03, 2021Episode 52 – Making Alternatives Accessible Through Technology – with Brian King
Brian King is the Co-Founder and CEO of Rialto, a next generation marketplace that unlocks opportunities in the real estate and other secondary investment markets. We’re connecting buyers and sellers like never before and modernizing their portfolio with less volatile, more versatile investment options.
In today’s episode, Doug & Brian talk about Brian’s long-term interest in private markets and entrepreneurism, and how it drove him to found Realto. They also discuss:
Why interest in alternatives continues to grow
How Realto is different from other companies popping up in the alternative space
How Realto defines real estate opportunities
Why Realto wants to work side-by-side with advisors
How Brian started a business during the pandemic
What the future might hold for Realto
Resources: Realto
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18 min
November 01, 2021Episode 51 – Moving Investment Banking into the Future – with Richard Rappaport
Richard Rappaport is the founder of WestPark Capital Group, A full service investment banking and securities brokerage firm which serves the needs of both private and public companies worldwide, as well as individual and institutional investors.
In today’s episode, Doug & Richard talk about investment banking and what the future holds for the industry. They also discuss:
Why it’s getting more difficult for individual investors to participate in investment banking
How investment banking is becoming more international, and what countries Richard is working with
Is increased regulation affecting investment banking
What WestPark Capital Group focuses on, and how that benefits their clients
Where Richard is seeing an increase in transactions
How the last 18 months affected WestPark Capital Group
What the future holds for investment banking and WestPark Capital Group
Resources: WestPark Capital

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16 min
October 14, 2021Episode 50 – Develop a Deeply Engaging, Profoundly Human Client Experience – with Julie Littlechild
We are honored to have Julie Littlechild as our 50th guest on Power Your Advice. Julie is the CEO of Absolute Engagement, a company that helps advisors and advisory firms use direct input from their clients to evolve and enhance the client experience, identify unmet needs and increase referrals. She is also the author of The Pursuit of Absolute Engagement, and host of her own podcast, Becoming Referable.
In today’s episode, Doug & Julie talk about Absolute Engagement’s latest research on the advisor client experience. They also discuss:
Are advisor conversations with their clients better virtually or in person
What Julie thinks effective client engagement will look like going forward
Ways in which advisors can educate themselves to evolve with the changing landscape
What “co-creating the client experience” means and why it is important
Internal barriers that get in the way of developing a deeply engaging and profoundly human client experience
Conversations advisors need to be prepared to have with clients
Thank you to all our podcast guest and listeners. We have learned so much from our first 50 podcasts & can’t wait to see what the next 50 will bring!
Resources: Absolute Engagement | 2021 Investor Report |Becoming Referable Podcast
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28 min
September 24, 2021Episode 49 – Powering Alternative Investing Through Education and Data – with Mark Salameh
Mark Salameh is the CEO of AltsAxis, which works to deliver the universe of the alternative investment ecosystem in one seamless, leading-edge and intuitive and secure platform.
In this episode of Power Your Advice, Doug Heikkinen and Mark talk about the challenges presented to advisors by the alternative investment industry:
Why not much has changed in the alternatives space in the last 20 years
Why Mark created AltsAxis, and what it does
Three things advisors should do when looking into alternatives, and how AltsAxis can help
Why social networking is an important element of the AltsAxis offering
Where Mark sees technology and data in the alternative space going in the future
Resources: AltsAxis
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11 min
September 09, 2021Episode 48 – Building Advisor Businesses Through Partnership – with Val Peters Rayevskiy
Val Peters Rayevskiy is the Chief Operating Officer of Kingswood U.S., an SEC-registered RIA and a FINRA-licensed broker/dealer with over $2B in assets under management, that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor.
In this episode of Power Your Advice, Doug Heikkinen and Val talk about his background, what drew him to financial services and why Kingswood U.S. is unique:
Why advisors should consider Kingswood, and why now
Why Kingswood works so hard to deliver personal touch and service to their advisors
How Kingswood’s culture of partnership drives everything they do
What the future holds for Kingswood U.S.
Resources: Kingswood U.S.
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13 min
August 25, 2021Episode 47 – Create a Tactical Plan to Deliver Personal Client Experiences – with Joseph Michelli
Joseph A. Michelli, Ph.D., C.S.P., is an internationally sought-after speaker, author, and organizational consultant who transfers his knowledge of exceptional business practices in ways that develop joyful and productive workplaces with a focus on customer experience. His latest book is Stronger Through Adversity: World-Class Leaders Share Pandemic-Tested Lessons on Thriving During the Toughest Challenges. Joseph’s other titles include The New Gold Standard: 5 Leadership Principles for Creating a Legendary Customer Experience Courtesy of The Ritz-Carlton Hotel Company and The Airbnb Way: 5 Leadership Lessons for Igniting Growth through Loyalty, Community, and Belonging.
In this episode of Power Your Advice, Doug Heikkinen and Stewart talk about the importance of excellent client service and some tips and tricks
Why advisors should make client service an important part of their practices
Suggestions for how to examine your book of business and deliver a tactical plan for how to deliver personal experiences to them
How advisors can measure the experiences they deliver to their clients
How the client journey has changed and what milestones advisors should keep in mind
What Joseph learned from interviewing 140 leaders for his latest book, Stronger Through Adversity: World Class Leaders Share Pandemic-Tested Lessons on Thriving During the Toughest Challenges.

Resources: The Michelli Experience
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17 min
August 24, 2021Episode 46 – What Advisors Should Know About Clearing Houses – with Michael Scaplen
At Advisorpedia, we feel it’s our duty to deliver advanced-level content that makes experienced financial advisors better in every way alongside content designed to level set and educate advisors at all levels. We will be dedicating some Power Your Advice episodes to that effort. Joining us to discuss our first topic – clearing firms – is Michael Scaplen, senior vice president of sales and relationship management at Axos Clearing, LLC. In today’s episode, Doug & Michael answer the following questions:
What does a clearing house do?
What types of transactions occur on behalf of the advisor and their clients inside a clearing firm?
What makes clearing firms different from one another?
What should drive advisors to choose one clearing firm over another?
How have clearing firms evolved over the last 10 years?
What does the future hold for clearing houses?
Resources: Axos Clearing, LLC
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17 min
August 12, 2021Episode 45 – Can Advice Finally Go Mainstream? – with Stewart Bell
Stewart Bell is a business coach and founder of Audere Consulting & Coaching in Australia. Stewart created The Leveraged Advice Firm, a business coaching program and community for financial advisors, accountants and other advice professionals who are optimistic about the future.
In this episode of Power Your Advice, Doug Heikkinen and Stewart talk about the evolution of advice in Australia and about why Stewart is bullish on the advisor for a grand future.
How technology is forcing advisors to look at their businesses in a different way
How advice may become mainstream
What a Leveraged Advice Firm looks like
The biggest mistakes advisors are making with technology
The most significant impediments to advisory firm growth
Resources: Audere Consulting and Coaching

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32 min

About Power Your Advice

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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…