Power Your Advice

By AdvisorpediaBusiness Investing Management

Power Your Advice episodes

June 29, 2021Episode 44 – Use Real Estate to Diversify Your Clients’ Portfolios – with Stephan Sakhai
Stephan Sakhai is a managing director at Sovereign Partners, a real estate investment firm that specializes in the acquisition and opportunistic debt throughout the United States. Sovereign’s real estate team draws on a deep knowledge of real estate fundamentals and capital markets to acquire properties and loans throughout the country, with a focus in office, hospitality and residential asset classes.
In this episode of Power Your Advice, Doug Heikkinen and Stephan talk about how and why his family immigrated to the United States and founded Sovereign Partners, among other topics.
How the pandemic affected the real estate market
How real estate is recovering
An overview of distressed real estate and the opportunities it presents
Why you should consider real estate investments now
Resources: Sovereign Partners
Source
12 min
June 21, 2021Episode 43 – Life Settlements: Accessing the Value of Life Insurance Policies – with Michael Freedman
Michael Freedman is the CEO of Lighthouse Life Solutions, who works with financial professionals who advise and assist policyowners with the sale of unwanted, unneeded or unaffordable life insurance policies. In this episode of Power Your Advice, Doug Heikkinen and Michael discuss how Lighthouse can help advisors access the value of their senior clients’ life insurance policies.
What life settlements are, including how they are regulated
The myths and realities of life settlements
How advisors can help their clients take advantage of life settlements
Resources: Lighthouse Life Solutions
Source
17 min
June 17, 2021Episode 42 – Grow Wealth Through Strategic Real Estate Investing – with Weldon Evans
Weldon Evans is the National Sales Director of ExchangeRight, a real estate investment company that provides REIT, fund and 1031 DST portfolios that target secure capital, stable income and strategic exits for their clients. In this episode of Power Your Advice, Doug Heikkinen and Weldon discuss how ExchangeRight manages real estate investments in order to faithfully steward wealth.
The importance of capital preservation and how ExchangeRight plans for it
Challenges ExchangeRight faced in the pandemic and the lessons they learned
Why an exit strategy is important and how ExchangeRight creates them
ExchangeRight’s passion for empowering people to be secure, free and generous
Resources: ExchangeRight
Source
18 min
June 08, 2021Episode 41 – Making Alternative Investments as Easy to Own as Mutual Funds – with Mat Dellorso
Mat Dellorso is the Co-Founder of WealthForge, a fintech company that provides technology solutions developed by regulatory experts to streamline investments into alternative securities. Their Altigo platform enables marketplace connections and facilitates alternative investment transactions between advisors and sponsors. In this episode of Power Your Advice, Doug Heikkinen and Mat discuss how the alternatives landscape has evolved and how Altigo works to be the “easy button” to help advisors do alternative investing.
The challenges of investing in alternatives, and how Altigo helps make it easy for advisors
Altigo’s amazing growth since its 2019 launch
How Mat’s regulatory background helped shape the platform
How Altigo opens a whole new world in alternative investing for advisors
Resources: WealthForge
Source
12 min
May 28, 2021Episode 40 – Focus on Delivering the Right Solution to Your Clients – with Todd Anderson
Todd Anderson is the founder and managing partner of Anderson Financial Group, one of the leading employee benefits and wealth management firms in the Southwest. In this episode of Power Your Advice, Doug Heikkinen and Todd discuss how the last year has changed how Anderson Financial Group does business, and how being solutions-focused defines how they serve their clients.
How their rapid adaptation to the new digital world has benefitted their business
How Todd works to establish trust virtually
How Todd positions annuities with his clients
The biggest question on investors’ minds right now
Why Todd got into financial services
Resources: Anderson Financial Group
Source
19 min
May 27, 2021Episode 39 – Is it Time to Consider Changing Clearing Providers – With Michael Scaplen
Michael Scaplen is the senior vice president of sales and relationship management for Axos Clearing, LLC, a full-service clearing firm that provides flexible clearing solutions focused on empowering introducing broker-dealer and registered investment advisor correspondents to grow their businesses. In this episode of Power Your Advice, Doug Heikkinen and Mike discuss recent changes in the financial services industry, and how Axos has evolved how it serves broker-dealers as a result.
How consolidation across the industry has affected Axos
How broker-dealers can recognize when it might be time to consider changing clearing providers
How Axos’ onboarding process makes the transition seamless for broker-dealers
What proactive steps can broker-dealers take to prepare to make to change clearing providers
Resources: Axos Clearing, LLC
Source
14 min
May 25, 2021Episode 38 -Insurance is Insurance Until You Have a Claim – with Bobby Hotaling
Bobby Hotaling is the founder of Hotaling Insurance Services, a full-service risk management firm and a global leader in managing the specific risks of the entertainment and sporting industries. In this episode of Power Your Advice, Doug Heikkinen and Bobby discuss how Bobby built the firm from scratch and why advisors should take the time to learn more about insurance for themselves and their clients.
Why Hotaling Insurance focuses on a broad gamut of risk management solutions
Why advisors and their clients must have a broad understanding of insurance
How Hotaling Insurance began working with professional athletes, and why he and his team enjoy working with them
How Bobby thinks the new administration’s changes to gifting and estate laws is going to affect individuals and business in general
What Bobby sees as in the future of the insurance industry
Resources: Hotaling Insurance Services | Hotaling Insurance Services
Source
12 min
May 20, 2021Episode 37 – Democratizing Access to Late-Stage Venture-Backed Companies – with Christian Munafo
Christian Munafo is the chief investment officer of Liberty Street Advisors, Inc., and the portfolio manager of the Private Shares Fund (PRIVX, PIIVX), which offers individuals, family offices, and institutions an effective means to access the venture-backed asset class. In this episode of Power Your Advice, Doug Heikkinen and Matthew discuss late-stage venture capital investing and why you should consider it for your clients.
What late-stage venture capital investing and secondary strategies are
Why late-stage venture capital investing is a unique opportunity
Why private assets are staying private for longer
The types of opportunities on which the Private Shares Fund focuses
How Liberty Street Advisors and the Private Shares Fund democratize access to these types of investments
Resources: The Private Shares Fund | Liberty Street Advisors, Inc.
Source
21 min
May 12, 2021Episode 36 – The Opportunity in Commercial Real Estate – with Matthew Gorelik
Matthew Gorelik is the Founder, Chairman and CEO of Township Capital, a Los Angeles-based real estate investment manager focused of making programmatic equity investments alongside best-in-class sponsors and institutional equity investors nationwide. He & his team are unique in their ability to identify and invest in opportunities throughout the commercial real estate capital stack and across various market conditions. In this episode of Power Your Advice, Doug Heikkinen and Matthew discuss what is going on across the different sectors of commercial real estate
How investing in commercial real estate has changed over the past two decades
Trends Matthew sees in commercial real estate today
The opportunity presented by student housing
What is going on with multifamily housing and post-pandemic migration patterns
Is senior living making a comeback after the pandemic
What Matthew and Township Capital are excited about in the near future
Resources: Township Capital
Source
20 min
May 06, 2021Episode 35 – Differentiate Your Advice with Direct Indexing – with Barrett Ayers
Barrett Ayers is the President of Adhesion Wealth, a leading provider in outsourced managed account solutions. In this episode of Power Your Advice, Doug Heikkinen and Barrett discuss direct indexing – what it is, how it works, and why you should consider it for your clients’ portfolios.
The history of direct indexing, and how it has become available outside pooled vehicles
The potential tax benefits of utilizing a direct index within a Unified Managed Account (UMA)
An overview of Adhesion Wealth’s Personal Index solution, and why Barrett is so excited about it
How leveraging direct indexing can help your clients and bolster your value proposition
Resources: Adhesion Wealth
Source
17 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…