Power Your Advice

By AdvisorpediaBusiness Investing Management

Power Your Advice episodes

May 04, 2021Episode 34 – Crypto: No Longer Something You Can Ignore – with Matt Hougan
Matt Hougan is the chief investment officer of Bitwise Asset Management, pioneer of the first cryptocurrency index fund and a leading provider of rules-based exposure to the cryptoasset space. He also co-authored the CFA Institute’s research foundation brief, Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrency for Investment Professionals. In this episode of Power Your Advice, Doug Heikkinen and Matt discuss the growth of the cryptoasset space, and why you can’t afford to ignore it.
When an ordinary investor should consider cryptocurrency
How crypto is currently regulated
Basics of decentralized finance (DeFi)
What a Bitcoin ETF would mean to the market
What’s going on with NFTs
What Matt sees coming next
Resources: Bitwise | Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrency for Investment Professionals
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19 min
April 22, 2021Episode 33 – Disrupt Your Thinking About ETFs – with Rob Isbitts and Samita Thephasit
ETFPortfolios.com is an investment advisory service that offers a contemporary, common-sense, analytical approach to navigating modern investment markets. In this episode of Power Your Advice, Doug Heikkinen speaks with chief investment officer Rob Isbitts and financial advisor, Samita Thephasit, from ETFPortfolios.com and Sungarden Investment Management about how the nature of investing has changed, and what advisors need to do to keep up.
How advisors need to adjust to today’s investment environment
How ETF investing has changed over the last few years
What the proprietary analytical tools created by Rob & his team do and how they help advisors make investment decisions
Rob & Samita’s advice to advisors who leverage ETFs to achieve their clients’ goals
Resources: ETFPortfolios.com | Sungarden Investment Management
This commentary is provided for informational and educational purposes only. The information expressed herein reflects our judgment as of the date of writing and are subject to change at any time without notice. They are not intended to investment advice or a recommended course of action in any given situation. The risk associated with utilizing hedging strategies; Hedging instruments such as options and certain ETFs are typically intended to limit or reduce investment risk, but can also be expected to limit or reduce the potential for profit or result in losses. No assurance can be given that any particular hedging strategy will be successful and achieve its desired objective, or will make any profit, or will be able to avoid incurring losses. Certain hedging transactions may involve the use of leverage, which could result in losses exceeding the amount committed in the transaction. Rob Isbitts is an Investment Advisor Representative of Dynamic Wealth Advisor dba Sungarden Investment Management. All advisory services are offered through Dynamic Wealth Advisors. Rob Isbitts is a Senior Contributor at Forbes.com, as well as a contributor with U.S. News and World Report, these are considered outside business activities and are separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors.
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32 min
April 19, 2021Episode 32 – NFTs – The Wild Wild West of Investing – with Ben Way
Ben Way is a well-known crypto expert and entrepreneur. His most recent startup, TokenMaker, is a platform on which users can create tokens and non-fungible tokens (NFTs) with zero code experience. In this episode of Power Your Advice, Doug Heikkinen and ben discuss cryptocurrency, NFTs, and why advisors should learn more about both.
What an NFT is
What are some of the challenges with this type of investment
Why Ben sees a positive future for them in the future
Why you should be interested in this asset class for your clients
Resources: TokenMaker
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22 min
April 15, 2021Episode 31 – Creating Client Income with Equity Options – with Michael J. Egan, CFP®, CIMA®
Michael J. Egan is the Founder and President of Gyroscope Capital Management Group, a Naples-based investment advisor with a 12+ year track record of providing low volatility, equity income and custom hedging solutions for individuals and financial advisors. In this episode of Power Your Advice, Doug Heikkinen and Mike discuss Gyroscope’s passion for helping advisors learn and use equity options for income generation and concentrated stock hedging.
A brief overview/refresher on options investing
Why finding income for clients is a growing challenge for advisors
How advisors can derive income from equities for their clients
How Gyroscope can help advisors with clients who may be holding too much of one stock
Resources: Gyroscope Capital Management
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19 min
April 14, 2021Episode 30 – Delivering Financial Planning in 30 Seconds – with Adam Holt, CFP®, ChFC®
Adam Holt is the CEO and Founder of Asset-Map, an award-winning software platform that combines design thinking and personal finance to help advisors display their clients’ complete financial picture. In this episode of Power Your Advice, Doug Heikkinen and Adam discuss how Asset-Map came to be, and how they strive to help advisors deliver exactly what their clients want: clarity and simplicity.
How Asset-Map allows advisors to better mine their clients’ data to provide more in-depth analysis
Why “simple elegance” is at the foundation of everything Asset-Map builds
How Asset-Map can help advisors drive engagement and make their clients feel more involved with their decisions
Where Adam sees technology & advice converging over the next few years
Resources: Asset-Map | Adam Holt on LinkedIn
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22 min
April 08, 2021Episode 29 – Leverage Artificial Intelligence in Your Investment Strategy – with David Aferiat
David Aferiat is the founder & managing partner of Trade-Ideas, which publishes actionable market intelligence to help customers capture alpha in the capital markets. In this episode of Power Your Advice, Doug Heikkinen and David discuss how Trade-Ideas makes technology normally available to hedge funds available to financial advisors and investors.
How Trade-Ideas makes artificial intelligence (AI) accessible to professional traders
How AI provides the guardrails to help advisors make decisions
Why David thinks advisors may be reluctant to adopt this type of technology
Where David sees AI & Trade-Ideas headed in the next five years
Resources: Trade-Ideas
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30 min
March 31, 2021Episode 28 – Helping Advisors Through Every Step of Transition – with Jaime Golden
Jaime Golden is president of Acquisitions at Kingswood U.S., and spends most of his time working with financial advisors who are considering or working through full or partial acquisitions of their firms. In this episode of Power Your Advice, Doug Heikkinen and Jaime discuss trends Jaime is seeing for both rep movement and M&A in our industry.
Why might an advisor consider changing firms
The thought process advisors go through before making a change
What questions come up most in the process, and how Kingswood helps answer them
How Kingswood helps advisors who have plateaued achieve growth
What the biggest advantage is for advisors working with Kingswood
Resources: Kingswood U.S.
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18 min
February 26, 2021Episode 27 – Democratizing Access to Alternative Investments – with Perrin Quarshie
Perrin Quarshi is the Founder & CEO of RealBlocks, an online platform that provides access and liquidity for alternative investments. RealBlocks democratizes access to alternatives by lowering the required minimum investment amount, providing international access, and allowing for investor liquidity via secondary trading. In this episode of Power Your Advice, Doug Heikkinen and Perrin discuss why advisors should be considering alternative investments for their clients, and how they can access them through RealBlocks.
How RealBlocks is disrupting alternative investing
Why the alternative space needs to be democratized
How financial advisors can talk about alternatives with their clients
Where Perrin sees the alternative space going in the future
Resources: RealBlocks
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13 min
February 08, 2021Episode 26 – The Opportunity in the Multifamily Real Estate Sector – with Ernest Johnson
Ernest Jonson is a Partner and an Executive Managing Director with ApexOne Investment Partners, a privately-held real estate investment firm and fund manager that identifies, acquires, enhances and operates multifamily real estate across the country. He focuses on capital markets, investment strategy, financial administration, and investor relations.
In this episode of Power Your Advice, Doug Heikkinen and Ernest discuss the multifamily asset space and the opportunities presented by investing in it.
What is the multifamily asset space?
How and why has it performed differently from commercial real estate and office space.
What is the difference between distressed properties and distressed sellers, and why does it matter?
What is the advantage to working with a smaller manager?
Why the Fourth Fund launched by ApexOne Investment Partners has been so successful
Resources: ApexOne Investment Partners
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24 min
January 21, 2021Episode 25 – Financial Advisors Can Find Freedom to Focus Through Outsourcing – with Barrett Ayers, Matt Sonnen and Rich DeSalvo
The ups and downs of 2020 gave many advisors pause and forced them to really think about the core of their businesses: Who are our ideal clients? What services should we be offering to them? What should we be charging for those services? And what is the most profitable way we can deliver those services to our ideal clients?
In this episode of Power Your Advice, Adhesion Wealth President, Barrett Ayers, discusses the ins and outs of outsourcing with Matt Sonnen of PFI Advisors and Rich DeSalvo of f3Logic, LLC. These experts provide their insights on the trends that are driving financial advisors to outsource and how outsourcing can free up advisors to focus on those services that differentiate them.
How COVID-19 accelerated advisor acceptance of outsourcing
What types of outsourced solutions are gaining popularity
Tips for determining if/when an outsourced provider is a good fit with your firm
How outsourcing can benefit your bottom line
Resources: Adhesion Wealth | PFI Advisors | f3Logic, LLC
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33 min

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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…