Power Your Advice

Power Your Advice

By AdvisorpediaBusiness Investing Management

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Power Your Advice episodes

February 18, 2020 Episode 6 – Leveraging Intangible Capital– with Bryce Coward
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Bryce Coward, Deputy CIO & Portfolio Manager at Knowledge Leaders Capital, discussing: Why Knowledge Leaders seeks out the most highly innovative companies they can find all over the globe How accounting for intangible assets has evolved in … Continue reading Episode 6 – Leveraging Intangible Capital– with Bryce Coward →
11 min
February 18, 2020Episode 6 – Leveraging Intangible Capital– with Bryce Coward
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Bryce Coward, Deputy CIO & Portfolio Manager at Knowledge Leaders Capital, discussing:
Why Knowledge Leaders seeks out the most highly innovative companies they can find all over the globe
How accounting for intangible assets has evolved in the past 50 years, and how Knowledge Leaders leverages companies with those types of assets within their ETF and mutual fund products
How they leverage their own intangible capital to drive business through digital content
Knowledge Leaders’ commitment to delivering concierge-level service to their clients
——————————————————————————
Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.

RESOURCES: Knowledge Leaders Capital | Knowledge Leaders Capital Blog | Knowledge Leaders Capital Twitter | Discovery Data | Global Trend Events
Source
11 min
February 10, 2020 Episode 5 – Get Your Clients Comfortable Being Uncomfortable – with Rodrigo Gordillo
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Rodrigo Gordillo, Managing Partner at ReSolve Asset Management, discussing: ReSolve Asset Management’s focus on strategic asset allocation Why it is important to make your clients comfortable being uncomfortable with new asset strategies The importance of expanding your … Continue reading Episode 5 – Get Your Clients Comfortable Being Uncomfortable – with Rodrigo Gordillo →
13 min
February 10, 2020Episode 5 – Get Your Clients Comfortable Being Uncomfortable – with Rodrigo Gordillo
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Rodrigo Gordillo, Managing Partner at ReSolve Asset Management, discussing:
ReSolve Asset Management’s focus on strategic asset allocation
Why it is important to make your clients comfortable being uncomfortable with new asset strategies
The importance of expanding your clients’ portfolios beyond U.S. equities into global investments
Tips and strategies for educating your clients to make them comfortable with your strategies
——————————————————————————
Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.

RESOURCES: ReSolve Asset Management | Get Comfortable Being Uncomfortable | ReSolve Twitter | Discovery Data | Global Trend Events
Source
13 min
February 04, 2020 Episode 4 – The Importance of Building Relationships – with Stephanie Patti
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Stephanie Patti, CEO of Global trend Events, discussing: What the heck goes on at GTE Wealth Forums The importance of building relationships vs. having meetings Why you should consider attending niche events in addition to the traditional … Continue reading Episode 4 – The Importance of Building Relationships – with Stephanie Patti →
14 min
February 04, 2020Episode 4 – The Importance of Building Relationships – with Stephanie Patti
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Stephanie Patti, CEO of Global trend Events, discussing:
What the heck goes on at GTE Wealth Forums
The importance of building relationships vs. having meetings
Why you should consider attending niche events in addition to the traditional large industry shows
How delivering a high-quality experience can lead to repeat business and referrals to your firm
——————————————————————————
Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.
RESOURCES: Global Trend Events| Discovery Data
Source
14 min
January 28, 2020 Episode 3 – Consider the Energy Industry – with Stacey Morris
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Stacey Morris, Director of Research at Alerian, discussing: Alerian’s history and focus on providing reliable, accurate & transparent benchmarks for energy infrastructure & MLP space What is a Master Limited Partnership (MLP), and why you should be … Continue reading Episode 3 – Consider the Energy Industry – with Stacey Morris →
13 min
January 28, 2020Episode 3 – Consider the Energy Industry – with Stacey Morris
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Stacey Morris, Director of Research at Alerian, discussing:
Alerian’s history and focus on providing reliable, accurate & transparent benchmarks for energy infrastructure & MLP space
What is a Master Limited Partnership (MLP), and why you should be interested in learning more about them
Stacey’s observations on what is going on in the energy sector
How you can implement MLP or energy infrastructure investing in your clients’ portfolios
——————————————————————————
Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.

RESOURCES: Alerian| Alerian’s MLP University | Alerian Twitter | Discovery Data | Global Trend Events
Source
13 min
January 21, 2020 Episode 2 – Involve Your Clients in Their Process – with Matt Madeiros
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Matt Madeiros, President & CEO of the Institute for Wealth Management, discussing: The importance of honing your key value points when presenting to prospects Why the Institute for Wealth Management focuses on managing risk first, returns second … Continue reading Episode 2 – Involve Your Clients in Their Process – with Matt Madeiros →
12 min
January 21, 2020Episode 2 – Involve Your Clients in Their Process – with Matt Madeiros
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Matt Madeiros, President & CEO of the Institute for Wealth Management, discussing:
The importance of honing your key value points when presenting to prospects
Why the Institute for Wealth Management focuses on managing risk first, returns second
How keeping your clients engaged in the process can keep them from abandoning good investment strategies due to lack of understanding
How the Institute for Wealth management works to make advisors prepared to engage with clients
——————————————————————————
Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.
RESOURCES: The Institute for Wealth Management| Discovery Data | Global Trend Events
Source
12 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…

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