Speaking Logicly

By Logicly

Emil Tarazi of ETFLogic sits down with financial advisors, ETF issuers and other investment professionals to discuss investment research, portfolio construction, and everything else related to the wea... more

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FAQs about Speaking Logicly:

How many episodes does Speaking Logicly have?

The podcast currently has 29 episodes available.

Speaking Logicly episodes:

September 18, 2020 Helping more advisors to invest Logicly
Lindsey Tewell, our head of sales, joins as a guest host to welcome our newest team member, Dave Connor, VP of Advisor Growth, and discuss his experiences and tech pain points as a former financial advisor. We also discuss the latest additions to the logicly ETF analytics platform.
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17min
September 15, 2020 New features, new team member
The ETFLogic sales team joins us to discuss the latest addition to our team and Logicly platform.
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20min
September 10, 2020 Advisors on the Move feat Ryan Shanks
We sit down with Ryan Shanks, CEO and Co-Founder of FAMatch, to talk about advisor trends, the importance of building a personal brand, and how the industry can adapt to better recruit young advisors.
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33min
September 02, 2020 NERDing out with Tim Maloney
Tim Maloney joins us to discuss what it takes to make a viral ETF, the importance of social media for the future of investing, and how Roundhill navigates some of the distribution challenges of being a smaller ETF advisor.
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39min
August 26, 2020 How to talk models with clients feat WisdomTree
Brad Shepard and Ryan Krystopowicz of WisdomTree join us to break down their recent model portfolio survey and share their experience from working with advisors as a model portfolio provider.
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37min
August 21, 2020 Which sectors are investors betting on?
We dive deep into the 13F filings from Q2 to explore what sectors the big firms are investing in, and dive into why ETFs are such a great tax loss harvesting tool.
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24min
August 14, 2020 A Hippocratic Oath for Financial Advisors? feat Vance Barse
In episode three, we sit with Vance Barse of Your Dedicated Fiduciary, and we discuss everything from fintwit to being a fiduciary. We also hear from Vance about common gaps that financial advisors leave in financial planning for their clients, and his unique approach when working with clients.
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1h 3min
July 24, 2020 Model Portfolios: A Powerful Tool for Advisors
In this episode, we chat with Jeremy Heffernan, VP and Head of Model Portfolio Distribution at Wilshire Associates, about model portfolios. We cover why they are an important tool for advisors to save time, why Wilshire was excited to partner with us on our Logicly Model Marketplace, and what the future looks like for the model portfolio marketplace.
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36min
July 09, 2020 Providing Value as An Advisor During the Pandemic
Listen in to our very first episode of Speaking Logicly with Jeff Higgs of 3 Dimensional Wealth Advisory. We chat about how advisors can add value during volatile times in the market, the differences between older & millennial investors, and the new actively managed ETF structures.
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33min

FAQs about Speaking Logicly:

How many episodes does Speaking Logicly have?

The podcast currently has 29 episodes available.