In this episode, we sit down with Kristen O'Grady, COO & Head of Product at Seeds, a new platform for financial advisors that puts investor values at the center of the platform. Kristen, an ex-BlackRock executive, unpacks the current state of ESG investing, how advisors can better align a client's values with their portfolio, and what the future holds for advisors when it comes to sustainable investing. Visit seedsinvestor.com for more. 

In this episode, we sit down with Derek Schwartz, National Sales Manager at CION Investments. Derek comes with decades of experience and working with investment managers and financial advisors to build sales organizations. He dives into his best practices for what you need as an advisor to not only build your practice, but build better relationships with clients. 

In this episode, we sit down with Penny Phillips, co-Founder and President of Journey Strategic Wealth, a new RIA that's reimagining the independent advisor model. This episode does not disappoint - Penny covers everything an advisors should be thinking about before you make the jump to RIA. 

In this episode, we sit down with Jud Mackrill, ex-CMO of Carson & Orion and CEO of MileMarker. We dive into all things data, integrations, and tech stacks with Jud - he gives advisors the blueprint for how they can better leverage and connect their data across their firms. He's one of the most knowledgeable folks we spoken to in this space and lends his knowledge an expertise to us for a 30+ minutes. Check MileMarker out at: https://milemarker.co/.

In this episode, we sit down with Tony Stich, Mr. Purple himself and COO of Advicent. This conversation is one of our best – Tony is an absolute wealth of knowledge when it comes to the advisor and investor market. We get into some of the biggest hurdles he sees advisors facing in the current and future state of financial planning, and what they can do about it. We also technology discussion and how advisors can leverage big data to improve their client experience. This is our conversation with Tony Stich.

In this episode, we sit down with Rodney Sullivan, the Executive Director for Asset Management at the University of Virginia of Darden School of Business. We originally found Rodney through is piece on RIA Intel talking about diversification and the evolution of diversification – and we had to bring him on the show. We dive into how the current crisis is similar, and different, to others in the past, how diversification plays into financial planning situations like events we've experienced, and how advisors can educate their clients on the importance of diversification and how it's changing. This is our conversation with Rodney Sullivan.  

As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into the big question plaguing many advisors - paid vs. organic marketing.

In this episode, we sit down with Robin Dreeke – a behavioral science expert, author, and corporate trainer. Robin began his journey as a counterintelligence specialist and behaviorist in the agency's efforts to thwart the efforts of our country's greatest adversaries. Robin has built his highly effective tools for all aspects and stages of interpersonal communication and relationship development. Robin has combined all these tools and techniques and created a one-of-a-kind formula for success with people. 

In this episode, we sit down with Hugh Meyer from Charlesworth and Rugg. Hugh's someone we've been connected to for a while - and he's been primarily focused on building the C&R marketing strategy over the past year or so. Now a host of a podcast, Money Talks, we dive into what it takes to get a marketing strategy up and running. This is our conversation with Hugh Meyer.

As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into how advisors can do more client-specific marketing this year.