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The Advisor Upside Show
The Advisor Upside Show episodes
- How Financial Advisors Can Scale Their RIA Without Hiring Full-Time Staff
For financial advisors looking to grow their practice, time can be one of their biggest constraints. Kyle Willis, VP of Growth at BELAY Solutions, joins the Advisor Upside Show to explore how strategic delegation, fractional executive assistants, and smarter staffing decisions can help RIAs streamline operations, strengthen client relationships, and create more capacity for business development without the commitment of full-time hires.
This episode is presented by BELAY Solutions.
00:00 Introduction
00:44 Meet BELAY and Kyle Willis
02:54 The Challenges of Small Business Owners
04:09 The Importance of Delegation
09:01 How BELAY Vets and Matches Executive Assistants
16:55 The Shift to Remote Work18:43 The Future of Wealth Management and BELAY’s Role
23:42 Closing Thoughts
Submit your questions and guest suggestions to [email protected]!
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Retirement Upside: https://www.thedailyupside.com/welcom...
The Daily Upside: https://www.thedailyupside.com/welcom...
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25 min - Medicare 2027: What Financial Advisors Can't Afford to Miss
Medicare is changing in 2027, and lower premiums don't necessarily mean lower healthcare costs. What should financial advisors and retirees know before making their Medicare open enrollment decisions?
On this episode of The Advisor Upside Show, host John Manganaro speaks with Kim Lankford, longtime personal finance journalist and author of Medicare 101, about the biggest Medicare changes for 2027 and the hidden costs that could affect retirement planning. Kim also shares practical guidance on comparing Medicare plans, preparing for healthcare expenses in retirement and avoiding costly coverage surprises.
This episode is presented by MassMutual.
Submit your questions and guest suggestions to [email protected]!
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Advisor Upside: https://www.thedailyupside.com/welcom...
ETF Upside: https://www.thedailyupside.com/welcom...
Retirement Upside: https://www.thedailyupside.com/welcom...
The Daily Upside: https://www.thedailyupside.com/welcom...
Listen to the podcast: https://lnk.to/aplcwo
43 min - The Future of RIAs: Joe Duran on Organic Growth, AI and Private Equity
Are private equity-backed RIAs losing what made them successful in the first place?
Joe Duran, founder of Rise Growth Partners, joins John Manganaro on the Advisor Upside Show to discuss where wealth management is headed.
Duran shares his candid take on private equity’s role in RIA consolidation, why organic growth and brand will matter more than acquisitions over the next decade, and what separates firms that scale from those that stall.
Plus, how firms should put guardrails on AI before going agentic, and the leadership lessons Duran took from his time at Goldman Sachs.This episode is presented by Fidelity.
Submit your questions and guest suggestions to [email protected]!
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Subscribe to our newsletters:
Advisor Upside: https://www.thedailyupside.com/welcom...
ETF Upside: https://www.thedailyupside.com/welcom...
Retirement Upside: https://www.thedailyupside.com/welcom...
The Daily Upside: https://www.thedailyupside.com/welcom...
Listen to the podcast: https://lnk.to/aplcwo
50 min - Is Private Equity Reshaping RIA Independence?
What does it actually mean to be an independent financial advisor today? Advisory Services Network's Trey Prescott joins the Advisor Upside Show to discuss the changing RIA landscape, from private equity and consolidation to AI, advisor technology, succession planning and the growing appeal of entrepreneurship. Plus, why he believes human relationships will remain at the center of wealth management even as the industry becomes increasingly tech-driven.
This episode is presented by Fidelity.
Submit your questions and guest suggestions to [email protected]!
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Linkedin: / advisor-upside
Subscribe to our newsletters:
Advisor Upside: https://www.thedailyupside.com/welcom...
ETF Upside: https://www.thedailyupside.com/welcom...
Retirement Upside: https://www.thedailyupside.com/welcom...
The Daily Upside: https://www.thedailyupside.com/welcom...
Listen to the podcast: https://lnk.to/aplcwo
34 min - What Makes an RIA More Valuable? Inside the New M&A Playbook
Elevation Point CEO Jim Dickson joins the Advisor Upside Show to explain how the economics of RIA M&A are changing and why AUM alone no longer tells the whole story. He breaks down what buyers are looking for in organic growth, technology, data and succession planning, why some advisors mistake market gains for actual business growth, and how founders can turn an advisor practice into a scalable enterprise.
Dickson also weighs in on minority investment versus full acquisition, the role of AI in the future of wealth management and what it takes to make the transition from successful advisor to CEO.
Submit your questions and guest suggestions to [email protected]!
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Linkedin: / advisor-upside
Subscribe to our newsletters:
Advisor Upside: https://www.thedailyupside.com/welcom...
ETF Upside: https://www.thedailyupside.com/welcom...
Retirement Upside: https://www.thedailyupside.com/welcom...
The Daily Upside: https://www.thedailyupside.com/welcom...
Listen to the podcast: https://lnk.to/aplcwo
36 min - Future Proof, Data Centers and ETF "Slop"
AI was a hot topic for many advisors out on the sand at Huntington Beach's Future Proof, but it wasn't the only trend getting their attention. The Daily Upside Managing Editor Emile Hallez joins John Manganaro to break down the biggest conversations from the event, from organic growth and advisor technology to the data center buildout. Plus, they dig into the explosion of new ETFs, including leveraged products, sports-themed funds and the growing debate over genuine innovation versus "slop."
Submit your questions and guest suggestions to [email protected]!
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Advisor Upside: https://www.thedailyupside.com/welcom...
ETF Upside: https://www.thedailyupside.com/welcom...
Retirement Upside: https://www.thedailyupside.com/welcom...
The Daily Upside: https://www.thedailyupside.com/welcom...
Listen to the podcast: https://lnk.to/aplcwo
#FinancialAdvisors #WealthManagement #ETFs #LeveragedETFs #SEC #ThematicInvesting #FutureProof #FinancialPlanning
41 min - Why the Old Financial Advisor Playbook Is Changing
Technology, client expectations and more holistic planning are reshaping wealth management. Nitrogen CEO Dan Zitting explains what that means for advisors, their businesses and the clients they serve.
This episode is presented by Fidelity.
Submit your questions and guest suggestions to [email protected]!
Instagram: / thedailyupside
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Linkedin: / advisor-upside
Subscribe to our newsletters:
Advisor Upside: https://www.thedailyupside.com/welcom...
ETF Upside: https://www.thedailyupside.com/welcom...
Retirement Upside: https://www.thedailyupside.com/welcom...
The Daily Upside: https://www.thedailyupside.com/welcom...
Listen to the podcast: https://lnk.to/aplcwo
42 min - How Advisor Upside Finds the Stories That Matter
Daily Upside reporter Griffin Kelly joins John Manganero for a behind-the-scenes look at how financial journalism gets made. They discuss Griffin’s path from local news to wealth management reporting, how Advisor Upside finds the angle behind the headline, and recent stories involving Vanguard, Altruist, Charles Schwab and the changing financial advisor industry.
Submit your questions and guest suggestions to [email protected]!
Instagram: / thedailyupside
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Linkedin: / advisor-upside
Subscribe to our newsletters:
Advisor Upside: https://www.thedailyupside.com/welcom...
ETF Upside: https://www.thedailyupside.com/welcom...
Retirement Upside: https://www.thedailyupside.com/welcom...
The Daily Upside: https://www.thedailyupside.com/welcom...
Listen to the podcast: https://lnk.to/aplcwo
34 min - Why There's Never Been a Better Time to Be an Advisor | Orion CEO Natalie Wolfsen
Orion CEO Natalie Wolfsen joins The Advisor Upside Show to explain why RIA consolidation and the ETF boom are reshaping how advisors run their businesses. Plus, she digs into the rise of private markets, Orion's role in 80% of industry M&A deals, and why AI is set to make advisors more valuable rather than obsolete.
00:00 Will AI Replace Financial Advisors?
00:24 Welcome to the Advisor Upside Show
01:46 Meet Orion CEO Natalie Wolfsen
02:23 The RIA Industry Is in Flux
04:18 Why ETFs Keep Winning
07:00 Are Advisors Fully On Board With ETFs?
08:14 Why Financial Advisors Are Moving Upmarket
12:09 Bringing Private Markets to More Investors
16:15 Do Private Assets Belong in 401(k)s?
17:48 Why RIA M&A Isn’t Slowing Down
23:34 What Could Derail RIA Consolidation?
25:05 What Wealth Management Could Look Like in 2030
27:39 How Orion Is Using AI
31:15 Will AI Make Our Skills Worse?
34:31 Could AI 10X Financial Advisors?
36:48 Will AI Ever Replace Human Advisors?
38:57 Bad Take of the Week: AI Will Kill Professional Advice
41:46 Closing ThoughtsSubmit your questions and guest suggestions to [email protected]!
Instagram: / thedailyupside
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Linkedin: / advisor-upsideSubscribe to our newsletters:
Advisor Upside: https://www.thedailyupside.com/welcom...
ETF Upside: https://www.thedailyupside.com/welcom...
Retirement Upside: https://www.thedailyupside.com/welcom...
The Daily Upside: https://www.thedailyupside.com/welcom...Listen to the podcast: https://lnk.to/aplcwo
40 min - Are U.S. Stocks Partying Like It’s 1999? | Meb Faber
With valuations approaching levels last seen during the dot-com era, Meb Faber explains why investors may need to reset expectations, diversify beyond the S&P 500, and think much more seriously about survival over the long run.
Submit your questions and guest suggestions to [email protected]!#MebFaber #Investing #StockMarket #ETFs #FinancialAdvisor #WealthManagement #PortfolioStrategy #ValueInvesting #InternationalInvesting #MarketOutlook #AdvisorUpside #TheDailyUpside
Instagram: / thedailyupside
Twitter: https://x.com/TheDailyUpside
Linkedin: / advisor-upsideSubscribe to our newsletters:
Advisor Upside: https://www.thedailyupside.com/welcom...
ETF Upside: https://www.thedailyupside.com/welcom...
Retirement Upside: https://www.thedailyupside.com/welcom...
The Daily Upside: https://www.thedailyupside.com/welcom...Listen to the podcast: https://lnk.to/aplcwo
44 min
About The Advisor Upside Show
From the publisher's feed
The wealth management industry is changing fast, but many financial advisors are still using the same old playbook. Join host John Manganaro, along with leading industry expert guests, as they break down the trends shaping your business.
Each week, we'll cover critical topics while also having a little fun. It's all on the table, from retirement income planning and Social Security to the behavioral side of investing and what clients are hearing elsewhere. We've created The Advisor Upside Show because staying informed isn’t enough anymore. You need to stay ahead.
New episodes every Wednesday.
#FinancialAdvisor #WealthManagement #FinancialPlanning