The PowerAdvice Podcast

Adrian Johnstone, CEO of Practifi, challenges the wealth management industry's focus on AI-driven efficiency, arguing that the real opportunity lies in delivering a more thoughtful, proactive client experience. Rather than simply using technology to serve more clients, Johnstone sees AI as a way to unlock decades of client history, anticipate individual needs, and free advisors to focus on the empathy, curiosity, and personal connections that build lasting relationships.

Johnstone explores the importance of integrating AI with core systems of record, the risks of fragmented technology solutions, and the limitations of automated personalization. He discusses how Practifi's Sentir platform brings meeting preparation, client intelligence, and follow-up workflows directly into the CRM, transforming it from an administrative burden into a valuable resource for advisors. The conversation offers a vision for advisory firms where technology supports human expertise, strengthens client retention, and drives sustainable growth through exceptional service.

Resources: Practifi

Samantha Russell, chief evangelist at FMG, explores how AI is reshaping the way consumers discover and choose financial advisors. As AI-powered search creates a new source of potential referrals, advisors need to make sure their firms are visible to both prospective clients and the technology guiding them. Russell outlines three essential elements of AI discoverability: client reviews and testimonials, demonstrated expertise in specific areas, and website content structured for AI to understand and recommend.

But getting discovered is only part of the challenge. Russell discusses the importance of fresh, focused content, the growing role of answer engine optimization, and the risks of relying too heavily on generic AI-generated marketing. She shares strategies for using AI to scale content creation without losing the personal stories and perspectives that build trust, while emphasizing the value of knowing your target audience and building marketing campaigns around their specific needs. Ultimately, AI may change how clients find advisors, but human connection remains the foundation of lasting relationships.

Resources: FMG

John Kosar, founder, chief market strategist, and portfolio manager at Asbury Research, explains how a technical, quantitative, and data-driven approach can help advisors separate market signals from headline noise. Drawing on lessons from his years on the Chicago Mercantile Exchange trading floor, Kosar focuses on following money flows rather than forecasts, using asset flows, breadth, volume, relative performance, and sector rotation to understand what investors are actually doing. With capital moving rapidly between sectors and several market internals still showing signs of weakness, he sees an environment defined more by indecision than a clear shift in leadership.

Kosar also explains how Asbury combines multiple indicators through tools such as the Asbury Six and its Correction Protection Model to avoid overreacting to short-term market moves. Rather than building portfolios around what investors think should happen, he argues for repeatable processes that adapt as the evidence changes, helping advisors participate in market gains while managing volatility and reducing the influence of emotion on investment decisions.

Resources: Asbury Research

Bryan Sweet of Sweet Financial Partners explains why traditional financial planning may not go far enough in helping clients build the lives they actually want. Through Dream Architect Life, Bryan expands the conversation beyond wealth management to include purpose, health and longevity, legacy, and meaningful experiences. The process begins by helping clients identify what they want their lives to look like, then creating a blueprint for turning those ideas into something actionable and revisiting them as circumstances and priorities change.

Bryan also sees this kind of work as increasingly important as AI makes more of traditional money management easier to automate and commoditize. Rather than competing on accounts, allocations, or portfolio performance alone, he argues that advisors can create deeper value by helping clients make intentional decisions about what their wealth is ultimately for. He discusses how a defined process, strategic delegation, and outside collaborators can make that approach scalable while shifting client conversations away from short-term market movements and toward progress on the goals and experiences that matter most to them.

Resources:

Dream Architect Life

Sweet Financial Partners

Jeff Weniger is the Head of Equity Strategy at WisdomTree. WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures.

Today, Doug and Jeff discuss how WisdomTree’s investment strategies can help investors navigate market volatility in 2025. He highlights the firm's two key funds—WisdomTree U.S. Value Fund (WTV) and WisdomTree U.S. Quality Growth Fund (QGRW)—and explains how combining value and growth strategies can create a well-diversified, risk-balanced portfolio.

Resources: WisdomTree

Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about the fund, call 866.909.9473 or visit WisdomTree.com/investments. Read the prospectus or, if available, the summary prospectus carefully before investing.

You cannot invest directly in an index.

For definition of terms used in this discussion, please see the WisdomTree Glossary.

There are risks involved with investing, including the possible loss of principal.

WTV Risk Information: Funds focusing their investments on certain sectors increase their vulnerability to any single economic or regulatory development. This may result in greater share price volatility. While the Fund is actively managed, the Fund’s investment process is expected to be heavily dependent on quantitative models and the models may not perform as intended. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

QGRW Risk Information: Growth stocks, as a group, may be out of favor with the market and underperform value stocks or the overall equity market. Growth stocks are generally more sensitive to market movements than other types of stocks. The Fund is non-diversified, as a result, changes in the market value of a single security could cause greater fluctuations in the value of Fund shares than would occur in a diversified fund. The Fund invests in the securities included in, or representative of, its Index regardless of their investment merit. The Fund does not attempt to outperform its Index or take defensive positions in declining markets and the Index may not perform as intended. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

To learn more about WTV & QGRW's performance, holding, and other details, please visit WTV Fund page or QGRW Fund page.

WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S

In this episode, we have with us Samantha Russell, the Chief Evangelist at FMG. Doug and Samantha unpacked FMG’s 2025 Marketing Guide to explore how financial advisors can turn this year’s challenges into opportunities.

From optimizing your website to growing your network, we share the strategies to elevate your marketing game.

Resources: 

Follow Samantha!

FMG’s 2025 Marketing Guide

FMG