Power Your Advice

Today we talk with Scott Danner, EVP and Head of Legacy at Steward Partners, about helping advisors transition their practices while preserving what makes them successful. Scott shares how Steward approaches M&A with empathy, flexibility, and a focus on culture fit—offering both sell-and-stay and sell-and-exit models that prioritize continuity, relationships, and advisor freedom. Scott also … Continue reading Episode 278 – Helping Advisors Live Their Legacy with Scott Danner →

In today's episode we talk with Douglas Ferguson, president of Voltage Control, about how financial advisory firms can use facilitation and collaborative leadership to build high-performing teams. Douglas shares how techniques like “connection before content” and intentional meeting design help foster innovation, alignment, and culture—especially during growth or uncertainty. He also explores how design thinking … Continue reading Episode 277 – Leading Through Collaboration: A New Playbook for Advisory Teams with Douglas Ferguson →

Today we sit down with Charlie Johnston, board member at Steward Partners and former CEO of Smith Barney. Charlie shares lessons from his 35-year career and explains how Steward balances entrepreneurial freedom with structure as it scales. He emphasizes the board's active role in upholding culture, compliance, and advisor-first decision-making. Charlie outlines Steward's two growth … Continue reading Episode 276 – How Great Firms Stay Great While They Scale with Charlie Johnston →

Today we talk with Kevin Knull, CEO of TaxStatus, about how TaxStatus is transforming the way advisors access and utilize client data. Kevin explains how the platform integrates directly with the IRS to give advisors full transparency into a client's income, accounts, and tax history—empowering them to offer more precise advice. By streamlining data collection … Continue reading Episode 275 – Scaling Personalized Advice Starts With Better Data with Kevin Knull →

Emily Blue, co-founder of Hue Partners, joins us to explore the human side of selling a financial practice. She explains that while advisors often prepare for the financial aspects of M&A, the real challenge lies in navigating identity shifts, fear of losing control, and concern for clients and teams. Tools like journaling and reflection can … Continue reading Episode 274 – From Founder to Future: Navigating the Human Side of M&A with Emily Blue →

Today we're joined by Jim Gold, CEO and Co-Founder of Steward Partners, at the firm's Annual Symposium to discuss Steward's growth, culture, and future. After nearly 30 years in the industry, Jim reflects on how a shift in big-firm culture inspired him to build a client- and advisor-first model. Since launching in 2013, Steward has … Continue reading Episode 273 – Reinventing Independence: Where Advisors Own the Outcome with Jim Gold →

Today we speak with Michael Featherman, Head of Advisor Sales and Wealth Consulting at Envestnet, about helping advisors scale their high-net-worth offerings. Michael introduces Envestnet's Private Wealth Consulting program, a fully outsourced solution designed to deliver a family office experience for clients in the $5–30 million range. By offloading investment management and layering in services … Continue reading Episode 272 – Delivering a Family Office Experience at Scale with Michael Featherman →

Today we talk with Andrew Stavaridis, Chief Relationship Officer at Envestnet, about how advisors can better serve high net worth clients. Andrew highlights Envestnet's investments in UMA, tax overlay, planning tools, and data analytics to help advisors scale, stay compliant, and deliver a more personalized, holistic experience. He stresses that winning and retaining high net … Continue reading Episode 271 – The Secret to Scaling Personalized Wealth Management with Andrew Stavaridis →

Today we talk with Morgan Ludovico, Director of Intermediary Sales at StoneCastle, where we discuss how advisors are engaging the cash conversation and utilizing KEEP by StoneCastle as a powerful driver of organic growth. KEEP is an enhanced savings solution offering up to $100 million in federal insurance per tax ID, competitive rates, full liquidity, and … Continue reading Episode 270 – Unlocking Organic Growth Through Cash with Morgan Ludovico →

Today we sit down with Sharon Watson, Wealth Solutions Strategist at First Command, to talk about about their mission to serve military families through personalized financial coaching. Built for those often overlooked by traditional wealth firms, First Command helps clients build financial readiness through budgeting, risk management, and long-term savings—starting with small-dollar planning and growing … Continue reading Episode 269 – Serving Those Who Serve: Financial Coaching for Military Families with Sharon Watson →

Today we talk with Natalie Wolfsen, CEO of Orion, about how advisors can future-proof their practices through smarter tech adoption, AI, and personalized client experiences. Drawing from Orion's 2025 Wealthtech and Investor Surveys, Natalie highlights that most advisors use just 60% of their tech stack, but many are prioritizing better integration and personalization to drive … Continue reading Episode 268 – How Orion Is Powering Personalized Advice at Scale with Natalie Wolfsen →

In this episode, we sit down with Rich Romano, CEO of FIDx, to talk about how technology is transforming the integration of insurance into wealth management. From eliminating inefficiencies to enabling seamless platform experiences, FIDx is helping advisors offer annuities alongside managed accounts without disrupting their workflow. Rich also shares how fee-based annuities, insurance overlays, … Continue reading Episode 267 – The Invisible Infrastructure Powering Insurance Innovation with Rich Romano →

Today we talk with Andrew Hsu, founding member and Portfolio Manager at DoubleLine, about their new ETF: DABS, an ETF focused exclusively on asset-backed securities (ABS). Andrew explains why ABS are gaining attention beyond institutional investors, citing their low correlation, strong yields, and resilience. He breaks down what ABS are, how they differ from other … Continue reading Episode 266 – The Untapped Power of ABS in a Modern Portfolio with Andrew Hsu →

Today, Doug talks with Julia Reed, National Director of Charitable Consulting at DAFgiving360TM, about how advisors can strengthen client relationships through philanthropic planning. Julia explains how donor-advised funds (DAFs) offer tax-smart, flexible solutions that align financial strategies with personal values, while helping advisors deepen multi-generational ties and differentiate their practices. She shares key moments to introduce charitable … Continue reading Episode 265 – Why Donor-Advised Funds Belong in Every Advisor's Toolkit with Julia Reed →

On this episode, Doug speaks with Molly Weiss, President of the Wealth Management Platform at Envestnet, about how the firm balances innovation with simplicity across its platform. Molly shares Envestnet's dual-track approach to development—advancing core systems while rapidly testing new features—and explains how modern APIs help integrate acquisitions without compromising user experience. She also highlights … Continue reading Episode 264 – Balancing Innovation and Human Touch in Wealth Tech with Molly Weiss →

On today's episode, Doug talks with Dana D'Auria, Group President and Co-Chief Investment Officer at Envestnet. Dana shares how advisors can support clients through turbulent markets by staying connected, reinforcing long-term discipline, and ensuring portfolios align with risk tolerance. With volatility driven by headlines and sudden policy shifts, she highlights the importance of steady guidance. … Continue reading Episode 262 – The Power of Steady Advice in Unsteady Markets With Dana D'Auria →

Today, Doug talks with Matt Hougan, CIO of Bitwise Asset Management, about Bitcoin's rapid evolution into a more stable, institutionally accepted asset. Matt explains how improved custody, regulation, and ETF access have significantly de-risked Bitcoin over the last five years, making it a viable portfolio enhancer—especially at small allocations of 1–5%. He outlines the “Three … Continue reading Episode 261 – Bitcoin's Evolution: From Risk Asset to Portfolio Tool With Matt Hougan →

On this episode, Doug sits down with Chris Todd, CEO of Envestnet. With over $6.5 trillion in platform assets and 111,000 advisors, Chris discusses how Envestnet balances innovation and stability at scale. He shares how AI is beginning to reshape advisor workflows, enabling deeper client engagement and efficiency, and explains how private equity ownership through … Continue reading Episode 260 – AI, Integration, and Innovation at Envestnet With Chris Todd →

In today's episode, Doug speaks with Frederick Blue, Managing Director at Wells Fargo Wealth and Investment Management, about the financial challenges athletes face during and after their careers. With short earning windows and sudden wealth, many athletes struggle without proper planning. Fred emphasizes the importance of budgeting, working with qualified advisors, and using league and … Continue reading Episode 259 – The Financial Game Plan Every Athlete Needs with Frederick Blue →

Today, Doug welcomes back Samantha Russell, Chief Evangelist at FMG, to talk about how advisors can turn market volatility into a marketing strength. Samantha stresses that during uncertain times, silence from advisors breeds anxiety. Instead, consistent, proactive communication builds trust and positions advisors as steady, reliable guides—like a pilot reassuring passengers during turbulence. She shares … Continue reading Episode 258 – How Elite Advisors Win Trust in Volatile Markets with Samantha Russell →

In this episode, Doug speaks with Michael Scaplen, SVP and Head of Sales and Relationship Management at Axos Clearing. Michael shares how Axos has evolved from its legacy roots into a tech-forward clearing firm, anchored by Axos Complete—a fully integrated ecosystem that unifies banking, investing, and planning. With tools like the Professional Workstation and a … Continue reading Episode 257: The All-in-One Platform Built for Modern Advisors with Michael Scaplen →

Jeremy Schwartz is the Global CIO at 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, Jeremy joins Doug to talk about navigating today's volatile market landscape. They discuss the impact of policy uncertainty, interest … Continue reading Episode 256: Smarter Investing in Choppy Markets with Jeremy Schwartz →

In this episode, Doug welcomes Paisley Nardini, a portfolio manager and multi-asset strategist at Simplify. Paisley discusses the significance of diversifying portfolios, especially in times of market volatility and uncertainty, and highlights the innovative solutions Simplify offers, such as liquid alternatives, defined outcome strategies, and the use of derivatives. Paisley delves into the importance of … Continue reading Episode 255 – Diversification in a Jittery Market: Exploring Strategies with Paisley Nardini →

Today, Doug is joined by VanEck's Fran Rodilosso, Head of Fixed Income ETF Portfolio Management, and Bill Sokol,  Director of Product Management, to break down the opportunities in Collateralized Loan Obligations (CLOs) and why they're gaining traction with investors. They explain how CLOs offer higher yields, low default rates, and floating-rate protection against interest rate … Continue reading Episode 254 – Unlocking CLO Opportunities with Fran Rodilosso and Bill Sokol →

In this episode, Doug is joined by Courtney Tsai, Senior Manager of Charitable Strategies Group at DAFgiving360TM. They delve into the benefits of donor-advised funds (DAFs) and how DAFgiving360 simplifies and enhances charitable giving. Courtney explains the structure and tax advantages of DAFs, the importance of donating non-cash assets like private business interests and real … Continue reading Episode 253 – Maximize Charitable Giving: Unlocking the Power of Donor Advised Funds with Courtney Tsai →

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 … Continue reading Episode 252 – Navigating Market Volatility: Market Insights and Portfolio Strategies with Jeff Weniger →

Jason Ozur is the CEO of Lido Advisors, a firm dedicated to providing clients with advanced wealth management and comprehensive, holistic financial services. Today, Jason shares how the firm skyrocketed from $19B to $30B AUM, emphasizing a client-first approach, strategic M&A, and culture-driven growth. He also discusses expansion plans, AI's impact on efficiency, and the … Continue reading Episode 251 – $30 Billion and Counting: Growth, Strategy, and Talent with Jason Ozur →

In this episode, we have with us Samantha Russell, the Chief Evangelist at FMG Suite. 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 … Continue reading Episode 249 – Marketing in 2025: How Financial Advisors Can Turn Challenges into Opportunities with Samantha Russell →

In this episode, Doug talks with Natalia Keene, an advanced sales consultant at Lincoln Financial, about their proprietary annuity income rider, i4LIFE® Advantage, an optional benefit available only with Lincoln variable annuities for 0.40% per year above standard contract expenses. They discuss how it offers unique tax benefits, especially during the tax season of 2025, … Continue reading Episode 250 – More Than an Annuity: The Unique Benefits of i4LIFE® Advantage with Natalia Keene →

Ryan McKee is the Senior Vice President and Head of Emerging Product Specialists at Fidelity Investments. Fidelity provides a wide range of investment and wealth management services, striving to strengthen the financial well-being of their customers and deliver better outcomes for the clients and businesses. In this episode, the focus is product innovation and solutions … Continue reading Episode 248: The Rise of Customization: Emerging Products in Portfolio Construction with Ryan McKee →

Host, Chris Battaglia, interviews Keiko Honda, an adjunct senior research scholar at Columbia University and a prominent figure in global investment. Keiko shares insights from her experience in management consulting, academia, and leadership roles, including as CEO and CIO of the World Bank's Multilateral Investment Guarantee Agency. They discuss the evolution, challenges, and importance of … Continue reading Episode 247 – Global Fiduciary Leaders with Keiko Honda →

Robert Huntsman is the Chief Data Officer at iCapital, a company dedicated to powering the world's alternative investment marketplace. In this episode, Doug and Robert explore the advancement of data management and solutions, highlighting the technology-driven tools transforming private market investing. Also discussed: Robert's role at iCapital, focusing on optimizing data governance, analytics, and AI … Continue reading Episode 246 – Maximizing Investment Insights with Data: Leveraging AI for Smarter Decisions with Robert Huntsman →

Paul Ma is the Vice President and Lead Portfolio Strategist at Fidelity Investments. Fidelity provides a wide range of investment and wealth management services, striving to strengthen the financial well-being of their customers and deliver better outcomes for the clients and businesses. This episode explores how portfolio construction (PC) analysis tools and innovative review strategies help financial advisors … Continue reading Episode 245 – Striving to Build Wealth with Portfolios That Endure with Paul Ma →

Advisorpedia welcomed Craig Martin, the Managing Director and Global Head of Wealth & Lending Intelligence at J.D. Power. This episode unpacks the findings from J.D. Power's 2024 U.S. Advisor Online Experience Study, highlighting how asset managers can thrive by prioritizing ease of doing business.   Learn More:  J.D. Power

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.  Kevin Flanagan is the Head of Fixed Income Strategy at WisdomTree, joining us to discuss the latest developments in monetary policy, inflation trends, fixed income strategies, and investment opportunities … Continue reading Episode 243 – Fed Surprises & Inflation Shocks: What You Need to Know for 2025's Fixed Income Market with Kevin Flanagan →

In this podcast, Chris Battaglia talks with economist and author of “Money Magic: an Economist's Secrets to More Money, Less Risk & Better Outcomes”, Larry Kotlikoff, to discuss his innovative financial planning tools, Maxifi.com and MaximizeMySocialSecurity.com. The episode emphasizes the latest feature of the Maxifi Planner—the Roth conversion optimizer—which helps maximize lifetime discretionary spending by strategically planning Roth … Continue reading Episode 242 – The Wealth-Building Power of Roth Optimization with Chris Battaglia & Larry Kotlikoff →

In this episode, we're joined by Nicole Morgan, recently appointed Invest in Other's first Chief Development Officer. Invest in Others works as a nonprofit to help financial professionals support charitable causes in their communities. Topics also discussed: Nicole's career journey in nonprofit fundraising. How Invest in Others highlights and inspires the philanthropic efforts of financial … Continue reading Episode 241 – The Force of Financial Advisors Behind Community Change with Nicole Morgan →

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. Ryan Krystopowicz is the Director of Client Solutions at WisdomTree. In this episode, Ryan reveals how leveraging model portfolios can save time, enhance client satisfaction, and improve advisory efficiency Also discussed: … Continue reading Episode 240 – The Role of Model Portfolios in Modern Advisory Practices with Ryan Krystopowicz →

Mayank Goradia is the Senior Vice President and Head of Integrated Portfolio Construction Delivery at Fidelity Investments. Fidelity provides a wide range of investment and wealth management services, striving to strengthen the financial well-being of their customers and deliver better outcomes for the clients and businesses. This episode covers the evolving role of portfolio construction and how Fidelity … Continue reading Episode 239 – Fidelity's Portfolio Construction Tips to Navigate Today's Market with Mayank Goradia →

Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial. This episode explores how financial professionals can enhance client satisfaction, loyalty, and referrals by incorporating protection products into comprehensive financial plans, backed by insights from Lincoln Financial's latest research.   Topics also discussed: Lincoln Financial's new research shows that … Continue reading Episode 238 – How Financial Advisors Can Drive Referrals with Comprehensive Planning with Tim Seifert →

Host Chris Battaglia interviews Elizabeth Fernando, CIO of NEST. The two discuss the history and growth of NEST, which was established in 2010 to address the lack of workplace pensions and the need for affordable retirement savings. The podcast was recorded ahead of the Global Fiduciary Symposium which took place from November 11th to 14th … Continue reading Episode 237 – Global Fiduciary Leaders with Elizabeth Fernando →

On this episode of Power Your Advice, our host, Chris Battaglia, interviews Professor Takatoshi Ito from Columbia University about the future of Japan's asset management business. The two cover recent monetary policy changes and initiatives to attract foreign investors, strengthen corporate governance, and build a more globally connected financial hub.  The podcast comes ahead of … Continue reading Episode 236 – Global Fiduciary Leaders with Professor Takatoshi Ito →

Jameson Mulshenock is a Divisional Sales Manager at Lincoln Financial, a firm that has been helping millions of people plan, protect, and retire for over a century. This episode explores how Lincoln Financial is addressing the financial planning challenges of an aging, affluent population by introducing innovative benefits that provide lifetime income and secure wealth transfer … Continue reading Episode 235 – Redefining Financial Security for an Aging, Affluent America with Jameson Mulshenock →

This episode dives into how BetaNXT's new CEO, Bob Santella, is revolutionizing wealth management with cutting-edge data integration, personalization, and innovative tech solutions.   Topics also discussed: Bob discusses his plans to drive innovation at BetaNXT, aiming to help clients grow their businesses by expanding product offerings and integrating advanced technology. He highlights BetaNXT's new … Continue reading Episode 234 – The Blueprint for Tomorrow's Investors with Bob Santella →

Today we're joined by the team at iCapital, a company dedicated to powering the world's alternative investment marketplace. We welcome Josh Freeman, Vice President of Research and Due Diligence, and James Costabile, Managing Director and Head of Alternatives Distribution. In this episode, we explore tax-efficient strategies to help investors and advisors navigate year-end planning and manage capital gains … Continue reading Episode 233 – Aligning the Tax Strategy to the Investor with Josh Freeman and James Costabile →

Jim Dickson is the Founding Partner and CEO of Elevation Point. Elevation Point partners with financial advisors and independent RIAs, offering strategic guidance and resources to accelerate business growth. In this podcast, Jim and Doug discuss Elevation Point and their unique approach as an accelerator rather than an aggregator in the wealth management industry.   … Continue reading Episode 232 – Guiding Advisors Toward New Summits with Jim Dickson →

Kingswood U.S. recently announced the successful partnership of the Nashville, Tennessee-based Eudaimonia Partners and Eudaimonia Advisors (Collectively known as “Eudaimonia”).  Additionally, it entered a strategic alliance with Eudaimonia Asset Management, a turnkey asset management-based RIA. The three RIAs under the Eudaimonia Group collectively represent more than $1 billion in total client assets.  To discuss this … Continue reading Episode 231 – Kingswood's Billion-Dollar Partnership with Eudaimonia with Mike Nessim, Jaime Golden, & John Goodson →

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. Kevin Flanagan is the Head of Fixed Income Strategy at WisdomTree, joining us to share expert insights on the shifting yield curve, Federal Reserve rate strategies, and actionable tips for managing … Continue reading Episode 230 – Maximizing Returns in a New Rate Environment with Kevin Flanagan →

Elias Ghanem is the Global Head of Capgemini Research Institute for Financial Services. Capgemini is a global partner in business and technology transformation, helping organizations accelerate their digital and sustainable transitions for tangible impact on both enterprises and society. In this podcast, we explore the record-breaking growth of high-net-worth individuals (HNWIs) and the factors contributing … Continue reading Episode 229 – What's Driving Record Highs for HNWIs? with Elias Ghanem →

Michelle Arpin Begina is a Senior Partner and Managing Director at Snowden Lane Partners. Snowden Lane is a $13 billion RIA firm providing global independent wealth advice.  In this podcast, Michelle discusses her book Be Good with Money, drawing from her 30-year career to offer insights combining social psychology and financial therapy. Also discussed: The … Continue reading The Psychology of Wealth and Financial Confidence with Michelle Arpin Begina →

Matt McCarte is the Managing Director and Head of Wealth Management of Pitcairn: a century-old family office located in suburban Philadelphia with $8.3 billion in assets under advisement.  In this episode, we explore Pitcairn's approach to wealth management and the strategies behind guiding ultra-high net worth families in preserving their legacy.    Topics Discussed: The … Continue reading Episode 227 – Inside a Century of Wealth Stewardship with Matt McCarte →