Power Your Advice

Bryan Sajjadi, a Capital Market Strategist at Fidelity Investments, shares how Fidelity's privately owned structure and long-term orientation influence the way investment decisions are made. He outlines how the firm's global research platform—spanning equities, fixed income, sectors, and quantitative analysis—is designed to challenge assumptions, share perspectives, and provide a fuller picture of risk and opportunity across market cycles. Rather than relying on a single style or viewpoint, Sajjadi emphasizes the value of combining multiple disciplines to navigate changing market environments. Sajjadi also discusses how Fidelity blends fundamental research with quantitative tools and emerging technologies to support portfolio decisions and risk awareness. He points to collaboration across asset classes, access to private markets, and long-standing company relationships as inputs that inform—not dictate—investment outcomes. Looking ahead, he frames the market outlook in practical terms, highlighting the need for selectivity, diversification, and flexibility as economic conditions evolve and dispersion across assets increases. Resources: Portfolio Construction | Fidelity Institutional Disclosures: Not FDIC Insured. May Lose Value. No Bank Guarantee. Not NCUA or NCUSIF insured. May lose value. No credit union guarantee. Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. 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Ryan Frederick, founder of Here.life, explains why “place planning” is an increasingly important—but often overlooked—factor in long-term wellbeing and financial outcomes. He argues that where people live has a profound impact on health, relationships, purpose, and spending, yet these decisions are often made reactively or reduced to housing or financial decisions. By viewing place through four lenses—environment, health, community, and finances—Frederick shows how misalignment can quietly erode quality of life, while intentional planning can create clarity, especially as people navigate longer lives and major transitions. Frederick also describes how structured place planning helps clients move past rigid “stay or move” thinking and consider multiple paths, including improving their current home, relocating, or incorporating extended travel. That broader view often surfaces hidden trade-offs and leads to more confident, durable decisions. For advisors, he notes that clients value having a framework to think through place before acting, strengthening trust and reinforcing the advisor's role as a long-term partner in consequential life decisions. To learn more about Here.life, join the Interest List: https://go.here.life/place-planning-for-orgs-interest-list Power Your Advice podcasts are produced with support from Fidelity Investments. If you would like to learn more about Fidelity's top performing mutual funds and ETFs for financial advisors visit i.fidelity.com/topfunds. The information and opinions expressed in this podcast are solely those of the speakers and do not reflect or represent Fidelity's views, perspectives, or intellectual property. Source

Rob Arnott, Founder and Chairman of Research Affiliates, breaks down what he sees in today's markets—from bubble-like pricing in some AI leaders to the behavioral traps that push investors toward the latest market fads. He emphasizes that advisors can add real value by countering the pull of popular narratives before they shape decisions. Arnott also … Continue reading Episode 305 – The Opportunities Investors Are Overlooking with Rob Arnott →

Carly Brooks, Senior Vice President of Advanced Sales at Crump Life Insurance Services, outlines how the firm is elevating advanced planning from a technical resource into a true strategic partnership for financial professionals. She highlights Crump's scale and depth of expertise, and how that support helps advisors guide clearer, more confident conversations around protection, retirement, … Continue reading Episode 304 – Navigating Today's Complex Planning Environment with Carly Brooks →

Wes Crill, Senior Client Solutions Director and a Vice President at Dimensional Fund Advisors, joins Doug to break down the biggest myths around “volatility-proofing” portfolios. He explains that reducing volatility always comes with trade-offs — most often in expected return — and that many investors underestimate how much is already achievable with traditional tools like … Continue reading Episode 303 – Volatility Isn't the Enemy: A Smarter Way to Manage Risk with Wes Crill →

Matt Kaufman, Global Head of ETFs at Calamos, returns with big news: CAIE has earned two major industry honors—the SRP Americas Most Innovative Product Award and Structured Product Intelligence's Deal of the Year—rare recognition for an ETF in a category traditionally dominated by structured notes. Kaufman says the awards validate the core idea behind CAIE: … Continue reading Episode 302 – Inside Calamos' Award-Winning Autocallable ETF Strategy with Matt Kaufman →

Chris Cherry, Head of Partnerships at Future Proof, joins us to talk about Future Proof Citywide and how it expands on the Future Proof Festival model by moving into Miami Beach, allowing the event to grow beyond the Festival's 5,000-person limit while keeping the same outdoor, relaxed, anti-conference feel. Citywide also introduces a rotating theme … Continue reading Episode 301 – Preparing Advisors for the AI Era at Future Proof Citywide with Chris Cherry →

We welcome back Samantha Russell, Chief Evangelist at FMG, to break down the marketing shifts defining 2025 and how advisors can carry them into 2026. Samantha says AI has transformed both how content is made and how it's found—shifting SEO into AEO, or answer engine optimization. Firms that structure Q&A content with schema, gather reviews, … Continue reading Episode 300 – AI, AEO, and the Future of Advisor Marketing with Samantha Russell →

Kevin Flanagan, Head of Fixed Income Strategy at WisdomTree, joins us to discuss how advisors can navigate uncertainty as the Fed manages policy in a “flying blind” environment. He explains why Treasury Floating Rate Notes remain a cornerstone even in a rate-cut cycle, how defining the true neutral rate will shape future decisions, and why concerns … Continue reading Episode 299 – Fixed Income Clarity in an Uncertain Fed Cycle with Kevin Flanagan →

Alex Khassa, Founder and CEO of Clients Blackbox, joins us to discuss how financial advisors can grow more efficiently by shifting from demand capture to demand generation. He explains why traditional tactics—like buying leads or relying solely on referrals—limit scalability, and how educational marketing funnels help advisors connect with prospects earlier in their decision journey. … Continue reading Episode 298 – Demand Generation That Actually Works for Advisors with Alex Khassa →

Today we welcome back Fred Kaynor, Managing Director at DAFgiving360™. Fred explains how donor-advised funds have become an effective way for individuals and families to maximize their charitable giving, making the process simple, tax-smart, and impactful. Since inception, DAFgiving360 donors have granted more than $44 billion to over 280,000 organizations, including a record $8.9 billion last year … Continue reading Episode 297 – Maximizing Charitable Impact Through Donor-Advised Funds with Fred Kaynor →

Mike Foy, Managing Director and Head of Wealth Intelligence at J.D. Power, shares insights from the 2025 U.S. Financial Advisor Satisfaction Study. The research highlights a critical industry crossroads: investor demand for professional advice continues to rise, even as many seasoned advisors near retirement. Foy discusses the urgent need to attract younger and more diverse … Continue reading Episode 296 – J.D. Power 2025: Succession, Satisfaction, and the Future of Human Advice with Mike Foy →

Matt Schiffman, founder of totumai, joins us to share how the platform is reshaping advisor-client communication. By combining personality science with artificial intelligence, totumai helps advisors move beyond demographic labels and understand how each client truly thinks, decides, and connects. Instead of one-size-fits-all messaging, advisors can tailor communication to fit personality, building trust, strengthening relationships, … Continue reading Episode 295 – Cracking the Personality Code: AI for Better Client Relationships with Matt Schiffman →

Greg Banasz, Chief Marketing Officer at Steward Partners, shares how he brings the firm's brand to life while empowering more than 200 independent advisors to express their individuality. Instead of a one-size-fits-all playbook, he offers a flexible “spice rack” of strategies—helping advisors mix and match tools that best support their goals in branding, communication, and … Continue reading Episode 294 – Modern Tools, Human Stories: Marketing That Truly Connects with Greg Banasz →

Ryan George, Chief Marketing Officer at Docupace, joins us to discuss how back-office innovation is helping advisors scale smarter. He shares his personal journey to Docupace and how the firm has grown into a 23-year-old leader in streamlining advisor operations, from account opening and compliance to compensation management and advisor transitions. He also highlights the … Continue reading Episode 293 – The Back-Office Advantage: Innovation That Elevates Advice with Ryan George →

Jeremy Schwartz, Global CIO, and Sam Rines, Macro Strategist for Modern Portfolios at WisdomTree, join us to explore how today's shifting geopolitical landscape is shaping new global investment strategies. Sam explains how Europe's renewed focus on defense and infrastructure—driven by NATO spending commitments—is creating long-term momentum across industries. He highlights companies like Saab, Leonardo, and … Continue reading Episode 292 – Navigating Global Change: Strategy, Infrastructure, and Opportunity with Jeremy Schwartz and Sam Rines →

Jason Bottenfield, Managing Partner at Park Cities Group within Steward Partners, joins us to share the story of his unique path from professional baseball to wealth management. He reflects on how the discipline and resilience he developed as an athlete helped him navigate the early challenges of breaking into the industry—without connections or a finance … Continue reading Episode 291 – From the Mound to the Market: Building a Business With Purpose with Jason Bottenfield →

Dan Bjerke, President of Digital Wealth at InvestCloud, joins us to discuss how the firm is tackling one of wealth management's biggest pain points — fragmented technology and siloed data. With 35 years in financial services technology, Dan explains how disconnected systems drain advisor productivity and weaken client experiences. He outlines InvestCloud's approach to unifying … Continue reading Episode 290 – Breaking the Swivel Chair Cycle: Smarter Tech for Advisors with Dan Bjerke →

Susan McKenna, CEO of eMoney Advisor, joins us to discuss the company's evolution as it marks its 25th anniversary. She shares her path from tech-focused marketing leader to CEO, and how eMoney has stayed true to its planning-first mission while adapting to changing market needs. Susan reflects on its unique culture, dedication to client service, … Continue reading Episode 289 – The Advisor–Client Connection in a Digital Age with Susan McKenna →

We sit down with James Sahagian, Managing Partner at Ramapo Wealth Advisors within Steward Partners, to explore his path from an early fascination with financial markets to leading a client-focused, team-based practice. He highlights Steward's responsive culture and commitment to innovation, which have expanded his team's capabilities through educational seminars, digital platforms, and a holistic … Continue reading Episode 288 – How Technology and Teamwork Elevate Client Service with James Sahagian →

In this episode, we catch up with Anuj Gupta, Head of Sales Engineering, and Blake Wood, Head of Platform Strategy at Envestnet. They walk us through how Envestnet is helping advisors scale personalization and drive efficiency across their practices. From AI-powered insights and tax-aware investment tools to client review automation and UMA flexibility, Blake and … Continue reading Episode 287 – Advice at Scale: Smart Tech Meets Human Insight with Anuj Gupta and Blake Wood →

We catch up with Tim Burklow, Managing Director and Wealth Advisor at Mainstay Wealth Management within Steward Partners. Tim shares his journey from being inspired by his father's advisor to building a successful career in financial services, including over three decades with a single firm. He explains what ultimately led him to make the leap … Continue reading Episode 286 – Shaping What's Next: Legacy, Leadership, and Next-Gen Talent with Tim Burklow →

Thomas Moore, Head of Betterment Advisor Solutions, shares how Betterment is reimagining custody and advisor technology to help modern RIAs scale efficiently. Drawing on his background at legacy institutions, Moore explains how Betterment's all-in-one, tech-forward platform integrates portfolio management, billing, and reporting—eliminating inefficiencies and streamlining advisor workflows. Innovations like fully digital onboarding, solo 401(k)s, and … Continue reading Episode 285 – Automation, Efficiency, and the Future of Custody with Thomas Moore →

Today we catch up with Samantha Russell, Chief Evangelist at FMG, to talk about how AI is reshaping the way people search for financial advice—and what that means for advisors. With most Google searches now ending in AI summaries instead of clicks, and more people turning to tools like ChatGPT and Perplexity, visibility strategies have … Continue reading Episode 284 – How AI Is Redefining Advisor Discoverability with Samantha Russell →

In this episode we sit down with Matt Kaufman, Global Head of ETFs at Calamos, to explore how the firm is translating decades of institutional expertise into modern ETF solutions. Kaufman shares insights from his 23-year career—from helping pioneer smart beta ETFs to creating defined outcome strategies—and how those experiences now fuel Calamos' approach to … Continue reading Episode 283 – Exploring the Future of ETFs and Autocallables with Matt Kaufman →

We sit down with Mohan Gurupackiam, Chief Information Officer at Steward Partners, to explore how smart tech strategy can fuel advisor success. Mohan explains why Steward avoids one-size-fits-all solutions, instead building a flexible stack shaped by advisor feedback, evolving business models, and demographic trends. With a strong data foundation and a focus on usability and … Continue reading Episode 282 – Real-World AI for Human-Centered Advice with Mohan Gurupackiam →

In today's episode we speak with Rich Boghosian, co-founder and CIO of PeakAlts, about how RIAs and family offices can gain smarter access to private markets. Drawing on his background in private equity and investment banking, Rich explains PeakAlts' investor-first approach, which emphasizes alignment, independence, and institutional-level diligence—without placement fees or manager conflicts. Rich breaks … Continue reading Episode 281 – Accessing Private Markets With Clarity and Confidence with Rich Boghosian →

Today we sit down with Kirstie Eustace, Chief Administrative Officer at Steward Partners, to discuss how the firm preserves its culture while expanding nationwide. Kirstie shares how Steward's values—like partnership, excellence, and respect—are intentionally reinforced through clear communication and shared responsibility. She highlights talent management as a key driver of cohesion across more than 30 … Continue reading Episode 280 – Culture, Growth, and the Power of Partnership with Kirstie Eustace →

Today we catch up with Jeff Gonyo, Head of Wealth Management at Steward Partners, during the firm's annual symposium. Jeff explains how Steward's culture of ownership, advisor autonomy, and bottom-up support model attracts top advisors leaving traditional wirehouses. With a ten-person transition team and full-service infrastructure, Steward provides a smooth path to independence—empowering advisors to … Continue reading Episode 279 – How Empowered Advisors Build Better Businesses with Jeff Gonyo →

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 →