Power Your Advice

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 →

Jeff Gonyo is the Senior Divisional President of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.   In this podcast, Jeff Gonyo discusses the shift to independent advisory models, entrepreneurial freedom, and the firm's unique equity ownership structure that fosters growth and collaboration. Also discussed: … Continue reading Episode 226 – How Hybrid RIAs Can Position Themselves for the Future and Attract Top Talent with Jeff Gonyo →

Eliot Weissberg is the President of The Investors Center, a financial and longevity planning firm that guides clients to discover and leverage their capacity to live and age confidently. In this podcast, Eliot and hosts, Steve Gresham and Suzanne Schmitt, discuss the importance of longevity planning in financial advising, with insights on building long-term client … Continue reading Episode 225 – Engaging Clients Across Generations with Eliot Weissberg →

Greg Banasz is the Managing Director, founding partner, and Chief Marketing Officer at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.   In this podcast, Greg and Doug discussed the key factors contributing to Steward Partners' success, as well as customization and flexibility in creating effective marketing … Continue reading Episode 224 – Why Marketing is Crucial for Advisors Seeking Practice Growth with Greg Banasz →

Kirstie Eustace is the Chief Human Resource Officer at Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Kirstie discusses the evolution of the HR profession, the crucial role of cultivating a strong and enduring company culture, and her personal experiences and … Continue reading Episode 223 – HR's Crucial Role of Cultivating a Strong and Enduring Company Culture with Kirstie Eustace →

Janet Robinson is a Board Member for Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Janet shares her journalistic background as CEO of The New York Times Company, highlighting the commitment to quality journalism and the importance of culture and values in a … Continue reading Episode 222 – Inside the Decision to Become a Board Member of a Newly Developed Firm with Janet Robinson →

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. In this podcast, we are joined by Jeremy Schwartz,  the Global Chief Investment Officer at WisdomTree. Jeremy and Doug discuss international investment opportunities, with a focus on the promising … Continue reading Episode 221 – Global Markets: Why Japan and India Are Standing Out with Jeremy Schwartz →

Kunal Shah is the Managing Director and Head of Private Asset Research and Model Portfolios at the Global FinTech firm – iCapital. In this podcast, Doug and Kunal explore the rising interest in alternative investments, emphasizing the importance of education, data-driven model portfolios, and technological advancements to simplify and optimize advisor investment strategies. Topics discussed: … Continue reading Episode 220 – Model Portfolios for Modern Investing with Kunal Shah →

Mohan Gurupackiam is the Chief Information Officer at Steward Partners Global Advisory: an employee-owned, full-service partnership that caters to family, institutional, and multigenerational investors. In this podcast, Doug and Mohan discuss the latest technological advancements in the financial industry, talking through the impact of digital innovation and the future of fintech. Topics discussed: Mohan's extensive … Continue reading Episode 219 – The Impact of Digital Innovation and the Future of Fintech with Mohan Gurupackiam →

Adam Holt is the CEO and Founder of Asset Map, a platform providing interactive financial overviews for informed and empowered decision-making.  Asset Map surveyed 175 advisors on challenges like accessing next-gen clients, the role of technology, and the industry's current state. On this episode, Adam breaks down the data and offers his insights into their … Continue reading Episode 218 – Identifying Advisor Pain Points with Adam Holt →

Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century.  In this podcast, Tim and host, Steve Gresham, dive into the implications of millions of Americans retiring each year, the challenges … Continue reading Episode 217 – Why Annuities Matter More Than Ever with Tim Seifert →

Chris Reaney is the Managing Director of High Water Wealth Group at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.   In this podcast, listeners can expect an insightful discussion on Chris Reaney's career journey from a traditional wirehouse to joining and growing with Steward Partners. The … Continue reading Episode 216 – Reaping the Benefits of an Independent Partner with Chris Reaney →

Scott Danner is the Chief Executive Officer of Freedom Street Partners at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.   In this episode, Scott shares the inspiring journey of founding his company to revolutionize financial advising with a focus on relationship-building and personal impact.  They also … Continue reading Episode 215 – What Does Freedom Mean to You? with Scott Danner →

Jim Gold is the CEO and Co-Founder of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.   In this podcast, Jim reflects on Steward Partners' exponential growth over the past decade, exploring its unique culture of partnership, and its mission-driven approach to financial advisory services.  … Continue reading Episode 214 – Building the Firm of Today and the Future with Jim Gold →

Steve Gresham is the Managing Principal of NextChapter: an industry community and a tech-enabled solutions company focused on creating better retirement outcomes for everyone.  In this episode, we've invited Steve to share his insights on organic growth, exploring what fuels it, why it's crucial, and how advisors can harness its power effectively.    Also discussed: … Continue reading Episode 213 – Here's a Solution for Your Organic Growth Problem with Steve Gresham →

Hamilton Lane is a firm with a mission to offer superior financial well-being through tailored private market solutions, driven by over 30 years of client focus and innovation.  Jackie Rantanen sits as the Head of Investor Solutions within the Evergreen Portfolio Management team, also serving as a member of the Investment, Responsible Investment and Executive … Continue reading Episode 212 – Data-Driven Decisions: Key Insights from Hamilton Lane's Market Overview with Jackie Rantanen →

Explore the dynamic intersection of financial services and philanthropy with Jeff Vivacqua, the new chairman of the Invest in Others Charitable Foundation, as he shares insights on empowering communities, raising industry visibility, and fostering impactful change. Topics also discussed: Jeff's journey with Invest in Others, rooted in personal and professional philanthropic values. His key objectives … Continue reading Episode 211 – Empowering Change and Investing in Others with Jeff Vivacqua →

WisdomTree works to create a better way to invest, offering a product range that offers access to a selection of unique and smart exposures. Christopher Gannatti has been an integral part of the organization since 2010, currently holding the position of Global Head of Research. Chris has the responsibility for many communications pertaining to global investment strategies, … Continue reading Episode 210 – The Bitcoin Surge & Investing in its Digital Realm with Chris Gannatti →

David Wood is the Vice President of Fixed and Fixed Indexed Annuity sales at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century.  In this episode, David presents the new innovative crediting strategies offered by Lincoln Financial Group in its fixed-indexed annuity portfolio. These … Continue reading Episode 209 – Through Innovation and Simplicity, New Strategies Bring Positive Returns in Down Markets with David Wood →