ThinkLeader's Podcast

In this episode of the Perspectives podcast, sponsored by Snappy Kraken and hosted on ThinkAdvisor, we'll hear highlights from the June 15th presentation titled, How 2021 Has Changed Financial Advisor Marketing.   The best marketing methods are constantly changing and evolving. With an overwhelming amount of tactics available for use, advisors can turn to hard data to feel assured in their next steps. Robert Sofia, CEO of Snappy Kraken, explores data-based insights from thousands of active digital marketing campaigns run by individual financial advisors and firms throughout the United States during the first half of 2021. He uncovers what's working, what's not and what's new with financial advisor marketing in 2021.    The full on-demand webcast can be found here: https://www.thinkadvisor.com/2021/06/14/how-2021-has-changed-financial-advisor-marketing/

n this episode of the Perspectives podcast, sponsored by Matthews Asia and hosted on ThinkAdvisor, we’ll hear highlights from the March 10th presentation titled, Year of the Ox: Reasons to Be Bullish on China.    With increasing vaccine availability and an improving economic environment, the New Year is showing signs of optimism for global investors. In particular, China — the only major economy with positive growth in 2020 according to the IMF — continues to boast a vibrant, entrepreneurial economy and is well-positioned to set the stage for future growth.   Speakers from Matthews Asia — Andy Rothman, Investment Strategist; Winnie Chwang, Portfolio Manager; and John Paul Lech, Portfolio Manager — explore how portfolios can gain exposure to the world’s second largest economy and share key thoughts on the state of China’s economic recovery, U.S.-China relations under the Biden administration, and more.    The full on-demand webcast can be found here:  https://www.thinkadvisor.com/2021/02/10/year-of-the-ox-reasons-to-be-bullish-on-china/  

In this episode of the Perspectives podcast, sponsored by FMG Suite and hosted on ThinkAdvisor.com, we’ll hear highlights from the March 4th presentation titled, Client Acquisition in the Virtual World. Because you now spend most of your time in front of a screen, you can no longer rely on in-person meetings, lunches, or educational seminars to lure in a steady stream of prospects. In today’s virtual world, learning how you can impress strangers you don’t even know without meeting with them face-to-face is the challenge we all face. Solange Jacobs Randolph, VP of Marketing at FMG Suite, covers practical, actionable tips to help you stand out in a crowded digital landscape using your website, happiest clients, prospect list, existing social media channels and that handy device in your pocket.  The full on-demand webcast can be found here:  https://www.thinkadvisor.com/2021/02/09/client-acquisition-in-a-virtual-world/

Highlights from the January 28 webcast “How to 5X Your Marketing Results in 2021.” This event featured Robert Sofia, CEO of Snappy Kraken.   The full on-demand presentation can be found at https://www.thinkadvisor.com/2020/12/22/boost-2021-marketing-results-by-5x-move-prospects-from-cold-to-gold/

In this episode of the Perspectives podcast, sponsored by FMG Suite and hosted on ThinkAdvisor.com, we’ll hear highlights from the December 8th presentation titled, The State of Marketing Technology for Financial Advisors & Wealth Firms.   During this unprecedented time, you still need to find ways to grow your business, bring in new clients and keep your pipeline running. This means you need smarter, simpler, and more effective marketing that helps you deepen relationships with clients and stay connected with your prospects. However, it can be difficult to know what works.   Scott White, CEO of FMG Suite, addresses tools and tactics financial advisors find most valuable to their business, how to identify which components of the marketing technology landscape are here to stay, how they will impact business in the future, and much more.

In this episode of the Perspectives podcast, sponsored by Charles Schwab hosted on ThinkAdvisor, we’ll hear highlights from the September 30th presentation titled, The Momentum Behind the RIA Model.    The Registered Investment Advisor (RIA) model continues to thrive forward – and now is the perfect time to join the momentum. Why now? The speakers in this presentation – Becky Krieger, CFP®, CPA, Managing Director, Client and Community Outreach & Shareholder at Accredited Investors Wealth Management®; Jonathan Straub, Founder and Principal at AdvicePeriod; and Chris Reedy, Managing Director, Business Development at Schwab Advisor Services™ – highlight five major trends that are propelling RIA firms forward. Successful RIA advisors share how these major trends have helped them shape and grow their firms to benefit their clients and themselves. The full on-demand webcast can be found here: https://www.thinkadvisor.com/2020/09/03/the-momentum-behind-the-ria-model/

In this episode of the Perspectives podcast, sponsored by Eaton Vance and hosted on ThinkAdvisor, we’ll hear highlights from the October 21st presentation titled, How to Talk to Clients About Fixed-Income in the Midst of the Coronavirus & U.S. Election.  Most investors understand and appreciate the value of bonds in their portfolios, but there is always room to revisit current allocations and explore more options. The current economic and financial conditions continue to affect the fixed-income arena, and they may keep shifting as we approach the U.S. elections and in light of the continuing pandemic. The speakers in this event  Michael Wedekind, AVP, Senior Investment Analyst at Envestnet; David M. Blanchett, Head of Retirement Research at Morningstar Investment Management; Robert Jenkins, Global Head of Research at Refinitiv; Christopher Remington, Director of Fixed Income Product & Portfolio Strategy, Institutional Portfolio Manager at Eaton Vance Management; and Janet Levaux, Editor in Chief of ThinkAdvisor & Investment Advisor. The full on-demand webcast can be found here: https://www.law.com/2019/05/15/how-to-set-a-competitive-edge-in-environmental-law-with-legal-analytics/   Michael Wedekind | AVP, Senior Investment Analyst| Envestnet | PMC Michael Wedekind is an investment analyst for Envestnet | PMC. In this role, he conducts quantitative and qualitative research on fixed income, real estate investment trusts (REITs), and commodity mutual fund and separate account managers. He joined the firm in 2015 and is a 2020 Level III candidate in the CFA Program. David M. Blanchett, PhD, CFA, CFP® | Head of Retirement Research | Morningstar Investment Management LLC David M. Blanchett, PhD, CFA, CFP® is head of retirement research for Morningstar Investment Management LLC. In this role, he helps develop and maintain methodologies relating to wealth forecasting, general financial planning, automated investment selection, and portfolio assignment for Morningstar Investment Management LLC. Prior to joining Morningstar, he was the Director of Consulting and Investment Research for the Retirement Plan Consulting Group at Unified Trust Company. He has published over 100 papers in a variety of industry and academic journals. Robert Jenkins | Global Head of Research | Refinitiv Bob Jenkins has over 25 years experience in Financial Services and consulting across firms such as Fidelity Investments and McKinsey & Company. Before assuming his current role as Global Head of Research for Refinitiv/Lipper he served as the President & CEO of Financial Research Corporation (FRC). Over his career he has held FINRA Series 4, 7, 8, 9/10, 24 and 63 General Securities licenses and has authored white papers on topics such as Retirement Investing, Investment Policy and Portfolio Manager Selection. Christopher Remington | Director of Fixed Income Product & Portfolio Strategy, Institutional Portfolio Manager | Eaton Vance Management Christopher Remington is a vice president of Eaton Vance Management, director of product and portfolio strategy and an institutional portfolio manager for Eaton Vance’s credit mandates. Chris is responsible for market research and analysis, advancing the firm’s managed strategies through thoughtful investment communications and insights on the credit markets. He joined Eaton Vance in 2008. His commentary has appeared in Financial Times, The Wall Street Journal and Bloomberg among other leading financial media outlets.

Advisors Jill, Nancy, and Dustin felt limited at their previous firm – so they went independent. There were fears and unknowns, but the team reached their full potential along the way. Find out how they made the transition in Schwab's all-new podcast.

Jesse reached the peak of his career, but he wasn’t satisfied. When his professional life consumed his personal life, he knew it was time for a change. Listen now to hear why Jesse chose independence.

In this episode of the Expert Perspectives podcast, sponsored by Practifi and hosted on ThinkAdvisor, we’ll hear highlights from the March 31st presentation titled, How to Use Tech to Turn Volatility into Stability and Scalability.    As the recent market downturn and ongoing uncertainty about the global economy shows, straying off the prudent investing path can be dangerous. Many investors are getting caught up in recency bias and taking unnecessary risks. The speakers in this webcast – Gavin Spitzner, Founder and President of Wealth Consulting Partners; Timothy Welsh, President, CEO and Founder of Nexus Strategy; Craig Iskowitz, CEO and Founder of Ezra Group; and Robert DeFrancis, Head of RIA Sales at Practifi – address how you can provide detailed and easily understandable investment plan data for your clients.  The full on-demand webcast can be found here: https://www.thinkadvisor.com/2020/03/02/how-to-use-tech-to-turn-volatility-into-stability-and-scalability/ Gavin Spitzner | Founder and President | Wealth Consulting Partners Gavin Spitzner, Founder and President of Wealth Consulting Partners, has 25+ years working in and consulting to Fortune 500 companies with a breadth of experience encompassing business development, digital strategy and professional development. Gavin has partnered with numerous top 25 U.S. and Global banks and broker-dealers as well as asset managers, RIAs and fintech firms to develop and implement innovative investment management platform solutions leveraging modern technology and processes to improve top and bottom-line business performance. Timothy D. Welsh | President, CEO and Founder | Nexus Strategy Timothy D. Welsh, CFP, is President, CEO and Founder of Nexus Strategy, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with leading organizations to best market their products, services and technology to the independent advisor community. Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Advisor Services where he led the development and marketing of practice management resources for independent advisors. Craig Iskowitz | CEO and Founder | Ezra Group Craig Iskowitz is a strategy consultant in Wealth Management and an industry thought leader. He is Founder and CEO of Ezra Group, a management consultancy that offers technology, business growth and strategic marketing services to broker-dealers, banks, RIA’s, asset managers and their fintech vendors. Robert DeFrancis | Head of RIA Sales | Practifi Robert is a FinTech industry leader and advisor advocate working with innovative, technology-forward financial advisory firms. He brings over 20 years of experience, including his time at Junxure and PortfolioCenter.

In this episode of the Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we’ll hear highlights from the November 12th presentation titled, 4 Business Growth Strategies Advisors Should Consider.    It’s always a goal of advisors to take their business to the next level – but how can that be done purposefully and successfully? Four types of strategies – Business Planning, Office Efficiency, Marketing, and Client Experience – are worth consideration and can help advisors build more into their business for the future and better serve clients today – ultimately creating business growth. Jeff Vivacqua, Executive Vice President and Chief Marketing Officer of Cambridge, and Brian Waelti, Senior Vice President of Consulting Services at Cambridge, discuss how to integrate these types of growth strategies into your business to create purposeful growth.   The full on-demand webcast can be found here: https://www.thinkadvisor.com/2019/10/14/4-business-growth-strategies-advisors-should-consider/ Speakers: Jeff Vivacqua | EVP and CMO | Cambridge Brian Waelti | Senior Vice President of Consulting Services | Cambridge

In this episode of the Expert Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we’ll hear highlights from the August 29th presentation titled, How to Prepare Your Business for the Future – Growth, Succession and Acquisition Solutions.  As a financial professional, you help your clients plan for their future – but are you thinking about your own? It’s important to identify areas for further growth within your business and prepare for the future through growth, succession or acquisition.

In this episode of the Expert Perspectives podcast, sponsored by Hearsay Systems and hosted on ThinkAdvisor, we’ll hear highlights from the July 30th presentation titled,Turn Data Into Action: Elevating the Digital Advisor-Client Experience.   New digital technologies – social, mobile, analytics and cloud – continue to create fundamental shifts in client and advisor attitudes, behaviors and relationships. Focus is often put on improving direct-to-consumer touchpoints, however, the majority of the client experience still happens directly with an advisor, not on an app or via a client portal.    Marcin Grobelny, Director of Professional Services at Hearsay Systems addresses how you can turn your data into action and develop a better omnichannel digital experience for your clients.    The full on-demand webcast can be found here: https://www.thinkadvisor.com/2019/06/20/turn-data-into-action-elevating-the-digital-advisor-client-experience/   Marcin Grobelny | Director of Professional Services | Hearsay Systems Marcin Grobelny leads the Hearsay Professional Services team focused on program management, product implementation, system integrations, and solutions that solve complex business problems and drive business value for Hearsay Customers. Prior to Hearsay, Marcin led Professional Services at GoodData where he built robust business applications featuring predictive analytics, machine learning, simulations, and recommendation engines helping end users with strategic business decisions. Marcin earned his M.B.A from the University California, Berkeley.

This is Episode 6, the last episode in our Investing Strategy series, and it’s called, Misbehavioral Finance: How Emotions Ruin Investing Outcomes.  We talk with Dr. Ted Klontz, of Klontz Consulting Group, an associate professor at Creighton University and professional consultant for major entertainment management groups. Klontz has authored or co-authored six books, including, "Mind Over Money: Overcoming the Money Disorders that Threaten Our Financial Health."  He has been a financial savior for athletes and entertainers, like Wynnona Judd, showing them the keys to successfully managing their money.

In Episode 5 of the ThinkLeader podcast series, The Strategy Inside Investing Strategies, we talk with Marguerita Cheng of Blue Ocean Global Wealth about retirement, covering: income vs. assets; claiming Social Security, annuities; and the situational benefits of reverse mortgages—yes, reverse mortgages.

What are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest challenges in their practices? In part 2 of this episode we talk with Charles Adi of Blueprint360. 

What are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest obstacles in their practices? In part 1 of our look at investing strategies, we talk with Matt Gaffney of Corbett Road Wealth Management.

In Episode 3 of The Strategy Inside Investing Strategies, we talk with Susan Mooney, CIO at Prio Wealth, to find out if fixed-income portfolios should be altered now that the "New Normal," which was touted after the Financial Crisis as a forever-era of low rates and slow growth, is no longer normal.  

This episode of the ThinkLeader podcast joins Baird's award-winning portfolio manager Chuck Severson as we search for sore points in the global economy that might make investors flee for safe haven. Or more simply: "What Keeps Advisors Up at Night in Global Mid-Cap Investing?"

There are a lot of strategies and funds out there that pursue alpha. Investing in mid-cap companies may not be a pure strategy but they can be a very large portion of that strategy. The question is, are midcaps too risky, too safe or just right? And do they hold up as a strategy in one of the oldest bull markets in US history?