Advisor Turntable Podcast

Giving every client great service doesn't mean giving every client the same amount of your time. In fact, treating every relationship the same is most likely holding your business back. In this episode of Advisor Turntable , Brendan Ryan sits down with Michelle Fuller, Head of Strategy and Operations at Bartholomew & Company, a $6 billion RIA, to discuss how advisors can uncover growth op...

How much can a risk questionnaire really tell you about a client’s risk tolerance? Brendan Ryan talks with Paul Binnion of VestGen Investment Management about time segmentation and profit harvesting —two concepts they use to help insulate retirement plans from market risk and clients from emotional decisions. They also discuss why retirement planning should account for when clients will need diffe...

Talking about money with family can be uncomfortable. But these conversations can prevent problems, strengthen family relationships, help clients enjoy their wealth while they’re alive, educate younger generations and deepen the advisor’s relationship with the whole family. In this episode of the Advisor Turntable Podcast, Brendan Ryan talks with financial advisor Traci Garnett-Froscheiser about h...

Building your own book of financial advisory clients is not easy especially when you're young. How do you earn the trust of clients who may be twice your age? In this episode, Brendan Ryan sits down with Kathleen Owings of West Built Financial to discuss how she built credibility early in her career through community leadership and public service. Rather than trying to convince people she was...

Thinking about going independent? In this episode of Advisor Turntable, Brendan Ryan sits down with Tricia Brady, AssetMark business consultant and author of Dance to Independence , to discuss what advisors should know before making the leap. Tricia talks about: • Misconceptions about going independent • Why "the payout" is the wrong reason to make the move • Compliance and operational c...

Wire fraud is no longer an obvious, easy-to-spot scam. The reality today is much more sophisticated.  In this episode of the Advisor Turntable Podcast, Brendan Ryan talks with Michael Brice, founder of BW Cyber, about the growing epidemic of wire fraud targeting financial firms, advisors, and even individual investors. In addition to working with advisors and asset managers through BW Cyber, Micha...

The traditional AUM model isn’t going away—but it may not be enough anymore. In this episode, Brendan sits down with financial advisor and former colleague, Adam Wojtkowski of Copper Beach Wealth Management, to discuss his decision to separate financial planning from investment management into two distinct offerings—and why that shift may better align with how different generations value advice. T...

Your advisory practice may be the most valuable asset you ever own. So why do so many advisors wait so long to plan how they’ll exit?  In this episode, Brendan Ryan talks with Ryan Alessio, National Consultant at AssetMark, who has worked with hundreds of advisors on succession planning. He shares what he’s learned about when to start, how to increase the value of your practice, and why finding th...

In this episode of the Advisor Turntable Podcast , Brendan Ryan sits down with financial advisor and long-time friend, Gerald Gugger, to discuss why AI isn’t replacing financial advisors, but is quickly becoming a competitive advantage for those who choose to use it. They walk through how Gerald is already incorporating AI into his day-to-day practice — from simple prompts you can go use right now...

In this episode, host Brendan Ryan, AIM Partner and Portfolio Manager, talks with Daniel Friedman of WMGNA about how a subscription model experiment they started more than 30 years ago ended up shaping their entire business. By using taxes as the starting point, they’ve been able to build trust early, attract younger clients, and form real relationships with the children and grandchildren of exist...