Inside The Flows

In this episode of Inside the Flows, Iyassu sits down with Phil Weiss, founder of Apprise Wealth Management, for a thoughtful conversation about one of the sensitive topics in wealth management today: helping women navigate major life transitions. From divorce and widowhood to becoming an empty nester, Phil shares why these moments require more than traditional financial advice and how life planni...

In this episode of Inside the Flows, Iyassu welcomes back Juan Vallejo for a conversation that blends AI, entrepreneurship, and the future of advisor networking. They discuss the launch of several major new features inside Inflows, including Direct Messaging, Referrals, and the new Inflows Marketplace, all designed to help advisors connect with peers, discover solutions, and build stronger profess...

In this episode of Inside the Flows, Iyassu sits down with Stephanie Cohn Rupp, Chair of US SIF and a longtime leader in the sustainable and impact investing space, for a wide ranging conversation on the US SIF conference, the future of sustainable investing and the challenges facing the industry today. They discuss everything from fossil fuel divestment and climate risk to the growing backlash ag...

In this episode of Inside the Flows, Iyassu sits down with Gary Preisser of Stonebriar Wealth Advisors for a thoughtful conversation on why wealth management should be built around purpose, timing, and cash flow, not just generic risk profiles and investment allocations. They explore Gary’s “Cash Flow Clock” framework and why understanding when money will actually be needed can dramatically change...

In this episode of Inside the Flows, Iyassu sits down with Leslie Samuelrich, President of Green Century Funds and a longtime leader in the sustainable investing space, to discuss why sustainable investing is far from dead and how advisors can better prepare for the next generation of clients. They explore the growing importance of shareholder advocacy, how investors can influence corporate behavi...

In this episode of Inside the Flows, we return after a short break to share major updates on new features coming to Inflows, including tagging, direct messaging, a new marketplace for advisors to discover service providers, and a referral network designed to help RIAs better leverage peer connections and collective knowledge. We discuss why these tools matter for independent advisors trying to gro...

Just a quick update on the show (or lack thereof)! NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a fr...

In this episode of Inside the Flows, we break down a week of meaningful shifts across the advisory landscape, from continued consolidation among firms to strong bank earnings driven by market volatility, and what those trends signal for advisors navigating scale, technology, and client demand. The conversation then moves into a deeper discussion on retirement and inflation, focusing on a lesser kn...

Inside this episode of Inside the Flows, Iyassu and Juan Vallejo step back to assess how rapidly AI is reshaping the operating model across industries, from the massive capital being deployed into infrastructure to what that means for productivity, cost structures, and long term competitive positioning. They frame AI not as a distant concept, but as a real time shift that advisors and firms should...

Inside Episode 9 of Inside the Flows, we break down a week that shows just how quickly the industry is evolving, from advisor movement across firms to rising investment in AI and its real impact on jobs and cost structures. We also explore how asset managers like Capital Group are leaning in to support advisors more directly, signaling a shift toward deeper partnerships as demand grows and competi...

Inside this special episode of Inside the Flows, Iyassu sits down with Ryan Chand to explore how advisors can better position themselves for the next generation of wealth, starting with lessons from the Future Proof Citywide event and a growing wave of younger, entrepreneurial advisors entering the industry. They discuss how shifting wealth dynamics, rising high net worth households, and the influ...

Inside this episode of Inside the Flows, Iyassu sits down with Anna Smukowski from Enterprise Community Partners for a deep dive into one of the most pressing issues facing both households and markets today: affordability. The conversation centers on the structural challenges behind the affordable housing crisis, including rising development costs, regulatory friction, and the growing gap between...

Inside this special episode of Inside the Flows, Iyassu and Inflows Contributor Nisheet Patel share their on the ground experience from the Future Proof conference in Miami, reflecting on the energy, networking, and breakthrough meetings that brought advisors, fintech innovators, and asset managers together on the beach. They discuss how the conference format removes barriers to conversation, why...

In this episode of Inside the Flows, Iyassu is joined by sustainable investing pioneer Allan Moskowitz to break down a wild week in the markets. We cover the ripple effects of oil spiking to $80 a barrel, Morgan Stanley's surprising wealth management layoffs, the launch of a new free AI tax service, and a shocking drop in February job numbers that will definitely keep the Fed on its toes. For our...

In this episode of Inside the Flows, Iyassu and Inflows Contributor Nisheet Patel break down a packed week across wealth management and markets, from industry leadership changes and continued RIA consolidation to cooling mortgage rates and shifting capital flows, while also sharing a fun preview of the upcoming Future Proof conference and the conversations they are most looking forward to having t...

In this episode of Inside the Flows, Iyassu is joined by Ryan Chand, Element Wealth Management, and Nisheet Patel, Inflows Contributor, to break down the week’s biggest stories, including accelerating CEO turnover, rising consumer prices, AI entering the advisor tech stack, the Supreme Court’s tariff decision, and what it all means for markets and advisors. The deeper conversation explores the rap...

In this episode of Inside the Flows*, Iyassu and special guest Ryan Chand from Element Wealth Management break down the week’s biggest stories, from Google issuing a 100 year bond and cooling inflation numbers to housing market data and major asset manager mergers. They also dive into a deeper conversation about generational wealth gaps, why some young investors feel locked out of traditional weal...

Episode 2 - In this episode, the hosts discuss the recent volatility in financial markets, the impact of AI on the financial services industry, and the challenges of recruiting and retaining talent, particularly from the Gen Z demographic. They explore how companies must adapt to changing market conditions and the importance of clear communication of values to engage younger employees. NEW EPISODE...

Episode 1 - Today we dive into our fist episode! Special guest, Nisheet Patel, joins me to discuss all things related to the financial advisory industry, including a weekly recap, market trends, and the impact of AI on financial advisors. We delve into the recent performance of gold and silver, challenges in the healthcare sector, and the Federal Reserve's interest rate decisions. We also touches...