The Augmented Advisor

Henry Yoshida , CEO of Rocket Dollar shares the untapped potential of self-directed IRAs for today’s financial advisor. While most advisors are aware that self-directed IRAs exist, relatively few are leveraging them to help their clients invest in the growing universe of alternative assets such as crypto, NFTs, angel investments in startups, real estate, or… wait for it…. COWS!  In this episode, y...

Lacy Garcia , Founder and CEO of Willow offers some brilliantly simple ideas for financial advisors looking to grow their business while securing the legacy of the firm they have built to date. By going beyond financial advice and creating new, opportunities for your clients, prospects, and referral partners to interact, Lacy says you can create a unique, growth-oriented community that will thrive...

Your ability to deliver high-quality financial advice to your clients depends greatly on the completeness and quality of the information you have about their financial lives. As Jason O’Shaughnessy , Head of International Business at Envestnet | Yodlee explains, the Open Finance movement is creating new opportunities for financial advisors and clients alike.  Once a clunky and manual process, acco...

Younger investors are critical to the future of your business as a financial advisor. According to our guests, Runik Mehrotra and Samir Vasavada , Co-Founders of Vise , members of the Millennial and Gen-Z generations are set to inherit $68 trillion in the coming years while they also build their own wealth. Yet, these younger investors have dramatically different expectations than their Gen-X and...

John Merante , Chief Economist at SkyView Partners offers a deep dive into the economic impact of the COVID-19 pandemic. What happened? How the U.S. Government responded? And what does this all mean for financial advisors and their clients?

Dan Egan , Director of Behavioral Finance and Investing at Betterment explains how financial advisors can leverage new strategies to grow their business. John, Mike, and Dan tackle things like the Impact of free financial products and services on the wealth management industry and how it affects the end client. They also attempt to answer the burning question of "If a computer does it... can we ca...

ESG investing isn't just for Hippies and Gen-Z. It's about driving returns and growing your practice. James Katz , CEO of Humankind Investments and Nick Cantrell , Founder of Green Future Wealth Management discuss all things ESG. Studies indicate that ESG investing themes are growing in importance to your clients, even if they haven't said anything to you. But why? And how do you go about offering...

In this episode, Ian Karnell from Truelytics shares how financial advisors and RIAs can discover hundreds of thousands of dollars of unrealized value in their business by taking a few simple steps.

Laura Gregg , Senior Vice President, and Director of Practice Management & Advisor Research at Northern Trust’s FlexShares ETFs for a deep dive on the rising importance of women for the wealth management industry.

Jamie Wise , Founder of BUZZ Holdings breaks down how he and his team are using machine learning and artificial intelligence to analyze investor sentiment shared on Twitter, StockTwits, and other online forums for the creation of a new large-cap, stock index that has outperformed the S&P 500 since inception. 

Derek Notman from Conneqtor talks about how the pandemic unlocked new business models like remote, virtual, and distributed practices that can both make your life better and turbocharge your ability to grow.

Aaron Hasler and Scott Wetzel , from SkyView Partners , join John and Mike to explore the current landscape for mergers and acquisitions for RIAs and independent financial advisory businesses.

Theodora Lau (Theo) and Bradley Leimer , authors of the book " Beyond Good - How Technology Is Leading A Purpose-Driven Business Revolution " share how wealth managers can grow our industry by widening and deepening our pool of potential clients through the use of technology and thinking more broadly. Theo and Bradley are also the co-founders of Unconventional Ventures , a boutique consulting firm...

Kieran Bol , Head of Platform Operations at PriceMetrix by McKinsey shares lessons from the company's data on 70,000 advisors. Learn how our industry has fared through the pandemic. How advisors are growing (or not) and where value is actually being created for clients. Read a summary of the firm's 2020 State of North American Retail Wealth Management report .

Matt Reiner , CEO of Benjamin joins John Prendergast and Mike Langford to explore how financial advisors can leverage AI-powered tools and automated solutions to save time and expand their ability to serve clients. Advisors and their staff spend so much time on repetitive tasks that can easily be automated today. Seemingly simple things scheduling a meeting with a client or a prospect actually tak...

Dave Hinnenkamp , CEO of BerganKDV joins John Prendergast and Mike Langford to explore the proposed changes to the Federal capital gains tax rate and how these changes might affect your clients and the climate for mergers and acquisitions for RIAs and independent financial advisors.

Changes in business models, technology, and demographics are shaping the future of wealth management right now. Hear from Geof Brown , CEO of NAPFA on how these 3 forces are combining to shape the future of the wealth management business and create new opportunities.

Chances are your clients have asked you what you think about Bitcoin, Ethereum, NFTs, or the blockchain at one point in the past few years. And if they haven't... they will soon. In this episode of the podcast, Ambre Soubiran , CEO of Kaiko and one of the world's leading authorities on cryptocurrency markets joins Mike Langford and John Prendergast for a deep dive on crypto and the blockchain. The...

The remote work and work-from-home trends seem to be here to stay. But, for many financial advisors, the shift happened abruptly with the COVID-19 pandemic and resulted in a crazy mess of thrown-together solutions. Jason Park of Margo Park Financial, however, designed his business to operate in a fully remote fashion from day one. And that, as they say... has made all the difference.

John Prendergast, CEO of Blueleaf, and Mike Langford sit down to share the origin story of how (and why) John founded Blueleaf and explore the concept of The Augmented Advisor.