Advisor Insights

Join us as we speak with Kara Kennedy, Executive Director, of ClearTrust, LLC , a full service Stock Transfer Agent on the OTC Premium Provider Directory. Kara discusses the importance and role of having a Transfer Agent, especially for Community Banks. Don't know what DTC eligibility, or DWAC and/or DRS is? Listen in and find out. View Podcast Transcript for ClearTrust,LLC

John Kimber Executive Director of North America of Independent Investment Research (IIR) tells us how his firm stands out as a research house licensed with the regulators in the USA and Australia. Working across a wide variety of industries, listen in as John tells us about his wide distribution and efforts they go to make sure both individual and institutional investors have access to their resea...

Dana Telsey, Chief Executive Officer and Chief Research Officer of   Telsey Advisory Group, LLC speaks with Matt Liteplo, Host of Advisor Insights presented by OTC Markets. They talk about small-cap companies and the ever-changing investor landscape in today's market. Are retail investors becoming a more attractive prospect? How do you target institutional investors? Join in to hear Dana's insight...

In this episode of Advisor Insights, we speak with Richard Heft, President and Co-Founder of EXT. Digital , a firm which uses digital marketing campaigns and their own proprietary financial-influencer network to assist issuers in their growth as public companies.  We discuss how digital media has grown over the past few years, especially throughout the pandemic and what issuers should be focusing...

Taylor Thoen is the Founder and CEO of

In this episode, Laura Anthony, Founding Partner of Anthony L.G., PLLC , discusses the qualifications of listing on our OTCQB Venture Market and OTCQX Best Market.  Whether you're a private company or a company that trades on the PINK Open Market, listen in to learn about the qualifications, our OTCIQ platform, as well as tips and suggestions for communicating with the OTC Markets team.   View Pod...

In this episode of Advisor Insights, we speak with Gregg Castano, Founder and CEO, of News Direct , a state-of-the-art news and content distribution service.  Gregg talks about media, and provides some ideas on what companies can do in their press releases to grab the eye of current and potential investors.   View Podcast Transcript for News Direct

If you're looking for ways to reach out to current and potential investors, or to understand why incorporating an Investor Relations strategy into your company's plan is important, you'll want to listen in to this episode with Mike Houston of Lambert IR .  Mike clues us in, to Lambert IR's recommended strategy for small and micro-cap companies and tells us about Lambert's new platform, Tiicker—a s...

Sponsored research... Is this a last resort for small and micro-cap companies?  Richard Hantke of Zacks Small Cap Research tells us about the benefits of Sponsored or Paid For Research.  Listen in to hear why you should consider this in your growth as a public company.   View Podcast Transcript for Zacks SCR

In this episode of Advisor Insights Robert Kraft, CEO of SNN INC. talks to us about how Stock News Now has grown into a premier media outlet for small & micro-cap stocks and tells us why every CEO needs to focus on their company's media. View Podcast Transcript for SNN Inc.

Scott Powell of Skyline Corporate Communications Group joins us to talk about the importance of Investor Relations for public companies, especially small-cap companies.  Companies frequently ask Scott "What's the one thing we can do to get investors to pay attention to our stock or our company?"  If you're thinking there's only one thing, listen in to hear Scott's response.   View Podcast Transcri...

Curious about why liquidity and volatility matter so much to nano to mid-cap companies?  Listen in as we discuss with Christopher Nicholson and Renas Sidahmed of ACF Equity Research.  We talk about why these companies should not take their eye off the ball, and provide some insights on what you, a public company, should do, that you may not already be doing.   View Podcast Transcript for ACF Equit...

In this special episode of Advisor Insights, we speak with Carl Clausen and Erik Aasland of Advokatfirmaet Ræder AS. As an active OTCQX Sponsor , Carl and Erik provide some valuable insights for some publicly traded international companies that are considering cross trading on the OTC Markets. You'll want to have a listen, especially if you're a Norwegian based issuer.   View Podcast Transcript Ad...

Matt talks with Scott Greiper, President & Founder of Viridian Capital Advisors , about the cannabis market in 2020.  While the cannabis market was greatly affected by the pandemic, Scott talks about things to look forward to in 2021 that include greater inclusion of institutional holders in cannabis companies, and also what kind of impact the newly President Elect and recent election will have on...

Thinking about moving up to the OTCQB or OTCQX? Listen in to our conversation with Corey Fischer,  Firm Managing Partner of Weinberg & Co , where we talk about what to expect from an accounting/ auditing perspective as companies move up to the higher tiers and become fully reporting entities.   View Podcast Transcript for Weinberg & Company, P.A.

Laura Kiernan, Founder and CEO of High Touch IR, an Investor Relations firm in our Premium Provider Directory joins us to talk about Investor Relations in the Small Cap Space.  Listen in as we talk about the role of an IR firm, what's expected of companies when they hire an IR firm, and even some tips and suggestions on reaching the best investor base for your company.   View Podcast Transcript fo...

Seth Farbman, Chairman and Co-Founder of VStock Transfer , a Transfer Agent that is a member of our Premium Provider Directory joins us to help issuers with a common topic that publicly traded companies think about—picking service providers, specifically Transfer Agents.  In their growth as public companies- how do issuers pick the right one, when should they consider one, and what do they need to...

Matt Liteplo from our Advisor Relations team is looking forward to chatting with experts in our industry about issues and topics that are important to OTCQX and OTCQB traded companies. Subscribe for the first episode.