Algorithmic Investment Models (AIM)

Advisor Turntable Podcast

Arts EN ↓ 6 episodes

A short-form podcast for Financial Advisors. We feature experts and advisors who have moved beyond outdated industry tracks and adopted the modern tools, revenue models, and workflows today’s clients expect.

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Algorithmic Investment Models (AIM)

Episodes

Should You Go Independent? Ask Yourself This First. 24.06.2026 31:34

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...

The Wire Fraud Epidemic and How to Protect Your Firm 21.05.2026 29:57

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...

Breaking the AUM Mold: Separating Planning From Investment 22.04.2026 32:03

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...

Leaving on Your Terms: Planning Your Exit 19.03.2026 34:20

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...

Easy Ways Advisors Can Start Using AI Today 19.02.2026 25:27

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...

Using a Subscription Model as a Gateway to More (and Next Generation) Clients 15.01.2026 34:33

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...