Permission To Succeed Podcast

This episode of Permission to Succeed features Doug Heikkinen and Erin Botsford, Creator of the Elite Advisor Success System , a training platform for financial advisors and their assistants.  A Barron’s Top 100 Advisor, Erin was in the financial services business for over 30 years and recently executed a successful exit. Today Erin invites advisors to model her success by learning what works when...

Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Stacy Havener, Founder & CEO of Havener Capital Partners, discussing the current environment and how, despite having the odds stacked against them on an uneven playing field, smaller asset managers can set themselves apart by telling their story. In this episode, you will learn: Why Havener Capital...

Everyone has a story. In today’s new reality, inspirational stories about how individuals work to overcome adversity are especially important. In this episode of Permission to Succeed , Doug Heikkinen talks with JT McCormick, President & CEO of Scribe Media about his journey, the importance of focusing on the positive and finding the lessons that make you a better person, and how he came to be...

This episode of Permission to Succeed (recorded on March 10, 2020) features Doug Heikkinen and Barrett Ayers, President of Adhesion Wealth, discussing how your P&L benefits when you build a deep understanding of your clients’ needs and goals, and how the current turmoil is actually an opportunity to pause and discuss strategies with your clients. In this podcast, you will learn about: The impo...

This episode of Permission to Succeed features Doug Heikkinen and Hugh O’Toole, Chief Executive Officer at Innovu, discussing how Hugh’s dedication to solving ‘the obvious’ has innovated the way companies view and leverage benefits to ensure a better quality of life for their employees. In this podcast, you will learn about: What is Human Capital Risk Management? The challenge presented by the cur...

This episode of Permission to Succeed features Doug Heikkinen and Frankie Corrado, managing director & principal at Robertson Stephens, discussing how evolving investor needs are driving financial advisors to adapt & consider new approaches to meet those needs. They also chat about how Frankie made the time to hike the Appalachian Trail, and how that experience made him a better advisor. I...

This episode of Permission to Succeed features Doug Heikkinen and Doug Fritz, founder & CEO of F2 Strategy, discussing financial technology and how financial advisors should be thinking about it, evaluating their options, and planning for the future. They also talk about how Doug’s passion for helping people led him to found F2 Strategy, and advice he has for others looking to make the leap an...

This episode of Permission to Succeed features Doug Heikkinen and Ross Marino, a financial planner and the Founder & CEO of Advisor2X, discussing how advisors are excited about transitioning many aspects of their businesses to grow and stay relevant. In this podcast, you will learn about: The reversal of traditional planning relationships – yes, clients still need help with their portfolios, b...

Recorded live at IMPACT 2019®, this episode of Permission to Succeed features Doug Heikkinen and Michael Saliba, Director of Marketing at Baillie Gifford, discussing Baillie Gifford’s history, their commitment to creating a culture of diversity of thought, and how that benefits Advisors. In this episode, you will learn: Baillie Gifford’s story – it may be new to you, but it has been around for mor...

Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Sean Walters, CEO of the Investments and Wealth Institute, discussing importance of being a life-long learner, and how education can help Advisors adapt to meet clients’ changing needs. In this episode, you will learn: Why IMCA changed its name to the Investments & Wealth Institute. The three mega...

There’s a digital transformation happening that a lot of money managers know they need to get on. They need a digital roadmap, and they need to start their journey. But they’re not sure how.  In a live recording at the Charles Schwab IMPACT 2019 conference, Doug Heikkinen speaks with Yaela Shamberg, chief product officer and co-founder at InvestCloud, about the digital platform where m...

Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Christian McCormick, Director & Senior Product Specialist, discussing Allianz Global Investors’ long history of ESG investing and it has evolved. In this episode, you will learn: How the changing environment led Allianz to look closely at and articulate even more clearly their value proposition for...

Recorded live at IMPACT 2019® this episode of Permission to Succeed features Doug Heikkinen and Invenomic Founder, Managing Partner and Portfolio Manager, Ali Motamed, discussing the story behind Invenomic and their commitment to active investing and searching for value. In this episode, you will learn: How Invenomic came to be, and what they’ve learned along the way. Why they focus on active inve...

Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Kevin Guerette, President at Ultimus Fund Solutions, discussing trends he sees in the industry, what is going on at Ultimus Fund Solutions, and what they do to help smaller funds get started. In this episode, you will learn: Why active managers thrive in times of volatility. Why there is disparity in t...

Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Christopher Crawford, National Director of Strategic Relationships at Buffalo Funds, discussing how Advisors are evolving and staying more relevant than ever in today’s environment, and how Buffalo Funds is working to meet their needs. In this episode, you will learn: Why advisors are becoming “life ma...

Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Schwab Charitable President Kim Laughton discussing Charles Schwab’s laser focus on doing what’s right for the client, Schwab Charitable’s 20-year history, and how proud they are to help advisors and their clients meet both financial and philanthropic goals. In this episode, you will learn: Why advisor...

Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Heather Brilliant, CEO and President of Diamond Hill Capital Management, discussing the benefits of active management, the evolution of ESG investing and what Advisors should look for when considering investment in it, what she learned about our industry during her time in Australia, and how her experi...

Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Chelsea Rodstrom, a research analyst at Global X, discussing international trends and headlines that are concerning Advisors and investors, how the Global X China Sector is helping simplify investing in China for Advisors, and Chelsea’s path to a career in financial services. In this episode, you will...

Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Larry Shumbres, CEO of Totum Risk, discussing the evolution of FinTech, the role data plays in helping Advisors plan for their clients’ financial wellness throughout their lifecycle, and the highs and lows of being an entrepreneur in this industry. In this episode, you will learn: How technology and ad...

Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Andrew Smith Lewis, Chief Innovation Officer at CAIS, discussing how people learn, the emerging AI technology that is powering innovation in education, and how CAIS and their new learning system, CAIS IQ, are working to make advisors smarter. In this episode, you will learn: How Andrew Smith Lewis’ pas...

  Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Linda Ding, Director of Strategic Marketing at Laserfiche, discussing key learnings from the Laserfiche Annual Survey and what she’s learned throughout her career in the financial services industry. In this episode, you will learn: Why Advisors are focusing on the client experience as the key el...

It might just take a little bit of crazy to be a great entrepreneur. Join this intimate conversation between host Doug Heikkinen and special guest Ray Hennessey, president of JConnelly, Inc. Together, they explore the status of today’s business world through stories from Ray’s personal and work experiences.   In this episode, you will learn: What it takes to be a successful entrepreneur How to det...

Are you able to help your clients quickly and efficiently? Join this engaging conversation with host Doug Heikkinen and guest Rod Sayegh, head of digital strategies at Fiduciary Trust Company International. In this episode, they discuss the future of wealth management, why it’s imperative for advisors to get out of the mundane, and whether technology could ever meet all of millennials’ needs. In t...

Are you struggling to adapt to new FinTech? Join us today and listen in as host Doug Heikkinen and guest Hussain Zaidi, co-founder and CEO of Advizr, discuss how technology is changing the fiduciary environment. In this conversation, they uncover FinTech’s newest advancements and consider whether regulation will ever happen. In this episode, you will learn: What technological forces may threaten a...

There is a whole new emerging wealth out there for the taking, but this group wants a different advisor experience, with the majority wishing for technology to be part of the mix.  Join this technology-focused conversation with host Doug Heikkinen and guest Lucille Mayer, COO of Apex Clearing. In this episode, you will find out whether the traditional advisor is truly an endangered species, what t...