Power Your Advice

Anand Sekhar is the vice president of practice management & consulting for the Fidelity Institutional® group inside Fidelity Investments. Fidelity Institutional is focused on helping advisors build successful, future-ready businesses . Doug and Anand sat down at the FSI OneVoice Summit and talked about trends Anand is seeing for financial advisors in the industry today. They also discuss: What...

John O’Connell is the founder & Chief Executive Officer of The Oasis Group, a consulting firm that helps financial services and financial technology firms to create and focus on their unique value proposition to attract clients and generate higher revenue. Doug and John sat down at the MarketCounsel Summit to talk about the Oasis Group, what they do and who they do it for. They also discuss Th...

Michael Scaplen, Axos Clearing’s SVP of Sales and Relationship Management, is back. This time to outline questions you should get answered when considering changing clearing houses. This episode of Power Your Advice is a rapid-fire Q&A between Doug and Michael, in which Michael provides insider insight on each of the following: What does a clearing house stand for? How long have they been in t...

Ryan Shanks is the founder & chief executive officer at FA Match, the first dedicated career platform to help financial advisors find the best home for their book of business. Doug and Ryan sat down at the MarketCounsel Summit and talked about FA Match’s impressive growth over the past few years. They also talk about What is driving more than 40,000 advisors to change firms this year How recru...

Matt Brown is the founder, chairman & chief executive officer at CAIS, the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products.  Doug and Matt sat down at the MarketCounsel Summit and talked about how CAIS has evolved over the years and how they learned and grew through the pandemic. They also...

Rusty Sommer is the managing director of strategic relationships at Flyer Financial Technologies, which develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies. Doug and Rusty caught up at the MarketCounsel Summit and talked about Flyer Financial Technologies and how they help advisors deliver personal...

Brad Bueermann is the chief executive officer of FP Transitions, a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in their life cycle, they offer comprehensive, coordinated, and customized solutions to achieve long-term, sustainable business growth.  Doug and Brad...

Nick Worontzoff is the founder and managing partner of NW 3 Access, a company that gives clients access to private markets in pre-IPOs, providing investors with superior asset allocation options within various industries and sectors, with the goal of improving a portfolio’s efficiency and risk-adjusted returns. In today’s episode, Doug and Nick talk about how and why Nick founded NW 3 Access, and...

Scott Rothbort is the Founder and President of Lakeview Asset Management, an advisory firm that specializes in the development of multi-strategy investments that seek to generate returns that exceed benchmarks of the client’s choosing. They accomplish this by developing and executing low-risk, proprietary trading strategies, and by using a variety of investment techniques and tools that include op...

Michael Anise is the President and Chief Financial Officer of Manufactured Housing Properties, Inc. (MHPC), a company that, together with its affiliates, acquires, owns, and operates manufactured housing communities.   In today’s episode, Doug and Michael talk about MHPC’s commitment to providing housing affordability and a high level of service to their residents. They also discuss The current st...

Jade Miller is the vice president of capital markets for the Bourne Financial Group, a real estate financial equity company specializing in healthcare development, acquisitions and asset management.  In today’s episode, Doug and Jade talk about how Bourne develops and acquires private pay senior housing across the United States. They also discuss How Jade got involved with financial services and c...

Mike Alsoraimi is the Co-Chief Compliance Officer for Kingswood Group U.S., An SEC-registered RIA and a FINRA-licensed broker/dealer that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor In today’s episode, Doug and Mike talk about the complexity of managing compliance across Kingswood’s two Broker-Dealers and two RIA...

Erik Hayden is the founder of Urban Catalyst,  a real estate equity fund focused on ground-up development projects in downtown San Jose . In today’s episode, Doug and Erik talk about the types of projects in which Urban Catalyst gets involved, and how they choose them. They also discuss: Opportunity zones and opportunity zone funds How Urban Catalyst is more than just a fund manager – they are the...

Joe Ely is the President & CEO of Mint Global Markets, the online retail brokerage firm and parent company of the SpeedTrader platform for active traders. In today’s episode, Doug and Joe discuss the definition of an active trader and the ebbs and flows over the past few decades of the active trading world. They also discuss  Why active trading isn’t talked about like it used to be Consolidati...

James Pollard founded The Advisor Coach, LLC, with a simple goal: to help financial advisors build their businesses. He is one of the youngest coaches in the financial services industry, and his brash, honest approach backed by his deep expertise has helped tens of thousands of advisors to date. Today’s episode is a little different. Doug unleashes rapid-fire questions on James – some scripted, so...

Russell Platt is the Co-Founder and CEO of Forum Partners, a global real estate investment and asset management firm. Founded in 2002, Forum is recognized for investing in and alongside public and private real estate companies, with a focus on income and capital preservation.  In today’s episode, Doug & Russell talk about how Forum Partners finds real estate investment opportunities all over t...

Brian King is the Co-Founder and CEO of Rialto, a next generation marketplace that unlocks opportunities in the real estate and other secondary investment markets. We’re connecting buyers and sellers like never before and modernizing their portfolio with less volatile, more versatile investment options.   In today’s episode, Doug & Brian talk about Brian’s long-term interest in private markets...

Richard Rappaport is the founder of WestPark Capital Group, A full service investment banking and securities brokerage firm which serves the needs of both private and public companies worldwide, as well as individual and institutional investors. In today’s episode, Doug & Richard talk about investment banking and what the future holds for the industry. They also discuss: Why it’s getting more...

We are honored to have Julie Littlechild as our 50 th guest on Power Your Advice. Julie is the CEO of Absolute Engagement, a company that helps advisors and advisory firms use direct input from their clients to evolve and enhance the client experience, identify unmet needs and increase referrals. She is also the author of The Pursuit of Absolute Engagement , and host of her own podcast, Becoming R...

Mark Salameh is the CEO of AltsAxis, which works to deliver the universe of the alternative investment ecosystem in one seamless, leading-edge and intuitive and secure platform.  In this episode of Power Your Advice, Doug Heikkinen and Mark talk about the challenges presented to advisors by the alternative investment industry: Why not much has changed in the alternatives space in the last 20 years...

​​ Val Peters Rayevskiy is the Chief Operating Officer of Kingswood U.S., an SEC-registered RIA and a FINRA-licensed broker/dealer with over $2B in assets under management, that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor. In this episode of Power Your Advice, Doug Heikkinen and Val talk about his background, wha...

​​ Joseph A. Michelli, Ph. D., C.S.P., is an internationally sought-after speaker, author, and organizational consultant who transfers his knowledge of exceptional business practices in ways that develop joyful and productive workplaces with a focus on customer experience. His latest book is  Stronger Through Adversity: World-Class Leaders Share Pandemic-Tested Lessons on Thriving During the Tough...

At Advisorpedia, we feel it’s our duty to deliver advanced-level content that makes experienced financial advisors better in every way alongside content designed to level set and educate advisors at all levels. We will be dedicating some Power Your Advice episodes to that effort. Joining us to discuss our first topic – clearing firms – is Michael Scaplen, senior vice president of sales and relatio...

Stewart Bell is a business coach and founder of Audere Consulting & Coaching in Australia. Stewart created The Leveraged Advice Firm , a business coaching program and community for financial advisors, accountants and other advice professionals who are optimistic about the future.  In this episode of Power Your Advice, Doug Heikkinen and Stewart talk about the evolution of advice in Australia ...

Stephan Sakhai is a managing director at Sovereign Partners, a real estate investment firm that specializes in the acquisition and opportunistic debt throughout the United States. Sovereign’s real estate team draws on a deep knowledge of real estate fundamentals and capital markets to acquire properties and loans throughout the country, with a focus in office, hospitality and residential asset cla...