Power Your Advice

Jeff Gonyo is the Senior Divisional President of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.   In this podcast, Jeff Gonyo discusses the shift to independent advisory models, entrepreneurial freedom, and the firm’s unique equity ownership structure that fosters growth...

Eliot Weissberg is the President of The Investors Center, a financial and longevity planning firm that guides clients to discover and leverage their capacity to live and age confidently. In this podcast, Eliot and hosts, Steve Gresham and Suzanne Schmitt , discuss the importance of longevity planning in financial advising, with insights on building long-term client relationships and the practical...

Greg Banasz is the Managing Director, founding partner, and Chief Marketing Officer at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.   In this podcast, Greg and Doug discussed the key factors contributing to Steward Partners’ success, as well as customization and flexibility in creatin...

Kirstie Eustace is the Chief Human Resource Officer at Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Kirstie discusses the evolution of the HR profession, the crucial role of cultivating a strong and enduring company culture, and her personal experiences and...

Janet Robinson is a Board Member for Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Janet shares her journalistic background as CEO of The New York Times Company, highlighting the commitment to quality journalism and the importance of culture and values in a growing media com...

WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures. In this podcast, we are joined by Jeremy Schwartz ,  the Global Chief Investment Officer at WisdomTree. Jeremy and Doug discuss international investment opportunities, with a focus on the promising markets of Japan and India, and strateg...

Kunal Shah is the Managing Director and Head of Private Asset Research and Model Portfolios at the Global FinTech firm – iCapital. In this podcast, Doug and Kunal explore the rising interest in alternative investments, emphasizing the importance of education, data-driven model portfolios, and technological advancements to simplify and optimize advisor investment strategies. Topics discussed:...

Mohan Gurupackiam is the Chief Information Officer at Steward Partners Global Advisory: an employee-owned, full-service partnership that caters to family, institutional, and multigenerational investors. In this podcast, Doug and Mohan discuss the latest technological advancements in the financial industry, talking through the impact of digital innovation and the future of fintech. Topics discussed...

Adam Holt is the CEO and Founder of Asset Map, a platform providing interactive financial overviews for informed and empowered decision-making.  Asset Map surveyed 175 advisors on challenges like accessing next-gen clients, the role of technology, and the industry’s current state. On this episode, Adam breaks down the data and offers his insights into their future impact on advisors and the...

Chris Reaney is the Managing Director of High Water Wealth Group at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.   In this podcast, listeners can expect an insightful discussion on Chris Reaney’s career journey from a traditional wirehouse to joining and growing with Steward Partners....

Scott Danner is the Chief Executive Officer of Freedom Street at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.   In this episode, Scott shares the inspiring journey of founding his company to revolutionize financial advising with a focus on relationship-building and personal impact.  They al...

Jim Gold is the CEO and Co-Founder of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.   In this podcast, Jim reflects on Steward Partners’ exponential growth over the past decade, exploring its unique culture of partnership, and its mission-driven approach to financial advisory...

Steve Gresham is the Managing Principal of NextChapter: an industry community and a tech-enabled solutions company focused on creating better retirement outcomes for everyone.  In this episode, we’ve invited Steve to share his insights on organic growth, exploring what fuels it, why it’s crucial, and how advisors can harness its power effectively.    Also discussed: Why some advis...

Hamilton Lane is a firm with a mission to offer superior financial well-being through tailored private market solutions, driven by over 30 years of client focus and innovation.  Jackie Rantanen sits as the Head of Investor Solutions within the Evergreen Portfolio Management team, also serving as a member of the Investment, Responsible Investment and Executive Committees.  In this episode, Jackie g...

Explore the dynamic intersection of financial services and philanthropy with Jeff Vivacqua , the new chairman of the Invest in Others Charitable Foundation, as he shares insights on empowering communities, raising industry visibility, and fostering impactful change. Topics also discussed: Jeff’s journey with Invest in Others, rooted in personal and professional philanthropic values. His key object...

WisdomTree  works to create a better way to invest, offering a product range that offers access to a selection of unique and smart exposures. Christopher Gannatti  has been an integral part of the organization since 2010, currently holding the position of Global Head of Research. Chris has the responsibility for many communications pertaining to global investment strategies, with a focus on themat...

Matson Money  is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They transform the investing experience by helping investors discover their true purpose for money and aligning clients’ investment strategies with their values. Josh Crawford  is the youngest Matson Money executive team member, serving as the Vice President of Training and Development. In t...

Schwab Charitable TM  is an independent 501(c)(3) with a mission to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution to donors and their investment advisors. In this episode, we’re joined by  Hayden Adams CPA, CFP ® , the Director of Tax and Financial Planning at the Schwab Center for Financial Research, as well as  Ruby Pediangco , Senior Manager, Charita...

Bill Cates is renowned as a leading authority in the realm of acquiring new clients via referrals and personal introductions. As the president of Referral Coach International and the founder of The Cates Academy for Relationship Marketing , he brings extensive expertise to the table. Additionally, Bill hosts the popular podcast, TopAdvisorPodcast.com, and has been recognized as the top Financial A...

WisdomTree  works to create a better way to invest, offering a product range that offers access to a selection of unique and smart exposures. Christopher Gannatti  has been an integral part of the organization since 2010, currently holding the position of Global Head of Research. Chris has the responsibility for many communications pertaining to global investment strategies, with a focus on themat...

Founded in 2017, Wellington-Altus Financial has quickly grown to more than $30 billion in assets under administration and in offices across North America. Today we have Shaun Hauser , the CEO of Wellington-Altus, to discover the driving forces behind its rise to prominence as Canada’s premier wealth advisory firm.   They also discussed: The factors contributing to Wellington-Altus Finan...

Anastasia Amoroso serves as the Managing Director and Chief Investment Strategist at iCapital, a company dedicated to powering the world’s alternative investment marketplace. In this podcast, Anastasia and Doug engage in a conversation regarding the 2024 Federal Reserve rate cuts and the potential consequences they may entail. They also discussed: Anastasia Amoroso’s journey to becomin...

Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They are transforming the investing experience by helping investors discover their true purpose for money and aligning clients’ investment strategies with their values.   Josh Crawford is the youngest member of the Matson Money executive team, serving as the Vice President of Training and Dev...

Carlos Legaspy is the President and CEO of InSight Securities, a global brokerage and money management firm serving high-net-worth individual’s retirement, corporate, and trust accounts since 1970.  In this podcast, Legaspy provides insights into recent developments and legal battles surrounding a major financial fraud, offering lessons in resilience and strategic defense in the face of adversity....

Christopher Zook is the Founder, Chairman, and Chief Investment Officer of CAZ Investments, a curator of unique investing opportunities with $6B in current assets under management.  Christopher brings us an exciting preview of his upcoming book “The Holy Grail of Investing,” co-authored with #1 NY Times bestseller, Tony Robins, aiming to educate investors on alternative investments – out Feb...