Power Your Advice

Brendan McLaughlin is the Senior Vice President & National Sales Manager of True Life Capital, a Denver-based company on a mission to solve the supply/demand imbalance in the housing market for the next generation of home buyers.   In this conversation, Doug and Brendan explore True Life Capital’s distinct role under the parent company, The True Life Companies, and delve into their strat...

Rich Romano is the CEO and Co-Founder of FIDx, a technology-empowered network that seamlessly integrates the brokerage, insurance, and advisory ecosystems to offer best-in-class annuities and insurance solutions from the industry’s leading carriers. In this episode, Rich discusses the transformation of the annuity business through FIDx’s integrated platform, addressing barriers faced b...

Sam Kang is the President of Schwab Charitable, an independent 501(c)(3) non-profit organization established to make charitable giving simpler and more tax-efficient for individuals and their financial advisors. In this philanthropy-focused episode, we unravel the latest giving trends, delve into the intricacies of family charitable planning, and gain valuable insights from industry leader Sam Kan...

Alan Strauss is the Senior Partner and Director of Investor Relations at Crystal Capital Partners: a premier independent platform connecting financial advisors to the trillion-dollar alternative investment industry.  In this episode, Doug talks with Alan about the essential components of alternative investments driving portfolio success and financial advisor adaptability.  They also discussed: The...

Mike Harris, Senior Advisor Consultant with the Alliance for Lifetime Income, hosts an episode in conversation with Todd Zeidenberg, a Senior Financial Advisor affiliated with Allied Wealth Partners and Sutera Wealth Management. With over 30 years of experience in financial services, Todd specializes in holistic planning as well as accumulation, preservation, and income distribution, all through c...

Fred Kaynor is the Managing Director of Relationship Management, Marketing & Partnerships at Schwab Charitable. Schwab Charitable 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, Fred walks us through how you can maximize your philanthropic impact, a...

Join us as Panacea Founder and CEO, Dahlia Attia-King, explores the transformative potential of clinical genetic testing, and how Panacea is breaking down barriers and revolutionizing healthcare accessibility to empower individuals in taking control of their health with disease prevention. They also discussed: The technology of next-gen sequencing, its power in identifying hereditary disease risks...

In this episode, we are joined by Grace Salvino, a Wealth Manager at the multi-generational independent RIA firm, Performance Wealth. Grace brings her insights into the misinformation the next generation of clients receives daily, working to promote accurate financial literacy and informed investment decisions. They also discussed: The misconception of becoming experts in finance through social me...

Kurt Long is the Chair and Co-Founder of BUNKR, an app empowering individuals and their families to organize and secure the most important information in their lives. In this episode, we uncover the hidden world of cyber threats and vulnerabilities, revealing invaluable insights on protecting your personal and financial data in an increasingly exposed, digital world. Also discussed: Kurt’s b...

Chase Johnson is the Wealth Director of Fiduciary Trust International, a wealth management firm founded with a singular focus on growing and protecting your wealth through generations. In this podcast, Chase walks us through the changing landscape of college sports with the implementation of NIL (Name, Image, and Likeness) regulations, allowing athletes to profit from their image and endorsements....

In this podcast, Frank Bonanno, Managing Director at StoneCastle Partners, LLC, provides insight into the importance of cash management for advisors and the unique advantages offered by StoneCastle’s solutions. Topics also discussed: The resurgence of cash as a favored asset class and how advisors are using it to grow assets under management. The impact of recent market developments on cash...

Lincoln Ross sits as the President & CEO of CircleBlack: the all-in-one wealth platform for the relationship-focused advisor. Lincoln and Doug talk through the challenges RIAs encounter when striving to provide top-notch client experiences while also managing portfolios effectively. They also discussed: The common hurdles faced by RIAs throughout their professional journeys. Real-world example...

Stephen Daffron is the Chairman and Chief Executive Officer of BetaNXT, the next wave in wealth management technology and outsourcing solutions. Join Stephen as he introduces BetaNXT, its offerings, and the challenges they are helping wealth advisors and investors address. Topics also discussed: Stephen’s diverse background and his journey and role in co-founding BetaNXT. The evolving wealth manag...

Nate Blair is a Partner at Palo Alto Wealth Advisors alongside long time friend, Ryan Schmidt. The two founded Palo Alto Wealth Advisors in order to serve the unique needs of tech professionals as they plan their lives and careers. In this podcast, Nate discusses the client-focused approach to marketing which Palo Alto Wealth follows, highlighting the short film bios created to promote the firm in...

In this podcast, Barkley Payne, President and Executive Director of Invest in Others, introduces the firm and its mission to support nonprofits through the involvement of financial professionals who contribute their resources, time, and talents. They also discussed: The platform for financial advisors that Invest in Others offers, allowing them to make a positive impact by channeling their philant...

David Gordon is the Senior Vice President of Direct Indexing at Vestmark: a wealthtech firm that provides portfolio management solutions and outsourced services to financial professionals. In this podcast, Dave and Doug discuss how advisors can use tax management methods to attract and retain clients, ultimately helping them grow their businesses. They also discussed: Tax management’s role i...

In this episode, listen as Amna Nawaz, Investment Analyst in the OCIO at CrowdStreet, discusses the world of commercial real estate, uncovering mispriced opportunities, market trends, and the art of navigating a changing economic landscape. They also discussed: Mispriced opportunities in the CRE market due to inefficiencies, especially in the face of historically high interest rates. Examples of m...

In this podcast, Steve Gresham, the Managing Principal of NextChapter and the Senior Education Advisor with the Alliance of Lifetime Income, is joined by his mother, Phyllis Gresham, for a special episode on the role as the default caregiver. Steve and Phyllis delve into the intricacies of caregiving, sharing personal anecdotes, financial challenges, and reflections on aging while highlighting the...

In this podcast, Steve Gresham, the Managing Principal of NextChapter and the Senior Education Advisor with the Alliance of Lifetime Income, is joined by his mother, Phyllis Gresham, for a special episode on unexpected medical events. The duo explores the challenges, lessons, and need for preparedness surrounding caregiving, long-term care, and the inevitable health changes that come with age. The...

In this podcast, Steve Gresham, the Managing Principal of NextChapter and the Senior Education Advisor with the Alliance of Lifetime Income, is joined by his mother, Phyllis Gresham, for a special episode on aging in place. The two discuss the importance of planning ahead for the vulnerable later years of one’s life; highlighting necessary arrangements for home maintenance and health maintenance t...

Mike Harris with the Alliance for Lifetime Income hosts an episode in conversation with Tom West, a Senior Partner at Signature Estate & Investment Advisors. In this podcast, Mike and Tom talk through retirement income planning and the risk of outliving one’s retirement savings. They also discussed: The latest research study “Protected Retirement Income and Planning” (PRIP)....

Jim Tennies is the President and Co-Founder of InCap Group, a boutique investment bank providing sell-side and buy-side M&A advice, valuation services and capital raising assistance. In this podcast, Jim debunks the “myths” and misconceptions in wealth management M&A that may be holding you back from making informed financial decisions. They also discussed: The complexities of valuing a fi...

John Langston is the Founder and Managing Partner of Republic Capital Group, a provider of investment banking services to the RIA, Wealth and Asset Management communities. The team at Republic Capital offers buy side and sell side services, merger advisory and sourcing equity and debt capital, bringing extensive experience across financial services to their clients. In this podcast, John reveals e...

Sean Murray is the Head of Retirement at Envestnet. Envestnet is a firm focused on delivering an ecosystem of technology, intelligence, and investment solutions that together can support advisors in building portfolios that align with client priorities around sustainable investing. Doug and Sean talk through the upcoming wave of assets, data opportunities, and the role of generalist advisors in th...

Sean Brown is the President and CEO of YCharts, Inc., an investment research platform that serves over 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets.   In this podcast, Sean explains how YCharts is improving communication between clients and advisors, ultimately allowing for better investment decisions to be made. They also discussed: Why many are...