Power Your Advice

Jack Swift is the CEO of TIFIN AMP, a division of TIFIN and an AI-driven platform for asset management distribution. In this podcast, we’ve invited Jack to speak on the reshaping of the asset management space by AI and how the seasoned team at TIFIN AMP is ahead of the evolving industry and market. They also discussed: The key questions TIFIN AMP is looking to solve for asset managers and how the...

Dr. Vinay Nair is the Founder, Chairman, and CEO of TIFIN: a platform that creates engaging wealth experiences to improve financial lives. This is all accomplished through AI and investment intelligence-driven personalization for the advised or self-directed investor. In this podcast, Vinay brings his extensive background in both the academic and business world to give us a rundown on major indust...

Anne Aldrich is the Head of Research for the Alliance for Lifetime Income, an organization creating awareness and educating Americans about the value and importance of having protected lifetime income in retirement. In this podcast, Anne unpacks the research and studies the Alliance for Lifetime Income has been following, bringing insights into how both financial professionals and consumers can pr...

The Power Your Advice podcast welcomes Scott Hawkins, the Head of Insurance Research at Conning. Conning serves as a leading investment management firm, supporting institutional investors including insurers and pension plans with investment solutions, risk modeling software, and industry research. Doug and Scott discuss the research themes Conning and its Insurance Research department are followin...

Ian Formigle is the Chief Investment Officer at CrowdStreet. CrowdStreet advisors give clients assets access to investments that are different from their traditional real estate holdings while helping them achieve their financial goals. Ian is a real estate professional and serial entrepreneur with over 25 years of experience in real estate, private equity startups, and options trading at CrowdStr...

In this episode, Michael Scaplen, Head of Business Development at Axos Clearing, hosts an exclusive Axos Clearing “AxKicker Podcast” for the Power Your Advice series. Michael is joined by Chris Versace, the Chief Investment Officer and Thematic Strategist at Tematica Research: the lead Portfolio Manager for the Action Alerts Plus newsletter.  Michael and Chris dive into the current sta...

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 dives i...

In this episode, Michael Scaplen, Senior Vice President of Sales and Relationship Management at Axos Clearing, hosts an exclusive Axos Clearing Educational podcast for the Power Your Advice series. Michael is joined by Mark Davies, Co-Founder and CEO of S3. S3 is a full-service compliance and trade analytics software, providing financial industry clients with the intelligence, services, and techno...

Robert Gorman is the Co-Founder and Chief Operating Officer of Apollon Wealth Management. Apollon works with multiple leading custodians to select the optimal mix of products and services for each investor. With their commitment to providing the highest level of personal service, Apollon Wealth elevates wealth management to a higher standard. In this podcast, Doug and Robert discuss the partnershi...

Bernie Wasserman is the President of Participant Capital, a company that provides individual investors access to Class A real estate development opportunities through a suite of investment vehicles and through their affiliation with Royal Palm Companies. In this podcast, Doug and Bernie discuss real estate investments, their main drivers, and how Participant Capital positioned itself to serve a pl...

John Norris is the Director of Private Wealth at CrowdStreet Advisors. John is responsible for expanding relationships with wealth managers including RIAs, family offices, broker-dealers, and fintech platforms. CrowdStreet Advisors provides advisors and their clients with access to curated, private commercial real estate opportunities selected from CrowdStreet’s proprietary deal flow source...

Andrew Krei is the Co-Chief Investment Officer at Crescent Grove Advisors, based near their Milwaukee office with other offices in Lake Forest and Atlanta. Crescent Grove provides quality investment and financial guidance and solutions to individuals and their families, institutions, endowments, and foundations.  In this podcast, Doug and Andrew discuss how Crescent Grove Advisors differentiates i...

Lincoln Ross is the CEO and President of CircleBlack. CircleBlack provides financial advisors with technology that aggregates data, seamlessly integrates other financial applications, manages data from multiple custodians, and delivers actionable intelligence about client portfolios, and more. In this podcast, Doug and Lincoln look into the inefficiencies in advisor practice from CircleBlack’s sta...

Scott Clark is the Chairman and Chief Executive Officer of The True Life Companies. The True Life Companies (TTLC) connects people of vision, property owners, investment partners, and municipalities, to generate and implement innovative solutions to our housing crisis. In this podcast, Doug and Scott discuss how The True Life Companies is reviving and repurposing underutilized properties to provid...

Joe Ujobai is the Chief Executive Officer at Alternative Investment Exchange (AIX), a digital platform built to improve the process for investing in alternatives and enable growth for the industry. In this podcast, Doug and Joe discuss how AIX combines technology, workflows, and a great client experience to help the advisor get their investor into alternative investments. They also discussed: The...

Liz Manibay is a Senior Business Management Consultant in the Business Consulting and Education area of Charles Schwab Advisor Services. Live from the Sanctuary Oasis Conference in Las Vegas, Doug and Liz discuss the employee value proposition sector of employee branding and how firms can make their EVP more powerful and engaging. They also discussed: The Schwab industry benchmarking survey, speci...

Tom Fields is the Founder of Fynancial, a custom mobile app that builds advisors a platform to retain clients, build trust, and provide a new service without ever reducing fees. In this podcast, Doug and Tom explore the world of client-facing apps for advisors to leverage and how Fynancial differs from its competitors, creating a user experience the end client is actually looking for. They also di...

Steve Gresham is the Chief Executive Officer of the Execution Project while also acting as a Senior Education Advisor to the Alliance for Lifetime Income. In this podcast, Doug and Steve discuss the installation of hybrid and virtual work and what happens when connecting remotely becomes the default for companies. They also discussed: The Oxford Dictionary word of the year, “goblin mode”, and why...

Gerald Graves is a Managing Partner at Filigree Wealth Advisors, LLC, an independent RIA located in various areas of the West Coast but managing clients nationwide.  In this podcast, Doug and Gerald dive into the journey of Graves through the financial services industry and the takeaways he recommends to current investors and advisors. They also discussed: Advice for younger individuals building a...

Laton Spahr is the President & Portfolio Manager of ALPS Advisors, the innovative asset management, distribution, and fund services business within SS&C Technologies. In this podcast, Doug and Laton discuss the importance of understanding the spectrum of investment management, and how to get great investment ideas in the client’s hands more efficiently. They also discussed: Spahr’s t...

Lisa Bush is the Assistant Vice President and Wealth Advisor of Alluvial Private Wealth at Sanctuary Wealth. Lisa has worked in the financial services industry for over 10 years and serves on multiple nonprofit organizational boards, supporting her community and promoting women in business. Live from the Sanctuary Oasis Conference in Las Vegas, Lisa sheds light on the financial and investing space...

Massimo Guiati is the CEO of the Azimut Group , and is responsible for the development and distribution of business globally. Azimut is a leading Italian independent asset manager. The group specializes in wealth management and offers financial advisory services for investors, primarily through its advisory networks. Live from the Sanctuary Oasis Conference in Las Vegas, Massimo shares his global...

Brian Cooke, CIMA® is a Partner at Cooke Financial Group alongside his brother, Chris. Cooke Financial Group has been helping private and institutional clients plan and manage their wealth for over 50 years. Live from the Sanctuary Oasis Conference in Las Vegas, Doug and Brian discuss the succession Cooke Financial Group has flourishingly maneuvered through and the relationship between their firm...

Mary Ann Bartels is the Chief Investment Strategist of Sanctuary Wealth . Mary Ann is a recognized and award-winning strategist that has spent 35 years on Wall Street analyzing and communicating trends in the economy, equities, bonds, commodities, and exchange-traded funds. Live from the Sanctuary Oasis Conference in Las Vegas, Mary Ann shares why she came out of retirement for the opportunity to...

Jene Hoosier is the Head of Platform Strategy at Sanctuary Wealth, an advanced platform for the next generation of elite advisors who have the entrepreneurial spirit to build and own their own practices, desiring the freedom to deliver the tailored service their clients deserve. Live from the Sanctuary Oasis Conference in Las Vegas, Doug and Jene discuss Hoosier’s career working with multiple dyna...