Power Your Advice

Ian Formigle is the Chief Investment Officer at CrowdStreet. CrowdStreet advisors give clients 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 CrowdStreet and...

Michael Scaplen is the Senior Vice President of Sales and Relationship Management at Axos Clearing, a full-service clearing firm focused on the success of their introducing broker-dealer and registered investment advisor correspondents. In this podcast, Doug and Michael discuss the successful year Axos Clearing has accomplished and the biggest trends seen in the clearing world and their impacts. ...

Ainslie Simmonds is a Managing Director and member of the executive committee at Pershing. She’s also Pershing’s President of Pershing X, a new business unit that designs and builds innovative digital solutions for Pershing’s wealth solutions clients including broker-dealers, RIAs, and trust companies. Live from the Sanctuary Oasis Conference in Las Vegas, Doug and Ainslie discuss the...

EJ Kahn is the Founder and Managing Partner at SLK Private Wealth. SLK offers distinctive wealth management solutions for individuals and families who seek a partner who can provide all-encompassing financial expertise founded in genuine care for their success.  Live from the Sanctuary Oasis Conference in Las Vegas, Doug and EJ discuss the principles behind SLK Private Wealth and the attributes th...

Mark Tibergien has been a leader in the financial services industry for many years, most recently having retired in 2020 from Pershing where he served as the CEO. Mark continues his contributions to the industry by now working as a consultant, speaker, or board member with other enterprises that are going through a dynamic transformation. Live from the Sanctuary Oasis Conference in Las Vegas, Doug...

Glenn Elliott is the Chief Executive Officer & Co-Founder of Practifi, the award-winning platform that powers high-performing wealth institutions, broker-dealers and RIAs. In this podcast, Doug and Glenn discuss how Practifi combats disconnection through their one singular platform which accounts for each of the various roles in an advisory firm. They also discussed: How advisors should think...

Jim Dickson is the CEO and Founder of Sanctuary Wealth: an advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Live from the Sanctuary Oasis Conference in Las Vegas, Doug and Jim discuss Sanctuary Wealth’s impressive growth and how the plat...

David Goldman is the Chief Business Officer at Pontera. Pontera is a platform that helps advisors manage 401k and other held away accounts without taking custody. Pontera enables growth by allowing advisors to manage and trade their client’s retirement accounts as part of a holistic portfolio. Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and David discuss Pontera’s ability...

Michael Lecours is.the Co-Founder of fpPathfinder, an effective tool for advisors to be more diligent in their planning process. Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Michael discuss the innovative tools fpPathfinder has created for advisors to meet the needs and cater to the variability of their clientele. They also discussed: The origin of fpPathfinder and how...

Sheryl O’Connor is.the CEO and Founder of IncomeConductor. IncomeConductor is a proprietary, cloud-based tool that allows advisors, firms and individuals to create customized, time-segmented income plans that can be easily tracked and managed throughout retirement . Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Sheryl discuss what advisors should be doing to help indivi...

Jim Gold serves as CEO, is a Founding Partner, a Board Member, and a member of the Executive leadership team at Steward Partners Global Advisory. The firm, with their professionals, deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. The company has grow...

Thomas McDonald is the Director of Investment Product Development and Portfolio Management for CrowdStreet and serves as a member of the Investment Committee. CrowdStreet is the largest online private equity real estate investing platform, giving individual investors direct access to a range of investment opportunities and online tools needed to manage those investments. In this podcast, Doug and...

Larry Pitkowsky is.the Managing Partner and Portfolio Manager at GoodHaven Capital Management, LLC, an investment advisory firm managing separate accounts and a no-load mutual fund. GoodHaven believes value investing is owning quality businesses run by exceptional leadership that can be purchased at a price significantly below intrinsic value. Live from our fall Advisorpedia Podcast Pop-Up in New...

Rick Bookstaber is the Co-Founder and Head of Risk at Fabric, a company that provides a platform for risk-aware portfolio design customized for each client’s goals, using factor-based risk management tools powered by MSCI’s factor model. Rick is also the author of a highly acclaimed book, The End of Theory: Financial Crises, the Failure of Economics, and the Sweep of Human Interaction....

Steve Gresham is the Founder and CEO of The Execution Project, a consulting firm providing tools, training, and adoption strategies in support of better “retirement.”  Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Steve explore The Execution Project’s initiatives of wealth management and retirement while also examining industry trends from different perspect...

Michael Reisner is the Co-President & Co-Chief Executive Officer of CION Investments. CION is a leading manager of alternative investment solutions designed to redefine the way investors can build their portfolios. Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Michael discuss the model behind CION and how it allows them to create innovative fund structures. They als...

Michael Konialian is the CEO and Co-Founder of Modern Life. Modern Life is a tech enabled life insurance brokerage that knows innovation and insurance in equal measure. Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Michael discuss Modern Life and its business of empowering advisors in their work distributing life insurance. They also discussed: The impact of COVID from...

Donal Mastrangelo is the Head of Distribution at Lex markets. Lex is a new way to invest in real estate, turning individual buildings into public stocks. This offers a new way for investors to access the benefits of fully underwritten commercial real estate. Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Donal discuss the business of real estate investing and how Lex Mar...

George Schultze is the Managing Member of Schultze Asset Management. George chairs its investment and strategy committees and, together with his team, makes final decision over all investments for the portfolio. Since it’s founding, Schultze Asset Management has executed over $7.4 billion in total investment transactions.  Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug...

Vicki Greene is the Chief Investment Officer at G Squared Private Wealth. G Squared creates customized boutique private wealth and an experience that provides safe and steady investing through smart planning.  Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Vicki discuss the business of investment planning for the ultra high net worth and the pressures that follow. They a...

Philipp Hecker is the Co-Founder & CEO of Bento Engine, empowering financial advisors to bring better advice to more families. Bento connects with your CRM through proven API’s to mine for advice, opportunities, and deliver relevant content back through the CRM.  Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Philipp discuss Bento Engine and its efforts to focu...

Morgan Ludovico, a Vice President at StoneCastle Cash Management as well as Todd Blackburn, President of the Burns-Blackburn Group both join Doug Heikkinen for today’s podcast. In this episode, Doug, Morgan, and Todd discuss the cash phenomenon, and how it has served advisors so well in increasing AUM, while enhancing client value.  They also discussed:  Why cash has become so important for adviso...

Emily Keagle is the Managing Member and Investment Advisor at Financial Transparency. This is a firm working to help advisors answer their clients questions; supporting the advisors while creating a better financial world for their clients.  In this episode, Doug and Emily talk about the business of working with both advisors and individual clients to promote communication about investments and fi...

Logicly is a comprehensive web-based analytics and portfolio management platform for advisors to automate their day-to-day portfolio management workload. Doug is joined today by Logicly’s chief revenue officer, Scott Enger, and head of marketing Steve Sullivan. They discuss their respective journeys to Logicly, and how the platform can help advisors empower & inspire confident outcomes. They a...

Jeremy Franzleubbers is the Chief Risk Officer at Axos Clearing, a custodian serving firm introducing broker-dealer and registered investment advisors. In today’s episode, Doug and Jeremy break down risk management and how Axos Clearing approaches its measurement amongst various clients.  They also discussed: The application of risk within the Axos Clearing company Meme stocks and looking at them...