Henry DeVries
Wealth Authority TV
Discover how wealth managers and financial advisors leverage their time, treasure, and talent. Each week, successful wealth managers and financial advisors share what they are investing more of their time in, what they are cutting back on, and what their go-to strategies are. Your host, Henry DeVries, is a business development columnist with Forbes Digital and California Business Journal, and the CEO of Indie Books International. Guests share their thoughts on how the industry can work together to overcome common image problems faced by financial advisors and wealth managers.
Author
Henry DeVries
Category
Podcast website
Latest episode
Jul 9, 2026
Where to listen?
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Episodes
How To Bring Up Long-Term Care With Lily Vittayarukskul 09.07.2026 6:57
Our wealth authority of the week is Lily Vittayarukskul. Lily, Waterlily's CEO and Co-Founder, was on the path to become an aerospace engineer at an exceptionally young age, a patented inventor, starting college at 14 and interning at NASA by 16. But her life took an unexpected turn when her Aunt, a cornerstone of her first-generation immigrant family, was diagnosed with terminal stage colon c...
How To Know What Is Keeping Boards Up At Night With Richard Munro 02.07.2026 13:37
Our wealth authority of the week is Richard Munro. Richard has more than 30 years of executive leadership & board experience & has created outstanding growth in revenue & market share, profits, return on capital, cash flow & enterprise value for shareholders in under performing & hyper-growth businesses in varying industry sectors & business models. He has held senior posit...
How Not To Be The Next Cyber Victim With John Iannarelli 25.06.2026 10:45
Our wealth authority of the week is John Iannarelli. John Iannarelli aka FBI John served as an FBI Special Agent for 20 years, during which he was a SWAT team member and participated in the investigations of the Oklahoma City bombing, the 9/11 attack, the shooting of Congresswoman Gabrielle Giffords, and the Sony hack. Among his many FBI assignments, John served as the FBI’s National Spokesperson,...
How Women Can Have More Influence With Heidi Hartman 18.06.2026 7:55
Our wealth authority of the week is Heidi Hartman. Heidi is a distinguished executive coach and leadership consultant with over two decades of experience in leadership and human resources. She specializes in empowering women leaders through coaching, offering a blend of corporate insight and transformative strategies. Her approach combines seasoned corporate wisdom with innovative methods to help...
How To Build Relationships With Jon Lokhorst 11.06.2026 7:15
Our wealth authority of the week is Jon Lokhorst. Jon Lokhorst, CPA, ACC, is an executive leadership coach and consultant based in Minneapolis, Minnesota. He partners with CPAs, CFOs, and other leaders who face massive change in their industry and recognize the need for a new model of leadership to navigate those challenges. Prior to launching Lokhorst Consulting LLC, Jon enjoyed a 30-plus year ca...
How To Avoid Losing Clients With Clare Price 04.06.2026 6:29
Our wealth authority of the week is Clare Price. Clare Price is the founder and CEO of Octain Growth Systems, a marketing consultancy that is transforming the way companies do marketing. Her new book, Smart Marketing Execution, defines the strategies, execution process and automated systems mid-market companies and agency owners need to use marketing to accelerate their profits, performance and pr...
How To Make Your Business Stand Out With Sue Styles 28.05.2026 9:30
Our wealth authority of the week is Sue Styles. Born in Calgary, Sue has lived across Canada, from Vancouver to Toronto, and since returning home twenty years ago she has been a resource inside the real estate industry – and all her experience is for YOUR BENEFIT.She's here to be your guide, your ally, in helping you establish roots in this city of boundless opportunities, where dreams find a...
How Not To Be A Commodity With Scott Cantrell 21.05.2026 6:57
Our wealth authority of the week is Scott Cantrell. Scott is an entrepreneur and business growth strategist who has helped thousands of consultants, advisors, and professional experts accelerate their success. As founder of Smart Solutions Media, he has guided clients across industries to attract quality prospects, win high-value clients, and build businesses that work better for them. Having co-f...
How To Be A Better Communicator With Dez Thornton 14.05.2026 5:18
Our wealth authority of the week is Dez Thornton. Dez is a Communications Expert who helps Thought Leaders say the right words in the right way when they matter most. An idea enthusiast with a knack for transforming the complex into the simple, Dez has an uncanny ability to inspire action through story. Whether speaking to a group, looking into a camera or connecting one on one, Dez is completely...
How Financial Advisors Can Thrive In The Age Of AI With Cody Foster 07.05.2026 12:27
Our wealth authority of the week is Cody Foster. Cody is a co-founder of Advisors Excel, an industry-leading marketing organization assisting independent insurance agents and financial advisors around the country. He is originally from Stockton, Kansas, and graduated from Washburn University in 1999 with a degree in mass media. Immediately out of college, Cody joined the financial services arena a...
How To Be A Better Storyteller With Park Howell 30.04.2026 6:59
Our wealth authority of the week is Park Howell. Park Howell is known as The World’s Most Industrious Storyteller, helping leaders of purpose-driven brands grow by as much as 600 percent. His 35+ years in brand creation include 20 years running his own ad agency, Park&Co. He was named Advertising Person of the Year in 2010 by the American Advertising Federation of Metro Phoenix. The following...
How Not To Abuse AI With Dave Mastovich 23.04.2026 8:40
Our wealth authority of the week is Dave Mastovich. Dave Mastovich, CEO and Founder of MASSolutions, has been a leader in growth marketing for over 20 years. He uses his expertise in Business-to-Employee (B2E) Marketing and Referral Source Marketing to drive top and bottom line growth, boost enterprise value, and improve employee engagement for companies of all sizes. Before founding MASSolutions,...
How To Leverage LinkedIn With Rhonda Sher 16.04.2026 6:33
Our wealth authority of the week is Rhonda Sher. Rhonda is a nationally recognized expert in business networking and LinkedIn. She is the author of the international bestselling book Convert Your Connections to Cash and Relationships to Revenue, The Two Minute Networker, The ABC’s of LinkedIn, Get LinkedIn or Get Left Out and How to Avoid the Business Card Pile-Up – 52 Ways to Boost Your Business...
How To Be A Financial Educator With Matt Middendorp 09.04.2026 7:53
Our wealth authority of the week is Matt Middendorp. Matt, Director of ESOP Consulting at Vision Point Capital, is a seasoned entrepreneur and a passionate advocate for employee ownership. With a strong foundation in banking and consulting, Matt’s journey began at an ESOP-owned company during college, where he developed a lifelong appreciation for the transformative culture of ESOPs. An award-winn...
How To Measure A Micro-Cap Company With Dennis Calvert 02.04.2026 14:15
Our wealth authority of the week is Dennis Calvert. Dennis Calvert is BioLargo’s President, Chief Executive Officer and Chairman of the Board, and is chairman of the board of directors of each of ONM Environmental and Clyra Medical Technologies, both BioLargo subsidiaries. Mr. Calvert holds a B.A. degree in Economics from Wake Forest University where he was a varsity basketball player, and he also...
How To Be An Authority With Lisa Apolinski 26.03.2026 7:48
Our wealth authority of the week is Lisa Apolinski. Lisa Apolinski is an international author and speaker, working with professionals who want to establish themselves as industry authorities. Through strategic content development and brand legacy building, she enables clients to enhance their market position and increase their service value. With over 30 years of marketing and content expertise, i...
How To Show You Care With Jamie Shibley 19.03.2026 7:46
Our wealth authority of the week is Jamie Shibley. Jamie Shibley is the CEO of The Expressory, a strategic engagement agency that believes the key to accelerating your business growth and profitability in the post-covid era will rely on your ability to maintain personal connections to build stronger emotional loyalty in your business relationships. After 20 years in the Corporate world full of IT...
How To Make Sure Clients Are Heard With Reid Abedeen 12.03.2026 8:28
Our wealth authority of the week is Reid Abedeen. Reid is the managing partner at Safeguard Investment Advisory Group, LLC. As an investment advisor, Reid has helped retirees for over 18 years with issues such as insurance, long-term care planning, financial services, asset protection and many other areas. Upon receiving his degree in business administration, he began the first leg of his career i...
How To Find Clients With Russell Trahan 05.03.2026 3:55
Our wealth authority for the week is Russell Trahan. He is Owner/President of PR/PR Public Relations, and author of Sell Yourself Without Saying A Word (https://amzn.to/421Hj5d). PR/PR has a 25-year track record of getting 100% of their clients placements! Russell started his career working with Chamber of Commerce and Downtown Business Associations. Gathering experience at a top 10 market radio s...
How To Get Financial Advisor Guidance With Chad Coe 26.02.2026 8:05
Our wealth authority of the week is Chad Coe. As the founder of Coe Financial Group, he has always put clients' interests first, and he has been helping people achieve their financial goals and live an abundant life for over 26 years. With multiple securities licenses, he provides comprehensive financial planning services that align with clients' aspirations and values. Chad is also a Care...
How To Be A Better Leader With Leslie Rubin 19.02.2026 5:25
Our wealth authority of the week is Leslie Rubin. Leslie A. Rubin is an internationally recognized strategic communications expert and executive advisor. She works with some of the most visible C-level leaders active today, including executives from start-ups, Fortune 500 companies, and non-profit boards. Leslie amplifies an organization’s voice, increases visibility, and maximizes corporate and p...
How To Talk To Prospects Like A CEO With Dennis Calvert 12.02.2026 8:01
Our wealth authority of the week is Dennis Calvert. Dennis Calvert is BioLargo’s President, Chief Executive Officer and Chairman of the Board, and is chairman of the board of directors of each of ONM Environmental and Clyra Medical Technologies, both BioLargo subsidiaries. Mr. Calvert holds a B.A. degree in Economics from Wake Forest University where he was a varsity basketball player, and he also...
How To Educate Clients With Al Zdenek 05.02.2026 7:26
Our wealth authority of the week is Al Zdenek. Al is an entrepreneur and has been a leader in the Wealth Management industry for more than 40 years. He is a Personal Financial Specialist (PFS), a Certified Public Accountant (CPA) and the author of bestselling books "Master Your Cash Flow: The Key to Grow And Retain Wealth" (ForbesBooks) and "Master Your Business Cash Flow: Grow The...
How To Go From Poverty To Prosperity With Robert Begley 29.01.2026 8:01
Our wealth authority of the week is Robert Begley. Robert Begley is a certified world-class speaking coach, speaker, and writer. He shares his thirty years of Toastmasters International experience and hundreds of public speeches so that your audience can get the best bang for their buck. Robert has appeared on national television and spoken at prestigious events like Freer Future Festival and the...
How To Avoid Burnout With David Kalinowski 15.01.2026 8:45
Our wealth authority this week is David Kalinowski. David Kalinowski, Co-founder and President of Proactive Worldwide, Inc., is a CI veteran with more than thirty-years of expertise in the field. He is the author of "The Sacrifice Paradox" and "The CI-Driven CEO." During his career, David has directed global CI engagements for more than 75, Fortune 500 companies, assisted C-sui...
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