Power Your Advice

The history and growth of NEST, to address the lack of workplace pensions and the need for affordable retirement savings.

Recent monetary policy changes and initiatives to attract foreign investors, strengthen corporate governance, and build a globally connected financial hub.

Bob Santella, is revolutionizing wealth management with cutting-edge data integration, personalization, and innovative tech solutions. #tech #data

We discuss Elevation Point and their unique approach as an accelerator rather than an aggregator in the wealth management industry.

The three RIAs under the Eudaimonia Group collectively represent more than $1 billion in total client assets. #advisors

Record-breaking growth of high-net-worth individuals and the factors contributing to this increase, as outlined in Capgemini’s World Wealth Report

Michelle discusses her book Be Good with Money, drawing from her 30-year career to offer insights combining social psychology and financial therapy.

We explore Pitcairn’s approach to wealth management and the strategies behind guiding ultra-high net worth families in preserving their legacy

The shift to independent advisory models, entrepreneurial freedom, and the firm’s unique equity ownership structure that fosters growth.

The importance of longevity planning in financial advising, with insights on building long-term client relationships. #longevity #family

Key factors contributing to Steward Partners’ success, as well as customization and flexibility in creating effective marketing strategies. #advisors

The evolution of the HR profession, the crucial role of cultivating a strong and enduring company culture. #HR #advisors

What attracted her to Steward Partners, highlighting her desire to be part of a culture that prioritizes partnership and high performance. #advisors

The latest technological advancements in the financial industry, talking through the impact of digital innovation and the future of fintech. #fintech #tech

On this episode, Adam breaks down the data and offers his insights into their future impact on advisors and the industry. #advisors

The evolution of the financial advisory landscape and the critical importance of support and entrepreneurial freedom for advisors. #advisors

The inspiring journey of founding his company to revolutionize financial advising with a focus on relationship-building and personal impact. #advisors

Reflects on Steward Partners’ exponential growth over the past decade, exploring its unique culture of partnership, and its mission-driven approach

Share his insights on organic growth, exploring what fuels it, why it’s crucial, and how advisors can harness its power effectively. #growth

Challenges in philanthropic contributions, stressing the importance of supporting small charities and the impact even modest donations can make.

Exploration of the inner language of referrals, including self-talk, limiting beliefs, and mistaken assumptions. #advisors #growth

The factors contributing to Wellington-Altus Financial’s rise, including experienced founders and technological advancements in FinTech.

Insights into recent developments and legal battles surrounding a major financial fraud, offering lessons in resilience and strategic defense. #fraud

An overview of Christopher Zook’s upcoming book, The Holy Grail of Investing aiming to educate investors on alternative investments.

The development of an insurance exchange in collaboration with Investnet to streamline processes for advisors working with multiple carriers.

The essential components of alternative investments driving portfolio success and financial advisor adaptability. #advisors #alternatives

Tackling communication gaps, holistic planning, and the keys to fostering trust for meaningful client interactions. #advisors #communication

How Panacea is breaking down barriers and revolutionizing healthcare accessibility to empower individuals in taking control of their health

Misinformation the next generation of clients receives daily, working to promote accurate financial literacy and informed investment decisions. #advisors

Uncover the hidden world of cyber threats and vulnerabilities, revealing invaluable insights on protecting your personal and financial data. #data #cyber

The changing landscape of college sports with the implementation of NIL Name, Image, and Likeness regulations, allowing athletes to profit. #sports

talk through the challenges RIAs encounter when striving to provide top-notch client experiences while also managing portfolios effectively. #advisors #RIA

The impact of Invest in Others, where support has led to the growth and betterment of nonprofits serving vulnerable communities.

Join Stephen as he introduces BetaNXT, its offerings, and the challenges they are helping wealth advisors and investors address. #advisors

The client-focused approach to marketing which Palo Alto Wealth follows, highlighting the short film bios created to promote the firm. #marketing

Steve and Phyllis delve into the intricacies of caregiving, sharing personal anecdotes, financial challenges, and reflections. #NCRetirementCenter

How advisors can use tax management methods to attract and retain clients, ultimately helping them grow their businesses. #advisors #growth #business

Lessons, and need for preparedness surrounding caregiving, long-term care, and the inevitable health changes that come with age. #NCRetirementCenter

Impact of unexpected events, such as natural disasters like hurricanes, on the feasibility of aging in place. #retirement #moments

Mike and Tom talk through retirement income planning and the risk of outliving one’s retirement savings. #NCRetirementCenter

Myths and misconceptions in wealth management M&A that may be holding you back from making informed financial decisions. #advisors

John reveals expert insights on boosting your firm’s value, from structuring success and attracting investors to navigating market dynamics

Talk through the upcoming wave of assets, data opportunities, and the role of generalist advisors in this must-listen podcast episode. #NCRetirementCenter

Jack on the reshaping of the asset management space by AI and how the seasoned team at TIFIN AMP is ahead of the evolving industry.

Give us a rundown on major industry trends and the AI technology TIFIN Wealth utilizes to help advisors and firms better serve their clients. #advisors #AI

How YCharts is improving communication between clients and advisors, ultimately allowing for better investment decisions to be made. #advisors

How both financial professionals and consumers can prepare and become secure in their retirement protection. #NCRetirementCenter

The opportunity in front of advisors in terms of retirement decumulation and protected products. #annuities #protection #retirement

The current state of the market, the effects of inflation and other factors on it, and how Axos Financial and Tematica Research are prepared.