Oct 6, 20253 minS0
<p>AI can process financial data in seconds, but it can’t understand your personal story. Orion Willis explains how the best plans combine cutting-edge technology with the insight and care of a trusted advisor —...
business
Advisor Advice
Hosted by Prime Wealth Advisors · business · EN
About this Podcast:
Advisor Advice by Prime Wealth delivers concise, expert insights on retirement planning, tax strategy, wealth preservation, and high-net-worth decision-making. Hosted by Orion K. Willis, ChFC®, CLU®, each episode helps you protect what you’ve built and plan what’s next—clearly, confidently, and intentionally. Whether you’re selling a business, retiring soon, or navigating market shifts, get the clarity and context you need—one smart conversation at a time.
Pitch Analysis
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Contact path
Verified email
Booking probability
18%
Guest openness
Selective
80/100
Required Score
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Signup to Generate a PitchQuestions about Advisor Advice
What is Advisor Advice about?
Advisor Advice by Prime Wealth delivers concise, expert insights on retirement planning, tax strategy, wealth preservation, and high-net-worth decision-making. Hosted by Orion K. Willis, ChFC®, CLU®, each episode helps you protect what you’ve built and plan what’s next, clearly, confidently, and intentionally.
Who hosts Advisor Advice?
Advisor Advice is hosted by Prime Wealth Advisors. The show has published 10 episodes to date.
What has Advisor Advice covered recently?
Recent episodes include "Embracing AI in Financial Planning: Smart Tools Without Losing the Human Touch" (6 October 2025, 3 minutes), "Phased Retirement: Redefining the Transition from Work to Leisure" (22 September 2025, 2 minutes), and "Die With Zero? Why Intentional Spending and Smart Planning Go Together" (15 September 2025, 3 minutes).
How often does Advisor Advice publish?
Advisor Advice publishes roughly weekly, with episodes averaging 3 minutes across 10 episodes.
How hard is it to get booked on Advisor Advice?
Booking probability for Advisor Advice is 18%, and the host is rated Selective on guests. Advisor Advice requires a Pod Score of 80 or higher. Advisor Advice's contact route on record: verified email.
Who should pitch Advisor Advice?
The strongest fits for Advisor Advice are Investing & Wealth Management and Insurance Agencies & Brokers. Advisor Advice has a business audience.
About the host
Prime Wealth Advisors hosts Advisor Advice, a business podcast with 10 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Sep 22, 20252 minS0<p>Orion Willis explores the growing trend of phased retirement — easing into a new lifestyle through part-time work or consulting. He outlines the financial and emotional benefits of this approach, and how it can...
Sep 15, 20253 minS0<p>Inspired by the “Die With Zero” philosophy, Orion Willis examines how to strike the right balance between enjoying your wealth today and securing your tomorrow. He reveals how thoughtful financial design can help you...
Sep 8, 20253 minS0<p>Orion Willis shares lessons from his travels to emerging economies, where resilience, adaptability, and layered income streams are a way of life. He connects these insights to retirement planning, showing how...
Sep 1, 20253 minS0<p>In this important conversation, Orion Willis tackles the often-avoided topic of what happens if you’re no longer able to manage your own wealth. He outlines the critical legal, tax, and financial steps to safeguard...
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Aug 25, 20252 minS0<p>Orion Willis discusses why market swings aren’t the enemy — poor preparation is. He explains how to design a portfolio that blends growth, income, and liquidity, using proven strategies to protect your financial...
Aug 14, 20252 minS0<p>In this episode, Orion Willis explores how guaranteed income products like annuities can provide more than just stability — they can deliver the freedom to enjoy retirement without constant worry about the markets...
Advisor Advice
One Portfolio, Three Professionals, Zero Gaps
Aug 10, 20253 minS0<p>A truly effective financial plan is never built in isolation. In this episode of Advisor Advice by Prime Wealth (www.pwa1.com), Orion Willis explains why your wealth deserves a coordinated team — financial advisor...
Advisor Advice
Tax-Efficient Investing: Keep More of What You Earn
Aug 3, 20253 minS0<p>Building wealth is only half the equation — keeping it is the other. In this forward-thinking episode of Advisor Advice by Prime Wealth (www.pwa1.com), Orion Willis explores how smarter asset placement, capital gains...
Advisor Advice
Retirement Planning for High-Net-Worth Individuals
Jul 27, 20253 minS0<p>Retirement isn’t the end — it’s a new beginning that demands structure, foresight, and a smarter kind of plan. In this episode of Advisor Advice by Prime Wealth (www.pwa1.com), Orion Willis shares how high-net-worth...
Advisor Advice
How Economic Policies Shape Your Wealth
Jul 22, 20253 minS0<p>In this episode of Advisor Advice by Prime Wealth (www.pwa1.com), we explore how tax law changes, interest rate shifts, and regulatory updates impact your financial life — from investments to estate planning. Orion...
Recent guests
Recent guests on Advisor Advice. Study who booked and why before you pitch.
O
Orion Willis
Prime Wealth
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