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Advisor Wars

Hosted by Obsidian CIO · business · EN · 11 episodes

Audience: 2

About this Podcast:

In the Advisor Wars podcast, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) tackle one of the most critical trends facing financial advisors today: alternative investments. Subscribe to Advisor Wars on YouTube, Apple Podcasts, and Spotify to ensure you never miss an episode. Listeners can download the new White Paper by Obsidian CIO, here: How to Scale an RIA to $1 Billion and Beyond — IMPORTANT DISCLOSURE: Obsidian CIO LLC sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is only offered to clients of Obsidian CIO who have entered into an advisory agreement and with whom Obsidian CIO has identified individual object

Pitch Analysis

Required Pod Score for this show. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.

Contact path

Verified email

Booking probability

28%

Guest openness

Selective

Verified email on file
80/100
Required Score

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Questions about Advisor Wars

What is Advisor Wars about?

In the Advisor Wars podcast, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) tackle one of the most critical trends facing financial advisors today: alternative investments. Subscribe to Advisor Wars on YouTube, Apple Podcasts, and Spotify to ensure you never miss an episode.

Who hosts Advisor Wars?

Advisor Wars is hosted by Obsidian CIO. The show has published 11 episodes to date.

What has Advisor Wars covered recently?

Recent episodes include "Goals, Collaboration, and the $15 Million Exemption: An Advisor's Guide to Estate Planning" (15 September 2026, 37 minutes), "Tax Alpha or Marketing Hype? The Truth About Direct Indexing" (12 August 2026, 43 minutes), and "The Advisor's Guide to Section 351 ETF Exchanges" (24 June 2026, 45 minutes).

How often does Advisor Wars publish?

Advisor Wars publishes roughly monthly, with episodes averaging 37 minutes across 11 episodes.

How hard is it to get booked on Advisor Wars?

Booking probability for Advisor Wars is 28%, and the host is rated Selective on guests. Advisor Wars requires a Pod Score of 80 or higher. Advisor Wars's contact route on record: verified email.

Who should pitch Advisor Wars?

The strongest fits for Advisor Wars are Investment Banking & Trading. Advisor Wars has a business audience.

About the host

Obsidian CIO hosts Advisor Wars, a business show with 11 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.

  • Advisor Wars

    Goals, Collaboration, and the $15 Million Exemption: An Advisor's Guide to Estate Planning

    Sep 15, 202637 min

    Advisor Wars: Goals, Collaboration, and the $15 Million Exemption: An Advisor's Guide to Estate Planning In this episode of Advisor Wars, sponsored by Obsidian CIO, hosts Bob Huebscher (founder of Advisor Perspectives)...

  • Advisor Wars

    Tax Alpha or Marketing Hype? The Truth About Direct Indexing

    Aug 12, 202643 min

    In this episode of Advisor Wars, sponsored by Obsidian CIO, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) continue their series on tax planning in the...

  • Advisor Wars

    The Advisor's Guide to Section 351 ETF Exchanges

    Jun 24, 202645 minS0

    In this episode of Advisor Wars, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) continue their series on the role of tax planning in the advisory...

  • Advisor Wars

    The Advisor's Guide to Section 351 ETF Exchanges

    Jun 24, 202645 min

    In this episode of Advisor Wars, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) continue their series on the role of tax planning in the advisory...

  • Episode #2

    The Advisor’s Guide to Long / Short Tax Strategies

    May 18, 202631 minS3

    In this episode of Advisor Wars, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) continue their series on the role of tax planning in the advisory...

View More
  • Episode #1

    Why Taxes Could Be Your Last Great Differentiator, And What to Do About It

    Apr 15, 202627 minS3

    In this episode of Advisor Wars, sponsored by Obsidian CIO, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) kick off a new series on the role of tax...

  • Episode #1

    How AI Will Transform Work, Longevity, and Wealth Management

    Mar 25, 202648 minS2

    In this special episode of Advisor Wars sponsored by Obsidian CIO, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) sit down with one of the foremost...

  • Episode #5

    Alternative Investments Are Not Optional: Scott Welch on Going All-In on Alts

    Mar 10, 202631 minS1

    In this episode sponsored by Obsidian CIO, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) go inside a leading multifamily office to show what a fully...

  • Episode #4

    What is Behind the Alt Craze and Why Are Advisors Behind?

    Feb 26, 202629 minS1

    In this episode sponsored by Obsidian CIO, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) investigate the forces driving the "alt craze" and why advisors...

  • Episode #3

    The Five Requirements for Using Alternatives Appropriately

    Feb 12, 202633 minS1

    In this episode of Advisor Wars, sponsored by Obsidian CIO, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) provide a comprehensive framework for...

  • Episode #2

    Beware of (but maybe use) Interval Funds

    Jan 23, 202638 minS1

    <b>Advisor Wars, Episode 2, Beware of (but maybe use) Interval Funds, Sponsored by Obsidian CIO</b><br /><br />In this episode of Advisor Wars, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern...

  • Episode #1

    Alternative Investments

    Jan 14, 202634 minS1

    Advisor Wars, Episode 1, Alternative Investments, Sponsored by Obsidian CIO<br /><br />In this inaugural episode of Advisor Wars, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner...

Guest Appearances

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