Hosted by Advisorpedia · EN-US · 300 episodes
Established thought leaders with verified media credentials.
Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, Advisorpedia seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
Advisorpedia hosts Power Your Advice, a business show with 300 episodes published.
Bassam Chaptini, co-founder and co-CEO of Avantos, discusses the long-running friction around client onboarding, servicing, and relationship management in wealth management. He explains why the problem is less about a la
Andrew Okrongly , Director of Modern Portfolios at WisdomTree , examines how capital efficiency can help advisors solve one of the harder diversification questions: not whether to diversify, but what has to be sold to ma
Andrew Rosenberger , Head of Custom Indexing at Orion , describes how Tailored Allocation Portfolios are designed to bring more personalization into model-based portfolio management without adding unnecessary complexity
Karl Roessner , CEO of Vestmark , makes the case that AI’s real promise in wealth management is not just faster workflows, but more time for the work advisors are actually built to do. From meeting prep and proposal gene
Brian Howell , Director of Charitable Consulting at DAFgiving360 , unpacks how donor-advised funds can move charitable giving from a year-end tax decision to a more deliberate part of long-term wealth planning. He walks
Matt Kaufman , Global Head of ETFs at Calamos , breaks down the firm’s new Calamos Autocallable Growth ETF, CAGE, and the role it could play for investors looking to compound assets over time rather than generate current
Danny Lohrfink , Co-Founder and Chief Product Officer at Wealth.com , sees a growing opportunity for advisors to play a more central role in their clients’ financial lives. As expectations rise for more coordinated guida
Julie Sunwoo , President of DAFgiving360 , outlines why donor-advised funds continue to gain momentum as a flexible, tax-efficient vehicle for charitable giving. By allowing contributions of appreciated assets, immediate
Ryan VanGorder , CEO of Opto Investments , believes the private markets conversation is changing for advisors. Access may be broader than it once was, but his focus is on what comes next: helping fiduciaries determine wh
Ryan Eisenman , co-founder and CEO of Arch , is focused on a problem advisors know well: private markets may be more accessible than ever, but managing them is still highly manual and operationally complex. As RIAs bring
John Roberts , Chief Field Officer at Northwestern Mutual , shares insights from the firm’s 2026 Planning & Progress Study , pointing to a growing gap in financial confidence—particularly among younger investors. Gen Z a
Mario Valente , Deputy Chief Investment Officer at Stansberry Asset Management , describes how a boutique, actively managed firm earns the trust of formerly self-directed investors by focusing on low-correlated, idiosync
Alex Laipple , the Chief Growth Officer at Ethic , frames personalization as more than a product feature—it’s a way for advisors to make portfolios actually reflect what clients are trying to achieve. That starts with de
Josh Rogers , Senior Client Portfolio Manager at Invesco , explains how separately managed accounts (SMAs) have evolved from clunky stock lists into technology-driven portfolio solutions that allow advisors to scale whil
Chris Gannatti , Global Head of Research at WisdomTree , puts gold’s early-2026 volatility in perspective after one of its strongest years in decades. With roughly a 70% gain in 2025, it’s no surprise the asset class is
Fred Kaynor , Managing Director at DAFgiving360 , outlines how donor-advised funds continue to play a central role in charitable planning as new tax rules take effect in 2026. He explains how DAFs allow donors to contrib
Tim Seifert , Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial , reflects on the lessons of 2025 and what they reveal about the retirement landscape heading into 2026. Seifert poin
John Connell , Co-Founder and CEO of Focal , outlines how AI can do more than capture notes—it can raise advisor performance. By pairing meeting intelligence with behavioral finance and science-backed coaching, Focal tur
Ritik Malhotra , founder and CEO of Savvy Wealth , explains how automation and AI can strip away the 70% of administrative work that clogs an advisor’s day—compliance, paperwork, data entry, and reporting—so they can foc
Liam Hanlon , Head of Insights at Jump , shares findings from Jump’s first-ever Financial Advisor Insights Report—an analysis of more than 12,000 real advisor-client meetings. Drawing on what Hanlon calls “ground truth d
Brian Howell
Buffzone & Boulder Daily Camera
1 appearance on this show
Matt Kaufman
Camp Director and Author · Roblox
3 appearances on this show
Ryan Eisenman
Co-Founder & CEO · Arch
1 appearance on this show
John Roberts
Senior Training Manager at the Transportation Safety Institute · R3 Recovery House
1 appearance on this show
Josh Rogers
Founder & CEO · Ancient Drinks
1 appearance on this show
John Connell
Co-founder and CEO · Focal
1 appearance on this show
Jason Quinn
Rescue Swimmer #500 · Detention 2.0 and Trust restaurants
1 appearance on this show
Ryan Frederick
author of Right Place, Right Time: The Ultimate Guide to Choosing a Home for the Second Half of Life · Fierce Parenting
1 appearance on this show
Rob Arnott
Research Affiliates
1 appearance on this show
Samantha Russell
parent using Healios services · Twenty Over Ten
4 appearances on this show
Jeremy Schwartz
Chair of Sustainable Transformation Practice · WisdomTree Investments
2 appearances on this show
Thomas Moore
psychotherapist, writer and spiritual teacher · a prestigious London law firm
1 appearance on this show
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Power Your Advice is hosted by Advisorpedia. The show is categorised under business (management) and has published 300 episodes.
Power Your Advice has published 300 episodes.
Power Your Advice regularly covers business, management, investing. It sits in the business category, with a management focus.
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