WisdomTree works to create a better way to invest, offering a product range that offers access to a selection of unique and smart exposures. Christopher Gannatti has been an integral part of the organization since 2010, currently holding the position of Global Head of Research. Chris has the responsibility for many communications pertaining to global investment strategies, … Continue reading Episode 210 – The Bitcoin Surge & Investing in its Digital Realm with Chris Gannatti →

David Wood is the Vice President of Fixed and Fixed Indexed Annuity sales at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century.  In this episode, David presents the new innovative crediting strategies offered by Lincoln Financial Group in its fixed-indexed annuity portfolio. These … Continue reading Episode 209 – Through Innovation and Simplicity, New Strategies Bring Positive Returns in Down Markets with David Wood →

Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They transform the investing experience by helping investors discover their true purpose for money and aligning clients’ investment strategies with their values. Josh Crawford is the youngest Matson Money executive team member, serving as the Vice President of Training and Development. In … Continue reading Episode 208 – Investing with Purpose: Matson Money’s Path to Financial Empowerment with Josh Crawford →

Schwab CharitableTM is an independent 501(c)(3) with a mission to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution to donors and their investment advisors. In this episode, we’re joined by Hayden Adams CPA, CFP®, the Director of Tax and Financial Planning at the Schwab Center for Financial Research, as well as Ruby … Continue reading Episode 207 – Tax-Smart Charitable Giving: The Power of Donor Advised Funds with Hayden Adams & Ruby Pediangco →

Bill Cates is renowned as a leading authority in the realm of acquiring new clients via referrals and personal introductions. As the president of Referral Coach International and the founder of The Cates Academy for Relationship Marketing™, he brings extensive expertise to the table. Additionally, Bill hosts the popular podcast, TopAdvisorPodcast.com, and has been recognized … Continue reading Episode 206 – Speaking ‘The Language of Referrals’ to Gain Your Ideal Client with Bill Cates →

WisdomTree works to create a better way to invest, offering a product range that offers access to a selection of unique and smart exposures. Christopher Gannatti has been an integral part of the organization since 2010, currently holding the position of Global Head of Research. Chris has the responsibility for many communications pertaining to global investment strategies, … Continue reading Episode 205 – Beyond Tomorrow: Investing in AI Innovations with Chris Gannatti →

Founded in 2017, Wellington-Altus Financial has quickly grown to more than $30 billion in assets under administration and in offices across North America. Today we have Shaun Hauser, the CEO of Wellington-Altus, to discover the driving forces behind its rise to prominence as Canada’s premier wealth advisory firm.   They also discussed: The factors contributing … Continue reading Episode 204 – Altitude Achieved: Unveiling Wellington-Altus Financial’s Journey with Shaun Hauser →

Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group. Tim joins Advisorpedia to discuss the Peak 65 trend, a historic demographic milestone in the US with 4 million Americans turning 65 this year, and the growing need for protection products.      Topics also discussed: Factors contributing to … Continue reading Episode 203 – Game Plan for the Golden Years: Protecting Your Goals in the Peak 65 Zone with Tim Seifert →

Anastasia Amoroso serves as the Managing Director and Chief Investment Strategist at iCapital, a company dedicated to powering the world’s alternative investment marketplace. In this podcast, Anastasia and Doug engage in a conversation regarding the 2024 Federal Reserve rate cuts and the potential consequences they may entail. They also discussed: Anastasia Amoroso’s journey to becoming … Continue reading Episode 202 – Rate Cuts, Resilience, and Returns with Anastasia Amoroso →

Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They are transforming the investing experience by helping investors discover their true purpose for money and aligning clients’ investment strategies with their values.   Josh Crawford is the youngest member of the Matson Money executive team, serving as the Vice President … Continue reading Episode 201 – Changing Your Mindset to Navigate Tumultuous Times with Josh Crawford →

Carlos Legaspy is the President and CEO of InSight Securities, a global brokerage and money management firm serving high-net-worth individual’s retirement, corporate, and trust accounts since 1970.  In this podcast, Legaspy provides insights into recent developments and legal battles surrounding a major financial fraud, offering lessons in resilience and strategic defense in the face of … Continue reading Episode 200 – Poetic Justice: How Perseverance Prevailed in Court with Carlos Legaspy →

Christopher Zook is the Founder, Chairman, and Chief Investment Officer of CAZ Investments, a curator of unique investing opportunities with $6B in current assets under management.  Christopher brings us an exciting preview of his upcoming book “The Holy Grail of Investing,” co-authored with #1 NY Times bestseller, Tony Robins, aiming to educate investors on alternative … Continue reading Episode 199 – The Holy Grail of Investing: Exclusive Previews from the Upcoming Book with Christopher Zook →

Brendan McLaughlin is the Senior Vice President & National Sales Manager of True Life Capital, a Denver-based company on a mission to solve the supply/demand imbalance in the housing market for the next generation of home buyers.  In this conversation, Doug and Brendan explore True Life Capital’s distinct role under the parent company, The True … Continue reading Episode 198 – Tackling Property Obsolescence: True Life Capital’s Winning Formula for Residential Growth with Brendan McLaughlin →

Matt Berger is the Vice President of Client Investment Strategies at Lincoln Financial Group, a firm that has been helping millions of people plan, protect, and retire for over a century.  In this podcast, we analyze market dynamics, economic resilience, and insights from Lincoln Financial Group’s Matt Berger as we set the stage for investors … Continue reading Episode 197 – Investing in Turbulent Times: A 2023 Recap and 2024 Outlook with Matt Berger →

Rich Romano is the CEO and Co-Founder of FIDx, a technology-empowered network that seamlessly integrates the brokerage, insurance, and advisory ecosystems to offer best-in-class annuities and insurance solutions from the industry’s leading carriers. In this episode, Rich discusses the transformation of the annuity business through FIDx’s integrated platform, addressing barriers faced by advisors, changing attitudes … Continue reading Episode 196 – The Scalable Future of Annuity Management with Rich Romano →

Sam Kang is the President of Schwab Charitable, an independent 501(c)(3) non-profit organization established to make charitable giving simpler and more tax-efficient for individuals and their financial advisors. In this philanthropy-focused episode, we unravel the latest giving trends, delve into the intricacies of family charitable planning, and gain valuable insights from industry leader Sam Kang … Continue reading Episode 195 – Shaping Legacies: Charitable Planning and Family Philanthropy Dynamics with Sam Kang →

Alan Strauss is the Senior Partner and Director of Investor Relations at Crystal Capital Partners: a premier independent platform connecting financial advisors to the trillion-dollar alternative investment industry.  In this episode, Doug talks with Alan about the essential components of alternative investments driving portfolio success and financial advisor adaptability.  They also discussed: The growth of … Continue reading Episode 194 – Democratizing Access to Alternatives & Portfolio Management with Alan Strauss →

Chris Price is the Assistant Vice President of Advanced Sales at Lincoln Financial Group, a firm that has been helping millions of people plan, protect, and retire for over a century. In this episode, Chris introduces and breaks down an overlooked aspect of financial planning, beneficiary designations: the strategy that influences virtually everything a client … Continue reading Episode 193 – The Costly Consequences of Blank Beneficiary Forms with Chris Price →

Mike Harris, Senior Advisor Consultant with the Alliance for Lifetime Income, hosts an episode in conversation with Todd Zeidenberg, a Senior Financial Advisor affiliated with Allied Wealth Partners and Sutera Wealth Management. With over 30 years of experience in financial services, Todd specializes in holistic planning as well as accumulation, preservation, and income distribution, all … Continue reading Episode 192 – The Cornerstone of Communication and Holistic Planning with Mike Harris & Todd Zeidenberg →

Fred Kaynor is the Managing Director of Relationship Management, Marketing & Partnerships at Schwab Charitable. Schwab Charitable is an independent 501(c)(3) with a mission to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution to donors and their investment advisors. In this episode, Fred walks us through how you can … Continue reading Episode 191 – Your Guide to Year-End Philanthropy & Charitable Giving with Fred Kaynor →