Monthly Archives: January 2020

Episode 3 – Consider the Energy Industry – with Stacey Morris

January 28, 2020Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized#Alerian, #DiscoveryData, #DouglasHeikkinen, #energyinfrastrucure, #energyinvesting, #etfinvesting, #etfs, #gtewealthforum, #IRIS, #masterlimitedpartnership, #midstream, #MLPs, #oilandgas, #pipeline, #PowerYourAdvice, #StacyMorrispoweryouradvicepodcast

Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Stacey Morris, Director of Research at Alerian, discussing:

Alerian’s history and focus on providing reliable, accurate & transparent benchmarks for energy infrastructure & MLP space
What is a Master Limited Partnership (MLP), and why you should be interested in learning more about them
Stacey’s observations on what is going on in the energy sector
How you can implement MLP or energy infrastructure investing in your clients’ portfolios

——————————————————————————

Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works 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.

We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.

RESOURCES: Alerian| Alerian’s MLP University | Alerian Twitter | Discovery Data | Global Trend Events

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 2 – Involve Your Clients in Their Process – with Matt Madeiros

January 21, 2020Finance, Industry Innovators, IRIS Media Works, Power Your Advice#DiscoveryData, #DouglasHeikkinen, #gtewealthforum, #IRIS, #MattMadeiros, #PowerYourAdvice, #TheInstituteforWealthManagementpoweryouradvicepodcast

Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Matt Madeiros, President & CEO of the Institute for Wealth Management, discussing:

The importance of honing your key value points when presenting to prospects
Why the Institute for Wealth Management focuses on managing risk first, returns second
How keeping your clients engaged in the process can keep them from abandoning good investment strategies due to lack of understanding
How the Institute for Wealth management works to make advisors prepared to engage with clients

——————————————————————————

RESOURCES: The Institute for Wealth Management| Discovery Data | Global Trend Events

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 1 – Why You Should Consider Crypto for Your Portfolio Strategy – with Matt Hougan

January 14, 2020Finance, Industry Innovators, IRIS Media Works, Power Your Advice#Bitwise, #Cryptocurrency, #DiscoveryData, #DouglasHeikkinen, #gtewealthforum, #IRIS, #MattHougan, #PowerYourAdvicepoweryouradvicepodcast

Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Matt Hougan, Global Head of Research at Bitwise Asset Management, discussing:

Bitwise’s unique focus on serving the financial advisor, family office, and multi-family office market
Why cryptocurrency is the next big thing, and why you should care about it
The role cryptocurrency can play in in a lot of people’s portfolio
Why Matt and Bitwise spend so much time & energy on educating advisors about cryptocurrency

——————————————————————————

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More