Monthly Archives: February 2020

Episode 7– Rewarding the Long-Term View – with Chris Hedges

Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized, , , , , ,

Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Chris Hedges, Managing Director at MFS Investment Management, discussing:

  • MFS’s history and evolution from starting the first mutual fund to being a full-service, full fund family
  • The importance of taking a long-term approach to investing
  • Chris’s observations on recent trends and challenges Advisors are facing
  • How MFS places doing what’s right for Advisors & their other clients above everything else

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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: MFS Investment Management | MFS Twitter| Discovery Data | Global Trend Events

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Episode 6 – Leveraging Intangible Capital– with Bryce Coward

Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized, , , , , ,

Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Bryce Coward, Deputy CIO & Portfolio Manager at Knowledge Leaders Capital, discussing:

  • Why Knowledge Leaders seeks out the most highly innovative companies they can find all over the globe
  • How accounting for intangible assets has evolved in the past 50 years, and how Knowledge Leaders leverages companies with those types of assets within their ETF and mutual fund products
  • How they leverage their own intangible capital to drive business through digital content 
  • Knowledge Leaders’ commitment to delivering concierge-level service to their clients

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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: Knowledge Leaders Capital | Knowledge Leaders Capital Blog | Knowledge Leaders Capital Twitter | Discovery Data | Global Trend Events

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Episode 5 – Get Your Clients Comfortable Being Uncomfortable – with Rodrigo Gordillo

Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized, , , , , ,

Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Rodrigo Gordillo, Managing Partner at ReSolve Asset Management, discussing:

  • ReSolve Asset Management’s focus on strategic asset allocation
  • Why it is important to make your clients comfortable being uncomfortable with new asset strategies
  • The importance of expanding your clients’ portfolios beyond U.S. equities into global investments 
  • Tips and strategies for educating your clients to make them comfortable with your strategies 

——————————————————————————

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: ReSolve Asset Management | Get Comfortable Being Uncomfortable | ReSolve Twitter | Discovery Data | Global Trend Events

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Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 4 – The Importance of Building Relationships – with Stephanie Patti

Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized, , , , , ,

Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Stephanie Patti, CEO of Global trend Events, discussing:

  • What the heck goes on at GTE Wealth Forums
  • The importance of building relationships vs. having meetings
  • Why you should consider attending niche events in addition to the traditional large industry shows
  • How delivering a high-quality experience can lead to repeat business and referrals to your firm

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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: Global Trend Events| Discovery Data

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More