This episode of Power Your Advice features Doug Heikkinen and Carter Malloy, Founder & CEO of AcreTrader, discussing how AcreTrader helps investors invest in farmland:
In this podcast, you will learn about
How Carter’s background in farming and software development led him to start AcreTrader
How AcreTrader works
Farmland’s consistent long-term performance since 1990
Why you should consider portfolio diversification through non-correlated asset classes for your clients
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Dan Weiskopf, Portfolio Manager at Toroso Asset Management, discussing:
Toroso’s commitment to looking at the financial services industry with a 360-degree view using ETFs
How security selection can be a differentiator for you & your practice
Where you can best spend your time to build your business
What Dan thinks the next 10 years in our industry and the next generation of Advisors looks like
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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.
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Sean Heron, Business Development Officer at Glenmede, discussing:
Glenmede’s history and evolution from a single-family office to an investment company with offices all over the country
Why active management and a flexible, repeatable process are the core of their strategy
Why you should consider derivative-based strategies, and how to explain derivatives to your clients
The importance of a client-first approach
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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.
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Cathy Howse, Vice President at Schaefer-Cullen Capital Management, discussing:
Schaeffer-Cullen’s history
Why they focus on long-term value investing vs. chasing short-term returns
Why you should think about finding a dividend manager in your portfolio strategies
Cathy’s career at Schaeffer-Cullen, in which she progressed from assistant to Vice President at by taking every opportunity to learn & grow from those around her
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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.
