Monthly Archives: December 2020

Episode 22 – Hedging Against Volatility With Precious Metals- with Christopher Blasi

December 21, 2020Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized#ChristopherBlasi, #DougHeikkinen, #FinancialAdvisors, #IRIS.xyz, #IRISMediaWorks, #NeptuneGlobal, #PMCOunce, #PowerYourAdvice, #PreciousMetals, #RIAspoweryouradvicepodcast

Chris Blasi is the President of Neptune Global Holdings, LLC, a precious metals dealer and creator of the PMC Ounce, a precious metals composite which combines the four major metals into one investment product that offers the properties of an ETF, but with one key differentiator – the investor actually owns the metals, and at any time, can convert the PMC Ounces they own to take physical delivery of the metals.

In this episode of Power Your Advice, Mike and Doug Heikkinen discuss precious metals – what they are and how they can help diversify client portfolios.

Overview of the precious metals asset class, how it works, and the precious metals within it
Overview of the PMC Ounce – how it works, and how advisors can take advantage of it
How can advisors talk about the PMC Ounce, and precious metals in general, with their clients
How and why Neptune Global has grown and thrived during the COVID-19 pandemic

Resources: Neptune Global Holdings, LLC | PMC Ounce

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Episode 21 – What Financial Advisors Should Know About Mergers & Acquisitions Today – with Barrett Ayers, Stan Gregor and David DeVoe

December 11, 2020Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized#AdhesionWealth, #BarrettAyers, #DavidDeVoe, #DeVoeandCompany, #DougHeikkinen, #IndependentAdvisor, #IRIS.xyz, #IRISMediaWorks, #M&A, #PowerYourAdvice, #RIA, #StanGregor, #SummitFinancialpoweryouradvicepodcast

After a couple of months of slowdown, Mergers & Acquisitions (“M&A”) are happening at record levels across the industry. As financial advisors think about ways to grow their business, they may want to consider M&A as one way to achieve benefits of scale, new levels of efficiency within their business, and unlock access to the power of a broader platform.

In this episode of Power Your Advice, Adhesion Wealth President, Barrett Ayers, once again takes the reins and leads a fascinating discussion with M&A gurus Stan Gregor of Summit Financial and David DeVoe of DeVoe & Company about how this year has affected Mergers & Acquisitions across the industry. They also provide insight for advisors on both sides of the equation – how sellers can make their firms attractive for acquisition, and what buyers should take into consideration when evaluating target companies.

What factors are driving M&A activity this year?
What are some of the most important valuation factors?
Beyond the financials, what else should an aggregator look for when evaluating companies?
When should an RIA look internally vs. externally?
Insight as to what RIA M&A may look like in 2021 and beyond.

Resources: Adhesion Wealth | Summit Financial | DeVoe & Company

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Episode 20 – Investment Banking Can Enhance Financial Advisors’ Value Propositions- with Michael Nessim

December 9, 2020Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized#DougHeikkinen, #FinancialAdvisors, #InvestmentBanking, #IRIS.xyz, #IRISMediaWorks, #KingswoodUS, #MichaelNessim, #PowerYourAdvice, #RIAspoweryouradvicepodcast

Michael Nessim is the President of Kingswood U.S. and the CEO of Benchmark Advisory Services, LLC. He has been in the financial services industry for more than 24 years and had been involved with investment banking for the last 20 years.

In this episode of Power Your Advice, Mike and Doug Heikkinen discuss investment banking – what it is and why financial advisors should consider including it in their client portfolios. They also talk about how Kingswood can help advisors provide access to this important and differentiating solution for their clients.

What does ‘investment banking” mean to advisors and their clients
How does Mike feel investment banking drives the economy
How can adding investment banking help strengthen advisors’ value propositions
The types of risks associated with investment banking and how can they be offset

Resources: Kingswood U.S.

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