Monthly Archives: January 2021

Episode 25 – Financial Advisors Can Find Freedom to Focus Through Outsourcing – with Barrett Ayers, Matt Sonnen and Rich DeSalvo

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The ups and downs of 2020 gave many advisors pause and forced them to really think about the core of their businesses: Who are our ideal clients? What services should we be offering to them? What should we be charging for those services? And what is the most profitable way we can deliver those services to our ideal clients? 

In this episode of Power Your Advice, Adhesion Wealth President, Barrett Ayers, discusses the ins and outs of outsourcing with Matt Sonnen of PFI Advisors and Rich DeSalvo of f3Logic, LLC.  These experts provide their insights on the trends that are driving financial advisors to outsource and how outsourcing can free up advisors to focus on those services that differentiate them.

  • How COVID-19 accelerated advisor acceptance of outsourcing
  • What types of outsourced solutions are gaining popularity 
  • Tips for determining if/when an outsourced provider is a good fit with your firm
  • How outsourcing can benefit your bottom line

Resources:  Adhesion Wealth | PFI Advisors | f3Logic, LLC

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Episode 24 – Success Begins With Listening Deeply to Your Clients – with Michael Scaplen

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Michael Scaplen is the senior vice president of sales and relationship management at Axos Clearing, a full-service clearing firm and custodian serving introducing broker-dealer and registered investment advisors.

In this episode of Power Your Advice, Doug Heikkinen and Michael talk about the importance of being technologically nimble and delivering seamless, outstanding customer service in today’s environment. They also discuss the pillars of Axos’ business model and how it can empower advisors to better serve their clients.

You will also learn:

  • Why the pillars of Axos’ business are unique in the financial services industry.
  • Why Axos is committed to being light and nimble in its approach to technology, and how that benefits advisors.
  • How Axos puts the advisor first in everything they do, and how that, in turn, helps advisors deliver a better experience to their clients.

Resources: Axos Clearing

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Episode 23 – Sustainable and Impact Investing is Not a Charity – With Peter Krull

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Peter Krull is the Founder, CEO and Director of Investments at Earth Equity Advisors. He focuses on creating and managing Earth Equity’s sustainable, responsible and impact investment portfolios as well as writing thought leadership pieces and sharing the responsible investing story.

In today’s episode of Power Your Advice, Pete and Doug Heikkinen discuss the state of sustainable, responsible and impact investing in the financial services community today. Is everyone who says they do it really doing it? How can you tell the difference? They also discuss:

  • The screening process for a green stage portfolio
  • How sustainable portfolio returns compare to portfolios that don’t take sustainable or impact investing into account
  • How divesting from fossil fuel holdings can help with risk management inside a portfolio
  • Why Pete believes that you can trace breadcrumbs from an investment to saving the world for our kids
  • Why Pete thinks advisors should be on the green wave for their clients

RESOURCES: Earth Equity Advisors

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