Monthly Archives: May 2021

Episode 40 – Focus on Delivering the Right Solution to Your Clients – with Todd Anderson

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​​Todd Anderson is the founder and managing partner of Anderson Financial Group, one of the leading employee benefits and wealth management firms in the Southwest. In this episode of Power Your Advice, Doug Heikkinen and Todd discuss how the last year has changed how Anderson Financial Group does business, and how being solutions-focused defines how they serve their clients.

  • How their rapid adaptation to the new digital world has benefitted their business
  • How Todd works to establish trust virtually
  • How Todd positions annuities with his clients
  • The biggest question on investors’ minds right now
  • Why Todd got into financial services

Resources: Anderson Financial Group

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Episode 39 – Is it Time to Consider Changing Clearing Providers – With Michael Scaplen

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Michael Scaplen is the senior vice president of sales and relationship management for Axos Clearing, LLC, a full-service clearing firm that provides flexible clearing solutions focused on empowering introducing broker-dealer and registered investment advisor correspondents to grow their businesses. In this episode of Power Your Advice, Doug Heikkinen and Mike discuss recent changes in the financial services industry, and how Axos has evolved how it serves broker-dealers as a result.

  • How consolidation across the industry has affected Axos
  • How broker-dealers can recognize when it might be time to consider changing clearing providers
  • How Axos’ onboarding process makes the transition seamless for broker-dealers
  • What proactive steps can broker-dealers take to prepare to make to change clearing providers

Resources: Axos Clearing, LLC

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Episode 38 -Insurance is Insurance Until You Have a Claim – with Bobby Hotaling

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​​Bobby Hotaling is the founder of Hotaling Insurance Services, a full-service risk management firm and a global leader in managing the specific risks of the entertainment and sporting industries. In this episode of Power Your Advice, Doug Heikkinen and Bobby discuss how Bobby built the firm from scratch and why advisors should take the time to learn more about insurance for themselves and their clients.

  • Why Hotaling Insurance focuses on a broad gamut of risk management solutions
  • Why advisors and their clients must have a broad understanding of insurance
  • How Hotaling Insurance began working with professional athletes, and why he and his team enjoy working with them
  • How Bobby thinks the new administration’s changes to gifting and estate laws is going to affect individuals and business in general
  • What Bobby sees as in the future of the insurance industry

Resources: Hotaling Insurance Services | Hotaling Insurance Services

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Episode 37 – Democratizing Access to Late-Stage Venture-Backed Companies – with Christian Munafo

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​​Christian Munafo is the chief investment officer of Liberty Street Advisors, Inc., and the portfolio manager of the Private Shares Fund (PRIVX, PIIVX), which offers individuals, family offices, and institutions an effective means to access the venture-backed asset class. In this episode of Power Your Advice, Doug Heikkinen and Matthew discuss late-stage venture capital investing and why you should consider it for your clients.

  • What late-stage venture capital investing and secondary strategies are
  • Why late-stage venture capital investing is a unique opportunity
  • Why private assets are staying private for longer
  • The types of opportunities on which the Private Shares Fund focuses
  • How Liberty Street Advisors and the Private Shares Fund democratize access to these types of investments

Resources: The Private Shares Fund | Liberty Street Advisors, Inc.

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Episode 36 – The Opportunity in Commercial Real Estate – with Matthew Gorelik

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​​Matthew Gorelik is the Founder, Chairman and CEO of Township Capital, a Los Angeles-based real estate investment manager focused of making programmatic equity investments alongside best-in-class sponsors and institutional equity investors nationwide. He & his team are unique in their ability to identify and invest in opportunities throughout the commercial real estate capital stack and across various market conditions. In this episode of Power Your Advice, Doug Heikkinen and Matthew discuss what is going on across the different sectors of commercial real estate

  • How investing in commercial real estate has changed over the past two decades
  • Trends Matthew sees in commercial real estate today
  • The opportunity presented by student housing
  • What is going on with multifamily housing and post-pandemic migration patterns
  • Is senior living making a comeback after the pandemic
  • What Matthew and Township Capital are excited about in the near future

Resources: Township Capital

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Episode 35 – Differentiate Your Advice with Direct Indexing – with Barrett Ayers

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Barrett Ayers is the President of Adhesion Wealth, a leading provider in outsourced managed account solutions.  In this episode of Power Your Advice, Doug Heikkinen and Barrett discuss direct indexing – what it is, how it works, and why you should consider it for your clients’ portfolios.

  • The history of direct indexing, and how it has become available outside pooled vehicles
  • The potential tax benefits of utilizing a direct index within a Unified Managed Account (UMA)
  • An overview of Adhesion Wealth’s Personal Index solution, and why Barrett is so excited about it
  • How leveraging direct indexing can help your clients and bolster your value proposition

Resources: Adhesion Wealth

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Episode 34 – Crypto: No Longer Something You Can Ignore – with Matt Hougan

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​​Matt Hougan is the chief investment officer of Bitwise Asset Management, pioneer of the first cryptocurrency index fund and a leading provider of rules-based exposure to the cryptoasset space. He also co-authored the CFA Institute’s research foundation brief, Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrency for Investment Professionals.  In this episode of Power Your Advice, Doug Heikkinen and Matt discuss the growth of the cryptoasset space, and why you can’t afford to ignore it.

  • When an ordinary investor should consider cryptocurrency
  • How crypto is currently regulated
  • Basics of decentralized finance (DeFi)
  • What a Bitcoin ETF would mean to the market
  • What’s going on with NFTs
  • What Matt sees coming next

Resources: Bitwise | Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrency for Investment Professionals

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