Monthly Archives: November 2022

Episode 122 – The Cash Environment and How Advisors Can Bring Value to It – With Morgan Ludovico and Todd Blackburn

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Morgan Ludovico, a Vice President at StoneCastle Cash Management as well as Todd Blackburn, President of the Burns-Blackburn Group both join Doug Heikkinen for today’s podcast.

In this episode, Doug, Morgan, and Todd discuss the cash phenomenon, and how it has served advisors so well in increasing AUM, while enhancing client value. 

They also discussed: 

  • Why cash has become so important for advisors
  • The impact of new cash conversations with clients and how to approach those conversations
  • How FICA for advisors solution can be considered a market of one

Resources: Stonecastle



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Episode 121 – Finding the Balance Between the Advisor and the Client – With Emily Keagle

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Emily Keagle is the Managing Member and Investment Advisor at Financial Transparency. This is a firm working to help advisors answer their clients questions; supporting the advisors while creating a better financial world for their clients. 

In this episode, Doug and Emily talk about the business of working with both advisors and individual clients to promote communication about investments and financial planning.

They also discussed: 

  • Keagle’s background and the path they followed to become involved in financial services, eventually creating her own venture
  • The expectations of creating one’s own firm versus Keagle’s reality
  • Emily’s work with both individual clients as well as advisors and how to find a balance between the two
  • The tech stack Keagle uses to make her business possible
  • What is financial transparency?

Resources: Financial Transparency



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