Category Archives: Advisorpedia

Episode 31 – Creating Client Income with Equity Options – with Michael J. Egan, CFP®, CIMA®

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

​​Michael J. Egan is the Founder and President of Gyroscope Capital Management Group, a Naples-based investment advisor with a 12+ year track record of providing low volatility, equity income and custom hedging solutions for individuals and financial advisors. In this episode of Power Your Advice, Doug Heikkinen and Mike discuss Gyroscope’s passion for helping advisors learn and use equity options for income generation and concentrated stock hedging.

  • A brief overview/refresher on options investing
  • Why finding income for clients is a growing challenge for advisors
  • How advisors can derive income from equities for their clients
  • How Gyroscope can help advisors with clients who may be holding too much of one stock

Resources: Gyroscope Capital Management

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Episode 30 – Delivering Financial Planning in 30 Seconds – with Adam Holt, CFP®, ChFC®

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , ,

Adam Holt is the CEO and Founder of Asset-Map, an award-winning software platform that combines design thinking and personal finance to help advisors display their clients’ complete financial picture. In this episode of Power Your Advice, Doug Heikkinen and Adam discuss how Asset-Map came to be, and how they strive to help advisors deliver exactly what their clients want: clarity and simplicity.

  • How Asset-Map allows advisors to better mine their clients’ data to provide more in-depth analysis
  • Why “simple elegance” is at the foundation of everything Asset-Map builds
  • How Asset-Map can help advisors drive engagement and make their clients feel more involved with their decisions
  • Where Adam sees technology & advice converging over the next few years

Resources: Asset-Map | Adam Holt on LinkedIn

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Episode 29 – Leverage Artificial Intelligence in Your Investment Strategy – with David Aferiat

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , ,

​​David Aferiat is the founder & managing partner of Trade-Ideas, which publishes actionable market intelligence to help customers capture alpha in the capital markets. In this episode of Power Your Advice, Doug Heikkinen and David discuss how Trade-Ideas makes technology normally available to hedge funds available to financial advisors and investors.

  • How Trade-Ideas makes artificial intelligence (AI) accessible to professional traders
  • How AI provides the guardrails to help advisors make decisions
  • Why David thinks advisors may be reluctant to adopt this type of technology
  • Where David sees AI & Trade-Ideas headed in the next five years

Resources: Trade-Ideas

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Episode 28 – Helping Advisors Through Every Step of Transition – with Jaime Golden

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , ,

​​Jaime Golden is president of Acquisitions at Kingswood U.S., and spends most of his time working with financial advisors who are considering or working through full or partial acquisitions of their firms. In this episode of Power Your Advice, Doug Heikkinen and Jaime discuss trends Jaime is seeing for both rep movement and M&A in our industry.

  • Why might an advisor consider changing firms
  • The thought process advisors go through before making a change
  • What questions come up most in the process, and how Kingswood helps answer them
  • How Kingswood helps advisors who have plateaued achieve growth
  • What the biggest advantage is for advisors working with Kingswood

Resources: Kingswood U.S.

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Episode 27 – Democratizing Access to Alternative Investments – with Perrin Quarshie

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , ,

​​Perrin Quarshi is the Founder & CEO of RealBlocks, an online platform that provides access and liquidity for alternative investments. RealBlocks democratizes access to alternatives by lowering the required minimum investment amount, providing international access, and allowing for investor liquidity via secondary trading. In this episode of Power Your Advice, Doug Heikkinen and Perrin discuss why advisors should be considering alternative investments for their clients, and how they can access them through RealBlocks.

  • How RealBlocks is disrupting alternative investing
  • Why the alternative space needs to be democratized
  • How financial advisors can talk about alternatives with their clients
  • Where Perrin sees the alternative space going in the future

Resources: RealBlocks 

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