This episode of Power Your Advice features Doug Heikkinen and Carter Malloy, Founder & CEO of AcreTrader, discussing how AcreTrader helps investors invest in farmland:
In this podcast, you will learn about
How Carter’s background in farming and software development led him to start AcreTrader
How AcreTrader works
Farmland’s consistent long-term performance since 1990
Why you should consider portfolio diversification through non-correlated asset classes for your clients
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Dan Weiskopf, Portfolio Manager at Toroso Asset Management, discussing:
Toroso’s commitment to looking at the financial services industry with a 360-degree view using ETFs
How security selection can be a differentiator for you & your practice
Where you can best spend your time to build your business
What Dan thinks the next 10 years in our industry and the next generation of Advisors looks like
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Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Cathy Howse, Vice President at Schaefer-Cullen Capital Management, discussing:
Schaeffer-Cullen’s history
Why they focus on long-term value investing vs. chasing short-term returns
Why you should think about finding a dividend manager in your portfolio strategies
Cathy’s career at Schaeffer-Cullen, in which she progressed from assistant to Vice President at by taking every opportunity to learn & grow from those around her
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Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Chris Hedges, Managing Director at MFS Investment Management, discussing:
MFS’s history and evolution from starting the first mutual fund to being a full-service, full fund family
The importance of taking a long-term approach to investing
Chris’s observations on recent trends and challenges Advisors are facing
How MFS places doing what’s right for Advisors & their other clients above everything else
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Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Bryce Coward, Deputy CIO & Portfolio Manager at Knowledge Leaders Capital, discussing:
Why Knowledge Leaders seeks out the most highly innovative companies they can find all over the globe
How accounting for intangible assets has evolved in the past 50 years, and how Knowledge Leaders leverages companies with those types of assets within their ETF and mutual fund products
How they leverage their own intangible capital to drive business through digital content
Knowledge Leaders’ commitment to delivering concierge-level service to their clients
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Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Rodrigo Gordillo, Managing Partner at ReSolve Asset Management, discussing:
ReSolve Asset Management’s focus on strategic asset allocation
Why it is important to make your clients comfortable being uncomfortable with new asset strategies
The importance of expanding your clients’ portfolios beyond U.S. equities into global investments
Tips and strategies for educating your clients to make them comfortable with your strategies
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Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Stephanie Patti, CEO of Global trend Events, discussing:
What the heck goes on at GTE Wealth Forums
The importance of building relationships vs. having meetings
Why you should consider attending niche events in addition to the traditional large industry shows
How delivering a high-quality experience can lead to repeat business and referrals to your firm
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Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Stacey Morris, Director of Research at Alerian, discussing:
Alerian’s history and focus on providing reliable, accurate & transparent benchmarks for energy infrastructure & MLP space
What is a Master Limited Partnership (MLP), and why you should be interested in learning more about them
Stacey’s observations on what is going on in the energy sector
How you can implement MLP or energy infrastructure investing in your clients’ portfolios
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Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Matt Madeiros, President & CEO of the Institute for Wealth Management, discussing:
The importance of honing your key value points when presenting to prospects
Why the Institute for Wealth Management focuses on managing risk first, returns second
How keeping your clients engaged in the process can keep them from abandoning good investment strategies due to lack of understanding
How the Institute for Wealth management works to make advisors prepared to engage with clients
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Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Matt Hougan, Global Head of Research at Bitwise Asset Management, discussing:
Bitwise’s unique focus on serving the financial advisor, family office, and multi-family office market
Why cryptocurrency is the next big thing, and why you should care about it
The role cryptocurrency can play in in a lot of people’s portfolio
Why Matt and Bitwise spend so much time & energy on educating advisors about cryptocurrency
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Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.
