Category Archives: IRIS Media Works

Episode 5 – Get Your Clients Comfortable Being Uncomfortable – with Rodrigo Gordillo

Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized, , , , , ,

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 

——————————————————————————

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.

 

RESOURCES: ReSolve Asset Management | Get Comfortable Being Uncomfortable | ReSolve Twitter | Discovery Data | Global Trend Events

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 4 – The Importance of Building Relationships – with Stephanie Patti

Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized, , , , , ,

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

——————————————————————————

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.

RESOURCES: Global Trend Events| Discovery Data

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 3 – Consider the Energy Industry – with Stacey Morris

Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized, , , , , , , , , , , , , , ,

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

——————————————————————————

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.

 

RESOURCES: Alerian| Alerian’s MLP University | Alerian Twitter | Discovery Data | Global Trend Events

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 2 – Involve Your Clients in Their Process  – with Matt Madeiros

Finance, Industry Innovators, IRIS Media Works, Power Your Advice, , , , , ,

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

——————————————————————————

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.

RESOURCES: The Institute for Wealth Management| Discovery Data | Global Trend Events

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 1 – Why You Should Consider Crypto for Your Portfolio Strategy – with Matt Hougan

Finance, Industry Innovators, IRIS Media Works, Power Your Advice, , , , , , ,

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

——————————————————————————

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.

RESOURCES: Bitwise Asset Management | Bitwise Twitter | Bitwise LinkedIn | Discovery Data | Global Trend Events | Global Trend Events Instagram

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More