Tag Archives: #AdhesionWealth

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

May 6, 2021Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#AdhesionWealth, #Advisorpedia, #BarrettAyers, #DirectIndexing, #DouglasHeikkinen, #FinancialAdvisors, #PowerYourAdvice, #RIAs, #UMAspoweryouradvicepodcast

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 25 – Financial Advisors Can Find Freedom to Focus Through Outsourcing – with Barrett Ayers, Matt Sonnen and Rich DeSalvo

January 21, 2021Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized#AdhesionWealth, #BarrettAyers, #DougHeikkinen, #f3Logic, #FinancialAdvisors, #IRIS.xyz, #IRISMediaWorks, #MattSonnen, #PFIAdvisors, #PowerYourAdvice, #RichDeSalvopoweryouradvicepodcast

The ups and downs of 2020 gave many advisors pause and forced them to really think about the core of their businesses: Who are our ideal clients? What services should we be offering to them? What should we be charging for those services? And what is the most profitable way we can deliver those services to our ideal clients?

In this episode of Power Your Advice, Adhesion Wealth President, Barrett Ayers, discusses the ins and outs of outsourcing with Matt Sonnen of PFI Advisors and Rich DeSalvo of f3Logic, LLC. These experts provide their insights on the trends that are driving financial advisors to outsource and how outsourcing can free up advisors to focus on those services that differentiate them.

How COVID-19 accelerated advisor acceptance of outsourcing
What types of outsourced solutions are gaining popularity
Tips for determining if/when an outsourced provider is a good fit with your firm
How outsourcing can benefit your bottom line

Resources: Adhesion Wealth | PFI Advisors | f3Logic, LLC

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Episode 21 – What Financial Advisors Should Know About Mergers & Acquisitions Today – with Barrett Ayers, Stan Gregor and David DeVoe

December 11, 2020Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized#AdhesionWealth, #BarrettAyers, #DavidDeVoe, #DeVoeandCompany, #DougHeikkinen, #IndependentAdvisor, #IRIS.xyz, #IRISMediaWorks, #M&A, #PowerYourAdvice, #RIA, #StanGregor, #SummitFinancialpoweryouradvicepodcast

After a couple of months of slowdown, Mergers & Acquisitions (“M&A”) are happening at record levels across the industry. As financial advisors think about ways to grow their business, they may want to consider M&A as one way to achieve benefits of scale, new levels of efficiency within their business, and unlock access to the power of a broader platform.

In this episode of Power Your Advice, Adhesion Wealth President, Barrett Ayers, once again takes the reins and leads a fascinating discussion with M&A gurus Stan Gregor of Summit Financial and David DeVoe of DeVoe & Company about how this year has affected Mergers & Acquisitions across the industry. They also provide insight for advisors on both sides of the equation – how sellers can make their firms attractive for acquisition, and what buyers should take into consideration when evaluating target companies.

What factors are driving M&A activity this year?
What are some of the most important valuation factors?
Beyond the financials, what else should an aggregator look for when evaluating companies?
When should an RIA look internally vs. externally?
Insight as to what RIA M&A may look like in 2021 and beyond.

Resources: Adhesion Wealth | Summit Financial | DeVoe & Company

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Episode 19 – Financial Advisors Can Find the Right Version of Independence – with Barrett Ayers, Louis Diamond and Jim Dickson

November 11, 2020Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized#AdhesionWealth, #BarrettAyers, #BreakAwayBroker, #DiamondConsultants, #DougHeikkinen, #IndependentAdvisor, #IRIS.xyz, #IRISMediaWorks, #JimDickson, #LouisDiamond, #PowerYourAdvice, #SanctuaryWealthpoweryouradvicepodcast

Adhesion Wealth, Diamond Consultants, and Sanctuary Wealth are all well-known for their laser focus on providing customized solutions to support the widely varied business models and challenges faced by advisors who are looking to go or already have gone independent.

In this episode of Power Your Advice, Adhesion Wealth President, Barrett Ayers, takes the reins and leads a fascinating discussion with Louis Diamond, Executive Vice President and Head Consultant at Diamond Consultants, and Jim Dickson, CEO of Sanctuary Wealth, about what’s going on in the breakaway and independent channels. They also provide insight and practical options for advisors who are considering going independent:

The acceleration of advisor movement during the COVID-19 pandemic
Why are advisors deciding to go independent today? What challenges does that decision bring?
How has the growth of the independent channel allowed more people to find their right version of independence?
What should advisory firms be doing to make themselves more attractive for new advisors looking for an affiliation model?
What are some challenges advisors face when going independent? And what solutions are available to address them?

Resources: Adhesion Wealth | Diamond Consultants | Sanctuary Wealth

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Episode 18 – The Best Advisors Adopt a CEO Mindset to Scale their Business- with Barrett Ayers & Clint Sorenson

September 21, 2020Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized#AdhesionWealth, #BarrettAyers, #ClintSorenson, #DougHeikkinen, #IRIS.xyz, #IRISMediaWorks, #PowerYourAdvice, #WealthShieldpoweryouradvicepodcast

Barrett Ayers from Adhesion Wealth and Clint Sorenson from WealthShield have both focused their businesses on providing outsource support and solutions that help financial advisors scale and do more for their clients while continuing to focus on what matters most when running their business.

In this episode of Power Your Advice, Doug Heikkinen, Barrett & Clint discuss how the game has changed for financial advisors, why their landscape is more complex than ever, and the importance of advisors adopting a CEO mindset in managing their business

What are the three main challenges financial advisors continue to face
What is the highest & best use of an advisor’s time
How to evaluate your business to identify core vs. non-core activities
What is the best way to talk to your clients about the elements of your business you do decide to outsource

Resources: Adhesion Wealth | WealthShield

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