Tag Archives: #Advisors

Episode 138 – Maximizing the Value out of Data – With Glenn Elliott

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

Glenn Elliott is the Chief Executive Officer & Co-Founder of Practifi, the award-winning platform that powers high-performing wealth institutions, broker-dealers and RIAs.

In this podcast, Doug and Glenn discuss how Practifi combats disconnection through their one singular platform which accounts for each of the various roles in an advisory firm.

They also discussed:

  • How advisors should think about technology and sift through it all to focus on what’s best for their business
  • The unity of people, data, and business and how Practifi helps
  • How Practifi assists with increasing advisor efficiency and with performance
  • How advisors should think about data and turn it into insights and action that help their firm and their clients
  • FinTech integrations and how advisors should think about them
  • Practifi being a worldwide company and how this global perspective and insight makes them a more well rounded platform

Resources: 

Practifi



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Episode 137 – Sanctuary Wealth Oasis: Making the Advisor’s Life Easier – With Jim Dickson

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

Jim Dickson is the CEO and Founder of Sanctuary Wealth: an advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve.

Live from the Sanctuary Oasis Conference in Las Vegas, Doug and Jim discuss Sanctuary Wealth’s impressive growth and how the platform helps advisors launch their careers and serve their clients.

They also discussed:

  • Sanctuary Wealth’s growth to oversee $25 billion in assets and the factors that have led to this massive growth
  • What about partnered independence is so attractive to advisors
  • The different ways that advisors can join Sanctuary Wealth
  • Jim’s outlook for M&A and if it will continue with these high levels
  • What Sanctuary Wealth looks for when approaching a potential acquisition
  • How Jim sees the hybrid RIA industry evolving
  • Some of the things that advisors should consider when they’re looking to grow their firms in the current environment

Resources:
Sanctuary Wealth

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Episode 133 – Building a Team of Shareholders: Fostering Collaboration and Wealth Creation – With Jim Gold

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

Jim Gold serves as CEO, is a Founding Partner, a Board Member, and a member of the Executive leadership team at Steward Partners Global Advisory. The firm, with their professionals, deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. The company has grown to oversee approximately $25 billion in client’s assets under management.

In this podcast, Doug and Jim discuss the building of Steward Partners infrastructure and business model, setting the company up for monetary success and an array of benefits for their advisors. 

They also discussed:

  • The firm’s tremendous growth rate over the past few years and how their team achieved so many milestones in such a short period of time
  • The impact of the recent investment by Pritzker into the firm
  • Steward Partners having all of their advisors and employees be equity owners
  • What is driving the movement of advisors
  • How Steward draws advisors away from their competitors and through their doors
  • The key to leading a successful firm

Resources: 

Steward Partners Global Advisory



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Episode 132 – Accessible Private Commercial Real Estate for the Masses – With Thomas McDonald

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

Thomas McDonald is the Director of Investment Product Development and Portfolio Management for CrowdStreet and serves as a member of the Investment Committee. CrowdStreet is the largest online private equity real estate investing platform, giving individual investors direct access to a range of investment opportunities and online tools needed to manage those investments.

In this podcast, Doug and Thomas discuss the investment opportunities within private commercial real estate and how CrowdStreet advisor’s are changing the accessibility of this asset class.

They also discussed:

  • The investment industry and its current market
  • How financial advisors should be approaching this high inflation and high interest rate environment
  • Why investors and their advisors should be considering private commercial real estate today and in the years to come as a long term investment
  • Where the opportunities are in commercial real estate today and how the CrowdStreet team is capturing them
  • The distinctions within the asset class of private commercial real estate and the investment strategies of core and core plus 
  • How CrowdStreet advisors are changing the accessibility of private commercial real estate investments

Resources: 

CrowdStreet



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Episode 126 – NYC Pop-Up Podcast: Building a Marketplace for Real Estate Investing – With Donal Mastrangelo

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

Donal Mastrangelo is the Head of Distribution at Lex markets. Lex is a new way to invest in real estate, turning individual buildings into public stocks. This offers a new way for investors to access the benefits of fully underwritten commercial real estate.

Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Donal discuss the business of real estate investing and how Lex Markets contributes to the industry. 

They also discussed:

  • Commercial real estate’s historical access problem and its role in, or lack thereof, client portfolios
  • Where the idea for Lex came from and how it evolved
  • The due diligence and structuring of the business
  • How to align client interests with those of the sponsor
  • The registration process with the SEC
  • If advisors can get tax benefits by leveraging amortization or depreciation to minimize their client’s tax burdens

Resources: 

Lex Markets

Potential investors are encouraged to consult with professional tax, legal, and financial advisors before making any investment into a securities offering. This investment may not be suitable for all investors. Distributions and liquidity not guaranteed. Property performance and performance of property tenants not guaranteed. Diversification does not eliminate the risk of experiencing investment loss.



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