Tag Archives: #DiscoveryData

Episode 10 – Differentiating Yourself in Changing Times – with Dan Weiskopf

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 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.

RESOURCES: Toroso Asset Management| Toroso Twitter| Discovery Data | Global Trend Events

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Episode 9 – Client Needs Come First – with Sean Heron

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Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Sean Heron, Business Development Officer at Glenmede, discussing:

  • Glenmede’s history and evolution from a single-family office to an investment company with offices all over the country
  • Why active management and a flexible, repeatable process are the core of their strategy
  • Why you should consider derivative-based strategies, and how to explain derivatives to your clients
  • The importance of a client-first approach

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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.

 

RESOURCES: Glenmede| Glenmede Twitter| Discovery Data | Global Trend Events

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Episode 8 – The Importance of Value Investing – with Cathy Howse

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 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.

 

RESOURCES: Schaefer-Cullen Capital Management / Cullen Funds | Discovery Data | Global Trend Events

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Episode 7– Rewarding the Long-Term View – with Chris Hedges

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 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.

 

RESOURCES: MFS Investment Management | MFS Twitter| Discovery Data | Global Trend Events

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Episode 6 – Leveraging Intangible Capital– with Bryce Coward

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 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.

 

RESOURCES: Knowledge Leaders Capital | Knowledge Leaders Capital Blog | Knowledge Leaders Capital Twitter | Discovery Data | Global Trend Events

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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

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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

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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.

RESOURCES: Global Trend Events| Discovery Data

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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

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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

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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.

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

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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

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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.

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

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