Tag Archives: #DouglasHeikkinen

Episode 53 – Uncovering Investment Opportunity all Over the World – with Russell Platt

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

Russell Platt is the Co-Founder and CEO of Forum Partners, a global real estate investment and asset management firm. Founded in 2002, Forum is recognized for investing in and alongside public and private real estate companies, with a focus on income and capital preservation. 

In today’s episode, Doug & Russell talk about how Forum Partners finds real estate investment opportunities all over the world. They also discuss:

  • How they find opportunity in distressed retail space
  • What they look out for when considering investment
  • How Forum structures deals between the investors, the institutions and themselves
  • How advisors can take advantage of the opportunities provided by Forum Global
  • How advisors can explain these types of investments to their clients

Resources: Forum Partners

 

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 52 – Making Alternatives Accessible Through Technology – with Brian King

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

Brian King is the Co-Founder and CEO of Rialto, a next generation marketplace that unlocks opportunities in the real estate and other secondary investment markets. We’re connecting buyers and sellers like never before and modernizing their portfolio with less volatile, more versatile investment options. 

In today’s episode, Doug & Brian talk about Brian’s long-term interest in private markets and entrepreneurism, and how it drove him to found Realto. They also discuss:

  • Why interest in alternatives continues to grow
  • How Realto is different from other companies popping up in the alternative space
  • How Realto defines real estate opportunities
  • Why Realto wants to work side-by-side with advisors
  • How Brian started a business during the pandemic
  • What the future might hold for Realto

Resources: Realto

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 51 – Moving Investment Banking into the Future – with Richard Rappaport

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

Richard Rappaport is the founder of WestPark Capital Group, A full service investment banking and securities brokerage firm which serves the needs of both private and public companies worldwide, as well as individual and institutional investors.

In today’s episode, Doug & Richard talk about investment banking and what the future holds for the industry. They also discuss:

  • Why it’s getting more difficult for individual investors to participate in investment banking
  • How investment banking is becoming more international, and what countries Richard is working with
  • Is increased regulation affecting investment banking
  • What WestPark Capital Group focuses on, and how that benefits their clients
  • Where Richard is seeing an increase in transactions
  • How the last 18 months affected WestPark Capital Group
  • What the future holds for investment banking and WestPark Capital Group

Resources: WestPark Capital

 

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 50 – Develop a Deeply Engaging, Profoundly Human Client Experience – with Julie Littlechild

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

We are honored to have Julie Littlechild as our 50th guest on Power Your Advice. Julie is the CEO of Absolute Engagement, a company that helps advisors and advisory firms use direct input from their clients to evolve and enhance the client experience, identify unmet needs and increase referrals. She is also the author of The Pursuit of Absolute Engagement, and host of her own podcast, Becoming Referable.

In today’s episode, Doug & Julie talk about Absolute Engagement’s latest research on the advisor client experience. They also discuss:

  • Are advisor conversations with their clients better virtually or in person
  • What Julie thinks effective client engagement will look like going forward
  • Ways in which advisors can educate themselves to evolve with the changing landscape
  • What “co-creating the client experience” means and why it is important
  • Internal barriers that get in the way of developing a deeply engaging and profoundly human client experience
  • Conversations advisors need to be prepared to have with clients

Thank you to all our podcast guest and listeners. We have learned so much from our first 50 podcasts & can’t wait to see what the next 50 will bring!

Resources: Absolute Engagement | 2021 Investor Report |Becoming Referable Podcast

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 49 – Powering Alternative Investing Through Education and Data – with Mark Salameh

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

Mark Salameh is the CEO of AltsAxis, which works to deliver the universe of the alternative investment ecosystem in one seamless, leading-edge and intuitive and secure platform. 

In this episode of Power Your Advice, Doug Heikkinen and Mark talk about the challenges presented to advisors by the alternative investment industry:

  • Why not much has changed in the alternatives space in the last 20 years
  • Why Mark created AltsAxis, and what it does
  • Three things advisors should do when looking into alternatives, and how AltsAxis can help
  • Why social networking is an important element of the AltsAxis offering
  • Where Mark sees technology and data in the alternative space going in the future

Resources: AltsAxis

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 48 – Building Advisor Businesses Through Partnership – with Val Peters Rayevskiy

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

​​Val Peters Rayevskiy is the Chief Operating Officer of Kingswood U.S., an SEC-registered RIA and a FINRA-licensed broker/dealer with over $2B in assets under management, that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor.

In this episode of Power Your Advice, Doug Heikkinen and Val talk about his background, what drew him to financial services and why Kingswood U.S. is unique:

  • Why advisors should consider Kingswood, and why now
  • Why Kingswood works so hard to deliver personal touch and service to their advisors
  • How Kingswood’s culture of partnership drives everything they do
  • What the future holds for Kingswood U.S.

Resources: Kingswood U.S.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 47 – Create a Tactical Plan to Deliver Personal Client Experiences – with Joseph Michelli

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

​​Joseph A. Michelli, Ph.D., C.S.P., is an internationally sought-after speaker, author, and organizational consultant who transfers his knowledge of exceptional business practices in ways that develop joyful and productive workplaces with a focus on customer experience. His latest book is Stronger Through Adversity: World-Class Leaders Share Pandemic-Tested Lessons on Thriving During the Toughest Challenges. Joseph’s other titles include The New Gold Standard: 5 Leadership Principles for Creating a Legendary Customer Experience Courtesy of The Ritz-Carlton Hotel Company and The Airbnb Way: 5 Leadership Lessons for Igniting Growth through Loyalty, Community, and Belonging.

In this episode of Power Your Advice, Doug Heikkinen and Stewart talk about the importance of excellent client service and some tips and tricks 

  • Why advisors should make client service an important part of their practices
  • Suggestions for how to examine your book of business and deliver a tactical plan for how to deliver personal experiences to them
  • How advisors can measure the experiences they deliver to their clients
  • How the client journey has changed and what milestones advisors should keep in mind
  • What Joseph learned from interviewing 140 leaders for his latest book, Stronger Through Adversity: World Class Leaders Share Pandemic-Tested Lessons on Thriving During the Toughest Challenges.

 

Resources: The Michelli Experience

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 46 – What Advisors Should Know About Clearing Houses – with Michael Scaplen

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

At Advisorpedia, we feel it’s our duty to deliver advanced-level content that makes experienced financial advisors better in every way alongside content designed to level set and educate advisors at all levels. We will be dedicating some Power Your Advice episodes to that effort. Joining us to discuss our first topic – clearing firms – is Michael Scaplen, senior vice president of sales and relationship management at Axos Clearing, LLC. In today’s episode, Doug & Michael answer the following questions:

  • What does a clearing house do? 
  • What types of transactions occur on behalf of the advisor and their clients inside a clearing firm?
  • What makes clearing firms different from one another?
  • What should drive advisors to choose one clearing firm over another?
  • How have clearing firms evolved over the last 10 years?
  • What does the future hold for clearing houses?

Resources: Axos Clearing, LLC

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 45 – Can Advice Finally Go Mainstream? – with Stewart Bell

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

Stewart Bell is a business coach and founder of Audere Consulting & Coaching in Australia. Stewart created The Leveraged Advice Firm, a business coaching program and community for financial advisors, accountants and other advice professionals who are optimistic about the future. 

In this episode of Power Your Advice, Doug Heikkinen and Stewart talk about the evolution of advice in Australia  and about why Stewart is bullish on the advisor for a grand future.  

  • How technology is forcing advisors to look at their businesses in a different way
  • How advice may become mainstream
  • What a Leveraged Advice Firm looks like
  • The biggest mistakes advisors are making with technology 
  • The most significant impediments to advisory firm growth

Resources: Audere Consulting and Coaching

 

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 44 – Use Real Estate to Diversify Your Clients’ Portfolios – with Stephan Sakhai

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

Stephan Sakhai is a managing director at Sovereign Partners, a real estate investment firm that specializes in the acquisition and opportunistic debt throughout the United States. Sovereign’s real estate team draws on a deep knowledge of real estate fundamentals and capital markets to acquire properties and loans throughout the country, with a focus in office, hospitality and residential asset classes. 

In this episode of Power Your Advice, Doug Heikkinen and Stephan talk about how and why his family immigrated to the United States and founded Sovereign Partners, among other topics.  

  • How the pandemic affected the real estate market
  • How real estate is recovering
  • An overview of distressed real estate and the opportunities it presents
  • Why you should consider real estate investments now

Resources: Sovereign Partners

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More