Tag Archives: #DouglasHeikkinen

Episode 33 – Disrupt Your Thinking About ETFs – with Rob Isbitts and Samita Thephasit

April 22, 2021Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#Advisorpedia, #DouglasHeikkinen, #etfinvesting, #ETFPortfolios.com, #etfs, #FinancialAdvisors, #PowerYourAdvice, #RIAs, #RobIsbitts, #SamitaThephasit, #SungardenInvesmentManagementpoweryouradvicepodcast

ETFPortfolios.com is an investment advisory service that offers a contemporary, common-sense, analytical approach to navigating modern investment markets. In this episode of Power Your Advice, Doug Heikkinen speaks with chief investment officer Rob Isbitts and financial advisor, Samita Thephasit, from ETFPortfolios.com and Sungarden Investment Management about how the nature of investing has changed, and what advisors need to do to keep up.

How advisors need to adjust to today’s investment environment
How ETF investing has changed over the last few years
What the proprietary analytical tools created by Rob & his team do and how they help advisors make investment decisions
Rob & Samita’s advice to advisors who leverage ETFs to achieve their clients’ goals

Resources: ETFPortfolios.com | Sungarden Investment Management

This commentary is provided for informational and educational purposes only. The information expressed herein reflects our judgment as of the date of writing and are subject to change at any time without notice. They are not intended to investment advice or a recommended course of action in any given situation. The risk associated with utilizing hedging strategies; Hedging instruments such as options and certain ETFs are typically intended to limit or reduce investment risk, but can also be expected to limit or reduce the potential for profit or result in losses. No assurance can be given that any particular hedging strategy will be successful and achieve its desired objective, or will make any profit, or will be able to avoid incurring losses. Certain hedging transactions may involve the use of leverage, which could result in losses exceeding the amount committed in the transaction. Rob Isbitts is an Investment Advisor Representative of Dynamic Wealth Advisor dba Sungarden Investment Management. All advisory services are offered through Dynamic Wealth Advisors. Rob Isbitts is a Senior Contributor at Forbes.com, as well as a contributor with U.S. News and World Report, these are considered outside business activities and are separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors.

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Episode 31 – Creating Client Income with Equity Options – with Michael J. Egan, CFP®, CIMA®

April 15, 2021Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#Advisorpedia, #DouglasHeikkinen, #equityincome, #FinancialAdvisors, #GyroscopeCapitalManagementGroup, #MichaelJEgan, #optionsinvesting, #PowerYourAdvice, #RIAspoweryouradvicepodcast

Michael J. Egan is the Founder and President of Gyroscope Capital Management Group, a Naples-based investment advisor with a 12+ year track record of providing low volatility, equity income and custom hedging solutions for individuals and financial advisors. In this episode of Power Your Advice, Doug Heikkinen and Mike discuss Gyroscope’s passion for helping advisors learn and use equity options for income generation and concentrated stock hedging.

A brief overview/refresher on options investing
Why finding income for clients is a growing challenge for advisors
How advisors can derive income from equities for their clients
How Gyroscope can help advisors with clients who may be holding too much of one stock

Resources: Gyroscope Capital Management

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Episode 30 – Delivering Financial Planning in 30 Seconds – with Adam Holt, CFP®, ChFC®

April 14, 2021Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#Adam Holt, #Asset-Map, #DouglasHeikkinen, #FinancialAdvisors, #fintech, #PowerYourAdvice, #RIAspoweryouradvicepodcast

Adam Holt is the CEO and Founder of Asset-Map, an award-winning software platform that combines design thinking and personal finance to help advisors display their clients’ complete financial picture. In this episode of Power Your Advice, Doug Heikkinen and Adam discuss how Asset-Map came to be, and how they strive to help advisors deliver exactly what their clients want: clarity and simplicity.

How Asset-Map allows advisors to better mine their clients’ data to provide more in-depth analysis
Why “simple elegance” is at the foundation of everything Asset-Map builds
How Asset-Map can help advisors drive engagement and make their clients feel more involved with their decisions
Where Adam sees technology & advice converging over the next few years

Resources: Asset-Map | Adam Holt on LinkedIn

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Episode 29 – Leverage Artificial Intelligence in Your Investment Strategy – with David Aferiat

April 8, 2021Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#AI, #artificialintelligence, #DavidAferiat, #DouglasHeikkinen, #FinancialAdvisors, #PowerYourAdvice, #RIAs, #Trade-Ideaspoweryouradvicepodcast

David Aferiat is the founder & managing partner of Trade-Ideas, which publishes actionable market intelligence to help customers capture alpha in the capital markets. In this episode of Power Your Advice, Doug Heikkinen and David discuss how Trade-Ideas makes technology normally available to hedge funds available to financial advisors and investors.

How Trade-Ideas makes artificial intelligence (AI) accessible to professional traders
How AI provides the guardrails to help advisors make decisions
Why David thinks advisors may be reluctant to adopt this type of technology
Where David sees AI & Trade-Ideas headed in the next five years

Resources: Trade-Ideas

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Episode 28 – Helping Advisors Through Every Step of Transition – with Jaime Golden

March 31, 2021Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#DouglasHeikkinen, #FinancialAdvisors, #JaimeGolden, #KingswoodUS, #M&A, #PowerYourAdvice, #RIAspoweryouradvicepodcast

Jaime Golden is president of Acquisitions at Kingswood U.S., and spends most of his time working with financial advisors who are considering or working through full or partial acquisitions of their firms. In this episode of Power Your Advice, Doug Heikkinen and Jaime discuss trends Jaime is seeing for both rep movement and M&A in our industry.

Why might an advisor consider changing firms
The thought process advisors go through before making a change
What questions come up most in the process, and how Kingswood helps answer them
How Kingswood helps advisors who have plateaued achieve growth
What the biggest advantage is for advisors working with Kingswood

Resources: Kingswood U.S.

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Episode 27 – Democratizing Access to Alternative Investments – with Perrin Quarshie

February 26, 2021Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#AlterativeInvestments, #Alts, #DouglasHeikkinen, #FinancialAdvisors, #PerrinQuarshie, #PowerYourAdvice, #RealBlocks, #RIAspoweryouradvicepodcast

Perrin Quarshi is the Founder & CEO of RealBlocks, an online platform that provides access and liquidity for alternative investments. RealBlocks democratizes access to alternatives by lowering the required minimum investment amount, providing international access, and allowing for investor liquidity via secondary trading. In this episode of Power Your Advice, Doug Heikkinen and Perrin discuss why advisors should be considering alternative investments for their clients, and how they can access them through RealBlocks.

How RealBlocks is disrupting alternative investing
Why the alternative space needs to be democratized
How financial advisors can talk about alternatives with their clients
Where Perrin sees the alternative space going in the future

Resources: RealBlocks

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

March 16, 2020Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized#DanWeiskopf, #DiscoveryData, #DouglasHeikkinen, #gtewealthforum, #IRIS, #PowerYourAdvice, #Torosopoweryouradvicepodcast

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

March 9, 2020Uncategorized#DiscoveryData, #DouglasHeikkinen, #Glenmede, #gtewealthforum, #IRIS, #PowerYourAdvice, #SeanHeronpoweryouradvicepodcast

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

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

March 3, 2020Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized#CathyHowse, #DiscoveryData, #DouglasHeikkinen, #gtewealthforum, #IRIS, #PowerYourAdvice, #Schaefer-Cullenpoweryouradvicepodcast

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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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

February 21, 2020Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized#ChrisHedges, #DiscoveryData, #DouglasHeikkinen, #gtewealthform, #IRIS, #MFS, #PowerYourAdvicepoweryouradvicepodcast

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

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