Tag Archives: #FinancialPlanning

Episode 189 – Financial Literacy Amongst an Information Overload with Grace Salvino

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

In this episode, we are joined by Grace Salvino, a Wealth Manager at the multi-generational independent RIA firm, Performance Wealth. Grace brings her insights into the misinformation the next generation of clients receives daily, working to promote accurate financial literacy and informed investment decisions.

They also discussed:

  • The misconception of becoming experts in finance through social media exposure.
  • Performance Wealth and its emphasis on transparency and hands-on involvement in investment decisions.
  • Compounding interest and the significance of starting investments early.
  • Grace’s personal motivation to see clients reach their financial goals at a younger age.
  • The importance of proactive financial planning, living within one’s means, and investing early.
  • Communication with next-gen and the need for open dialogues, face-to-face interactions, and personal contact over technology.

 

Resources: 

Performance Wealth

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Episode 147 – Sanctuary Wealth Oasis: Believing in the Independent Advisor – With Massimo Guiati

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Massimo Guiati is the CEO of the Azimut Group, and is responsible for the development and distribution of business globally. Azimut is a leading Italian independent asset manager. The group specializes in wealth management and offers financial advisory services for investors, primarily through its advisory networks.

Live from the Sanctuary Oasis Conference in Las Vegas, Massimo shares his global perspective on investing in both the alternative space as well as wealth management.

They also discussed:

  • The Azimut Group and its significant expansion in the United States over these past few years
  • The investments they have done to date being present in both the alternative space as well as wealth management
  • Their transaction with Sanctuary Wealth and thoughts on the investment right now
  • Massimo’s view of the financial advisory market in the US and the growth opportunities it provides 

 

Resources: 

Sanctuary Wealth

Azimut Group

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Episode 136 – NYC Pop-Up Podcast: Serving the EcoSystem of Financial Services – With David Goldman

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David Goldman is the Chief Business Officer at Pontera. Pontera is a platform that helps advisors manage 401k and other held away accounts without taking custody. Pontera enables growth by allowing advisors to manage and trade their client’s retirement accounts as part of a holistic portfolio.

Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and David discuss Pontera’s ability to serve the entire network of the financial services company and the introduction of professionally managed held away accounts.

They also discussed:

  • How Pontera serves the entire network of the financial services company from the individual advisor to the home office to compliance and supervision
  • How advisors can introduce the concept of professionally managed 401K accounts to investors, and the reception from these clients
  • The reaction of this introductionand how the current financial climate affects these conversations
  • How advisors are addressing these real concerns for clients, beyond the actual portfolio investment strategies
  • The demand for financial advisors during this time of market volatility, particularly for retirement accounts

Resources: 

Pontera



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Episode 135 – NYC Pop-Up Podcast: Tackling the Spectrum of Client Engagement – With Michael Lecours

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

Michael Lecours is.the Co-Founder of fpPathfinder, an effective tool for advisors to be more diligent in their planning process.

Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Michael discuss the innovative tools fpPathfinder has created for advisors to meet the needs and cater to the variability of their clientele.

They also discussed:

  • The origin of fpPathfinder and how the idea was launched
  • How fpPathfinder assists advisors in client engagement
  • The planning opportunities fpPathfinder’s interactive checklists and flowcharts uncovers
  • The trends being seen in the advisory tech landscape and how fpPathfinder is evolving to meet more of advisor’s needs 
  • How fpPathfinder is enhancing the advisors ability to deliver a personal and memorable, client experience

Resources: 

fpPathfinder



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Episode 104 – An AI Solution For Personalized Advising – With Andrew Altfest

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

Andrew Altfest is the founder and CEO of FP Alpha, the first AI driven, comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to clients across over 15 financial planning disciplines. 

In today’s podcast, Doug talked with Andrew about his background and how he got the idea for this innovative product. They also discussed: 

  • Andrew’s background growing up in a family of advisors
  • The solutions FP Alpha provides to advisors and the journey of its creation
  • Why tax planning and estate planning are key areas to providing holistic advice
  • How Andrew and his firm have used FP Alpha for personalization
  • AI’s impact on personalization and how advisors do business
  • Why Andrew decided to offer his solution to the industry instead of keeping it for his firm

Resources: FP Alpha 



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