Tag Archives: #IRIS

Episode 15 – Projecting Your Personal Power Over Videoconferences – with Bill Acheson

Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized, , , , , ,

When you participate in videoconferences, you invite people into your home. Every element of the videoconference is revealing, so you need to make sure you prepare, position and present yourself as strongly as possible. In this episode of Power Your Advice Doug Heikkinen talks with Bill Acheson, the Body Language Expert, about personal power – what it is and how you can best manage and project it in today’s videoconference world.

  • What is personal power, and how do we project it?
  • What the space behind you on video conferences reveals about you. How can you arrange it so that people focus on you, not on your tchotchkes?
  • Why you should minimize your movements while on camera.
  • How to manage intrusions during videoconferences and how to capitalize on them as an opportunity to demonstrate personal power.

RESOURCES: Bill Acheson’s website | Who’s Zooming Who Blog

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Episode 13 – Passion for Serving Financial Advisors – with Tom Wagner

Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized, , ,

IRIS Media Works is pleased to welcome Tom Wagner, our new Vice President of Business Development, to the team. In this special episode of Power Your Advice, Doug and Tom have a great conversation about trends Tom sees across the industry during the era of COVID-19, the growing importance of digital media and communications, why he switched from being a “big company” guy to be part of a smaller team, and what IRIS does that matters most.

About Tom Wagner

Tom brings more than 30 years of experience in the financial services industry. Most recently, he served as Vice President, Key Accounts at DWS Group for a decade, where he built and deepened relationships with his clients by cultivating an understanding of their needs and delivering solutions to help them achieve their goals. Tom also spent 21 years at Fidelity, where he served in various sales, relationship management, client service and product management roles, with a focus on supporting Fidelity’s institutional, brokerage and financial advisor relationships.

Resources: tom@imediaw.com | 617-335-4723

 

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Episode 11 – The Case for Investing in Farmland – with Carter Malloy

Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized, , , , ,

This episode of Power Your Advice features Doug Heikkinen and Carter Malloy, Founder & CEO of AcreTrader, discussing how AcreTrader helps investors invest in farmland:

In this podcast, you will learn about

  • How Carter’s background in farming and software development led him to start AcreTrader
  • How AcreTrader works
  • Farmland’s consistent long-term performance since 1990
  • Why you should consider portfolio diversification through non-correlated asset classes for your clients

 

RESOURCES: AcreTrader

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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

——————————————————————————

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

——————————————————————————

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

——————————————————————————

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

——————————————————————————

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

——————————————————————————

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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