Todd Anderson is the founder and managing partner of Anderson Financial Group, one of the leading employee benefits and wealth management firms in the Southwest. In this episode of Power Your Advice, Doug Heikkinen and Todd discuss how the last year has changed how Anderson Financial Group does business, and how being solutions-focused defines how they serve their clients.
How their rapid adaptation to the new digital world has benefitted their business
How Todd works to establish trust virtually
How Todd positions annuities with his clients
The biggest question on investors’ minds right now
Michael Scaplen is the senior vice president of sales and relationship management for Axos Clearing, LLC, a full-service clearing firm that provides flexible clearing solutions focused on empowering introducing broker-dealer and registered investment advisor correspondents to grow their businesses. In this episode of Power Your Advice, Doug Heikkinen and Mike discuss recent changes in the financial services industry, and how Axos has evolved how it serves broker-dealers as a result.
How consolidation across the industry has affected Axos
How broker-dealers can recognize when it might be time to consider changing clearing providers
How Axos’ onboarding process makes the transition seamless for broker-dealers
What proactive steps can broker-dealers take to prepare to make to change clearing providers
Bobby Hotaling is the founder of Hotaling Insurance Services, a full-service risk management firm and a global leader in managing the specific risks of the entertainment and sporting industries. In this episode of Power Your Advice, Doug Heikkinen and Bobby discuss how Bobby built the firm from scratch and why advisors should take the time to learn more about insurance for themselves and their clients.
Why Hotaling Insurance focuses on a broad gamut of risk management solutions
Why advisors and their clients must have a broad understanding of insurance
How Hotaling Insurance began working with professional athletes, and why he and his team enjoy working with them
How Bobby thinks the new administration’s changes to gifting and estate laws is going to affect individuals and business in general
What Bobby sees as in the future of the insurance industry
Christian Munafo is the chief investment officer of Liberty Street Advisors, Inc., and the portfolio manager of the Private Shares Fund (PRIVX, PIIVX), which offers individuals, family offices, and institutions an effective means to access the venture-backed asset class. In this episode of Power Your Advice, Doug Heikkinen and Matthew discuss late-stage venture capital investing and why you should consider it for your clients.
What late-stage venture capital investing and secondary strategies are
Why late-stage venture capital investing is a unique opportunity
Why private assets are staying private for longer
The types of opportunities on which the Private Shares Fund focuses
How Liberty Street Advisors and the Private Shares Fund democratize access to these types of investments
Matthew Gorelik is the Founder, Chairman and CEO of Township Capital, a Los Angeles-based real estate investment manager focused of making programmatic equity investments alongside best-in-class sponsors and institutional equity investors nationwide. He & his team are unique in their ability to identify and invest in opportunities throughout the commercial real estate capital stack and across various market conditions. In this episode of Power Your Advice, Doug Heikkinen and Matthew discuss what is going on across the different sectors of commercial real estate
How investing in commercial real estate has changed over the past two decades
Trends Matthew sees in commercial real estate today
The opportunity presented by student housing
What is going on with multifamily housing and post-pandemic migration patterns
Is senior living making a comeback after the pandemic
What Matthew and Township Capital are excited about in the near future
Barrett Ayers is the President of Adhesion Wealth, a leading provider in outsourced managed account solutions. In this episode of Power Your Advice, Doug Heikkinen and Barrett discuss direct indexing – what it is, how it works, and why you should consider it for your clients’ portfolios.
The history of direct indexing, and how it has become available outside pooled vehicles
The potential tax benefits of utilizing a direct index within a Unified Managed Account (UMA)
An overview of Adhesion Wealth’s Personal Index solution, and why Barrett is so excited about it
How leveraging direct indexing can help your clients and bolster your value proposition
Matt Hougan is the chief investment officer of Bitwise Asset Management, pioneer of the first cryptocurrency index fund and a leading provider of rules-based exposure to the cryptoasset space. He also co-authored the CFA Institute’s research foundation brief, Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrency for Investment Professionals. In this episode of Power Your Advice, Doug Heikkinen and Matt discuss the growth of the cryptoasset space, and why you can’t afford to ignore it.
When an ordinary investor should consider cryptocurrency
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
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.
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
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
