There is a whole new emerging wealth out there for the taking, but this group wants a different advisor experience, with the majority wishing for technology to be part of the mix.  Join this technology-focused conversation with host Doug Heikkinen and ...

Are you an evolving advisor that can attract and retain the new age investor? Join this riveting conversation with host Doug Heikkinen and guest, Jeff Sica, founder, president, and chief investment officer of Circle Squared Alternative Investments.

Do you know what the future holds for real estate in this country? Join this engaging conversation with host Doug Heikkinen and guest, Terrell Gates, founder and CEO of Virtus Real Estate Capital, LP. In this episode,

Are you up on the latest trends in the finance industry? Join this eye-opening conversation with host Doug Heikkinen and guest, David Lau, founder and CEO of DPL Financial Partners. In this episode about top industry trends,

Not giving up is 90% of the battle. Just ask David Lyon, founder and CEO of Oranj, an award-winning software company that serves up streamlined investment management. In this episode, host Doug Heikkinen and David uncover the real value proposition of ...

As an entrepreneur, you have no idea what you’re getting yourself into. And that’s so glorious. Here to unravel that statement are host Doug Heikkinen and guest Sean Brown, president and CEO of YCharts. In this episode,

Have you ever wondered what the potential benefits might be to having an options overlay strategy in your clients’ portfolio? Eric Metz, president and CIO of SpiderRock Advisors, explains how modernizing your approach to risk will help you meet your cl...

“What the heck is a structured note?” Jason Barsema of Halo Investing has gotten used to fielding this question. In today’s episode, host Doug Heikkinen speaks with Jason about the biggest market that no one’s ever heard of — structured notes.

Learning from failure will take you to new heights: Embrace it and grow from it. In this episode from the MarketCounsel Summit series, Doug Heikkinen and Matt Halloran are joined by Jennifer Connelly, founder of JConnelly.

The ability to successfully do something over and over again not only builds skills, but it also builds confidence. That is Cormac Kinney’s career story as he shares with host Doug Heikkinen at the SALT Conference in Las Vegas.