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Latest Episodes
Episode 212 – Data-Driven Decisions: Key Insights from Hamilton Lane’s Market Overview with Jackie Rantanen
Hamilton Lane is a firm with a mission to offer superior financial well-being through tailored private market solutions, driven by over 30 years of client focus and innovation. Jackie Rantanen sits a
Episode 211 – Empowering Change and Investing in Others with Jeff Vivacqua
Explore the dynamic intersection of financial services and philanthropy with Jeff Vivacqua, the new chairman of the Invest in Others Charitable Foundation, as he shares insights on empowering communit
Episode 210 – The Bitcoin Surge & Investing in its Digital Realm with Chris Gannatti
WisdomTreeworks to create a better way to invest, offering a product range that offers access to a selection of unique and smart exposures. Christopher Gannattihas been an integral part of the organ
Episode 209 – Through Innovation and Simplicity, New Strategies Bring Positive Returns in Down Markets with David Wood
David Wood is the Vice President of Fixed and Fixed Indexed Annuity sales at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century. In
Episode 208 – Investing with Purpose: Matson Money’s Path to Financial Empowerment with Josh Crawford
Matson Moneyis a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They transform the investing experience by helping investors discover their true purpose for
Episode 207 – Tax-Smart Charitable Giving: The Power of Donor Advised Funds with Hayden Adams & Ruby Pediangco
Schwab CharitableTMis an independent 501(c)(3) with a mission to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution to donors and their investment advisors. In
Episode 206 – Speaking ‘The Language of Referrals’ to Gain Your Ideal Client with Bill Cates
Bill Cates is renowned as a leading authority in the realm of acquiring new clients via referrals and personal introductions. As the president of Referral Coach International and the founder of The Ca
Episode 205 – Beyond Tomorrow: Investing in AI Innovations with Chris Gannatti
WisdomTreeworks to create a better way to invest, offering a product range that offers access to a selection of unique and smart exposures. Christopher Gannattihas been an integral part of the organ
Episode 204 – Altitude Achieved: Unveiling Wellington-Altus Financial’s Journey with Shaun Hauser
Founded in 2017, Wellington-Altus Financial has quickly grown to more than $30 billion in assets under administration and in offices across North America. Today we have Shaun Hauser, the CEO of Wellin
Episode 203 – Game Plan for the Golden Years: Protecting Your Goals in the Peak 65 Zone with Tim Seifert
Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group. Tim joins Advisorpedia to discuss the Peak 65 trend, a historic demographic milestone