Power Your Advice
Latest Episodes
Episode 237 – Global Fiduciary Leaders with Elizabeth Fernando
Host Chris Battaglia interviews Elizabeth Fernando, CIO of NEST. The two discuss the history and growth of NEST, which was established in 2010 to address the lack of workplace pensions and the need fo
Episode 236 – Global Fiduciary Leaders with Professor Takatoshi Ito
On this episode of Power Your Advice, our host, Chris Battaglia, interviews Professor Takatoshi Ito from Columbia University about the future of Japans asset management business. The two cover recent
Episode 235 – Redefining Financial Security for an Aging, Affluent America with Jameson Mulshenock
Jameson Mulshenockis a Divisional Sales Manager at Lincoln Financial, a firm that has been helping millions of people plan, protect, and retire for over a century. This episode explores how Lincoln F
Episode 234 – The Blueprint for Tomorrow’s Investors with Bob Santella
This episode dives into how BetaNXTs new CEO, Bob Santella, is revolutionizing wealth management with cutting-edge data integration, personalization, and innovative tech solutions. Topics also disc
Episode 233 – Aligning the Tax Strategy to the Investor with Josh Freeman and James Costabile
Today were joined by the team atiCapital, a company dedicated to powering the worlds alternative investment marketplace. We welcomeJosh Freeman, Vice President of Research and Due Diligence, andJ
Episode 232 – Guiding Advisors Toward New Summits with Jim Dickson
Jim Dickson is the Founding Partner and CEO of Elevation Point. Elevation Point partners with financial advisors and independent RIAs, offering strategic guidance and resources to accelerate business
Episode 231 – Kingswood’s Billion-Dollar Partnership with Eudaimonia with Mike Nessim, Jaime Golden, & John Goodson
Kingswood U.S. recently announced the successful partnership of the Nashville, Tennessee-based Eudaimonia Partners and Eudaimonia Advisors (Collectively known as Eudaimonia). Additionally, it enter
Episode 230 – Maximizing Returns in a New Rate Environment with Kevin Flanagan
WisdomTreeworks to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures. Kevin Flanaganis the Head of Fixed I
Episode 229 – What’s Driving Record Highs for HNWIs? with Elias Ghanem
Elias Ghanem is the Global Head of Capgemini Research Institute for Financial Services. Capgemini is a global partner in business and technology transformation, helping organizations accelerate their
Episode 228 – The Psychology of Wealth and Financial Confidence with Michelle Arpin Begina
Michelle Arpin Begina is a Senior Partner and Managing Director at Snowden Lane Partners. Snowden Lane is a $13 billion RIA firm providing global independent wealth advice. In this podcast, Michelle