Power Your Advice

Power Your Advice


Latest Episodes

Episode 237 – Global Fiduciary Leaders with Elizabeth Fernando
November 20, 2024

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
November 08, 2024

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
November 07, 2024

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
November 06, 2024

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
October 21, 2024

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
October 15, 2024

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
October 09, 2024

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
September 27, 2024

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
September 16, 2024

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
September 10, 2024

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