Power Your Advice

Latest Episodes
Episode 280 – Culture, Growth, and the Power of Partnership with Kirstie Eustace
Today we sit down with Kirstie Eustace, Chief Administrative Officer at Steward Partners, to discuss how the firm preserves its culture while expanding nationwide. Kirstie shares how Stewards values
Episode 279 – How Empowered Advisors Build Better Businesses with Jeff Gonyo
Today we catch up with Jeff Gonyo, Head of Wealth Management at Steward Partners, during the firms annual symposium. Jeff explains how Stewards culture of ownership, advisor autonomy, and bottom-up
Episode 278 – Helping Advisors Live Their Legacy with Scott Danner
Today we talk with Scott Danner, EVP and Head of Legacy at Steward Partners, about helping advisors transition their practices while preserving what makes them successful. Scott shares how Steward app
Episode 277 – Leading Through Collaboration: A New Playbook for Advisory Teams with Douglas Ferguson
In todays episode we talk with Douglas Ferguson, president of Voltage Control, about how financial advisory firms can use facilitation and collaborative leadership to build high-performing teams. Dou
Episode 276 – How Great Firms Stay Great While They Scale with Charlie Johnston
Today we sit down with Charlie Johnston, board member at Steward Partners and former CEO of Smith Barney. Charlie shares lessons from his 35-year career and explains how Steward balances entrepreneuri
Episode 275 – Scaling Personalized Advice Starts With Better Data with Kevin Knull
Today we talk with Kevin Knull, CEO of TaxStatus, about how TaxStatus is transforming the way advisors access and utilize client data. Kevin explains how the platform integrates directly with the IRS
Episode 274 – From Founder to Future: Navigating the Human Side of M&A with Emily Blue
Emily Blue, co-founder of Hue Partners, joins us to explore the human side of selling a financial practice. She explains that while advisors often prepare for the financial aspects of M&A, the real ch
Episode 273 – Reinventing Independence: Where Advisors Own the Outcome with Jim Gold
Today were joined by Jim Gold, CEO and Co-Founder of Steward Partners, at the firms Annual Symposium to discuss Stewards growth, culture, and future. After nearly 30 years in the industry, Jim refl
Episode 272 – Delivering a Family Office Experience at Scale with Michael Featherman
Today we speak with Michael Featherman, Head of Advisor Sales and Wealth Consulting at Envestnet, about helping advisors scale their high-net-worth offerings. Michael introduces Envestnets Private We
Episode 271 – The Secret to Scaling Personalized Wealth Management with Andrew Stavaridis
Today we talk with Andrew Stavaridis, Chief Relationship Officer at Envestnet, about how advisors can better serve high net worth clients. Andrew highlights Envestnets investments in UMA, tax overlay