Power Your Advice
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Latest Episodes
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
Episode 227 – Inside a Century of Wealth Stewardship with Matt McCarte
Matt McCarte is the Managing Director and Head of Wealth Management of Pitcairn: a century-old family office located in suburban Philadelphia with $8.3 billion in assets under advisement. In this epi
Episode 226 – How Hybrid RIAs Can Position Themselves for the Future and Attract Top Talent with Jeff Gonyo
Jeff Gonyo is the Senior Divisional President of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-gener
Episode 225 – Engaging Clients Across Generations with Eliot Weissberg
Eliot Weissberg is the President of The Investors Center, a financial and longevity planning firm that guides clients to discover and leverage their capacity to live and age confidently. In this podca
Episode 224 – Why Marketing is Crucial for Advisors Seeking Practice Growth with Greg Banasz
Greg Banasz is the Managing Director, founding partner, and Chief Marketing Officer at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institut
Episode 223 – HR’s Crucial Role of Cultivating a Strong and Enduring Company Culture with Kirstie Eustace
Kirstie Eustace is the Chief Human Resource Officer at Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi
Episode 222 – Inside the Decision to Become a Board Member of a Newly Developed Firm with Janet Robinson
Janet Robinson is a Board Member for Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this p
Episode 221 – Global Markets: Why Japan and India Are Standing Out with Jeremy Schwartz
WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures. In this podcast, we are joined by Jer
Episode 220 – Model Portfolios for Modern Investing with Kunal Shah
Kunal Shah is the Managing Director and Head of Private Asset Research and Model Portfolios at the Global FinTech firm iCapital. In this podcast, Doug and Kunal explore the rising interest in altern
Episode 219 – The Impact of Digital Innovation and the Future of Fintech with Mohan Gurupackiam
Mohan Gurupackiam is the Chief Information Officer at Steward Partners Global Advisory: an employee-owned, full-service partnership that caters to family, institutional, and multigenerational investor