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Latest Episodes
Episode 127 – NYC Pop-Up Podcast: Becoming the Armor for Advisors – With Michael Konialian
Michael Konialian is the CEO and Co-Founder of Modern Life. Modern Life is a tech enabled life insurance brokerage that knows innovation and insurance in equal measure. Live from our fall Advisorpedia
Episode 126 – NYC Pop-Up Podcast: Building a Marketplace for Real Estate Investing – With Donal Mastrangelo
Donal Mastrangelo is the Head of Distribution at Lex markets. Lex is a new way to invest in real estate, turning individual buildings into public stocks. This offers a new way for investors to access
Episode 125 – NYC Pop-Up Podcast: Investing in Financial Distress – With George Schultze
George Schultze is the Managing Member of Schultze Asset Management. George chairs its investment and strategy committees and, together with his team, makes final decision over all investments for the
Episode 124 – NYC Pop-Up Podcast: The High Pressures of Managing High Incomes – With Vicki Greene
Vicki Greene is the Chief Investment Officer at G Squared Private Wealth. G Squared creates customized boutique private wealth and an experience that provides safe and steady investing through smart p
Episode 123 – NYC Pop-Up Podcast: Combatting the Gap between the Talk and the Walk of Advisors – With Philipp Hecker
Philipp Hecker is the Co-Founder & CEO of Bento Engine, empowering financial advisors to bring better advice to more families. Bento connects with your CRM through proven APIs to mine for advice, opp
Episode 122 – The Cash Environment and How Advisors Can Bring Value to It – With Morgan Ludovico and Todd Blackburn
Morgan Ludovico, a Vice President at StoneCastle Cash Management as well as Todd Blackburn, President of the Burns-Blackburn Group both join Doug Heikkinen for todays podcast. In this episode, Doug,
Episode 121 – Finding the Balance Between the Advisor and the Client – With Emily Keagle
Emily Keagle is the Managing Member and Investment Advisor at Financial Transparency. This is a firm working to help advisors answer their clients questions; supporting the advisors while creating a b
Episode 120 – Empowering & Inspiring Confident Outcomes with Scott Enger & Steve Sullivan
Logicly is a comprehensive web-based analytics and portfolio management platform for advisors to automate their day-to-day portfolio management workload.Doug is joined today by Logiclys chief revenu
Episode 119 – Finding the Risk, Protecting Financial Stability – With Jeremy Franzleubbers
Jeremy Franzleubbers is the Chief Risk Officer at Axos Clearing, a custodian serving firm introducing broker-dealer and registered investment advisors. In todays episode, Doug and Jeremy break down r
Episode 118 – Keeping Focus on the Long Term Trends – With Ed Butowsky
Ed Butowsky, the managing partner of Chapwood Investments, has been helping high net worth clients protect and grow their wealth for over 25 years to promote even more success. Live from the Axos Advi