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

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

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

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,

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

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

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

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

Karl Frank is the president of A&I Financial services based out of Colorado, a company set on helping a number of successful families grow and protect their investments. Live from the Axos Advisor se

Louis Tranquilli, founder and leader of Tranquilli Financial Advisor, an independent full service financial firm located in the historic town of Clinton, New Jersey, brings his 31 years of experience