Power Your Advice
Latest Episodes
Episode 87 – Moving Captive Advisors to the Land of the Free – With Danielle White
Danielle White is the owner of Myriad Advisor Solutions, a business consulting firm and one-stop shop for independent financial advisors. Doug and Danielle sat down at the T3 Advisor Conference and
Episode 86 – How to Add Ideal Clients by Getting Personal– With Drew Force
Drew Force is the founder and creative director of Force Brand Design, a brand development agency in Portland, OR. Drew has been helping people and companies go beyond storytelling to tell the truth
Episode 85 – A Suite of Apps That Can Transform Your Business – With Gerry Murphy
Gerry Murphy is the CEO of Arcus Partners, a forward-thinking, fintech and service-focused company whose team and unique brands align with their clients, partners and investors to continuously improve
Episode 84 – Make Your Clients the Hero of the Story – With Kristian Borghesan
Kristian Borghesan is the Vice President of Marketing and Growth at FutureVault, an industry-leading provider of secure document exchange and Digital Vault solutions for the financialservices industr
Episode 83 – Growing Your Practice Through Tax Planning – With Chris Field
Chris Field is the Chief Growth Officer at Holistiplan, a tax planning software solution that helps financial planners be more comprehensive and more efficient. Doug and Chris sat down at the T3 Advi
Episode 82 – Building A Culture of Going the Extra Mile – With Mike Nessim
Mike Nessim is the CEO and Managing Director of Kingswood U.S., an SEC-registered RIA and a FINRA-licensed broker/dealer that offers comprehensive wealth management and business-building services desi
Episode 81 – Technology Drives Innovation in Clearing – With Michael Scaplen
Michael Scaplen is the senior vice president of sales and relationship management at Axos Clearing, a company that prides itself on delivering flexible solutions backed by innovative technology, exper
Episode 80 – Build the Holistic Offering Your Clients Need – With Mike Watson
Axos Advisor Services is an RIA custodian that delivers individualized attention, intuitive technology, and knowledgeable consulting support to financial advisors. In his role as the head of RIA Custo
Episode 79 – The Importance of the Right Clearing House Partner – With Michael Scaplen and Brian King
Realto, through its partnership with Axos Clearing, became the first ever platform to have a fully electronic secondary transaction of an alternative investment. In todays episode, Michael Scaplen,
Episode 78 – The Evolution of Retirement Planning – With Tony Leal
Tony Leal is President at Envestnet | MoneyGuide, a resource that helps advisors clients define and prioritize their goals into needs, wants and wishes before meeting with them. In todays episode,