Power Your Advice
Latest Episodes
Episode 54 – Rapid-Fire Q&A with James Pollard
James Pollard founded The Advisor Coach, LLC, with a simple goal: to help financial advisors build their businesses. He is one of the youngest coaches in the financial services industry, and his brash
Episode 53 – Uncovering Investment Opportunity all Over the World – with Russell Platt
Russell Platt is the Co-Founder and CEO of Forum Partners, a global real estate investment and asset management firm. Founded in 2002, Forum is recognized for investing in and alongside public and pri
Episode 52 – Making Alternatives Accessible Through Technology – with Brian King
Brian King is the Co-Founder and CEO of Rialto, a next generation marketplace that unlocks opportunities in the real estate and other secondary investment markets. We’re connecting buyers and sellers
Episode 51 – Moving Investment Banking into the Future – with Richard Rappaport
Richard Rappaport is the founder of WestPark Capital Group, A full service investment banking and securities brokerage firm which serves the needs of both private and public companies worldwide, as we
Episode 50 – Develop a Deeply Engaging, Profoundly Human Client Experience – with Julie Littlechild
We are honored to have Julie Littlechild as our 50th guest on Power Your Advice. Julie is the CEO of Absolute Engagement, a company that helps advisors and advisory firms use direct input from their c
Episode 49 – Powering Alternative Investing Through Education and Data – with Mark Salameh
Mark Salameh is the CEO of AltsAxis, which works to deliver the universe of the alternative investment ecosystem in one seamless, leading-edge and intuitive and secure platform. In this episode of Po
Episode 48 – Building Advisor Businesses Through Partnership – with Val Peters Rayevskiy
Val Peters Rayevskiy is the Chief Operating Officer of Kingswood U.S., an SEC-registered RIA and a FINRA-licensed broker/dealer with over $2B in assets under management, that offers comprehensive we
Episode 47 – Create a Tactical Plan to Deliver Personal Client Experiences – with Joseph Michelli
Joseph A. Michelli, Ph.D., C.S.P., is an internationally sought-after speaker, author, and organizational consultant who transfers his knowledge of exceptional business practices in ways that develo
Episode 46 – What Advisors Should Know About Clearing Houses – with Michael Scaplen
At Advisorpedia, we feel it’s our duty to deliver advanced-level content that makes experienced financial advisors better in every way alongside content designed to level set and educate advisors at a
Episode 45 – Can Advice Finally Go Mainstream? – with Stewart Bell
Stewart Bell is a business coach and founder of Audere Consulting & Coaching in Australia. Stewart created The Leveraged Advice Firm, a business coaching program and community for financial advisors,