Power Your Advice

Power Your Advice


Latest Episodes

Episode 44 – Use Real Estate to Diversify Your Clients’ Portfolios – with Stephan Sakhai
June 29, 2021

Stephan Sakhai is a managing director at Sovereign Partners, a real estate investment firm that specializes in the acquisition and opportunistic debt throughout the United States. Sovereign’s real est

Episode 43 – Life Settlements: Accessing the Value of Life Insurance Policies – with Michael Freedman
June 21, 2021

​​Michael Freedman is the CEO of Lighthouse Life Solutions, who works with financial professionals who advise and assist policyowners with the sale of unwanted, unneeded or unaffordable life insurance policies. In this episode of Power Your Advice,

Episode 42 – Grow Wealth Through Strategic Real Estate Investing – with Weldon Evans
June 17, 2021

​​Weldon Evans is the National Sales Director of ExchangeRight, a real estate investment company that provides REIT, fund and 1031 DST portfolios that target secure capital, stable income and strategic exits for their clients.

Episode 41 – Making Alternative Investments as Easy to Own as Mutual Funds – with Mat Dellorso
June 08, 2021

Mat Dellorso is the Co-Founder of WealthForge, a fintech company that provides technology solutions developed by regulatory experts to streamline investments into alternative securities. Their Altigo platform enables marketplace connections and facilit...

Episode 40 – Focus on Delivering the Right Solution to Your Clients – with Todd Anderson
May 28, 2021

​​Todd Anderson is the founder and managing partner of Anderson Financial Group, one of the leading employee benefits and wealth management firms in the Southwest. In this episode of Power Your Advice, Doug Heikkinen and Todd discuss how the last year ...

Episode 39 – Is it Time to Consider Changing Clearing Providers – With Michael Scaplen
May 27, 2021

Michael Scaplen is the senior vice president of sales and relationship management for Axos Clearing, LLC, a full-service clearing firm that provides flexible clearing solutions focused on empowering introducing broker-dealer and registered investment a...

Episode 38 -Insurance is Insurance Until You Have a Claim – with Bobby Hotaling
May 24, 2021

​​Bobby Hotaling is the founder of Hotaling Insurance Services, a full-service risk management firm and a global leader in managing the specific risks of the entertainment and sporting industries. In this episode of Power Your Advice,

Episode 37 – Democratizing Access to Late-Stage Venture-Backed Companies – with Christian Munafo
May 20, 2021

​​Christian Munafo is the chief investment officer of Liberty Street Advisors, Inc., and the portfolio manager of the Private Shares Fund (PRIVX, PIIVX), which offers individuals, family offices, and institutions an effective means to access the ventur...

Episode 36 – The Opportunity in Commercial Real Estate – with Matthew Gorelik
May 12, 2021

​​Matthew Gorelik is the Founder, Chairman and CEO of Township Capital, a Los Angeles-based real estate investment manager focused of making programmatic equity investments alongside best-in-class sponsors and institutional equity investors nationwide....

Episode 35 – Differentiate Your Advice with Direct Indexing – with Barrett Ayers
May 06, 2021

Barrett Ayers is the President of Adhesion Wealth, a leading provider in outsourced managed account solutions.  In this episode of Power Your Advice, Doug Heikkinen and Barrett discuss direct indexing – what it is, how it works,