Power Your Advice
Latest Episodes
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,
Episode 44 – Use Real Estate to Diversify Your Clients’ Portfolios – with Stephan Sakhai
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
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,