Brad Bueermann is the chief executive officer of FP Transitions, a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge

Nick Worontzoff is the founder and managing partner of NW3 Access, a company that gives clients access to private markets in pre-IPOs, providing investors with superior asset allocation options within

Scott Rothbort is the Founder and President of Lakeview Asset Management, an advisory firm that specializes in the development of multi-strategy investments that seek to generate returns that exceed b

Michael Anise is the President and Chief Financial Officer of Manufactured Housing Properties, Inc. (MHPC), a company that, together with its affiliates, acquires, owns, and operates manufactured hous

Joe Ely is the President & CEO of Mint Global Markets, the online retail brokerage firm and parent company of the SpeedTrader platform for active traders. In today’s episode, Doug and Joe discuss the

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

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

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

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

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