​​Matt Hougan is the chief investment officer of Bitwise Asset Management, pioneer of the first cryptocurrency index fund and a leading provider of rules-based exposure to the cryptoasset space. He also co-authored the CFA Institute’s research foundati...

ETFPortfolios.com is an investment advisory service that offers a contemporary, common-sense, analytical approach to navigating modern investment markets.  In this episode of Power Your Advice, Doug Heikkinen speaks with chief investment officer Rob Is...

​​Ben Way is a well-known crypto expert and entrepreneur. His most recent startup, TokenMaker, is a platform on which users can create tokens and non-fungible tokens (NFTs) with zero code experience. In this episode of Power Your Advice,

​​Michael J. Egan is the Founder and President of Gyroscope Capital Management Group, a Naples-based investment advisor with a 12+ year track record of providing low volatility, equity income and custom hedging solutions for individuals and financial a...

Adam Holt is the CEO and Founder of Asset-Map, an award-winning software platform that combines design thinking and personal finance to help advisors display their clients’ complete financial picture. In this episode of Power Your Advice,

​​David Aferiat is the founder & managing partner of Trade-Ideas, which publishes actionable market intelligence to help customers capture alpha in the capital markets. In this episode of Power Your Advice,

​​Jaime Golden is president of Acquisitions at Kingswood U.S., and spends most of his time working with financial advisors who are considering or working through full or partial acquisitions of their firms. In this episode of Power Your Advice,

​​Perrin Quarshi is the Founder & CEO of RealBlocks, an online platform that provides access and liquidity for alternative investments. RealBlocks democratizes access to alternatives by lowering the required minimum investment amount,

Ernest Jonson is a Partner and an Executive Managing Director with ApexOne Investment Partners, a privately-held real estate investment firm and fund manager that identifies, acquires, enhances and operates multifamily real estate across the country.

The ups and downs of 2020 gave many advisors pause and forced them to really think about the core of their businesses: Who are our ideal clients? What services should we be offering to them? What should we be charging for those services?