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Episode 210 – The Bitcoin Surge & Investing in its Digital Realm with Chris Gannatti
WisdomTreeworks to create a better way to invest, offering a product range that offers access to a selection of unique and smart exposures. Christopher Gannattihas been an integral part of the organ
Episode 209 – Through Innovation and Simplicity, New Strategies Bring Positive Returns in Down Markets with David Wood
David Wood is the Vice President of Fixed and Fixed Indexed Annuity sales at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century. In
Episode 208 – Investing with Purpose: Matson Money’s Path to Financial Empowerment with Josh Crawford
Matson Moneyis a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They transform the investing experience by helping investors discover their true purpose for
Episode 206 – Speaking ‘The Language of Referrals’ to Gain Your Ideal Client with Bill Cates
Bill Cates is renowned as a leading authority in the realm of acquiring new clients via referrals and personal introductions. As the president of Referral Coach International and the founder of The Ca
Episode 205 – Beyond Tomorrow: Investing in AI Innovations with Chris Gannatti
WisdomTreeworks to create a better way to invest, offering a product range that offers access to a selection of unique and smart exposures. Christopher Gannattihas been an integral part of the organ
Episode 204 – Altitude Achieved: Unveiling Wellington-Altus Financial’s Journey with Shaun Hauser
Founded in 2017, Wellington-Altus Financial has quickly grown to more than $30 billion in assets under administration and in offices across North America. Today we have Shaun Hauser, the CEO of Wellin
Episode 203 – Game Plan for the Golden Years: Protecting Your Goals in the Peak 65 Zone with Tim Seifert
Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group. Tim joins Advisorpedia to discuss the Peak 65 trend, a historic demographic milestone
Episode 202 – Rate Cuts, Resilience, and Returns with Anastasia Amoroso
Anastasia Amoroso serves as the Managing Director and Chief Investment Strategist at iCapital, a company dedicated to powering the worlds alternative investment marketplace. In this podcast, Anastasi
Episode 201 – Changing Your Mindset to Navigate Tumultuous Times with Josh Crawford
Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They are transforming the investing experience by helping investors discover their true purpo
Episode 200 – Poetic Justice: How Perseverance Prevailed in Court with Carlos Legaspy
Carlos Legaspy is the President and CEO of InSight Securities, a global brokerage and money management firm serving high-net-worth individuals retirement, corporate, and trust accounts since 1970. I