Power Your Advice

Power Your Advice


Latest Episodes

Episode 32 – NFTs – The Wild Wild West of Investing – with Ben Way
April 19, 2021

​​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,

Episode 31 – Creating Client Income with Equity Options – with Michael J. Egan, CFP®, CIMA®
April 15, 2021

​​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...

Episode 30 – Delivering Financial Planning in 30 Seconds – with Adam Holt, CFP®, ChFC®
April 14, 2021

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,

Episode 29 – Leverage Artificial Intelligence in Your Investment Strategy – with David Aferiat
April 08, 2021

​​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,

Episode 28 – Helping Advisors Through Every Step of Transition – with Jaime Golden
March 31, 2021

​​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,

Episode 27 – Democratizing Access to Alternative Investments – with Perrin Quarshie
February 26, 2021

​​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,

Episode 26 – The Opportunity in the Multifamily Real Estate Sector – with Ernest Johnson
February 08, 2021

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.

Episode 25 – Financial Advisors Can Find Freedom to Focus Through Outsourcing – with Barrett Ayers, Matt Sonnen and Rich DeSalvo
January 21, 2021

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?

Episode 24 – Success Begins With Listening Deeply to Your Clients – with Michael Scaplen
January 14, 2021

Michael Scaplen is the senior vice president of sales and relationship management at Axos Clearing, a full-service clearing firm and custodian serving introducing broker-dealer and registered investment advisors. In this episode of Power Your Advice,

Episode 23 – Sustainable and Impact Investing is Not a Charity – With Peter Krull
January 12, 2021

Peter Krull is the Founder, CEO and Director of Investments at Earth Equity Advisors. He focuses on creating and managing Earth Equity’s sustainable, responsible and impact investment portfolios as well as writing thought leadership pieces and sharing ...