Power Your Advice
Latest Episodes
Episode 14 – Strategies Financial Advisors Can Use to Help Clients with Divorce – with Nancy Hetrick
Nancy Hetrick became a Certified Divorce Financial Analyst (CDFA®) to help couples and individuals benefit from the lessons she learned while going through her own complicated divorce. In this episode of Power Your Advice,
Episode 13 – Passion for Serving Financial Advisors – with Tom Wagner
IRIS Media Works is pleased to welcome Tom Wagner, our new Vice President of Business Development, to the team. In this special episode of Power Your Advice, Doug and Tom have a great conversation about trends Tom sees across the industry during the er...
Episode 12 – Four Steps for Tough Conversations – with David Wood
This episode of Power Your Advice features Doug Heikkinen and David Wood, CEO of Tough Conversations International and Play For Real, sharing perspectives on working from home, how the COVID-19 pandemic has provided the whole world a shared experience,...
Episode 11 – The Case for Investing in Farmland – with Carter Malloy
This episode of Power Your Advice features Doug Heikkinen and Carter Malloy, Founder & CEO of AcreTrader, discussing how AcreTrader helps investors invest in farmland: In this podcast, you will learn about How Carter’s background in farming and softwar...
Episode 10 – Differentiating Yourself in Changing Times – with Dan Weiskopf
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Dan Weiskopf, Portfolio Manager at Toroso Asset Management, discussing: Toroso’s commitment to looking at the financial services industry with a 360...
Episode 9 – Client Needs Come First – with Sean Heron
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Sean Heron, Business Development Officer at Glenmede, discussing: Glenmede’s history and evolution from a single-family office to an investment comp...
Episode 8 – The Importance of Value Investing – with Cathy Howse
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Cathy Howse, Vice President at Schaefer-Cullen Capital Management, discussing: Schaeffer-Cullen’s history Why they focus on long-term value investin...
Episode 7– Rewarding the Long-Term View – with Chris Hedges
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Chris Hedges, Managing Director at MFS Investment Management, discussing: MFS’s history and evolution from starting the first mutual fund to being a...
Episode 6 – Leveraging Intangible Capital– with Bryce Coward
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Bryce Coward, Deputy CIO & Portfolio Manager at Knowledge Leaders Capital, discussing: Why Knowledge Leaders seeks out the most highly innovative co...
Episode 5 – Get Your Clients Comfortable Being Uncomfortable – with Rodrigo Gordillo
Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Rodrigo Gordillo, Managing Partner at ReSolve Asset Management, discussing: ReSolve Asset Management’s focus on strategic asset allocation Why it is...