Power Your Advice
Latest Episodes
Episode 167 – Integrating Protection Products with Tim Seifert
Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group. In this podcast, Tim and Doug discuss the conversation around annuities as well as ed
Episode 166 – Financial Vulnerability to Financial Security with Anne Aldrich
Anne Aldrich is the Head of Research for the Alliance for Lifetime Income, an organization creating awareness and educating Americans about the value and importance of having protected lifetime income
Episode 165 – The Rapidly Changing Product Landscape with Scott Hawkins
The Power Your Advice podcast welcomes Scott Hawkins, the Head of Insurance Research at Conning. Conning serves as a leading investment management firm, supporting institutional investors including in
Episode 164 – CRE: The Big Picture Perspective with Ian Formigle
Ian Formigle is the Chief Investment Officer at CrowdStreet. CrowdStreet advisors give clients assets access to investments that are different from their traditional real estate holdings while helping
Episode 163 – Axos Takeover: Watching the Market While Watching the Consumer with Michael Scaplen and Chris Versace
In this episode, Michael Scaplen, Head of Business Development at Axos Clearing, hosts an exclusive Axos Clearing AxKicker Podcast for the Power Your Advice series. Michael is joined by Chris Versac
Episode 162 – Self-Determination and Strong Strategies Drives M&A Deals with John Langston
John Langston is the Founder and Managing Partner of Republic Capital Group, a provider of investment banking services to the RIA, Wealth, and Asset Management communities. The team at Republic Capita
Episode 161 – Axos Clearing Takeover: Expanding Offerings and Evolving the Market with Michael Scaplen and Mark Davies
In this episode, Michael Scaplen, Senior Vice President of Sales and Relationship Management at Axos Clearing, hosts an exclusive Axos Clearing Educational podcast for the Power Your Advice series. Mi
Episode 160 – Empowering Your Employees While Improving the Client Experience with Robert Gorman
Robert Gorman is the Co-Founder and Chief Operating Officer of Apollon Wealth Management. Apollon works with multiple leading custodians to select the optimal mix of products and services for each inv
Episode 159 – There is Always an Opportunity for Real Estate Development with Bernie Wasserman
Bernie Wasserman is the President of Participant Capital, a company that provides individual investors access to Class A real estate development opportunities through a suite of investment vehicles an
Episode 158 – Commercial Real Estate: Investing with Patience with John Norris
John Norris is the Director of Private Wealth at CrowdStreet Advisors. John is responsible for expanding relationships with wealth managers including RIAs, family offices, broker-dealers, and fintech