Power Your Advice

Power Your Advice


Latest Episodes

Episode 174 – Securing Your Future with Mike Harris and Tom West
August 09, 2023

Mike Harris with the Alliance for Lifetime Income hosts an episode in conversation with Tom West, a Senior Partner at Signature Estate & Investment Advisors. In this podcast, Mike and Tom talk through

Episode 173 – The Five Myths of Wealth Management M&A with Jim Tennies
August 04, 2023

Jim Tennies is the President and Co-Founder of InCap Group, a boutique investment bank providing sell-side and buy-side M&A advice, valuation services and capital raising assistance. In this podcast,

Episode 172 – Structuring for Success: A Guide to Increased Firm Valuation with John Langston
July 27, 2023

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 Capital

Episode 171 – Thriving in the Retirement Boom: Insights for Advisors with Sean Murray
July 19, 2023

Sean Murray is the Head of Retirement at Envestnet. Envestnet is a firm focused on delivering an ecosystem of technology, intelligence, and investment solutions that together can support advisors in b

Episode 170 – Improve Communication, Improve Investment Decisions with Sean Brown
June 29, 2023

Sean Brown is the President and CEO of YCharts, Inc., an investment research platform that serves over 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets.

Episode 169 – Employing AI to Meet the Pace of Evolution with Jack Swift
June 29, 2023

Jack Swift is the CEO of TIFIN AMP, a division of TIFIN and an AI-driven platform for asset management distribution. In this podcast, weve invited Jack to speak on the reshaping of the asset manageme

Episode 168 – The Ally of Artificial Intelligence with Dr. Vinay Nair
June 29, 2023

Dr. Vinay Nair is the Founder, Chairman, and CEO of TIFIN: a platform that creates engaging wealth experiences to improve financial lives. This is all accomplished through AI and investment intelligen

Episode 167 – Integrating Protection Products with Tim Seifert
June 26, 2023

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
June 13, 2023

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
June 12, 2023

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