Power Your Advice

Latest Episodes
Episode 173 – The Five Myths of Wealth Management M&A with Jim Tennies
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
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
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
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
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
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 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