Power Your Advice

Hamilton Lane is a firm with a mission to offer superior financial well-being through tailored private market solutions, driven by over 30 years of client focus and innovation. Jackie Rantanen sits as the Head of Investor Solutions within the Evergreen Portfolio Management team, also serving as a member of the Investment, Responsible Investment and Executive … Continue reading Episode 212 – Data-Driven Decisions: Key Insights from Hamilton Lane’s Market Overview with Jackie Rantanen →

Explore the dynamic intersection of financial services and philanthropy with Jeff Vivacqua, the new chairman of the Invest in Others Charitable Foundation, as he shares insights on empowering communities, raising industry visibility, and fostering impactful change. Topics also discussed: Jeff’s journey with Invest in Others, rooted in personal and professional philanthropic values. His key objectives … Continue reading Episode 211 – Empowering Change and Investing in Others with Jeff Vivacqua →

WisdomTreeworks to create a better way to invest, offering a product range that offers access to a selection of unique and smart exposures. Christopher Gannattihas been an integral part of the organization since 2010, currently holding the position of Global Head of Research. Chris has the responsibility for many communications pertaining to global investment strategies, … Continue reading Episode 210 – The Bitcoin Surge & Investing in its Digital Realm with Chris Gannatti →

David Wood is the Vice President of Fixed and Fixed Indexed Annuity sales at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century. In this episode, David presents the new innovative crediting strategies offered by Lincoln Financial Group in its fixed-indexed annuity portfolio. These … Continue reading Episode 209 – Through Innovation and Simplicity, New Strategies Bring Positive Returns in Down Markets with David Wood →

Matson Moneyis a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They transform the investing experience by helping investors discover their true purpose for money and aligning clients’ investment strategies with their values. Josh Crawfordis the youngest Matson Money executive team member, serving as the Vice President of Training and Development. In … Continue reading Episode 208 – Investing with Purpose: Matson Money’s Path to Financial Empowerment with Josh Crawford →

Schwab CharitableTMis an independent 501(c)(3) with a mission to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution to donors and their investment advisors. In this episode, we’re joined byHayden Adams CPA, CFP®, the Director of Tax and Financial Planning at the Schwab Center for Financial Research, as well asRuby … Continue reading Episode 207 – Tax-Smart Charitable Giving: The Power of Donor Advised Funds with Hayden Adams & Ruby Pediangco →

Bill Cates is renowned as a leading authority in the realm of acquiring new clients via referrals and personal introductions. As the president of Referral Coach International and the founder of The Cates Academy for Relationship Marketing™, he brings extensive expertise to the table. Additionally, Bill hosts the popular podcast, TopAdvisorPodcast.com, and has been recognized … Continue reading Episode 206 – Speaking ‘The Language of Referrals’ to Gain Your Ideal Client with Bill Cates →

WisdomTreeworks to create a better way to invest, offering a product range that offers access to a selection of unique and smart exposures. Christopher Gannattihas been an integral part of the organization since 2010, currently holding the position of Global Head of Research. Chris has the responsibility for many communications pertaining to global investment strategies, … Continue reading Episode 205 – Beyond Tomorrow: Investing in AI Innovations with Chris Gannatti →

Founded in 2017, Wellington-Altus Financial has quickly grown to more than $30 billion in assets under administration and in offices across North America. Today we have Shaun Hauser, the CEO of Wellington-Altus, to discover the driving forces behind its rise to prominence as Canada’s premier wealth advisory firm. They also discussed: The factors contributing … Continue reading Episode 204 – Altitude Achieved: Unveiling Wellington-Altus Financial’s Journey with Shaun Hauser →

Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group. Tim joins Advisorpedia to discuss the Peak 65 trend, a historic demographic milestone in the US with 4 million Americans turning 65 this year, and the growing need for protection products. Topics also discussed: Factors contributing to … Continue reading Episode 203 – Game Plan for the Golden Years: Protecting Your Goals in the Peak 65 Zone with Tim Seifert →