Power Your Advice

Mike Harris, Senior Advisor Consultant with the Alliance for Lifetime Income, hosts an episode in conversation with Todd Zeidenberg, a Senior Financial Advisor affiliated with Allied Wealth Partners and Sutera Wealth Management. With over 30 years of experience in financial services, Todd specializes in holistic planning as well as accumulation, preservation, and income distribution, all … Continue reading Episode 192 – The Cornerstone of Communication and Holistic Planning with Mike Harris & Todd Zeidenberg →

Fred Kaynor is the Managing Director of Relationship Management, Marketing & Partnerships at Schwab Charitable. Schwab Charitable is 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, Fred walks us through how you can … Continue reading Episode 191 – Your Guide to Year-End Philanthropy & Charitable Giving with Fred Kaynor →

Join us as Panacea Founder and CEO, Dahlia Attia-King, explores the transformative potential of clinical genetic testing, and how Panacea is breaking down barriers and revolutionizing healthcare accessibility to empower individuals in taking control of their health with disease prevention. They also discussed: The technology of next-gen sequencing, its power in identifying hereditary disease risks, … Continue reading Episode 190 – Transforming Lives Through Accessible Genetic Testing with Dahlia Attia-King →

In this episode, we are joined by Grace Salvino, a Wealth Manager at the multi-generational independent RIA firm, Performance Wealth. Grace brings her insights into the misinformation the next generation of clients receives daily, working to promote accurate financial literacy and informed investment decisions. They also discussed: The misconception of becoming experts in finance through … Continue reading Episode 189 – Financial Literacy Amongst an Information Overload with Grace Salvino →

Kurt Long is the Chair and Co-Founder of BUNKR, an app empowering individuals and their families to organize and secure the most important information in their lives. In this episode, we uncover the hidden world of cyber threats and vulnerabilities, revealing invaluable insights on protecting your personal and financial data in an increasingly exposed, digital … Continue reading Episode 188 – The Changing Face of Cybersecurity Threats with Kurt Long →

Chase Johnson is the Wealth Director of Fiduciary Trust International, a wealth management firm founded with a singular focus on growing and protecting your wealth through generations. In this podcast, Chase walks us through the changing landscape of college sports with the implementation of NIL (Name, Image, and Likeness) regulations, allowing athletes to profit from … Continue reading Episode 187 – From Campus to Corporation: Athletes’ Financial Futures with Chase Johnson →

Amber Williams is the Chief Sustainability Officer & Head of Client Investment Strategies at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century. In this podcast, Amber talks us through the key themes that are currently on the minds of investors, while also sharing … Continue reading Episode 186 – Rising Rates and Resilient Markets with Amber Williams →

Melissa Brandt is the Vice President of Annuity & Funds Management Marketing at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century. In this podcast, Melissa and Doug discuss the significant shift of financial assets into the hands of US women. This exposes the … Continue reading Episode 185 – Legacy, Longevity, and Lincoln Financial: Safeguarding Your Wealth with Melissa Brandt →

In this podcast, Frank Bonanno, Managing Director at StoneCastle Partners, LLC, provides insight into the importance of cash management for advisors and the unique advantages offered by StoneCastle’s solutions. Topics also discussed: The resurgence of cash as a favored asset class and how advisors are using it to grow assets under management. The impact of … Continue reading Episode 184 – The Cash Resurgence: Advisors’ Secret Weapon with Frank Bonanno →

Lincoln Ross sits as the President & CEO of CircleBlack: the all-in-one wealth platform for the relationship-focused advisor. Lincoln and Doug talk through the challenges RIAs encounter when striving to provide top-notch client experiences while also managing portfolios effectively. They also discussed: The common hurdles faced by RIAs throughout their professional journeys. Real-world examples highlighting … Continue reading Episode 183 – Uncovering Hidden Pain Points in RIA Practices with Lincoln Ross →