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Permission To Succeed

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United States

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English

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Episodes

Episode 18 – Top Trends That Are Reshaping the Finance Industry — With David Lau

8/26/2019
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Are you up on the latest trends in the finance industry? Join this eye-opening conversation with host Doug Heikkinen and guest, David Lau, founder and CEO of DPL Financial Partners. In this episode about top industry trends, they discuss how clients’ view of planning has shifted, why that’s turning advisors’ value propositions upside down, and … Continue reading Episode 18 – Top Trends That Are Reshaping the Finance Industry — With David Lau →

Duration:00:27:26

Episode 17 – Failure Is a Step Closer to Succeeding — With David Lyon

8/26/2019
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Not giving up is 90% of the battle. Just ask David Lyon, founder and CEO of Oranj, an award-winning software company that serves up streamlined investment management. In this episode, host Doug Heikkinen and David uncover the real value proposition of advisors, the extent to which today’s advisors are adopting technology, and what makes Oranj … Continue reading Episode 17 – Failure Is a Step Closer to Succeeding — With David Lyon →

Duration:00:41:03

Episode 16 – The Glory of the UnMarked Trail — With Sean Brown.

8/26/2019
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As an entrepreneur, you have no idea what you’re getting yourself into. And that’s so glorious. Here to unravel that statement are host Doug Heikkinen and guest Sean Brown, president and CEO of YCharts. In this episode, Sean discusses YCharts’ mission to help asset managers and wealth advisors make smarter investment decisions on behalf of … Continue reading Episode 16 – The Glory of the UnMarked Trail — With Sean Brown. →

Duration:00:16:33

Episode 15 – How to Modernize Your Approach to Risk — With Eric Metz

8/26/2019
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Have you ever wondered what the potential benefits might be to having an options overlay strategy in your clients’ portfolio? Eric Metz, president and CIO of SpiderRock Advisors, explains how modernizing your approach to risk will help you meet your clients’ demands. In today’s episode, host Doug Heikkinen speaks with Eric about the pathway that … Continue reading Episode 15 – How to Modernize Your Approach to Risk — With Eric Metz →

Duration:00:17:07

Episode 14 – Impact Before Profits — With Jason Barsema

8/20/2019
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“What the heck is a structured note?” Jason Barsema of Halo Investing has gotten used to fielding this question. In today’s episode, host Doug Heikkinen speaks with Jason about the biggest market that no one’s ever heard of — structured notes. Jason uncovers how he uses the structured note platform to give clients access to … Continue reading Episode 14 – Impact Before Profits — With Jason Barsema →

Duration:00:29:40

MarketCounsel Summit: Failure Is Part of Success – With Jennifer Connelly

8/1/2019
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Learning from failure will take you to new heights: Embrace it and grow from it. In this episode from the MarketCounsel Summit series, Doug Heikkinen and Matt Halloran are joined by Jennifer Connelly, founder of JConnelly. Jennifer shares her reflective views on how she has allowed herself and her PR company to grow for the … Continue reading MarketCounsel Summit: Failure Is Part of Success – With Jennifer Connelly →

Duration:00:22:59

SALT Conference: What Builds Confidence – With Cormac Kinney, CEO of Diamond Standard

6/13/2019
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The ability to successfully do something over and over again not only builds skills, but it also builds confidence. That is Cormac Kinney’s career story as he shares with host Doug Heikkinen at the SALT Conference in Las Vegas. Cormac is the CEO of Diamond Standard, a U.S- and Bermuda-based organization. They are manufacturers of … Continue reading SALT Conference: What Builds Confidence – With Cormac Kinney, CEO of Diamond Standard →

Duration:00:26:35

SALT Conference: Embracing the Struggle — With Nick Vita, Co-founder of Columbia Care

6/10/2019
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Coming to you live from the SALT Conference in Las Vegas, host Doug Heikkinen speaks with someone who’s been crushing it for a long time in the medical cannabis field, Nick Vita, co-founder of Columbia Care. In this episode, Nick shares his journey to building his company during a time where there is little acceptance … Continue reading SALT Conference: Embracing the Struggle — With Nick Vita, Co-founder of Columbia Care →

Duration:00:26:35

SALT Conference: Maintain Your Ability to Be Nimble and Reinvent — With George Schultze, CEO of Schultze Asset Management

6/5/2019
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When a crisis hits, give yourself permission to succeed and turn a time of distress into an opportunity. In this live recording from the SALT Conference in Las Vegas, Doug Heikkinen is joined by the CEO of Schultze Asset Management, George Schultze. George talks about the tremendous investment opportunity that was borne out of the … Continue reading SALT Conference: Maintain Your Ability to Be Nimble and Reinvent — With George Schultze, CEO of Schultze Asset Management →

Duration:00:25:04

Envestnet Advisor Summit®: Giving Yourself Permission to Go for It — With Tom Gatto, Director of Strategic Relationships at Artivest

6/3/2019
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In this live episode from the Envestnet Advisor Summit® in Texas, Tom Gatto discusses his resilient career journey with host Doug Heikkinen. Tom is the director of strategic relationships at Artivest, a technology platform that provides insight and access to exceptional alternative investing. In this episode, you’ll learn: How Tom’s experience at Merrill Lynch and … Continue reading Envestnet Advisor Summit®: Giving Yourself Permission to Go for It — With Tom Gatto, Director of Strategic...

Duration:00:18:39

Envestnet Advisor Summit®: Leaving Safety to Go on a Steeper Curve — With Rob Nestor, President of Direxion

5/29/2019
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Coming to you live from the Envestnet Advisor Summit®, Rob Nestor speaks to host Doug Heikkinen about how he pushed through feelings of trepidation to venture into the unknown. Rob Nestor is the president of Direxion where he is responsible for leading all firm business including product, operations, and distribution strategy. Leading up to this … Continue reading Envestnet Advisor Summit®: Leaving Safety to Go on a Steeper Curve — With Rob Nestor, President of Direxion →

Duration:00:29:00

MarketCounsel Summit: Creating a Failure Budget with Steve Lockshin

1/13/2019
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If you’re looking for permission to take that next step, this is it. Meet Steve Lockshin, founder of AdvicePeriod. Steve is a believer in getting out there and risking failure. In this episode, he talks to hosts, Doug and Matt, about his mission to reinvent wealth management, the value of finding truth-tellers, and why he … Continue reading MarketCounsel Summit: Creating a Failure Budget with Steve Lockshin →

Duration:00:14:17

MarketCounsel Summit: Tap into Your Community with Gurinder Ahluwalia

1/6/2019
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Do you feel nervous walking into a room full of people? Don’t worry, you can still tap into the power of that community. Take it from our next guest, Gurinder Ahluwalia, co-founder and CEO of 280 CapMarkets. Gurinder is a role model for young entrepreneurs who question their own social skills and ability to network. … Continue reading MarketCounsel Summit: Tap into Your Community with Gurinder Ahluwalia →

Duration:00:20:13

MarketCounsel Summit: Innovate, Disrupt, and Win with Eric Clarke

12/30/2018
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Be willing to constantly disrupt your own business model. Those words of advice come from our next guest, who is no stranger to keeping pace with daily technological changes. Eric Clarke is the founder and CEO of Orion Advisor Services. Today Eric talks to Matt and Doug about the importance of self-disruption, the value of … Continue reading MarketCounsel Summit: Innovate, Disrupt, and Win with Eric Clarke →

Duration:00:21:00

MarketCounsel Summit: Committing to the CEO Path with Amit Dogra

12/22/2018
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The term “CEO” is used so often, that people may overlook the amount of bootstrapping and inner confidence it takes to land that title and then live up to the name. Today’s guest from the MarketCounsel Summit series is here to share his reflective view on what it means to succeed as a CEO. Joining … Continue reading MarketCounsel Summit: Committing to the CEO Path with Amit Dogra →

Duration:00:25:03

It’s Not About Perfection, It’s About Progression – With David Canter

12/15/2018
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How do you rise above when you’re in a wicked competitive environment? It starts with having a roundtable mentality. Meet today’s guest, David Canter, the executive VP and head of the registered investment advisors (RIA) segment for Fidelity Clearing & Custody Solutions. David is also a talented guitarist who has a particular love for playing … Continue reading It’s Not About Perfection, It’s About Progression – With David Canter →

Duration:00:19:43

“Turning Walls into Curtains” with Brian Hamburger

12/3/2018
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Brian Hamburger is the President & CEO of MarketCounsel. MarketCounsel is the leading business and regulatory consultancy to the country’s preeminent independent investment advisers at all stages throughout their lifecycle. Brian is also the Managing Partner of Hamburger Law, a boutique law firm with its practice in virtually all areas related to the investment and … Continue reading “Turning Walls into Curtains” with Brian Hamburger →

Duration:00:21:21