Power Your Advice

Jason Ozur is the CEO of Lido Advisors, a firm dedicated to providing clients with advanced wealth management and comprehensive, holistic financial services. Today, Jason shares how the firm skyrocketed from $19B to $30B AUM, emphasizing a client-first approach, strategic M&A, and culture-driven growth. He also discusses expansion plans, AI’s impact on efficiency, and the … Continue reading Episode 251 – $30 Billion and Counting: Growth, Strategy, and Talent with Jason Ozur →

In this episode, we have with us Samantha Russell, the Chief Evangelist at FMG Suite. Doug and Samantha unpacked FMG’s 2025 Marketing Guide to explore how financial advisors can turn this year’s challenges into opportunities. From optimizing your website to growing your network, we share the strategies to elevate your marketing game. Resources: Follow … Continue reading Episode 249 – Marketing in 2025: How Financial Advisors Can Turn Challenges into Opportunities with Samantha Russell →

In this episode, Doug talks with Natalia Keene, an advanced sales consultant at Lincoln Financial, about their proprietary annuity income rider, i4LIFE® Advantage, an optional benefit available only with Lincoln variable annuities for 0.40% per year above standard contract expenses. They discuss how it offers unique tax benefits, especially during the tax season of 2025, … Continue reading Episode 250 – More Than an Annuity: The Unique Benefits of i4LIFE® Advantage with Natalia Keene →

Ryan McKee is the Senior Vice President and Head of Emerging Product Specialists at Fidelity Investments. Fidelity provides a wide range of investment and wealth management services, striving to strengthen the financial well-being of their customers and deliver better outcomes for the clients and businesses. In this episode, the focus is product innovation and solutions … Continue reading Episode 248: The Rise of Customization: Emerging Products in Portfolio Construction with Ryan McKee →

Host, Chris Battaglia, interviews Keiko Honda, an adjunct senior research scholar at Columbia University and a prominent figure in global investment. Keiko shares insights from her experience in management consulting, academia, and leadership roles, including as CEO and CIO of the World Bank’s Multilateral Investment Guarantee Agency. They discuss the evolution, challenges, and importance of … Continue reading Episode 247 – Global Fiduciary Leaders with Keiko Honda →

Robert Huntsman is the Chief Data Officer at iCapital, a company dedicated to powering the world’s alternative investment marketplace. In this episode, Doug and Robert explore the advancement of data management and solutions, highlighting the technology-driven tools transforming private market investing. Also discussed: Robert’s role at iCapital, focusing on optimizing data governance, analytics, and AI … Continue reading Episode 246 – Maximizing Investment Insights with Data: Leveraging AI for Smarter Decisions with Robert Huntsman →

Paul Ma is the Vice President and Lead Portfolio Strategist at Fidelity Investments. Fidelity provides a wide range of investment and wealth management services, striving to strengthen the financial well-being of their customers and deliver better outcomes for the clients and businesses. This episode explores how portfolio construction (PC) analysis tools and innovative review strategies help financial advisors … Continue reading Episode 245 – Striving to Build Wealth with Portfolios That Endure with Paul Ma →

Advisorpedia welcomed Craig Martin, the Managing Director and Global Head of Wealth & Lending Intelligence at J.D. Power. This episode unpacks the findings from J.D. Power’s 2024 U.S. Advisor Online Experience Study, highlighting how asset managers can thrive by prioritizing ease of doing business. Learn More: J.D. Power

WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures. Kevin Flanagan is the Head of Fixed Income Strategy at WisdomTree, joining us to discuss the latest developments in monetary policy, inflation trends, fixed income strategies, and investment opportunities … Continue reading Episode 243 – Fed Surprises & Inflation Shocks: What You Need to Know for 2025’s Fixed Income Market with Kevin Flanagan →

In this podcast, Chris Battaglia talks with economist and author of “Money Magic: an Economist’s Secrets to More Money, Less Risk & Better Outcomes”, Larry Kotlikoff, to discuss his innovative financial planning tools, Maxifi.com and MaximizeMySocialSecurity.com. The episode emphasizes the latest feature of the Maxifi Planner—the Roth conversion optimizer—which helps maximize lifetime discretionary spending by strategically planning Roth … Continue reading Episode 242 – The Wealth-Building Power of Roth Optimization with Chris Battaglia & Larry Kotlikoff →

In this episode, we’re joined by Nicole Morgan, recently appointed Invest in Other’s first Chief Development Officer. Invest in Others works as a nonprofit to help financial professionals support charitable causes in their communities. Topics also discussed: Nicole’s career journey in nonprofit fundraising. How Invest in Others highlights and inspires the philanthropic efforts of financial … Continue reading Episode 241 – The Force of Financial Advisors Behind Community Change with Nicole Morgan →

WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures. Ryan Krystopowicz is the Director of Client Solutions at WisdomTree. In this episode, Ryan reveals how leveraging model portfolios can save time, enhance client satisfaction, and improve advisory efficiency Also discussed: … Continue reading Episode 240 – The Role of Model Portfolios in Modern Advisory Practices with Ryan Krystopowicz →

Mayank Goradia is the Senior Vice President and Head of Integrated Portfolio Construction Delivery at Fidelity Investments. Fidelity provides a wide range of investment and wealth management services, striving to strengthen the financial well-being of their customers and deliver better outcomes for the clients and businesses. This episode covers the evolving role of portfolio construction and how Fidelity … Continue reading Episode 239 – Fidelity’s Portfolio Construction Tips to Navigate Today’s Market with Mayank Goradia →

Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial. This episode explores how financial professionals can enhance client satisfaction, loyalty, and referrals by incorporating protection products into comprehensive financial plans, backed by insights from Lincoln Financial’s latest research. Topics also discussed: Lincoln Financial’s new research shows that … Continue reading Episode 238 – How Financial Advisors Can Drive Referrals with Comprehensive Planning with Tim Seifert →

Host Chris Battaglia interviews Elizabeth Fernando, CIO of NEST. The two discuss the history and growth of NEST, which was established in 2010 to address the lack of workplace pensions and the need for affordable retirement savings. The podcast was recorded ahead of the Global Fiduciary Symposium which took place from November 11th to 14th … Continue reading Episode 237 – Global Fiduciary Leaders with Elizabeth Fernando →

On this episode of Power Your Advice, our host, Chris Battaglia, interviews Professor Takatoshi Ito from Columbia University about the future of Japan’s asset management business. The two cover recent monetary policy changes and initiatives to attract foreign investors, strengthen corporate governance, and build a more globally connected financial hub. The podcast comes ahead of … Continue reading Episode 236 – Global Fiduciary Leaders with Professor Takatoshi Ito →

Jameson Mulshenock is a Divisional Sales Manager at Lincoln Financial, a firm that has been helping millions of people plan, protect, and retire for over a century. This episode explores how Lincoln Financial is addressing the financial planning challenges of an aging, affluent population by introducing innovative benefits that provide lifetime income and secure wealth transfer … Continue reading Episode 235 – Redefining Financial Security for an Aging, Affluent America with Jameson Mulshenock →

This episode dives into how BetaNXT’s new CEO, Bob Santella, is revolutionizing wealth management with cutting-edge data integration, personalization, and innovative tech solutions. Topics also discussed: Bob discusses his plans to drive innovation at BetaNXT, aiming to help clients grow their businesses by expanding product offerings and integrating advanced technology. He highlights BetaNXT’s new … Continue reading Episode 234 – The Blueprint for Tomorrow’s Investors with Bob Santella →

Today we’re joined by the team at iCapital, a company dedicated to powering the world’s alternative investment marketplace. We welcome Josh Freeman, Vice President of Research and Due Diligence, and James Costabile, Managing Director and Head of Alternatives Distribution. In this episode, we explore tax-efficient strategies to help investors and advisors navigate year-end planning and manage capital gains … Continue reading Episode 233 – Aligning the Tax Strategy to the Investor with Josh Freeman and James Costabile →

Jim Dickson is the Founding Partner and CEO of Elevation Point. Elevation Point partners with financial advisors and independent RIAs, offering strategic guidance and resources to accelerate business growth. In this podcast, Jim and Doug discuss Elevation Point and their unique approach as an accelerator rather than an aggregator in the wealth management industry. … Continue reading Episode 232 – Guiding Advisors Toward New Summits with Jim Dickson →