Power Your Advice
Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series hosted by Doug Heikkinen, PowerAdvice seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention. To become a guest, please email our Producer, Jakie Beard here .
Articles by Power Your Advice
- Artificial Intelligence
AI Built for the Real Work of Client Management with Bassam Chaptini
Bassam explores how that unified layer can support enterprise-grade AI, human-in-the-loop automation, and cross-product service across wealth
- Future of Advice
AI Is Coming for Wealth Management—Will Advisors Be Ready? with Karl Roessner
AI pushing firms toward a model where advisors can act more quickly, personalize more effectively, and spend less of the day buried in operational tasks.
- Alternatives & Digital Assets
A Smarter Approach to Private Markets with Ryan VanGorder
- Alternatives & Digital Assets
Reducing Private Market Friction with Ryan Eisenman
- Future of Advice
Closing the Confidence Gap in Financial Planning with John Roberts
John Roberts, Chief Field Officer at Northwestern Mutual, shares insights from the firm’s 2026 Planning & Progress Study.
- Active Investing
Low-Correlation Strategies in a Volatile Market with Mario Valente
Mario Valente of Stansberry Asset Management on boutique active management and differentiated returns
- Future of Advice
From Custom Portfolios to Scalable Relationships with Alex Laipple
Alex Laipple frames personalization as a way for advisors to make portfolios actually reflect what clients are trying to achieve.
- Active Investing
The SMA Advantage for Modern Advisors with Josh Rogers
Rogers highlights how innovations like direct indexing and tax-optimized long/short SMAs give advisors new ways to manage concentrated positions
- Future of Advice
The AI Performance Edge for Advisors with John Connell
By pairing meeting intelligence with behavioral finance and science-backed coaching, Focal turns compliant client conversations into sharper questions
- Future of Advice
When Automation Makes Advice More Human with Ritik Malhotra
Malhotra dives into the psychology of money and why AI is far more likely to empower advisors than replace them.
- Artificial Intelligence
A Clearer View of Advisor-Client Meetings with Liam Hanlon
Liam Hanlon, Head of Insights at Jump, shares findings from Jump’s first-ever Financial Advisor Insights Report—an analysis
- Multimedia
Alternative Investing Through a Fiduciary Lens with Colin Lynch
How culture, fiduciary discipline, and diversification shape effective decision-making in private markets.
- Practice Growth
Understanding Today’s Advisor Technology Landscape with Jason Quinn
- Money & Life
The Importance of Place in Longevity Planning with Ryan Frederick
Viewing place through four lenses environment, health, community, and finances Frederick shows how misalignment can quietly erode quality of life,
- Active Investing
The Opportunities Investors Are Overlooking with Rob Arnott
Rob Arnott, Founder and Chairman of Research Affiliates, breaks down what he sees in today’s markets—from bubble-like pricing
- Retirement & Income Planning
Navigating Today’s Complex Planning Environment with Carly Brooks
Brooks also breaks down the forces reshaping today’s planning environment—from historically high estate tax exemptions
- Multimedia
Volatility Isn’t the Enemy: A Smarter Way to Manage Risk with Wes Crill
The most resilient portfolios, he says, rely on broad diversification, cost-effectiveness, and rules-based discipline.
- Multimedia
Breaking the Swivel Chair Cycle: Smarter Tech for Advisors with Dan Bjerke
Dan Bjerke, President of InvestCloud, joins us to discuss how the firm is tackling one of wealth management’s biggest pain points.
- Multimedia
Advice at Scale: Smart Tech Meets Human Insight with Anuj Gupta and Blake Wood
Anuj Gupta and Blake Wood walk us through how Envestnet is helping advisors scale personalization and drive efficiency.
- Multimedia
Shaping What’s Next: Legacy, Leadership, and Next-Gen Talent with Tim Burklow
Tim shares his journey from being inspired by his father’s advisor to building a successful career in financial services.
- Multimedia
Helping Advisors Live Their Legacy with Scott Danner
Helping advisors transition their practices while preserving what makes them successful. @legacy
- Multimedia
How Great Firms Stay Great While They Scale with Charlie Johnston
Charlie shares lessons from his 35-year career and explains how Steward balances entrepreneurial freedom with structure as it scales.
- Multimedia
Reinventing Independence: Where Advisors Own the Outcome with Jim Gold
Jim reflects on how a shift in big-firm culture inspired him to build a client- and advisor-first model. #advisors #independence
- Future of Advice
Delivering a Family Office Experience at Scale with Michael Featherman
By offloading investment management and layering in services like tax optimization, trust capabilities, and private market access ...
- Future of Advice
The Secret to Scaling Personalized Wealth Management with Andrew Stavaridis
Andrew sees a key opportunity for advisors to differentiate through high-touch service and expert guidance in today’s complex, volatile markets.
- Multimedia
How Orion Is Powering Personalized Advice at Scale with Natalie Wolfsen
Natalie highlights that most advisors use just 60% of their tech stack, but many are prioritizing better integration and personalization
- Alternatives & Digital Assets
Bitcoin’s Evolution: From Risk Asset to Portfolio Tool With Matt Hougan
- Future of Advice
AI, Integration, and Innovation at Envestnet With Chris Todd
Chris outlines his vision for tighter integration of Envestnet’s acquired platforms, a more seamless advisor experience, and stronger partnerships
- Multimedia
The Financial Game Plan Every Athlete Needs with Frederick Blue
His core message: start early, stay disciplined, and protect your wealth—and your brand—for the long haul. #athletes
- Future of Advice
The All-in-One Platform Built for Modern Advisors with Michael Scaplen
Axos is eliminating operational friction and enhancing the advisor-client experience. #investing #advisors #integration
- Multimedia
Unlocking CLO Opportunities with Fran Rodilosso and Bill Sokol
How CLOs offer higher yields, low default rates, and floating-rate protection against interest rate volatility. #CLO #ETF
- Multimedia
What Does Freedom Mean to You? With Scott Danner
The inspiring journey of founding his company to revolutionize financial advising with a focus on relationship-building and personal impact. #advisors
- Multimedia
Building the Firm of Today and the Future With Jim Gold
Reflects on Steward Partners’ exponential growth over the past decade, exploring its unique culture of partnership, and its mission-driven approach
- Multimedia
Altitude Achieved: Unveiling Wellington-Altus Financial’s Journey with Shaun Hauser
The factors contributing to Wellington-Altus Financial’s rise, including experienced founders and technological advancements in FinTech.
- Multimedia
The Cornerstone of Communication and Holistic Planning With Mike Harris & Todd Zeidenberg
Tackling communication gaps, holistic planning, and the keys to fostering trust for meaningful client interactions. #advisors #communication
- Multimedia
Financial Literacy Amongst an Information Overload with Grace Salvino
Misinformation the next generation of clients receives daily, working to promote accurate financial literacy and informed investment decisions. #advisors