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Power Your Advice

Advisorpedia

Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, Advisorpedia 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.

PublishesTwice weeklyEpisodes300Founded2 years ago
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ManagementBusinessInvesting

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Latest Episodes

Andrew Rosenberger, Head of Custom Indexing at Orion, describes how Tailored Allocation Portfolios are designed to bring more personalization into model-based portfolio management without adding unnecessary complexity for advisors. The idea builds on... more

YouTube

Karl Roessner, CEO of Vestmark, makes the case that AI’s real promise in wealth management is not just faster workflows, but more time for the work advisors are actually built to do. From meeting prep and proposal generation to portfolio monitoring a... more

YouTube

Brian Howell, Director of Charitable Consulting at DAFgiving360, unpacks how donor-advised funds can move charitable giving from a year-end tax decision to a more deliberate part of long-term wealth planning. He walks through the core advantages of D... more

YouTube

Matt Kaufman, Global Head of ETFs at Calamos, breaks down the firm’s new Calamos Autocallable Growth ETF, CAGE, and the role it could play for investors looking to compound assets over time rather than generate current income. He frames the strategy ... more

YouTube

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Which podcasts are similar to Power Your Advice?

These podcasts share a similar audience with Power Your Advice:

1. Dividend Stockpile
2. ETF Spotlight
3. IBKR Podcasts
4. Trillions
5. Talking Wealth

How many episodes of Power Your Advice are there?

Power Your Advice launched 2 years ago and published 300 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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