Power Your Advice
AdvisorpediaPower 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.
| Publishes | Twice weekly | Episodes | 300 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingManagementBusiness | |||
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Latest Episodes
Bassam Chaptini, co-founder and co-CEO of Avantos, discusses the long-running friction around client onboarding, servicing, and relationship management in wealth management. He explains why the problem is less about a lack of tools and more about fra... more
Andrew Okrongly, Director of Modern Portfolios at WisdomTree, examines how capital efficiency can help advisors solve one of the harder diversification questions: not whether to diversify, but what has to be sold to make room for it. Rather than trea... more
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
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
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
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
Danny Lohrfink, Co-Founder and Chief Product Officer at Wealth.com, sees a growing opportunity for advisors to play a more central role in their clients’ financial lives. As expectations rise for more coordinated guidance, he points to estate and tax... more
Julie Sunwoo, President of DAFgiving360, outlines why donor-advised funds continue to gain momentum as a flexible, tax-efficient vehicle for charitable giving. By allowing contributions of appreciated assets, immediate tax benefits, and ongoing inves... more
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Frequently Asked Questions About Power Your Advice
What is Power Your Advice about and what kind of topics does it cover?
Across recent episodes, the show centers on modernizing wealth management through capital-efficient investing, model portfolios, and tech-enabled advisory workflows. Listeners are exposed to practical tools and strategies—from capital-efficient ETFs and funded sleeves to direct indexing, private markets access, and AI-driven workflows—that aim to help advisors preserve core exposures while freeing capital for diversification and tailored client outcomes. Guests span asset managers, fintech platforms, and philanthropic giving experts, offering a mix of product rationales, implementation tips, and policy/tax considerations that are relevant to RIAs, broker-dealers, and multi-advisor practices. A notable through-line is the emphasis on scalabl... more
Where can I find podcast stats for Power Your Advice?
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How many listeners does Power Your Advice get?
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What are the audience demographics for Power Your Advice?
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How many subscribers and views does Power Your Advice have?
To see how many followers or subscribers Power Your Advice has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to Power Your Advice?
These podcasts share a similar audience with Power Your Advice:
1. Animal Spirits Podcast
2. Schwab Network
3. The Rational Reminder Podcast
4. Motley Fool Hidden Gems Investing
5. Investing Insights
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.
How do I contact Power Your Advice?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for Power Your Advice?
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How do I access podcast episode transcripts for Power Your Advice?
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What guests have appeared on Power Your Advice?
Recent guests on Power Your Advice include:
1. Andrew Okrongly
2. Andrew Rosenberger
3. Karl Roessner
4. Brian Howell
5. Matt Kaufman
6. Danny Lohrfink
7. Julie Sunwoo
8. Ryan VanGorder
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.