Power Your Advice

Power Your Advice

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.

Episodes

June 13, 2025 25 mins
Emily Blue, co-founder of Hue Partners, joins us to explore the human side of selling a financial practice. She explains that while advisors often prepare for the financial aspects of M&A, the real challenge lies in navigating identity shifts, fear of losing control, and concern for clients and teams. Tools like journaling and reflection can … Continue reading Episode 274 – From Fo...
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Today we’re joined by Jim Gold, CEO and Co-Founder of Steward Partners, at the firm’s Annual Symposium to discuss Steward’s growth, culture, and future. After nearly 30 years in the industry, Jim reflects on how a shift in big-firm culture inspired him to build a client- and advisor-first model. Since launching in 2013, Steward has … Continue reading Episode 273 – Reinventing Indep...
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Today we speak with Michael Featherman, Head of Advisor Sales and Wealth Consulting at Envestnet, about helping advisors scale their high-net-worth offerings. Michael introduces Envestnet’s Private Wealth Consulting program, a fully outsourced solution designed to deliver a family office experience for clients in the $5–30 million range. By offloading investment management and layering in services … Continue readi...
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Today we talk with Andrew Stavaridis, Chief Relationship Officer at Envestnet, about how advisors can better serve high net worth clients. Andrew highlights Envestnet’s investments in UMA, tax overlay, planning tools, and data analytics to help advisors scale, stay compliant, and deliver a more personalized, holistic experience. He stresses that winning and retaining high net … Continue reading Read more
Today we talk with Morgan Ludovico, Director of Intermediary Sales at StoneCastle, where we discuss how advisors are engaging the cash conversation and utilizing KEEP by StoneCastle as a powerful driver of organic growth. KEEP is an enhanced savings solution offering up to $100 million in federal insurance per tax ID, competitive rates, full liquidity, and … Continue reading Episod...
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Today we sit down with Sharon Watson, Wealth Solutions Strategist at First Command, to talk about about their mission to serve military families through personalized financial coaching. Built for those often overlooked by traditional wealth firms, First Command helps clients build financial readiness through budgeting, risk management, and long-term savings—starting with small-dollar planning and growing … Continu...
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Today we talk with Natalie Wolfsen, CEO of Orion, about how advisors can future-proof their practices through smarter tech adoption, AI, and personalized client experiences. Drawing from Orion’s 2025 Wealthtech and Investor Surveys, Natalie highlights that most advisors use just 60% of their tech stack, but many are prioritizing better integration and personalization to drive … Continue reading Read more
In this episode, we sit down with Rich Romano, CEO of FIDx, to talk about how technology is transforming the integration of insurance into wealth management. From eliminating inefficiencies to enabling seamless platform experiences, FIDx is helping advisors offer annuities alongside managed accounts without disrupting their workflow. Rich also shares how fee-based annuities, insurance overlays, … Continue reading ...
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Today we talk with Andrew Hsu, founding member and Portfolio Manager at DoubleLine, about their new ETF: DABS, an ETF focused exclusively on asset-backed securities (ABS). Andrew explains why ABS are gaining attention beyond institutional investors, citing their low correlation, strong yields, and resilience. He breaks down what ABS are, how they differ from other … Continue reading Read more
Today, Doug talks with Julia Reed, National Director of Charitable Consulting at DAFgiving360TM, about how advisors can strengthen client relationships through philanthropic planning. Julia explains how donor-advised funds (DAFs) offer tax-smart, flexible solutions that align financial strategies with personal values, while helping advisors deepen multi-generational ties and differentiate their practices. She shares key moments to ...
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On this episode, Doug speaks with Molly Weiss, President of the Wealth Management Platform at Envestnet, about how the firm balances innovation with simplicity across its platform. Molly shares Envestnet’s dual-track approach to development—advancing core systems while rapidly testing new features—and explains how modern APIs help integrate acquisitions without compromising user experience. She also highlights … C...
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On today’s episode, Doug talks with Dana D’Auria, Group President and Co-Chief Investment Officer at Envestnet. Dana shares how advisors can support clients through turbulent markets by staying connected, reinforcing long-term discipline, and ensuring portfolios align with risk tolerance. With volatility driven by headlines and sudden policy shifts, she highlights the importance of steady guidance. … Continue read...
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Today, Doug talks with Matt Hougan, CIO of Bitwise Asset Management, about Bitcoin’s rapid evolution into a more stable, institutionally accepted asset. Matt explains how improved custody, regulation, and ETF access have significantly de-risked Bitcoin over the last five years, making it a viable portfolio enhancer—especially at small allocations of 1–5%. He outlines the “Three … Continue reading Read more
On this episode, Doug sits down with Chris Todd, CEO of Envestnet. With over $6.5 trillion in platform assets and 111,000 advisors, Chris discusses how Envestnet balances innovation and stability at scale. He shares how AI is beginning to reshape advisor workflows, enabling deeper client engagement and efficiency, and explains how private equity ownership through … Continue reading
In today’s episode, Doug speaks with Frederick Blue, Managing Director at Wells Fargo Wealth and Investment Management, about the financial challenges athletes face during and after their careers. With short earning windows and sudden wealth, many athletes struggle without proper planning. Fred emphasizes the importance of budgeting, working with qualified advisors, and using league and … Continue reading
Today, Doug welcomes back Samantha Russell, Chief Evangelist at FMG, to talk about how advisors can turn market volatility into a marketing strength. Samantha stresses that during uncertain times, silence from advisors breeds anxiety. Instead, consistent, proactive communication builds trust and positions advisors as steady, reliable guides—like a pilot reassuring passengers during turbulence. She shares … Continu...
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In this episode, Doug speaks with Michael Scaplen, SVP and Head of Sales and Relationship Management at Axos Clearing. Michael shares how Axos has evolved from its legacy roots into a tech-forward clearing firm, anchored by Axos Complete—a fully integrated ecosystem that unifies banking, investing, and planning. With tools like the Professional Workstation and a … Continue reading ...
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Jeremy Schwartz is the Global CIO at at WisdomTree. 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. Today, Jeremy joins Doug to talk about navigating today’s volatile market landscape. They discuss the impact of policy uncertainty, interest … Continue reading Episode 2...
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In this episode, Doug welcomes Paisley Nardini, a portfolio manager and multi-asset strategist at Simplify. Paisley discusses the significance of diversifying portfolios, especially in times of market volatility and uncertainty, and highlights the innovative solutions Simplify offers, such as liquid alternatives, defined outcome strategies, and the use of derivatives. Paisley delves into the importance of … Contin...
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Today, Doug is joined by VanEck’s Fran Rodilosso, Head of Fixed Income ETF Portfolio Management, and Bill Sokol,  Director of Product Management, to break down the opportunities in Collateralized Loan Obligations (CLOs) and why they’re gaining traction with investors. They explain how CLOs offer higher yields, low default rates, and floating-rate protection against interest rate … Continue reading Read more

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