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Podcasts
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Episodes
Published audio from the PowerAdvice podcast network. Each episode includes captions when a transcript is available.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Personalized Client Gifts Work Better When They Arrive Unexpectedly
A counterintuitive but powerful approach to client gifting that helps you move from transactional relationships to deeply personal client connections.
- Ideas and Innovation for Financial Advisors - Advisorpedia
20 Facebook Ads Strategies Financial Advisors Use To Generate More Leads and Clients
Take notes during it, and, most importantly, use your notes to add an extra zero to your bank account this year with Facebook Ads.
- Ideas and Innovation for Financial Advisors - Advisorpedia
From Money Shame to Financial and Spiritual Harmony
Christine Luken shares her journey reconciling spirituality and money, emphasizing that money is deeply emotional and intertwined with spiritual beliefs.
- Ideas and Innovation for Financial Advisors - Advisorpedia
How Women Can Protect Wealth and Reduce Stress During Divorce
How do you make clear decisions when everything feels uncertain? And how can the right guidance help you avoid costly mistakes along the way?
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
How Tax Returns Help You Make Better Money Decisions Year-Round
Most people think tax season ends when the return is filed, but that may be where the real opportunity begins.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Are You Running an Advisory Practice… or Hoping Nothing Gets Missed?
Discuss the importance of checklists and processes in achieving professionalism and success in the financial advisory field.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Trust Is Currency: 3 Ways Financial Advisors Can Earn It Faster
Cuts straight to what actually builds trust with new audiences in 2026. Not better branding. Not more content. Three things
- Ideas and Innovation for Financial Advisors - Advisorpedia
Advisors Still Using Cold Prospecting Are Burning Time and Revenue
3 proven methods to warm up prospects, skyrocket your appointments and conversion rates, and free yourself from the shackles of cold prospecting forever.
- Ideas and Innovation for Financial Advisors - Advisorpedia
First 100 Days That Turn New Clients Into Long-Term Advocates
Rethink what’s possible and show you what happens when you design that experience with intention instead of letting it happen by default.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Investing Through Chaos: Lessons From a Resilient First Quarter in 2026
Despite the turbulence, the markets proved remarkably resilient, underscoring the importance of diversification and a long-term approach.
- Ideas and Innovation for Financial Advisors - Advisorpedia
How To Say No to Clients Without Damaging Trust
How to say no without making it weird, without damaging the relationship, and without creating a bunch of friction in your business.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Life After Divorce: Taking Back Control of Money, Identity, and Direction
Claudia also explores the importance of support systems, journaling for clarity, and empowering women to take an active role in their financial lives.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Stop Asking for Referrals Until You Fix This Core Problem
Will shore up your referral game to such a level that every competitor you have won't be able to get any sleep at night
- Ideas and Innovation for Financial Advisors - Advisorpedia
Selling Your Advisory Firm Too Late Could Cost You More Than You Think
Emphasize the need for advisors to prepare for transitions and the potential pitfalls of waiting too long to sell their practices.
- Ideas and Innovation for Financial Advisors - Advisorpedia
When Marketing Promises More Than Your Client Experience Delivers
Performative marketing. The kind that looks genuine on the surface and turns out to be a strategy underneath.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Four Steps To Steady Clients and See Through Market Noise
Guide clients with confidence and invest with clarity, this conversation shows you where the real signals are in spite of current geo-political conflicts.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Why Prospects Are Ghosting After Great Calls
More prepared for every discovery meeting you book, but you'll also know exactly what you need to say to your prospect to turn them into a client.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Estate Planning Is One of the Greatest Acts of Love for Your Family
Highlights how thoughtful preparation protects assets, addresses elder abuse risks, and fosters deeper family conversations across generations.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Think Your Business Is Worth More? What Buyers See That You Don’t
What factors actually influence value, and how can small changes today impact what you walk away with later?
- Ideas and Innovation for Financial Advisors - Advisorpedia
AI-Powered Client Communication That Keeps Advisors Top-Of-Mind
How to combine technology and human touch to improve client relationships, streamline operations, and stay top-of-mind with the clients who matter most.
- Ideas and Innovation for Financial Advisors - Advisorpedia
How Investors Stay Disciplined When Markets Turn Volatile
So how do you stay grounded when uncertainty feels constant and every decision seems urgent?
- Ideas and Innovation for Financial Advisors - Advisorpedia
What Future Changes Could Mean for Your Social Security Benefits
How policy changes like tax increases or benefit adjustments may shape the future, helping listeners better understand their options and expectations.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Intentional Giving Through Donor-Advised Funds with Brian Howell
Brian Howell of DAFgiving360 breaks down how donor-advised funds fit into long-term giving, family legacy, and advisor-led planning.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Chemistry Isn’t Compatibility—Rethinking Dating After a Major Breakup
How to reenter the dating scene after divorce, widowhood, or a long-term breakup.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Raising Financially Capable Kids in Wealthy Families Starts With Letting Them Fail
Most financial parenting advice starts with the same premise: money is limited, and children need to learn to work within that constraint.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Say This, Not That: The 2 Simple Phrases That Instantly Improve Client Conversations
Two simple yet powerful phrases that can completely change the way you communicate with clients, guide conversations, and ultimately drive better outcomes.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Inside CAGE: Calamos’ New Autocallable Growth ETF with Matt Kaufman
Matt Kaufman on the new Calamos Autocallable Growth ETF (CAGE).
- Ideas and Innovation for Financial Advisors - Advisorpedia
Stop Letting Metrics Lie to You: 20 Numbers That Actually Matter for Advisors
Can and should track, my favorite metrics from this list of 20, and a few real life stories that demonstrate how metrics can hurt your business.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Why Most Financial Advisors Are Digitally Invisible
Visibility is the precursor to trust—but in 2026, being "good at your job" is no longer enough to be seen.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Bull Market Secrets: The Growth Metrics Smart Investors Are Watching Now
The importance of culture and growth in M&A decisions, and the impact of their coaching program on thousands of financial advisors.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Beyond the Portfolio: The One-Stop Advisor with Danny Lohrfink
Connecting estate and tax planning, cutting down on disconnected workflows, and making it easier to move from analysis to client-ready advice.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Can You Afford To Keep Your Home After Divorce? Critical Factors Most People Miss
How mortgage planning, settlement language, and income rules can shape what is actually possible when it comes to keeping a home.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Donor-Advised Funds and the Future of Giving with Julie Sunwoo
DAFgiving360’s Julie Sunwoo highlights how donor-advised funds are expanding access and reshaping modern charitable giving.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Market Anxiety Is Rising—Here’s How Advisors Can Turn Geopolitics Into Client Confidence
Guide clients with confidence and invest with clarity, this conversation shows you where the real signals are in spite of current geo-political conflicts.
- Ideas and Innovation for Financial Advisors - Advisorpedia
A Smarter Approach to Private Markets with Ryan VanGorder
Access may be broader than it once was, but his focus is on what comes next.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Path to Financial Independence That Does Not Depend on Markets or Clients
In fact, it's totally possible to take $10,000 and turn it into a crisp $1,000,000 in only 7 years after listening to this episode
- Ideas and Innovation for Financial Advisors - Advisorpedia
The Quarterly Business Review That Helps Advisors Scale With Clarity
Walks through what it actually looks like to shift into CEO mode by conducting a quarterly business review.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Reducing Private Market Friction with Ryan Eisenman
Ryan Eisenman, co-founder and CEO of Arch, is focused on a problem advisors know well: private markets may be more accessible than ever
- Ideas and Innovation for Financial Advisors - Advisorpedia
Multiple Tech Breakthroughs Are Colliding and Reshaping Global Economy
What happens when multiple breakthroughs accelerate at the same time and begin reshaping industries, careers, and the global economy?
- Ideas and Innovation for Financial Advisors - Advisorpedia
Five Traits Consistently Found in Faster-Growing Advisory Firms
What actually separates firms that grow organically from those that rely on referrals and market lift?
- Ideas and Innovation for Financial Advisors - Advisorpedia
Advisors Who Evolve Beyond Expertise Build More Valuable, Scalable Businesses
Most financial advisors are really good at their job, and that might be exactly what’s holding them back!
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Think You’re Not Ready for Marketing? Think Again…
This one poisonous belief has destroyed more advisors' wealth, time, energy, and even lives
- Ideas and Innovation for Financial Advisors - Advisorpedia
Leaving the Wirehouse, Building Something Better—Lessons From Industry Leaders
The challenges advisors face within traditional firm structures and what it really takes to transition into a more supported, independent model.
- Ideas and Innovation for Financial Advisors - Advisorpedia
If Prospects Googled You Today, Would They Trust You Enough To Hire You?
You’ll learn why people hire people — not logos — and how your online presence, story, and positioning directly impact trust and growth.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Advisors Eyeing Exit Opportunities Face a Rapidly Changing Landscape
Liquidity events, the challenges of generational transitions, and the competitive landscape for talent acquisition in the financial advisory industry.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Your Brain Is Blocking Financial Growth
Gets real about the science behind financial comfort zones, including how fear and old family patterns can quietly sabotage your financial aspirations.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Does Retiring Early Help You Live Longer?
I explore a study about retirement timing and longevity and explain why statistics alone should never guide your retirement decisions.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Why Client Homework Is Killing Your Momentum (And What to Do Instead)
Explores one of the most common sources of friction inside advisory firms: the homework advisors give their clients.
- Ideas and Innovation for Financial Advisors - Advisorpedia
From Owner to What? Preparing for Life After a Business Exit
Practical exercises to help business owners design their ideal week, align with their spouse, and prepare emotionally for what comes next.
- Ideas and Innovation for Financial Advisors - Advisorpedia
How Thematic Investors Stay Focused When Markets Get Noisy
Why is focus key when creating a diversified portfolio that will become a volatility dampener versus a volatility enhancer?
- Ideas and Innovation for Financial Advisors - Advisorpedia
Positioning Gold Beyond the Headlines with Chris Gannatti
WisdomTree's Chris Gannatti puts gold’s early-2026 volatility in perspective after one of its strongest years in decades.
- Ideas and Innovation for Financial Advisors - Advisorpedia
7 Questions Every Woman Should Ask Before Hiring a Financial Advisor for Retirement
Walk through seven essential questions every woman should consider before hiring or changing a financial advisor.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Protection and the Future of Retirement Planning with Tim Seifert
Lincoln Financial's Tim Seifert reflects on the lessons of 2025 and what they reveal about the retirement landscape heading into 2026
- Ideas and Innovation for Financial Advisors - Advisorpedia
Investing Feels Emotional? Behavioral Finance Explains What Logic Can’t
Practical analogies and real-world examples that help investors better recognize their own biases and make more resilient decisions over time.
- Ideas and Innovation for Financial Advisors - Advisorpedia
One More Year at Work: Smart Financial Move or Costly Retirement Mistake?
Challenges one of the most common retirement assumptions, the idea that working one more year is always the safer choice.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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
- Ideas and Innovation for Financial Advisors - Advisorpedia
When Success Complicates Your Finances Instead of Simplifying Them
Often brings more friction, not less, and why success can quietly add complexity to your financial life if it is not coordinated with intention.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Turning Roth Conversions Into Long-Term Tax Control
Walks through how Roth conversions, a taxable event, can fit into a broader retirement and estate plan for high-income earners.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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
- Ideas and Innovation for Financial Advisors - Advisorpedia
Turning Advisor Data Into Actionable Intelligence with Erin Colledge
Colledge describes a shift toward practical use cases that help advisors prepare for client conversations and understand exposure,
- Ideas and Innovation for Financial Advisors - Advisorpedia
A Risk-Managed Approach to Bitcoin Exposure with Hans Williams
How advisors are approaching Bitcoin exposure in a market where volatility remains a central concern.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Voluntary Retirement Offers Explained: How To Decide if It’s the Right Move
How companies carefully craft these packages to achieve specific workforce reductions and shares insights from HR professionals
- Ideas and Innovation for Financial Advisors - Advisorpedia
Why Retirement Can Feel Confusing — And How To Turn It Into Your Most Fulfilling Chapter
Especially those approaching or entering retirement to talk about why this transition can feel unsettling and how to approach it with intention.
- Ideas and Innovation for Financial Advisors - Advisorpedia
From Social Security To Taxes: The Critical Retirement Choices To Get Right in Your 60s
Common mistakes he sees people make during this decade and explains how thoughtful planning can help you approach retirement with clarity and confidence.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Will Your Retirement Plan Survive Real Life? How To Stress Test It Before You Retire
Walking through how to stress test your retirement plan with real-world what-if scenarios so you can build confidence before a crisis hits.
- Ideas and Innovation for Financial Advisors - Advisorpedia
How Your Brain Shapes Your Advice: Neuroscience Strategies To Build Trust and Ease Client Anxiety
Your clients’ brains – as well as YOUR brain – that offers insight into the way we think, feel, and act around money.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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
- Ideas and Innovation for Financial Advisors - Advisorpedia
Retiring Overseas Isn’t Just a Dream—but These Tax Rules Could Make or Break It
What it really means to expatriate, the financial consequences of renouncing U.S. citizenship, and how couples can strategically plan to reduce taxes.
- Ideas and Innovation for Financial Advisors - Advisorpedia
PBMs, Profits & Prescription Lies: What’s Really Driving Healthcare Costs Up?
Expose the hidden culprits behind rising healthcare costs, specifically, Pharmacy Benefit Managers
- Ideas and Innovation for Financial Advisors - Advisorpedia
Inside the Insurance Maze: How To Protect What You’ve Built From Disasters, Scams & Gaps
How do you know if your coverage is enough? When should you shop around, raise deductibles, or consider umbrella protection?
- Ideas and Innovation for Financial Advisors - Advisorpedia
How One Missing Policy Can Undo a Lifetime of Smart Financial Planning
Break down how this often-skipped coverage works, who it helps protect, and why so many people, even financially savvy ones, miss it.
- Ideas and Innovation for Financial Advisors - Advisorpedia
How to Turn Life Insurance Into a Powerful Retirement Income Stream
What if your old life insurance policy could fund your retirement dreams instead of just getting surrendered? #insurance
- Ideas and Innovation for Financial Advisors - Advisorpedia
The Health Insurance Revolution: Louis Bernardi’s Playbook for Smarter, Cheaper Care
Health insurance is one of the largest expenses for many businesses, but are you getting what you’re paying for? #insurance
- Ideas and Innovation for Financial Advisors - Advisorpedia
How to Navigate Market Mood Swings
How to Navigate Market Mood Swings
- Ideas and Innovation for Financial Advisors - Advisorpedia
Make Your Travel Dreams Come True
build your financial plan
- Ideas and Innovation for Financial Advisors - Advisorpedia
A Look at the Soaring Pelican CTA Product
A Look at the Soaring Pelican
- Ideas and Innovation for Financial Advisors - Advisorpedia
Buy-Sell Agreements Can Save You Millions
Buy-Sell Agreements Can Save You Millions
- Ideas and Innovation for Financial Advisors - Advisorpedia
Your Guide to Year-End Tax Planning
Your Guide to Year-End Tax Planning
- Ideas and Innovation for Financial Advisors - Advisorpedia
The Evolution of the Advisor with Christopher Crawford
The Evolution of the Advisor
- Ideas and Innovation for Financial Advisors - Advisorpedia
Care for Your Finances (And You!) This Holiday Season
Care for Your Finances This Holiday Season
- Ideas and Innovation for Financial Advisors - Advisorpedia
Are You in the Dark About Your 401(k)?
Are You in the Dark About Your 401(k)?
- Ideas and Innovation for Financial Advisors - Advisorpedia
Helping Clients Achieve Goals Through Charitable Giving with Kim Laughton
Helping Clients Achieve Goals Through Charitable Giving
- Ideas and Innovation for Financial Advisors - Advisorpedia
The Future Belongs to Finishers
The Future Belongs to Finishers
- Ideas and Innovation for Financial Advisors - Advisorpedia
Using AI and Human Insights to Decipher the Markets
Human Insights to Decipher the Markets
- Ideas and Innovation for Financial Advisors - Advisorpedia
Investors Are Being Fooled by Their Own Brains
Investors Are Being Fooled by Their Own Brains
- Ideas and Innovation for Financial Advisors - Advisorpedia
A Vision for the Next Economy in Sustainable Investing
A Vision for the Next Economy in Sustainable Investing
- Ideas and Innovation for Financial Advisors - Advisorpedia
What Happened When I Asked My 8-Year-Old What It Means To Be “Rich"
What It Means To Be “Rich"
- Ideas and Innovation for Financial Advisors - Advisorpedia
Connect with Your Clients Through Storytelling with Heather Brilliant
Connect with Your Clients Through Storytelling
- Ideas and Innovation for Financial Advisors - Advisorpedia
Being “Politely Irreverent" and Highly Approachable
Being Politely Irreverent
- Ideas and Innovation for Financial Advisors - Advisorpedia
Don't Let Your Friends and Media Be Your Main Sources of Financial Information
Social Security
- Ideas and Innovation for Financial Advisors - Advisorpedia
How Artificial Intelligence Can Change the Game for Financial Advisors with Andrew Smith Lewis
How Artificial Intelligence Can Change the Game for Financial Advisors
- Ideas and Innovation for Financial Advisors - Advisorpedia
Advisors Need to Make Their Story The Message
Advisors Need to Make Their Story The Message
- Ideas and Innovation for Financial Advisors - Advisorpedia
Elder Law Is Really Elder Care
Elder Law Is Really Elder Care
- Ideas and Innovation for Financial Advisors - Advisorpedia
The Importance of Professional Management at RIAs with Mark Tibergien and Karen Novak
The Importance of Professional Management at RIAs
- Ideas and Innovation for Financial Advisors - Advisorpedia
How HNW Breadwinners Are Defying Traditional Gender Stereotypes
How HNW Breadwinners Are Defying Traditional Gender Stereotypes
- Ideas and Innovation for Financial Advisors - Advisorpedia
Global Trends Affecting Advisors with Chelsea Rodstrom
Global Trends Affecting Advisors
- Ideas and Innovation for Financial Advisors - Advisorpedia
Solving Your Divorce Puzzle With Forensic Accounting: Part 2
Solving Your Divorce Puzzle
- Ideas and Innovation for Financial Advisors - Advisorpedia
The United Nations 17 Sustainable Development Goals
The UN's 17 Sustainable Development Goals
- Ideas and Innovation for Financial Advisors - Advisorpedia
Getting More Referrals by Achieving Radical Relevance
Getting More Referrals by Achieving Radical Relevance
- Ideas and Innovation for Financial Advisors - Advisorpedia
How to Better Manage Your Futures Trading
How to Better Manage Your Futures Trading
- Ideas and Innovation for Financial Advisors - Advisorpedia
Should You Reconsider the Investment Advice You've Been Following?
Should You Reconsider the Investment Advice You've Been Following
- Ideas and Innovation for Financial Advisors - Advisorpedia
Leveraging FinTech to Help Clients Manage Financial Wellness with Larry Shumbres
Financial Wellness
- Ideas and Innovation for Financial Advisors - Advisorpedia
A New Way to Talk to Your Family About Stewardship
A New Way to Talk to Your Family About Stewardship
- Ideas and Innovation for Financial Advisors - Advisorpedia
What Investors Need to Know About the Environmental Factors of Our Food System
What Investors Need to Know About the Environmental Factors of Our Food System
- Ideas and Innovation for Financial Advisors - Advisorpedia
How to Talk to Your Parents About Money
How to Talk to Your Parents About Money
- Ideas and Innovation for Financial Advisors - Advisorpedia
Planning for 2020 and the Election Nightmare That's Coming
Planning for 2020 and the Election Nightmare That's Coming
- Ideas and Innovation for Financial Advisors - Advisorpedia
How to Discover Your Retirement Spending Needs
How to Discover Your Retirement Spending Needs
- Ideas and Innovation for Financial Advisors - Advisorpedia
How Technology Can Help Advisors Master the Client Journey with Linda Ding
How Technology Can Help Advisors Master the Client Journey
- Ideas and Innovation for Financial Advisors - Advisorpedia
The Key Retirement Planning Steps Everyone Should Be Aware Of
The Key Retirement Planning