Power Your Advice – Détails, épisodes et analyse

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 worth clients requires deeper relationship-building, advanced planning, and access to a broad product set—including alternatives. As fee compression continues and DIY platforms grow, Andrew sees a key opportunity for advisors to differentiate through high-touch service and expert guidance in today’s complex, volatile markets.

Recorded at Envestnet Elevate 2025

Resources: Envestnet

Disclosures:

The information, analysis, and opinions expressed herein are for general information only. The views expressed herein reflect the judgement of the speakers as of the recording date and are subject to change at any time without notice. Information obtained from third party resources are believed to be reliable but not guaranteed. Nothing contained in this document is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the portfolios or strategies mentioned will provide positive performance over any period of time. Past performance is not indicative of future results.

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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 no fees—designed to simplify the advisor-client conversation and capture held-away assets.

Morgan outlines four key opportunities for advisors—held-away, affiliated, institutional, and impact cash—and explains why cash is often the fastest, easiest path to growth. With trillions sitting in uninsured or low-yield accounts, KEEP helps advisors protect client assets, build trust, and expand relationships. Backed by StoneCastle’s singular focus and institutional pedigree, KEEP gives advisors a scalable solution in a volatile market.

Resources: KEEP by StoneCastle

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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 Bain Capital is empowering more agile decision-making and strategic investment.

Chris also outlines his vision for tighter integration of Envestnet’s acquired platforms, a more seamless advisor experience, and stronger partnerships across the wealth management ecosystem. He reflects on the legacy of Envestnet’s founders, the culture they built, and his responsibility to lead the firm through its next chapter. With an eye on smart M&A and continued tech-forward solutions, Chris emphasizes a client-first approach as the key to Envestnet’s future.

Recorded at Envestnet Elevate 2025

Resources: Envestnet

Disclosures:

The information, analysis, and opinions expressed herein are for general information only. The views expressed herein reflect the judgement of the speakers as of the recording date and are subject to change at any time without notice. Information obtained from third party resources are believed to be reliable but not guaranteed. Nothing contained in this document is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the portfolios or strategies mentioned will provide positive performance over any period of time. Past performance is not indicative of future results.

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Bernie Wasserman is the President of Participant Capital, a company that provides individual investors access to Class A real estate development opportunities through a suite of investment vehicles and through their affiliation with Royal Palm Companies.

In this podcast, Doug and Bernie discuss real estate investments, their main drivers, and how Participant Capital positioned itself to serve a plethora of wealth advisors across the globe. 

They also discussed:

• The kind of advisors Participant Capital serves and the type of funds the firm offers
• Participant Capital’s relationship with Royal Palm Companies
• Strategies within private real estate that are positioned to perform well in this high-interest-rate market
• The considerations when investing in private real estate and how to examine location versus strategy and sector
• The areas of risk advisors should be more careful in
• What advisors should consider when selecting managers and funds for their clients
• The challenges advisors have when accessing real estate investment opportunities today and the evolution of its solutions

Resources: 

Participant Capital

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John Norris is the Director of Private Wealth at CrowdStreet Advisors. John is responsible for expanding relationships with wealth managers including RIAs, family offices, broker-dealers, and fintech platforms. CrowdStreet Advisors provides advisors and their clients with access to curated, private commercial real estate opportunities selected from CrowdStreet’s proprietary deal flow source from a deep network of 300 real estate sponsors, developers, and operators.

In this podcast, Doug and John discuss the capabilities and custom solutions CrowdStreet offers financial advisors interested in investing in private commercial real estate.

They also discussed:

• What attracted John to CrowdStreet and his primary area of focus at the firm
• How investing in commercial real estate has changed over the years
• The new REIT CrowdStreet Advisors launched: C-REIT
• The potential diversification benefits that investing in private commercial real estate can offer a traditional 6040 portfolio, especially in times of market volatility and inflation
• What advisors may want to be focusing on in private commercial real estate
• Why advisors and investors may want to consider about private commercial real estate and the kinds of investment opportunities available to them through CrowdStreet Advisors

CrowdStreet, Inc. (“CrowdStreet”) offers investment opportunities and financial services on its website. Advisory services are offered through CrowdStreet Advisors, LLC (“CrowdStreet Advisors”), a wholly-owned subsidiary of CrowdStreet and a federally registered investment adviser.

Investing in commercial real estate entails substantive risk. You should not invest unless you can sustain the risk of loss of capital, including the risk of total loss of capital. All investors should consider their individual factors in consultation with a professional advisor of their choosing when deciding if an investment is appropriate. Direct and indirect purchase of real property involves significant risks, including without limitation market risks, risks related to the sale of land and risks specific to a given property, which could include the potential for property value loss, potential for foreclosure, changes in tax status and fees, and costs and expenses associated with management of such properties. All investors should consider risks specific to that given property prior to investing.

Though private real estate is, by nature, generally less volatile than the stock market. This lack of volatility does not necessarily translate to private real estate not fluctuating in or losing value. Further, the value of private real estate investments will fluctuate, and the value of real estate often lags behind general market conditions. Further, publicly traded equity REITs may offer more liquidity options than more traditional, non-traded REITs or private placement real estate investments. Non-traded REITS and private placement real estate investments typically have restrictions and limitations on overall liquidity.

This video is for informational purposes only and should not be construed as an investment recommendation or advice, or as an offer to sell, or the solicitation of an offer to buy an investment. Though CrowdStreet believes the information contained herein has been obtained from sources believed to be reliable, they make no guarantee, warranty or representation of it.

All information provided is for educational purposes only and does not constitute investment, legal, or tax advice, or an offer to buy or sell any security or investment product. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only.

Resources: 

CrowdStreet Advisors

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Andrew Krei is the Co-Chief Investment Officer at Crescent Grove Advisors, based near their Milwaukee office with other offices in Lake Forest and Atlanta. Crescent Grove provides quality investment and financial guidance and solutions to individuals and their families, institutions, endowments, and foundations. 

In this podcast, Doug and Andrew discuss how Crescent Grove Advisors differentiates itself from other firms in the advisory space, offering different business lines for different clients.

They also discussed:

• The formation of Crescent Grove and the core values and experience the firm provides for their clients
• How Crescent Grove meets the financial needs of the specialized client base of ultra-high net worth individuals and families, top executives, and first-generation wealth builders
• Building an investment platform for a diverse group of clients
• Crescent Grove’s approach to alternatives and how they fit into a client’s asset allocation
• The investment strategies the firm is steering clients towards and the methodology used to identify managers that offer them
• The biggest challenges for investors in 2023 and how Crescent Grove is counseling clients
• The biggest mistake investors are making right now

Resources: 

Crescent Grove Advisors

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Lincoln Ross is the CEO and President of CircleBlack. CircleBlack provides financial advisors with technology that aggregates data, seamlessly integrates other financial applications, manages data from multiple custodians, and delivers actionable intelligence about client portfolios, and more.

In this podcast, Doug and Lincoln look into the inefficiencies in advisor practice from CircleBlack’s standpoint, and the solutions their all-in-one platform provides.

They also discussed:

• The demand for convenience in the financial services industry and why the transformation is needed
• The advisor and client exchanges that can and should be offloaded to technology rather than be face to face
• CircleBlack’s all-in-one platform, including all of the capabilities that an advisor needs to deliver advice to their clients
• Client retention and communication

Resources: 

CircleBlack, Inc.

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Scott Clark is the Chairman and Chief Executive Officer of The True Life Companies. The True Life Companies (TTLC) connects people of vision, property owners, investment partners, and municipalities, to generate and implement innovative solutions to our housing crisis.

In this podcast, Doug and Scott discuss how The True Life Companies is reviving and repurposing underutilized properties to provide housing communities and a piece of the American dream for the younger generation.

They also discussed:

• The launching of TTLC, its mission, and how the firm has evolved
• The True Life Companies’ path to the advisory community
• The company’s strategy for creating livable communities out of run-down pieces of real estate
• The data TTLC uses to determine what geographical locations to assist in
• Homeownership in the US and the struggle to find attainable and affordable housing

Resources: 

The True Life Companies

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Joe Ujobai is the Chief Executive Officer at Alternative Investment Exchange (AIX), a digital platform built to improve the process for investing in alternatives and enable growth for the industry.

In this podcast, Doug and Joe discuss how AIX combines technology, workflows, and a great client experience to help the advisor get their investor into alternative investments.

They also discussed:

• The background of AIX and what it offers from a tech perspective
• How AIX works with and helps advisors be more successful
• The current challenges that advisors are facing and what AIX is solving for them
• How AIX helps reduce advisor’s friction and the other points of friction that can be seen from an industry-wide perspective
• What types of alts advisors are looking for in their portfolios and why these specific ones 
• How AIX is helping the overall alternative investment industry grow

Resources: 

AIX Alternative Investment Exchange

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Liz Manibay is a Senior Business Management Consultant in the Business Consulting and Education area of Charles Schwab Advisor Services.

Live from the Sanctuary Oasis Conference in Las Vegas, Doug and Liz discuss the employee value proposition sector of employee branding and how firms can make their EVP more powerful and engaging.

They also discussed:

• The Schwab industry benchmarking survey, specifically the employee value proposition (EVP) and what they’re telling advisors about it
• How firms can stand out from other firms who are looking to hire key talent
• EVPs at a firm level, as well as an individual level, and the resources advisors can use to start developing an EVP for both of these groups

Resources: 

Sanctuary Wealth

Charles Schwab Advisor Services

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