Power Your Advice – Details, episodes & analysis

Podcast details

Technical and general information from the podcast's RSS feed.

Power Your Advice

Advisorpedia

Business

Frequency: 1 episode/7d. Total Eps: 300

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.

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Apple Podcasts

🇬🇧 Great Britain - management
28/06/2026
#63
🇨🇦 Canada - management
04/06/2025
#73

Spotify

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Shared links between episodes and podcasts

Links found in episode descriptions and other podcasts that share them.

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https://s.w.org/images/core/emoji/17.0.2/72x72/2122.png
16 shares
https://www.sanctuarywealth.com/
11 shares
https://www.wisdomtree.com/
10 shares

https://www.linkedin.com/in/hadamholt/
1 share
https://www.linkedin.com/in/samanthacrussell/
1 share
https://www.linkedin.com/company/axosclearing/
1 share

RSS feed quality and score

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RSS feed quality

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Score global : 53%

Publication history

Monthly episode publishing history over the past years.

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Latest published episodes

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Episode 271 – The Secret to Scaling Personalized Wealth Management with Andrew Stavaridis

Monday, June 2, 2025 • Duration 08:54

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.

Source

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Episode 270 – Unlocking Organic Growth Through Cash with Morgan Ludovico

Friday, May 30, 2025 • Duration 25:55

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

Source

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Episode 260 – AI, Integration, and Innovation at Envestnet With Chris Todd

Wednesday, April 30, 2025 • Duration 09:18

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:

Source

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Episode 159 – There is Always an Opportunity for Real Estate Development with Bernie Wasserman

Thursday, April 20, 2023 • Duration 18:41

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

Source

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Episode 158 – Commercial Real Estate: Investing with Patience with John Norris

Wednesday, April 12, 2023 • Duration 19:45

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.

Episode 157 – The Right Toolkit for the Right Client with Andrew Krei

Tuesday, March 28, 2023 • Duration 25:10

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

Source

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Episode 156 – Packaging Client Solutions to Deliver Efficiency with Lincoln Ross

Thursday, March 16, 2023 • Duration 22:28

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.

Source

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Episode 155 – Reviving Real Estate to Demolish the Housing Crisis with Scott Clark

Friday, March 10, 2023 • Duration 17:06

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

Source

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Episode 154 – Alternative Assets: Friction, Solutions, and Investments with Joe Ujobai

Monday, March 6, 2023 • Duration 20:57

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

Source

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Episode 153 – EVPs: Differentiate your Talent Strategies and your Firm with Liz Manibay

Friday, February 10, 2023 • Duration 12:57

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

Source

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Power Your Advice – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Power Your Advice – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other99+

LinkedIn3

Amazon2

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other99+

LinkedIn3

Amazon2