Michael Policar, Fiduciary Wealth Manager at Hightower Bellevue, joins us to talk about his experience moving from a big wirehouse firm to a more independant advisory business, why he chooses ETFs for client portfolios, and what the word “fiduciary really means to him.
- Episode 12 w/ Michael Policar
- Episode 11 w/ Zach Ashburn
- Episode 10 on ebook launch
- Episode 9 w/ Justin Castelli
- Episode 8 w/ ETFLogic Sales
- Episode 7 w/ Ryan Shanks
- Episode 6 w/ Tim Maloney
- Episode 5 w/ WisdomTree
- Episode 4 on 13F Filings
- Episode 3 w/ Vance Barse
- Episode 2 w/ Wilshire
- Episode 1 w/ Jeff Higgs
Zach Ashburn, founder of Reach Strategic Wealth, has built his business around getting clients to ask better questions. Zach joins to discuss how to weave portfolio management in with financial planning, the importance of apprenticeship when starting out as an advisor, and how technology empowers independent advisors.
Zach can be reached at https://www.reachstrategicwealth.com
We sit down to discuss the launch of our latest ebook, and how important it is to provide education around ETFs to advisors.
We sit down with Justin Castelli, Founder of RLS Wealth, to discuss:
- Why content is king
- The importance of personal brand
- What does a subscription model for financial advice look like?
- What the role of the advisor will look like in the future
Lindsey Tewell, Head of Sales for ETFLogic joins us as guest host to talk with our newest team member Dave Connor, VP Advisor Growth, about his technology pain points when he was an advisor and our goals for advisor growth and adoption with Logicly.
We sit down with Ryan Shanks, CEO and Co-Founder of FAMatch, to talk about advisor trends, the importance of building a personal brand, and how the industry can adapt to better recruit young advisors.
CoFounder and CIO of Roundhill Investments Tim Maloney joins us to discuss what it takes to make a viral ETF, the importance of social media for the future of investing, and how Roundhill navigates some of the distribution challenges of being a smaller ETF advisor.
Brad Shepard and Ryan Krystopowicz of WisdomTree join us to break down their recent model portfolio survey and share their experience from working with advisors as a model portfolio provider.
We dive into 13F filings to see where investors were placing bets on sector ETFs in Q2.
In episode three, we cover everything from fintwit to being a fiduciary, and hear from Vance Barse, Wealth strategist and founder at Your Dedicated Fiduciary, about common gaps that financial advisors leave in financial planning for their clients.
In this episode, we chat with Jeremy Heffernan, VP and Head of Model Portfolio Distribution at Wilshire Associates, about model portfolios. We cover why they are an important tool for advisors to save time, why Wilshire was excited to partner with us on our Logicly Model Marketplace, and what the future looks like for the model portfolio marketplace.
Listen in to our very first episode of Speaking Logicly with Jeff Higgs of 3 Dimensional Wealth Advisory. We chat about how advisors can add value during volatile times in the market, the differences between older & millennial investors, and the new actively managed ETF structures.