Episodes

  • 45. The Role of Custodians and Digital Marketing in Advisor Efficiency, with Tony Stitch of Entrustody

    45. The Role of Custodians and Digital Marketing in Advisor Efficiency, with Tony Stitch of Entrustody
    Jan 9 2024
    Don’t blame the advisor, blame the tech stack.According to Tony Stitch, CRO of Entrustody, there’s no substitute for a custodian that improves an advisor’s efficiency and closes prospects. Tony hops on the podcast to discuss the qualities that advisors should be looking for in custodians — and how Entrustody is revolutionizing the industry by offering custody as a service. He also shares why digital marketing is important to embrace. Episode 45 of “On the Circuit” was recorded live ...
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    17 mins
  • 44. Why Longevity Planning is the New Financial Planning, with Keena Pettijohn of Lifelogixs Strategic Consultancy Group

    44. Why Longevity Planning is the New Financial Planning, with Keena Pettijohn of Lifelogixs Strategic Consultancy Group
    Jan 2 2024
    A client is so much more than their AUM. Their health and overall happiness are on their mind more than their finances. Traditionally, though, financial planning forces advisors to focus on managing portfolio risk and keeping their eyes on the hard numbers. Which is important, make no mistake — but it doesn’t tell the whole story.Keena Pettijohn, CEO and founder of Lifelogixs Strategic Consultancy Group, challenges advisors to think above and beyond AUM and portfolios. Who will execute decisi...
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    14 mins
  • 43. Unlocking the Potential of Private Markets, with Ryan VanGorder of Opto Investments

    43. Unlocking the Potential of Private Markets, with Ryan VanGorder of Opto Investments
    Dec 19 2023
    As CEO of Opto Investments, Ryan VanGorder provides advisors with the software and platform to easily navigate the private markets. A well-balanced portfolio, one that will achieve a client’s end goals, includes both public and private investments.“Advisors are set out to manage toward benchmarks, manage toward return profiles,” Ryan said. “That will come with some beta market exposure, but to outperform that, they're going to need to figure out where the alpha engine really resides in those ...
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    10 mins
  • 42. Building Stronger Client Relationships Through Behavioral Finance, with Jerry Szatko of Unitifi

    42. Building Stronger Client Relationships Through Behavioral Finance, with Jerry Szatko of Unitifi
    Dec 14 2023
    Communication is key in advisor-client relationships. “How do you communicate with clients effectively without understanding their behavior and personality?” Jerry Szatko, CEO of Unitifi, asks.Jerry and Unitifi, a wealth management technology, believe in behavioral finance as a tool to help advisors better communicate with clients. Jerry joins us to discuss how Unitifi identifies personality attributes and behaviors in clients and prospects, then provides advisors with tips on how t...
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    11 mins
  • 41. Why Liability Planning is the Next Differentiator for Financial Advisors, with Siddhartha Oza of Sora Finance

    41. Why Liability Planning is the Next Differentiator for Financial Advisors, with Siddhartha Oza of Sora Finance
    Dec 12 2023
    Liability planning is not one of the usual services embedded in advisory practices, but Siddhartha Oza would like to see that changed – for the good of clients and advisors alike.According to Siddhartha, this gap is an opportunity for advisors to differentiate their practice and unlock AUM with their clients. Siddhartha is co-founder and co-CEO of Sora Finance, an AI-driven debt financing and management platform.Siddhartha joins us to discuss the importance of adding liability planning to you...
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    19 mins
  • 40. Collaboration over Competition and Managing Expectations of Next-Gen Advisors, with Thomas Pargett of Carson Wealth

    40. Collaboration over Competition and Managing Expectations of Next-Gen Advisors, with Thomas Pargett of Carson Wealth
    Dec 7 2023
    Competition in business is a tricky balance. A little bit is healthy and instigates creativity. Too much can hinder growth.In the realm of financial advice, individuals can all learn from each other, and both young and experienced advisors can benefit. As the president of FPA of Nebraska for 2023 and the VP of Advisor Development at Carson Wealth, Thomas Pargett, CFP®, lives by the mantra, “Collaboration over competition.”In this episode of “On the Circuit,” recorded at the Nebraska FPA Wealt...
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    12 mins
  • 39. Leveraging Estate Planning as a Marketing Tool for Advisors, with Matt Morris of EncorEstate Plans

    39. Leveraging Estate Planning as a Marketing Tool for Advisors, with Matt Morris of EncorEstate Plans
    Dec 5 2023
    Nearly 68% of Americans don’t have an established will. That’s a cause for concern for both clients and advisors alike – but Matt Morris sees it as more of an opportunity than a problem. As CEO of EncorEstate Plans, Matt empowers advisors to create exceptional estate planning experiences for clients through technology and a human-centric approach.Matt joins us to discuss how EncorEstate Plans empowers advisors to provide and facilitate the estate planning process themselves, rather than ...
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    15 mins
  • 38. Hiring the Right People and Bettering Yourself via Peer Networking, with David Stevens of Stevens Capital Partners

    38. Hiring the Right People and Bettering Yourself via Peer Networking, with David Stevens of Stevens Capital Partners
    Nov 30 2023
    Any organization’s success boils down to people: you, the people you hire and the people you call clients.Stevens Capital Partners grew his business 4x in three years after coming onto the scene during the pandemic. David Stevens, President and Founder of Stevens Capital Partners says his people are responsible for that growth.In this episode of “On the Circuit” David shares the attributes he looks for in new hires and the value of local professional organizations in building peer relationshi...
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    12 mins