Power Your Advice Doug Heikkinen

Jim Gold is the CEO and Co-Founder of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.   In this podcast, Jim reflects on Steward Partners’ exponential growth over the past decade, exploring its unique culture of partnership, and its mission-driven approach to financial advisory services.  … Continue reading Episode 214 – Building the Firm of Today and the Future with Jim Gold →

Steve Gresham is the Managing Principal of NextChapter: an industry community and a tech-enabled solutions company focused on creating better retirement outcomes for everyone.  In this episode, we’ve invited Steve to share his insights on organic growth, exploring what fuels it, why it’s crucial, and how advisors can harness its power effectively.    Also discussed: … Continue reading Episode 213 – Here’s a Solution for Your Organic Growth Problem with Steve Gresham →

Hamilton Lane is a firm with a mission to offer superior financial well-being through tailored private market solutions, driven by over 30 years of client focus and innovation.  Jackie Rantanen sits as the Head of Investor Solutions within the Evergreen Portfolio Management team, also serving as a member of the Investment, Responsible Investment and Executive … Continue reading Episode 212 – Data-Driven Decisions: Key Insights from Hamilton Lane’s Market Overview with Jackie Rantanen →

Explore the dynamic intersection of financial services and philanthropy with Jeff Vivacqua, the new chairman of the Invest in Others Charitable Foundation, as he shares insights on empowering communities, raising industry visibility, and fostering impactful change. Topics also discussed: Jeff’s journey with Invest in Others, rooted in personal and professional philanthropic values. His key objectives … Continue reading Episode 211 – Empowering Change and Investing in Others with Jeff Vivacqua →

WisdomTree works to create a better way to invest, offering a product range that offers access to a selection of unique and smart exposures. Christopher Gannatti has been an integral part of the organization since 2010, currently holding the position of Global Head of Research. Chris has the responsibility for many communications pertaining to global investment strategies, … Continue reading Episode 210 – The Bitcoin Surge & Investing in its Digital Realm with Chris Gannatti →

David Wood is the Vice President of Fixed and Fixed Indexed Annuity sales at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century.  In this episode, David presents the new innovative crediting strategies offered by Lincoln Financial Group in its fixed-indexed annuity portfolio. These … Continue reading Episode 209 – Through Innovation and Simplicity, New Strategies Bring Positive Returns in Down Markets with David Wood →