7 episodi

The power of your vice podcast is designed to bring in new ideas. And how these ideas should be considered and then implemented. The power of vice podcast is brought to you by

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Power Your Advice Doug Heikkinen

    • Gestione

The power of your vice podcast is designed to bring in new ideas. And how these ideas should be considered and then implemented. The power of vice podcast is brought to you by

iris.xyz. The most helpful place advisers can come to to grow their minds and their businesses.

    Episode 7– Rewarding the Long-Term View – with Chris Hedges

    Episode 7– Rewarding the Long-Term View – with Chris Hedges

    Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Chris Hedges, Managing Director at MFS Investment Management, discussing: MFS’s history and evolution from starting the first mutual fund to being a full-service, full fund family The importance of taking a long-term approach to investing Chris’s observations … Continue reading Episode 7– Rewarding the Long-Term View – with Chris Hedges →

    • 11 min
    Episode 6 – Leveraging Intangible Capital– with Bryce Coward

    Episode 6 – Leveraging Intangible Capital– with Bryce Coward

    Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Bryce Coward, Deputy CIO & Portfolio Manager at Knowledge Leaders Capital, discussing: Why Knowledge Leaders seeks out the most highly innovative companies they can find all over the globe How accounting for intangible assets has evolved in … Continue reading Episode 6 – Leveraging Intangible Capital– with Bryce Coward →

    • 10 min
    Episode 5 – Get Your Clients Comfortable Being Uncomfortable – with Rodrigo Gordillo

    Episode 5 – Get Your Clients Comfortable Being Uncomfortable – with Rodrigo Gordillo

    Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Rodrigo Gordillo, Managing Partner at ReSolve Asset Management, discussing: ReSolve Asset Management’s focus on strategic asset allocation Why it is important to make your clients comfortable being uncomfortable with new asset strategies The importance of expanding your … Continue reading Episode 5 – Get Your Clients Comfortable Being Uncomfortable – with Rodrigo Gordillo →

    • 12 min
    Episode 4 – The Importance of Building Relationships – with Stephanie Patti

    Episode 4 – The Importance of Building Relationships – with Stephanie Patti

    Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Stephanie Patti, CEO of Global trend Events, discussing: What the heck goes on at GTE Wealth Forums The importance of building relationships vs. having meetings Why you should consider attending niche events in addition to the traditional … Continue reading Episode 4 – The Importance of Building Relationships – with Stephanie Patti →

    • 13 min
    Episode 3 – Consider the Energy Industry – with Stacey Morris

    Episode 3 – Consider the Energy Industry – with Stacey Morris

    Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Stacey Morris, Director of Research at Alerian, discussing: Alerian’s history and focus on providing reliable, accurate & transparent benchmarks for energy infrastructure & MLP space What is a Master Limited Partnership (MLP), and why you should be … Continue reading Episode 3 – Consider the Energy Industry – with Stacey Morris →

    • 12 min
    Episode 2 – Involve Your Clients in Their Process  – with Matt Madeiros

    Episode 2 – Involve Your Clients in Their Process  – with Matt Madeiros

    Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Matt Madeiros, President & CEO of the Institute for Wealth Management, discussing: The importance of honing your key value points when presenting to prospects Why the Institute for Wealth Management focuses on managing risk first, returns second … Continue reading Episode 2 – Involve Your Clients in Their Process  – with Matt Madeiros →

    • 12 min

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