50 episodes

Hosted by 3D/L Financial Group, LLC. we bring you innovative ideas from investment experts and practice and business management leaders.  Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

Advisor Success Serie‪s‬ 3D/L Financial Group

    • Investing
    • 3.8 • 5 Ratings

Hosted by 3D/L Financial Group, LLC. we bring you innovative ideas from investment experts and practice and business management leaders.  Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

    A Conversation with Dave Nadig of ETF Flows

    A Conversation with Dave Nadig of ETF Flows

    In this episode, we catch up with Dave Nadig, Chief Investment Officer and Director of Research at ETF Trends and ETF Database (owned by ETF Flows, LLC).  We discuss how exchange-traded funds (“ETFs”) fared during the March 2020 market meltdown, Dave’s outlook for the fund industry looking ahead, how we might see renewed interest in traditional active management, and the fund disintermediation threats posed by up-and-coming financial technologies such as direct indexing and digital assets. 

    • 51 min
    “The Digital Asset Revolution” – A Conversation with Ric Edelman, RIA Digital Assets Council

    “The Digital Asset Revolution” – A Conversation with Ric Edelman, RIA Digital Assets Council

    In this episode, we are pleased to be joined by Ric Edelman, Founder of Edelman Financial Engines and, more recently, Founder of RIA Digital Assets Council (RIADAC).  We dive into the recent surge in investor appetite for digital assets, such as cryptocurrencies embodied by Bitcoin and Etherium, discuss the differences between digital assets and stable coins, and hear about Ric’s goal of providing digital asset education to the financial advisor community.

    • 33 min
    Perspectives on Behavioral Investment Counseling

    Perspectives on Behavioral Investment Counseling

    In this episode, Matt Shute is joined by his colleague Ed Schweitzer to discuss the behavioral "coach" role that financial advisors take on when working with clients. Ed recently joined the firm and brings a great deal of insight into how successful advisors work with clients to ensure they reach their financial goals. 

    • 28 min
    A Return to Economic Normalcy? Catching Up with Larry McDonald from the Bear Traps Report

    A Return to Economic Normalcy? Catching Up with Larry McDonald from the Bear Traps Report

    In this episode, we catch up with Larry McDonald, former Lehman Brothers bond trader and current proprietor of the Bear Traps Report. We discuss the shifting market landscape that could see a handoff from the government to the private sector as the world recovers from the coronavirus epidemic. A bigger debate concerns whether the world’s infrastructure has the capacity to accommodate a post-COVID recovery, especially meeting near-term energy demands in the face of declining output.

    • 58 min
    PIMCO Secular Outlook 2020 – Lower for Longer, A Conversation with David Braun, PIMCO Fixed Income

    PIMCO Secular Outlook 2020 – Lower for Longer, A Conversation with David Braun, PIMCO Fixed Income

    In this episode, we dive into PIMCO’s newly released Secular Outlook and why we should expect a lower for longer scenario as the world tries to move past the COVID-19 pandemic. We discuss implications around 1) China’s continuing emergence as a global economic growth driver, 2) continued electoral pressures stemming from populism, 3) rising climate-related risks with respect to corporate governance and capital raising, and 4) technological disruptions.

    • 52 min
    After the COVID-19 Recovery, What’s Next for Commodities? A Conversation with Robert Minter, Aberdeen Standard Investments

    After the COVID-19 Recovery, What’s Next for Commodities? A Conversation with Robert Minter, Aberdeen Standard Investments

    Since the mid-March/April pandemic market meltdown, broad basket commodities have enjoyed a strong recovery alongside other reflationary asset beneficiaries like equities. Robert (Bob) Minter, Head of Investment Strategy at Aberdeen Standard Investments, shares his outlook on how the second act for commodities plays as we face some near-term headwinds such as U.S. government impasse over further pandemic spending and a renewed upswing of COVID-19 positive cases.

    • 39 min

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