Wealth Authority TV

Henry DeVries
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Discover how wealth managers and financial advisors leverage their time, treasure, and talent. Each week, successful wealth managers and financial advisors share what they are investing more of their time in, what they are cutting back on, and what their go-to strategies are. Your host, Henry DeVries, is a business development columnist with Forbes Digital and California Business Journal, and the CEO of Indie Books International. Guests share their thoughts on how the industry can work together to overcome common image problems faced by financial advisors and wealth managers.

  1. 21h ago

    How To Get More Referrals With Paul Dorsey

    Our wealth authority of the week is Paul Dorsey. Paul Dorsey, CFA, has worked in trusts and investments for over thirty years. He built an independent practice providing comprehensive wealth management, including retirement planning, private investments, and trusts. Working solely on referrals, he never discriminated between regular-net-worth, high-net-worth, or ultra-high-net-worth clients. He is the author of Ditch The Pitch: Stop Selling. Start Serving. Grow Referrals., where he shares the GROWTH blueprint that scaled his business from a single $25/month account into a multi-million dollar, referral-driven business of 400+ families—without ever chasing a sales quota.https://indiebooksintl.comSeason 2, Episode 26

  2. Jul 9

    How To Bring Up Long-Term Care With Lily Vittayarukskul

    Our wealth authority of the week is Lily Vittayarukskul. Lily, Waterlily's CEO and Co-Founder, was on the path to become an aerospace engineer at an exceptionally young age, a patented inventor, starting college at 14 and interning at NASA by 16. But her life took an unexpected turn when her Aunt, a cornerstone of her first-generation immigrant family, was diagnosed with terminal stage colon cancer.Post chemotherapy her family was shocked to learn that health insurance doesn't cover long-term care costs, driving their family to provide care from the home, stepping away from work and school to take on the physically demanding tasks of daily caregiving.This devastating event revealed the profound gaps in the healthcare preparedness of most families, leaving lasting impacts on her own. Determined to ensure a future where no one else would face the same hardships, Lily shifted her focus from aerospace engineering to healthcare innovation.Graduating from UC Berkeley with a degree in Genetics and Data Science, Lily led product and engineering teams at multiple startups before founding Waterlily, a company dedicated to making healthcare and its costs accessible, understandable, and empowering for all.https://indiebooksintl.comSeason 2, Episode 25

  3. Jul 2

    How To Know What Is Keeping Boards Up At Night With Richard Munro

    Our wealth authority of the week is Richard Munro. Richard has more than 30 years of executive leadership & board experience & has created outstanding growth in revenue & market share, profits, return on capital, cash flow & enterprise value for shareholders in under performing & hyper-growth businesses in varying industry sectors & business models. He has held senior positions as a CEO, CFO, & CRO, Court Appointed Receiver, Court Appointed Provisional Director, & expert, strategic advisory positions, & has served as a Director on public, private equity portfolio, private company, and multinational subsidiary corporate boards. He combines the unique experiences of an operating CEO & CFO with extensive international experience in growing the top line & bottom line in companies with a strong focus on improving operational performance.Richard is recognized as being very effective in quickly identifying problems that cause business under-performance & financial stress, & creatively solving business problems that others could not solve, & increasing enterprise valuation for all stakeholders including equity, lenders & creditors. His industry experience spans food manufacturing & marketing, healthcare delivery, energy extraction, consumer products manufacturing & marketing, construction, precision engineering, specialty retailing, & professional services entities. He has a degree in accounting & management information systems, an MBA, is a Fellow Chartered Accountant (FCA), CA Real Estate Broker DRE: 01900072, Chairman of the Board of NACD Pacific Southwest Chapter, Inc., Board Member of The California Receivers Forum, Inc., and CEO of Invenz, Inc. Richard is a NACD Board Leadership Fellow and Directorship Certified by NACD.https://indiebooksintl.comSeason 2, Episode 24

  4. Jun 25

    How Not To Be The Next Cyber Victim With John Iannarelli

    Our wealth authority of the week is John Iannarelli. John Iannarelli aka FBI John served as an FBI Special Agent for 20 years, during which he was a SWAT team member and participated in the investigations of the Oklahoma City bombing, the 9/11 attack, the shooting of Congresswoman Gabrielle Giffords, and the Sony hack. Among his many FBI assignments, John served as the FBI’s National Spokesperson, on the Cyber Division Executive staff, and was as an Assistant Special Agent in Charge overseeing all Criminal, Cyber and Counterintelligence investigations. He was recognized with the FBI’s Director Award for Distinguished Service.A former San Diego Police Officer and attorney with international studies at Oxford England, John is admitted to the practice of law in California, Maryland, and Washington DC. In addition, he is the recipient of an Honorary Doctor of Computer Science in recognition of his contributions to the field of cyber investigations. John was also an NFL Security Representative responsible for ensuring public safety throughout the football season and the Super Bowl.John is the author of five books, including Why Teens Fail and What to Fix, a parents’ guide to protecting their children on the Internet and other dangers, and How to Spot a Terrorist Before It’s Too Late. His just released 5th book, Disorderly Conduct, examines the lighter side of law enforcement and the humorous moments during his FBI career. John is a frequent on-air contributor for the national news media and has been profiled in Forbes. He provided live on-scene coverage from Las Vegas of the Mandalay Bay mass shooting attack as it occurred. An engaging and entertaining keynote speaker, John is a National Speakers Association Certified Speaking Professional (CSP®) known for sharing his intriguing insights combined with his superb sense of humor. He has presented to Fortune 500 companies, domestic and international audiences, the United Nations, and the Vatican, where he has personally met on several occasions with Pope Francis.To learn more visit https://fbijohn.com or email John@FBIJohn.com https://indiebooksintl.comSeason 2, Episode 23

  5. Jun 18

    How Women Can Have More Influence With Heidi Hartman

    Our wealth authority of the week is Heidi Hartman. Heidi is a distinguished executive coach and leadership consultant with over two decades of experience in leadership and human resources. She specializes in empowering women leaders through coaching, offering a blend of corporate insight and transformative strategies. Her approach combines seasoned corporate wisdom with innovative methods to help leaders break through norms and rise into extraordinary leadership excellence.Through extensive research, interviewing over 100 women leaders from various industries nationwide, Heidi uncovered the most powerful themes shaping modern female leadership. These insights form the foundation of her signature keynote, Her Rise, Her Rules, a dynamic and empowering session that helps women lead authentically, amplify their impact, and shape their leadership path.Building on the success of this keynote, Heidi released her first book, Her Rise, Her Rules, 7 Secrets of Successful Leaders. The book serves as both a guide and a companion for women navigating leadership with confidence, clarity, and intention. It captures the voices, wisdom, and strategies of the women she’s worked with and interviewed and offers actionable tools for women ready to rise.Heidi’s services are particularly valuable for organizations aiming to develop and retain high-performing women leaders. Her coaching emphasizes enhancing emotional intelligence, strategic influence, visibility, and leadership agility. As a strategic thought partner, she assists clients in setting bold goals, overcoming challenges, and fully leveraging their strengths for long-term success, transforming what ifs into what’s possible through purposeful, results-driven leadership.https://indiebooksintl.comSeason 2, Episode 22

  6. Jun 11

    How To Build Relationships With Jon Lokhorst

    Our wealth authority of the week is Jon Lokhorst. Jon Lokhorst, CPA, ACC, is an executive leadership coach and consultant based in Minneapolis, Minnesota. He partners with CPAs, CFOs, and other leaders who face massive change in their industry and recognize the need for a new model of leadership to navigate those challenges. Prior to launching Lokhorst Consulting LLC, Jon enjoyed a 30-plus year career as a CPA, CFO, andorganizational leader. He has a Master’s in Organizational Leadership and is recognized by theInternational Coach Federation as an Associate Certified Coach. Jon serves as adjunct faculty in the School of Business and Nonprofit Management at North Park University and writes and speaks regularly on a variety of topics.You can contact Jon through LinkedIn: https://www.linkedin.com/in/jonlokhorst/https://indiebooksintl.comSeason 2, Episode 21

  7. Jun 4

    How To Avoid Losing Clients With Clare Price

    Our wealth authority of the week is Clare Price. Clare Price is the founder and CEO of Octain Growth Systems, a marketing consultancy that is transforming the way companies do marketing. Her new book, Smart Marketing Execution, defines the strategies, execution process and automated systems mid-market companies and agency owners need to use marketing to accelerate their profits, performance and productivity. Prior to launching Octain, Clare was a Research Director for Gartner’s Internet Strategies Service. She also served as Vice President of Research for Demand Metric, a strategic marketing advisory service.On a personal note she is an amateur ornithologist and proud Mom to two Shetland Sheepdogs, Toby and Ashton.https://www.octaingrowth.comhttps://indiebooksintl.comSeason 2, Episode 20

  8. May 28

    How To Make Your Business Stand Out With Sue Styles

    Our wealth authority of the week is Sue Styles. Born in Calgary, Sue has lived across Canada, from Vancouver to Toronto, and since returning home twenty years ago she has been a resource inside the real estate industry – and all her experience is for YOUR BENEFIT.She's here to be your guide, your ally, in helping you establish roots in this city of boundless opportunities, where dreams find a home and futures are built.She has supported some of the highest-ranking teams in Calgary, then went on to become the Manager of Training for a Keller Williams Brokerage, acted as a consultant for top agents and brokerages across Canada and she has spoken at Canada’s largest real estate conference, REALTOR®QUEST about demonstrating concierge service and client care.Twice Sue has been interviewed in FORBES on the subjects of Time Management and Referral Marketing and since 2022 she has been knee-deep in editing, re-writing and improving the licensing education for new Realtors® as the VP of RELO in partnership with RECA.Now, Sue is here to help you with your real estate decisions and negotiations.https://indiebooksintl.comSeason 2, Episode 19

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About

Discover how wealth managers and financial advisors leverage their time, treasure, and talent. Each week, successful wealth managers and financial advisors share what they are investing more of their time in, what they are cutting back on, and what their go-to strategies are. Your host, Henry DeVries, is a business development columnist with Forbes Digital and California Business Journal, and the CEO of Indie Books International. Guests share their thoughts on how the industry can work together to overcome common image problems faced by financial advisors and wealth managers.

Information

  • Creator
    Henry DeVries
  • Years Active
    2025 - 2026
  • Episodes
    35
  • Rating
    Clean
  • Copyright
    © Henry DeVries
  • Show Website
    Wealth Authority TV