The Advisor Upside Show

The Daily Upside

The wealth management industry is changing fast, but many financial advisors are still using the same old playbook. Join hosts Sean Allocca and John Manganaro, along with leading industry expert guests, as they break down the trends shaping your business. Each week, we'll cover critical topics while also having a little fun. It's all on the table, from retirement income planning and Social Security to the behavioral side of investing and what clients are hearing elsewhere. We've created The Advisor Upside Show because staying informed isn’t enough anymore. You need to stay ahead. New episodes every Wednesday. #FinancialAdvisor #WealthManagement #FinancialPlanning

  1. 2d ago ·  Video

    Why There's Never Been a Better Time to Be an Advisor | Orion CEO Natalie Wolfsen

    Orion CEO Natalie Wolfsen joins The Advisor Upside Show to explain why RIA consolidation and the ETF boom are reshaping how advisors run their businesses. Plus, she digs into the rise of private markets, Orion's role in 80% of industry M&A deals, and why AI is set to make advisors more valuable rather than obsolete. 00:00 Will AI Replace Financial Advisors?00:24 Welcome to the Advisor Upside Show01:46 Meet Orion CEO Natalie Wolfsen02:23 The RIA Industry Is in Flux04:18 Why ETFs Keep Winning07:00 Are Advisors Fully On Board With ETFs?08:14 Why Financial Advisors Are Moving Upmarket12:09 Bringing Private Markets to More Investors16:15 Do Private Assets Belong in 401(k)s?17:48 Why RIA M&A Isn’t Slowing Down23:34 What Could Derail RIA Consolidation?25:05 What Wealth Management Could Look Like in 203027:39 How Orion Is Using AI31:15 Will AI Make Our Skills Worse?34:31 Could AI 10X Financial Advisors?36:48 Will AI Ever Replace Human Advisors?38:57 Bad Take of the Week: AI Will Kill Professional Advice41:46 Closing Thoughts Submit your questions and guest suggestions to podcast@thedailyupside.com! Instagram: / thedailyupsideTwitter: https://x.com/TheDailyUpsideLinkedin: / advisor-upside Subscribe to our newsletters:Advisor Upside: https://www.thedailyupside.com/welcom...ETF Upside: https://www.thedailyupside.com/welcom...Retirement Upside: https://www.thedailyupside.com/welcom...The Daily Upside: https://www.thedailyupside.com/welcom... Listen to the podcast: https://lnk.to/aplcwo

    Why There's Never Been a Better Time to Be an Advisor | Orion CEO Natalie Wolfsen

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The wealth management industry is changing fast, but many financial advisors are still using the same old playbook. Join hosts Sean Allocca and John Manganaro, along with leading industry expert guests, as they break down the trends shaping your business. Each week, we'll cover critical topics while also having a little fun. It's all on the table, from retirement income planning and Social Security to the behavioral side of investing and what clients are hearing elsewhere. We've created The Advisor Upside Show because staying informed isn’t enough anymore. You need to stay ahead. New episodes every Wednesday. #FinancialAdvisor #WealthManagement #FinancialPlanning

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