Inside The Flows

Inflows
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  • Đầu tư

Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.

  1. 6 ngày trước

    Inside the Flows - Episode 18

    In this episode of Inside the Flows, Iyassu sits down with Tom Nowak, founder of Quantum Financial Planning, to discuss how advisors can build successful practices by finding a meaningful niche and staying true to their mission. Drawing from his background as a scientist and longtime financial planner, Tom shares how specializing in sustainable, values based, and vegan investing helped him create a practice centered on clients who shared his perspective, while offering practical advice for the next generation of advisors looking to differentiate themselves. 00:00 Intro 04:36 Building a Sustainable Investing Niche 12:10 Advice for Next-Generation Advisors 18:28 Weekly Recap: Climate, Housing & Retirement 30:45 Employee Benefits, Inequality & Long-Term Care 42:03 ESG and Impact Investing for Family Offices 49:53 Looking Ahead and Closing Links to Tom's books: Low Fee Vegan Investing, Taking veganism to the next level https://www.amazon.com/dp/1492802972 Low Fee Socially Responsible Investing: Investing in your worldview on your terms https://www.amazon.com/dp/1468033794/r #wealthmanagement #sustainability #humaine #401k #retirement #retirementplanning NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com 🔗 https://linkedin.com/company/inflowsapp LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

  2. 10 thg 7

    Inside the Flows - Episode 17

    In this episode of Inside the Flows, Iyassu sits down with Phil Weiss, founder of Apprise Wealth Management, for a thoughtful conversation about one of the sensitive topics in wealth management today: helping women navigate major life transitions. From divorce and widowhood to becoming an empty nester, Phil shares why these moments require more than traditional financial advice and how life planning can help women move forward with clarity, confidence, and purpose. The conversation explores why listening is one of the most valuable skills an advisor can develop, how meaningful financial planning begins by understanding what truly matters to clients, and why building the biggest portfolio isn't always the same as building the best life. Along the way, they discuss the Great Wealth Transfer and why advisors who understand the unique needs of women in transition will be better positioned to build lasting relationships for generations to come. 00:00 Phil Weiss's Background and Career Journey 03:52 Life Planning and Its Importance 08:36 The Role of Trust in Financial Planning 11:56 The Value of Hiring a Financial Advisor 12:18 Market Recap and Current Events 20:34 The Great Wealth Transfer and Its Implications 22:32 Approach to Women Facing Life Transitions 30:37 Looking Forward: Family and Future Plans Links: Apprise Wealth Management - https://apprisewealth.com/ Evan More Than Money (Book) - https://a.co/d/0eIB0kBG Phil's LinkedIn - https://www.linkedin.com/in/philip-weiss NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com 🔗 https://linkedin.com/company/inflowsapp LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

  3. 19 thg 6

    Inside the Flows - Episode 16

    In this episode of Inside the Flows, Iyassu welcomes back Juan Vallejo for a conversation that blends AI, entrepreneurship, and the future of advisor networking. They discuss the launch of several major new features inside Inflows, including Direct Messaging, Referrals, and the new Inflows Marketplace, all designed to help advisors connect with peers, discover solutions, and build stronger professional networks. The conversation also explores how AI is reshaping software development and lowering the barriers to building new businesses. Iyassu and Juan share lessons from their own experience using AI agents to accelerate product development, while discussing why advisors and wealth managers should start thinking beyond simply using AI and begin exploring how it can help them create new workflows, services, and opportunities for clients. The episode highlights a broader theme: in a world where technology is becoming more accessible, relationships, trust, and community may become even more valuable. 00:00 Startup Scaling Challenges 02:51 Cultural Reflections on Sports and Celebrations 05:35 Geopolitical and Corporate Updates 08:30 Elon Musk and the Trillionaire Debate 10:39 The Space Economy's Impact 13:24 Federal Reserve's Interest Rate Decisions 15:56 Healthcare Job Market Insights 17:47 AI Integration in Workflows 24:14 AI and Job Security in Wealth Management 27:02 Leveraging AI for Relationship Building 29:29 AI as a Barrier Breaker for Entrepreneurs 31:57 The Future of Financial Modeling with AI 32:12 Inflows App Updates and Features 38:51 Introducing the Inflows Marketplace NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com 🔗 https://linkedin.com/company/inflowsapp LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

  4. 12 thg 6

    Inside the Flows - Episode 15

    In this episode of Inside the Flows, Iyassu sits down with Stephanie Cohn Rupp, Chair of US SIF and a longtime leader in the sustainable and impact investing space, for a wide ranging conversation on the US SIF conference, the future of sustainable investing and the challenges facing the industry today. They discuss everything from fossil fuel divestment and climate risk to the growing backlash against ESG, and why short term market thinking continues to collide with long term economic realities. The conversation also explores the financial implications of climate change, including water infrastructure, extreme weather events, migration, and the risks these trends pose to investors and the broader economy. Stephanie shares why she believes sustainable investing remains as relevant as ever, why advisors should be preparing for the next generation of clients, and how organizations like US SIF are helping shape the future of the profession through education, advocacy, and community. 00:00 Introduction to Sustainable Investing and Guest Background 05:50 The Shift in Fossil Fuel Investment Strategies 11:23 The Economic Risks of Climate Change 16:08 Critiques of Sustainable Finance and Its Impact 21:29 The Role of Wealth Managers in Sustainable Investing 29:45 Understanding US SIF and Its Importance 34:11 Looking Ahead: The Future of Sustainable Investing Link to Values Advisor: https://www.valuesadvisor.org/ #financialplanning #climatechange #millennials #genz #sustainability #wealthmanagement NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com 🔗 https://linkedin.com/company/inflowsapp LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

  5. 22 thg 5

    Inside the Flows - Episode 14

    In this episode of Inside the Flows, Iyassu sits down with Gary Preisser of Stonebriar Wealth Advisors for a thoughtful conversation on why wealth management should be built around purpose, timing, and cash flow, not just generic risk profiles and investment allocations. They explore Gary’s “Cash Flow Clock” framework and why understanding when money will actually be needed can dramatically change how advisors should structure portfolios for clients. Throughout the conversation, Gary shares a more holistic perspective on financial planning, emphasizing that advisors should focus less on standardized models and more on helping clients align their wealth with the moments and goals that matter most in their lives. Links to Stonebriar Wealth Advisors's Cash Flow Clock book: https://www.stonebriarwealthadvisors.com/resource-library 00:00 Introduction 01:59 Gary's Journey into Wealth Management 06:03 The Importance of Personalization in Wealth Management 09:42 Navigating Market Volatility and Client Education 13:33 Weekly Recap: AI and Market Trends 21:25 The Rise of Billionaires and Economic Challenges 22:12 Navigating the Housing Market and Interest Rates 26:20 Understanding the Cash Flow Clock 34:11 Purpose-Driven Wealth Management #wealthmanagement #millennials #smallbusinessowner #wealthbuilding NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com 🔗 https://linkedin.com/company/inflowsapp LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

  6. 15 thg 5

    Inside the Flows - Episode 13

    In this episode of Inside the Flows, Iyassu sits down with Leslie Samuelrich, President of Green Century Funds and a longtime leader in the sustainable investing space, to discuss why sustainable investing is far from dead and how advisors can better prepare for the next generation of clients. They explore the growing importance of shareholder advocacy, how investors can influence corporate behavior on issues like deforestation and water usage, and why younger investors increasingly expect their portfolios to reflect the issues they care about. The conversation also dives into the environmental impact of AI infrastructure and the strain large data centers are placing on water systems across the country. Leslie shares how Green Century is pushing companies to think more responsibly about resource usage, while Iyassu highlights why advisors need to become more fluent in sustainability topics if they want to retain and grow relationships through the coming generational wealth transfer. 00:00 Introduction to Sustainable Investing 02:39 Understanding Green Century Funds 05:40 Leslie's Achievements and Impact 07:21 Sustainable Investing News Recap 09:22 Deforestation and Corporate Responsibility 12:40 Shareholder Advocacy and Engagement 16:31 The Shareholder Resolution Process 19:27 Impact on Corporate Governance 22:01 The Role of Shareholders in Sustainability 25:21 Future of Sustainable Investing 27:36 Bridging the Generational Gap in Financial Advisory 32:03 The Importance of Water Infrastructure 40:55 The Resilience of Sustainable Investing 48:12 Planning for the Next Generation 53:12 Looking Ahead: Future Opportunities in Sustainable Investing #sustainability #esg #wealthmanagement #deforestation #ai #investing #financialplanning #financialadvisor #climatechange #fossilfuels #sdgs NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com 🔗 https://linkedin.com/company/inflowsapp LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

  7. 8 thg 5

    Inside the Flows - Episode 12

    In this episode of Inside the Flows, we return after a short break to share major updates on new features coming to Inflows, including tagging, direct messaging, a new marketplace for advisors to discover service providers, and a referral network designed to help RIAs better leverage peer connections and collective knowledge. We discuss why these tools matter for independent advisors trying to grow their practices without the support structure of a traditional wirehouse. 00:00 Introduction and Updates on Inflows App 17:42 Semiconductor Industry Insights 25:17 Inflation and Consumer Spending Dynamics #wealthmanagement #inflation #financialplanning #ai #ria #financialadvisor NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com 🔗 https://linkedin.com/company/inflowsapp LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

  8. 1 thg 5 ·  Nội dung tặng thêm

    Inside the Flows - Quick Update

    Just a quick update on the show (or lack thereof)! NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com 🔗 https://linkedin.com/company/inflowsapp LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

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Giới Thiệu

Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.

Thông Tin

  • Nhà sáng tạo
    Inflows
  • Năm hoạt động
    2026
  • Tập
    20
  • Xếp hạng
    Sạch
  • Bản quyền
    © 2026 Inflows
  • Trang web chương trình
    Inside The Flows