Power Your Advice

Advisorpedia
  • 0.0 (0)
  • MANAGEMENT

Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, Advisorpedia seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.

  1. 2D AGO

    Positioning Gold Beyond the Headlines with Chris Gannatti

    Chris Gannatti, Global Head of Research at WisdomTree, puts gold’s early-2026 volatility in perspective after one of its strongest years in decades. With roughly a 70% gain in 2025, it’s no surprise the asset class is drawing fresh attention. But the bigger conversation, he suggests, isn’t about last year’s move—it’s about how inflation pressures, rising debt levels, and a shifting geopolitical backdrop are prompting advisors to revisit gold’s place in modern portfolios. Rather than viewing gold strictly as an “alternative,” Gannatti frames it as a meaningful part of the broader investable universe—one that historically behaves differently than stocks and bonds. In environments where traditional 60/40 allocations face stress, that differentiation can matter. The result isn’t a tactical call based on recent performance, but a strategic discussion about diversification, portfolio balance, and how to account for risks that extend beyond inflation alone. Resources: WisdomTree Related: Gold Is No Longer an “Alternative”—It’s a Missing Strategic Allocation Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about the fund, call 866.909.9473 or visit WisdomTree.com/investments. Read the prospectus or, if available, the summary prospectus carefully before investing. Past performance is not indicative of future results. There are risks associated with investing, including possible loss of principal. Chris Gannatti is a registered representative of Foreside Fund Services, LLC. WisdomTree Funds are distributed by Foreside Fund Services, LLC. Source

    25 min

  2. MAR 4

    Charitable Giving Strategy in a New Tax Era with Fred Kaynor

    Fred Kaynor, Managing Director at DAFgiving360, outlines how donor-advised funds continue to play a central role in charitable planning as new tax rules take effect in 2026. He explains how DAFs allow donors to contribute cash or appreciated assets, receive an immediate deduction, and invest funds for potential tax-free growth before granting over time. Strategies like bunching and donating non-cash assets remain key tools for maximizing impact while managing tax exposure. He also breaks down major provisions of the One Big Beautiful Bill Act, including the new 0.5% AGI floor for itemizers, limits on deduction value for top-bracket taxpayers, a universal deduction for non-itemizers that excludes DAF contributions, and the now-permanent 60% AGI limit for cash gifts to public charities. After a record year in 2025 with nearly $10 billion in grants, Kaynor shares why advisors remain critical in helping clients navigate these changes and give more strategically. If you’d like to learn more about working with DAFgiving360 and the benefits to both you and your clients, review their online resources or request more information. DAFgiving360 is the name used for the combined programs and services of Donor Advised Charitable Giving, Inc., an independent nonprofit organization which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation. DAFgiving360 is a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code.   Contributions made to DAFgiving360 are considered an irrevocable gift and are not refundable. Once contributed, DAFgiving360 has exclusive legal control over the contributed assets.  A donor’s ability to claim itemized deductions is subject to a variety of limitations depending on the donor’s specific tax situation.  Contributions of certain real estate, private equity, or other illiquid assets may be accepted via a charitable intermediary, with proceeds transferred to a donor-advised fund (DAF) account upon liquidation. Call DAFgiving360 for more information at 800-746-6216.  Market fluctuations may cause the value of investment fund shares held in a donor-advised fund (DAF) account to be worth more or less than the value of the original contribution to the funds.  DAFgiving360 does not provide legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate. (0226-2YLK) Source

    19 min

  3. MAR 2

    Protection and the Future of Retirement Planning with Tim Seifert

    Tim Seifert, Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial, reflects on the lessons of 2025 and what they reveal about the retirement landscape heading into 2026. Seifert points to sustained market demand driven by Peak 65 demographics and heightened uncertainty as key forces reshaping advisor conversations. He explains why protection has moved from a defensive consideration to a central growth strategy, helping clients plan more confidently for income, longevity, and legacy. Looking ahead, Seifert outlines the structural opportunities facing financial professionals, including record levels of cash on the sidelines, rising retirement account balances, and historically high levels of unprotected equity. He emphasizes the importance of clear communication, consistent education, and decisive action to deliver certainty during volatile periods. As industry consolidation accelerates, Seifert argues that advisors who lead with protection and purpose are best positioned to deepen client relationships, drive sustainable growth, and become indispensable to the clients they serve. For more insights like this, please visit Blogs | Lincoln Financial. Click here for more information about the Capital Group Dividend Value (CGDV) ETF Disclosures: All mentions of professional athletes are made in relation to the Becoming Necessary Series with Dr. Kevin Elko and refers solely to his work with the named professional football players. Lincoln Financial and Dr. Kevin Elko are not affiliated. A fixed indexed annuity is intended for retirement or other long-term needs. It is intended for a person who has sufficient cash or other liquid assets for living expenses and other unexpected emergencies, such as medical expenses. A fixed indexed annuity is not a registered security or stock market investment and does not directly participate in any stock or equity investments, or index. Lincoln fixed indexed annuities are issued by the Lincoln National Life Insurance Company, Fort Wayne, IN, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Contractual obligations are subject to the claims-paying ability of The Lincoln National Life Insurance Company. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations. LCN-8717380-011626 Source

    19 min

  4. FEB 20

    Episode 313 – The AI Performance Edge for Advisors with John Connell

    John Connell, Co-Founder and CEO of Focal, outlines how AI can do more than capture notes—it can raise advisor performance. By pairing meeting intelligence with behavioral finance and science-backed coaching, Focal turns compliant client conversations into sharper questions, higher conversion rates, and measurable growth. With more than 130 integrations, the goal isn’t just efficiency—it’s real revenue impact. Connell also makes clear that in a regulated industry, AI has to be secure and purpose-built. The firms that win won’t just save 10 to 15 hours per week—they’ll see tighter team consistency, stronger AUM growth, and better outcomes across the board. In this model, AI doesn’t replace the advisor. It clears the clutter so advisors can show up more prepared, more focused, and more effective in every client conversation. Resources: Focal Power Your Advice podcasts are produced with support from Fidelity Investments. If you would like to learn more about Fidelity’s top performing mutual funds and ETFs for financial advisors visit i.fidelity.com/topfunds. The information and opinions expressed in this podcast are solely those of the speakers and do not reflect or represent Fidelity’s views, perspectives, or intellectual property. Source

    17 min

  5. FEB 12

    Episode 312 – When Automation Makes Advice More Human with Ritik Malhotra

    Ritik Malhotra, founder and CEO of Savvy Wealth, explains how automation and AI can strip away the 70% of administrative work that clogs an advisor’s day—compliance, paperwork, data entry, and reporting—so they can focus on what actually matters: clients. By modernizing the middle and back office, Savvy aims to give advisors back time, clarity, and energy—making advice feel more personal, not more robotic. Malhotra dives into the psychology of money and why AI is far more likely to empower advisors than replace them. As investing grows more complex—from crypto to alternative assets—technology can synthesize information instantly, but clients still want a steady human hand. Malhotra outlines a future where advisors act as conductors of specialized AI agents—scaling their impact, deepening relationships, and delivering truly holistic wealth management without sacrificing personalization. Resources: Savvy Power Your Advice podcasts are produced with support from Fidelity Investments. If you would like to learn more about Fidelity’s top performing mutual funds and ETFs for financial advisors visit i.fidelity.com/topfunds. The information and opinions expressed in this podcast are solely those of the speakers and do not reflect or represent Fidelity’s views, perspectives, or intellectual property. Source

    25 min

  6. FEB 9

    Episode 311 – A Clearer View of Advisor-Client Meetings with Liam Hanlon

    Liam Hanlon, Head of Insights at Jump, shares findings from Jump’s first-ever Financial Advisor Insights Report—an analysis of more than 12,000 real advisor-client meetings. Drawing on what Hanlon calls “ground truth data,” the study challenges long-held industry assumptions shaped by traditional surveys, revealing what actually happens inside client conversations. From how much advisors really talk to which topics drive the most engagement, the data offers a clearer view into how advice is delivered—and where perception often diverges from reality. Hanlon also explains how Jump’s AI-powered platform helps advisors act on those insights by reducing meeting prep, documentation, and follow-up work while surfacing meaningful conversational intelligence. By tracking client sentiment, identifying effective communication patterns, and translating data into actionable guidance, Jump enables advisors to structure better meetings, focus on goals and planning, and improve client follow-through—turning better conversations into stronger outcomes and sustainable growth. Resources: Jump Power Your Advice podcasts are produced with support from Fidelity Investments. If you would like to learn more about Fidelity’s top performing mutual funds and ETFs for financial advisors visit i.fidelity.com/topfunds. The information and opinions expressed in this podcast are solely those of the speakers and do not reflect or represent Fidelity’s views, perspectives, or intellectual property. Source

    19 min

  7. FEB 5

    Episode 310 – Turning Advisor Data Into Actionable Intelligence with Erin Colledge

    Erin Colledge, Executive Vice President of Platform Unification and AI Strategy at Orion, brings us a grounded view of how AI is being adopted inside advisory firms. As the industry moves past experimentation, Colledge describes a shift toward practical use cases that help advisors prepare for client conversations, understand exposure, and respond more quickly to market changes. The focus is no longer whether AI belongs in the workflow, but how it can be applied in ways that feel useful, controlled, and aligned with how advisors actually work. She explains how Orion’s Denali AI is built around connected intelligence—bringing CRM, portfolio management, planning, risk, and compliance data together in context rather than across disconnected systems. With natural-language queries, firm-controlled data access, and explainable, auditable outputs, Denali AI is designed to turn unified data into action while maintaining privacy and oversight. As AI-native platforms evolve, Colledge highlights their potential to reduce operational friction and give advisors more time for client relationships and strategic work. Resources: Orion Outputs generated by Orion Denali AI should be reviewed for accuracy and appropriateness by financial professionals in all cases. Orion Denali AI (Beta) is an early-access version available to selected users for testing and feedback. Final features and availability may differ at launch. Source

    16 min

  8. FEB 2

    Episode 309 – A Risk-Managed Approach to Bitcoin Exposure with Hans Williams

    Hans Williams, Head of ETF Strategy at Calamos Investments, joins us to explore how advisors are approaching Bitcoin exposure in a market where volatility remains a central concern. With drawdowns of 30% or more still defining the asset’s price behavior, Williams explains why the conversation has shifted toward managing downside risk even as interest in digital assets grows. For advisors, this means balancing client curiosity with disciplined portfolio construction rather than simply reacting to headline price moves or sidelining Bitcoin altogether. Williams highlights how Calamos’ suite of protected Bitcoin ETFs aim to offer defined buffers and known outcome periods that align exposure to client risk tolerance. He discusses how these outcome-oriented structures, along with laddered versions that smooth timing risk, can help advisors thoughtfully integrate Bitcoin into portfolios with clearer expectations around upside caps and downside limits. As advisor sophistication around digital assets deepens, Williams sees these products as tools to help advisors participate in Bitcoin’s potential while maintaining consistency with clients’ long-term plans. Click here for more information about Calamos Protected Bitcoin ETFs Source

    28 min
See All (300)

About

Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, Advisorpedia seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.

Information

  • Channel
    Advisorpedia
  • Creator
    Advisorpedia
  • Years Active
    2024 - 2026
  • Episodes
    300
  • Rating
    Clean
  • Copyright
    © Power Your Advice All Rights Reserved
  • Show Website
    Power Your Advice

More From Advisorpedia