Monthly Archives: September 2019

Episode 21 – Today’s Investor Wants a New Paradigm — With Lucille Mayer

There is a whole new emerging wealth out there for the taking, but this group wants a different advisor experience, with the majority wishing for technology to be part of the mix. 

Join this technology-focused conversation with host Doug Heikkinen and guest Lucille Mayer, COO of Apex Clearing. In this episode, you will find out whether the traditional advisor is truly an endangered species, what today’s investor expects from the advisor experience, and how Apex Clearing endeavors to take robo-advisors’ best qualities and bring them to the advisor to assist clients like never before.

In this episode, you will learn:

  • Why new technology is not just for millennials
  • Whether technology can completely replace advisors
  • What advisors can do to compete with non-traditional firms
  • What resources are available to women coming out of college in the tech world
  • And much more

Tune in and be encouraged to take hold of new technology!

Apex Clearing |

Brought to you by:  Thompson IM Funds, Inc.


Episode 20 –  Dinosaur or Entrepreneur: Which Kind of Advisor Are You? — With Jeffrey Sica

Are you an evolving advisor that can attract and retain the new age investor?

Join this riveting conversation with host Doug Heikkinen and guest, Jeff Sica, founder, president, and chief investment officer of Circle Squared Alternative Investments. The changing investment environment is requiring advisors to keep up with the new version of the investor. In the face of this new challenge, will you choose to be a dinosaur or entrepreneur?

In this episode, you will learn:

  • Why advisors are being pushed out of their comfort zones
  • Whether investors are actually demanding more risk
  • How impact investing can benefit the community
  • And much more

Tune in and dare to ask yourself a question with direction-changing implications: “What kind of advisor am I: dinosaur or entrepreneur?”

Circle Squared Alternative Investments LLC  

Episode 19 –  Outlook for the Real Estate Market — With Terrell Gates

Do you know what the future holds for real estate in this country?

Join this engaging conversation with host Doug Heikkinen and guest, Terrell Gates, founder and CEO of Virtus Real Estate Capital, LP. In this episode, Doug and Terrell talk about the current state of the real estate market, the birth of Virtus, and how major demographic trends are affecting the market.

In this episode, you will learn:

  • The differences between various asset classes in the economic cycles
  • Why entrance pricing and new supply risk are two things to watch out for
  • What it was like for Terrell to grow up in the real estate environment
  • Why it’s essential to have a resilient business plan
  • And much more

Tune into this conversation now for an outlook on the U.S. real estate market.

Virtus Real Estate Capital