Monthly Archives: January 2020

Episode 37 – The Importance of Diversity of Thought – with Michael Saliba

January 30, 2020Financial, Impact 2019, Investing, MarketCounsel Summit, Permission To Succeed, Uncategorized#BaillieGifford, #DiscoveryData, #DougHeikkinen, #IRIS, #MichaelSaliba, #PermissiontoSucceed, #PowerYourAdvice, #SchwabIMPACTpermissiontosucceedpodcast

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Recorded live at IMPACT 2019®, this episode of Permission to Succeed features Doug Heikkinen and Michael Saliba, Director of Marketing at Baillie Gifford, discussing Baillie Gifford’s history, their commitment to creating a culture of diversity of thought, and how that benefits Advisors.

In this episode, you will learn:

Baillie Gifford’s story – it may be new to you, but it has been around for more than 100 years;
The advantage of hiring people who think beyond and outside the financial services industry;
How following innovation can help make the world a better place and provide good investment opportunities for advisors.

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IRIS Media Works recorded 16 Permission to Succeed podcasts from our pop-up podcast “studio” in the Discovery Data booth at IMPACT 2019. Fueled by coffee and the conference energy swirling around us, we had a great time talking to leaders from across the financial services industry. Thank you to Discovery Data and to our guests for participating in this grand experiment. We hope you enjoy and learn from these conversations as much as we did.

RESOURCES: Baillie Gifford| Actual Investors| Baillie Gifford LinkedIn | Discovery Data

Episode 36 – Adapt Through Education – with Sean Walters

January 23, 2020Financial, Impact 2019, Investing, Permission To Succeed, Uncategorized#DiscoveryData, #InvestmentsandWealthInstitute, #IRISMediaWorks, #PermissiontoSucceed, #PowerYourAdvice, #SchwabIMPACT, #SeanWalterspermissiontosucceedpodcast

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Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Sean Walters, CEO of the Investments and Wealth Institute, discussing importance of being a life-long learner, and how education can help Advisors adapt to meet clients’ changing needs.

In this episode, you will learn:

Why IMCA changed its name to the Investments & Wealth Institute.
The three mega issues – the Three Cs – tracked by the Investments & Wealth Institute board, and how they affect the Advisor community.
Why continuing education is important to Advisors.
There is always opportunity to change careers within our industry, and how that is a good thing for young advisors.

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RESOURCES: Investments & Wealth Institute | Investments & Wealth Institute LinkedIn | Discovery Data

Episode 35 – Make Your Foray Into the Digital World an Evolution, Not a Revolution — With Yaela Shamberg

January 17, 2020Financial, Impact 2019, Investing, Permission To Succeed, Uncategorized#DiscoveryData, #InvestCloud, #PermissionToSucceedPodcast, #PowerYourAdvice, #Schwab IMPACT, #YaelaShambergpermissiontosucceedpodcast

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There’s a digital transformation happening that a lot of money managers know they need to get on. They need a digital roadmap, and they need to start their journey. But they’re not sure how.

In a live recording at the Charles Schwab IMPACT 2019 conference, Doug Heikkinen speaks with Yaela Shamberg, chief product officer and co-founder at InvestCloud, about the digital platform where money owners, money managers, and asset-service providers can cherry-pick the apps that will best suit theirs and their clients’ needs. This is a conversation that encourages financial professionals to start using a digital strategy that will help them serve clients at every life stage.

In this episode, you will learn:

Where InvestCloud first got their start
Recommendations for approaching a new digital strategy
The definition of digital empathy
What impact longer lifespans might have on future wealth transfers
And more!

Tune in now and get inspired to join the digital transformation!

Resources: IRIS.xyz | InvestCloud | Yaela Shamberg | InvestCloud Twitter | Discovery Data

Episode 34 – The Value of Self Reflection in Times of Change – with Christian McCormick, CFA

January 10, 2020Financial, Impact 2019, Investing, Permission To Succeed#AllianzGlobalInvestors, #ChristianMcCormick, #DiscoveryData, #DouglasHeikkinen, #ESG, #IRISMediaWorks #PowerYourAdvice, #PermissiontoSucceed, #SchwabIMPACTpermissiontosucceedpodcast

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Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Christian McCormick, Director & Senior Product Specialist, discussing Allianz Global Investors’ long history of ESG investing and it has evolved.

In this episode, you will learn:

How the changing environment led Allianz to look closely at and articulate even more clearly their value proposition for Advisors.
How ESG investing has evolved in the last 20 years, and how it continues to change today.
How using an ESG framework can help in analyzing risk.
Why Christian is excited for the future of this industry.

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RESOURCES: Allianz Global Investors| Allianz Global Investors LinkedIn | Discovery Data

Episode 33 – Looking for Value Beyond the Corporate Giants – with Ali Motamed

January 5, 2020Financial, Impact 2019, Investing, Permission To Succeed, Uncategorized#AliMotamed, #DiscoveryData, #Invenomic, #IRIS, #PermissiontoSucceed, #PowerYourAdvice, #SchwabIMPACTpermissiontosucceedpodcast

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Recorded live at IMPACT 2019® this episode of Permission to Succeed features Doug Heikkinen and Invenomic Founder, Managing Partner and Portfolio Manager, Ali Motamed, discussing the story behind Invenomic and their commitment to active investing and searching for value.

In this episode, you will learn:

How Invenomic came to be, and what they’ve learned along the way.
Why they focus on active investing and seek out value in non-saturated industries with room to grow.
Ali’s perspective on what happens to big companies and the indices they dominate when there’s no more room for growth.
How Ali’s focus and journey from building a baseball card collection with his allowance to founding Invenomic has shaped who he is and how he and his company approach business.

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IRIS Media Works recorded 16 Permission to Succeed podcasts from our pop-up podcast “studio” in the Discovery Data booth at IMPACT 2019 Fueled by coffee and the conference energy swirling around us, we had a great time talking to leaders from across the financial services industry. Thank you to Discovery Data and to our guests for participating in this grand experiment. We hope you enjoy and learn from these conversations as much as we did.

RESOURCES: Invenomic | Discovery Data