Monthly Archives: June 2022

Episode 63 – Preparing to Transfer Estates to the Next Generation– With Alyssa Rakovich

June 27, 2022Financial, Investing, Permission To Succeed, Uncategorized#Advisorpedia, #AlyssaRakovich, #DouglasHeikkinen, #EstatePlanning, #FinancialAdvisors, #PowerYourAdvice, #TheEstateRegistry, #WealthTransfer, RIAspermissiontosucceedpodcast

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Alyssa Rakovich is the Director of Strategic Relationships for The Estate Registry, an online tool designed to notify creditors of the passing of a loved one or a client.

Doug and Alyssa sat down at the T3 Advisor Conference and discussed the process of preparing for relative wealth transfers and building relationships with those of the new generation. They also discussed:

How The Estate Registry helps advisors who want to pass down their business
The need for The Estate Registry
What their products NotifyNOW and InheritNOW do for advisors
How it prevents advisors from letting their clients pass without a will
What is up next for The Estate Registry

Resources: The Estate Registry

Episode 62 – The CMO Series – Drivers of Revenue: AJ Boury

June 27, 2022Financial, Investing, Permission To Succeed, Uncategorized#Advisorpedia, #AJBoury, #CMO, #DouglasHeikkinen, #FinancialAdvisors, #Marketing, #PermissiontoSucceed, #Startups, #theCMOSeries, #TIFIN, RIAspermissiontosucceedpodcast

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

AJ Boury is the Chief Marketing Officer at TIFIN, a financial service creating engaging wealth experiences to improve financial lives through AI and investment intelligence driven personalization for the advisor and self-directed investor, recognizing the uniqueness of each investor.

In this episode, AJ joined Doug to talk about what it means to be a CMO in the modern world of integration and startups. They also discussed:

How AJ set his sights on being a CMO and gained his valuable skillset
What the marketing departments were like at his previous companies
The transition from working at large businesses to joining a startup
How to manage the pie of the digital world, competition, and growth after COVID
How to effectively mesh sales and marketing
And the lightning round: Does marketing need to be expensive? What makes marketing powerful? Where can we find great marketing outside of his industry? What makes his marketing unique? Is “The CMO Series – Drivers of Revenue” an appropriate title?

Resources: TIFIN

Episode 61 – Find the Partner That Can Help You Grow – With Matt Nielsen

June 17, 2022Financial, Investing, Permission To Succeed, Uncategorized#Advisorpedia, #DouglasHeikkinen, #EndowmentInvesting, #FinancialAdvisors, #KingswoodFamilyOffice, #KingswoodUS, #MattNielsen, #PowerYourAdvice, #SuccessionPlanning, RIAspermissiontosucceedpodcast

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Matt Nielsen is the Co-Founder of Kingswood Family Office, which focuses on endowment-style investing for ultra high-net-worth individuals and families. In today’s episode, Doug and Matt talk about his professional journey, the circumstances that drove him to find a new partner, and how Kingswood’s creativity and commitment to his (and others’) growth set them apart from other potential providers. They also discuss:

What it’s like to work with professional athletes
Why Matt focuses on endowment-style investing
How Kingswood Family Office began from a shared commitment to growth and a great introduction
How Kingswood helped Matt and his partner become the succession plan for another Kingswood advisor
What’s next for Matt & Kingswood Family Office

Resources: Kingswood Family Office | Kingswood U.S.

Episode 60 – Data and Intelligence Trends Shaping the Wealth Industry – With Farouk Ferchichi

June 9, 2022Financial, Investing, Permission To Succeed, Uncategorized#Advisorpedia, #DouglasHeikkinen, #EndValue, #Envestnet, #FaroukFerchichi, #FinancialAdvisors, #HyperPersonalization, #PowerYourAdvice, RIAspermissiontosucceedpodcast

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Farouk Ferchichi is the Global Head of Data and Analytics at Envestnet, a company whose mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone.

Doug and Farouk sat down at the Envestnet Advisor Summit and talked about the importance of hyper personalization in service in order to please clients and prospects. They also discuss

The difference between hyper personalization and personalization
How to meet people’s ecological and environmental concerns
How to react to the current speed of technological growth
What two considerations are most crucial when collecting and using data
What Envestnet is doing to expand their DNA footprint

Resources: Envestnet

Episode 59 – The CMO Series – Drivers of Revenue – With Mary Ellen Dugan

June 9, 2022Financial, Investing, Permission To Succeed, Uncategorized#Advisorpedia, #CMO, #DouglasHeikkinen, #Envestnet, #FinancialAdvisors, #fintech, #Marketing, #MaryEllenDugan, #PermissiontoSucceed, #theCMOSeries, RIAspermissiontosucceedpodcast

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

We’ve added a new focus within this podcast – The CMO Series – Drivers of Revenue – to learn more about how people who run marketing departments got to where they are, how marketing has evolved and what the future holds for this important element of company success.

Mary Ellen Dugan is the CMO at Envestnet, a company whose mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone.

In today’s episode, Doug and Mary Ellen talk about what it truly means to be a chief marketing officer. They also discuss:

What inspired Mary Ellen to become a CMO and how she gathered her necessary skill set
How she successfully meshes marketing with sales
What has changed over the past two years for Envestnet and how has the focus shifted
How people who are being targeted perceive targeted marketing
Mary Ellen’s philosophy when it comes to marketing and connecting with clients and prospects
And the quick fire questions: Does marketing have to be expensive? What makes marketing powerful? What makes how she markets unique?

Resources: Envestnet