Tag Archives: IRIS.xyz

Episode 42 – Focus on Your Core Strengths. Outsource the Rest. – with Barrett Ayers



This episode of Permission to Succeed (recorded on March 10, 2020) features Doug Heikkinen and Barrett Ayers, President of Adhesion Wealth, discussing how your P&L benefits when you build a deep understanding of your clients’ needs and goals, and how the current turmoil is actually an opportunity to pause and discuss strategies with your clients.

In this podcast, you will learn about:

  • The importance of focusing on your core strengths and outsourcing the rest of your tasks
  • Things you should consider when evaluating technology stacks for your firm, including putting everything out to RFP and hiring a consultant to make sure you get the solution you need
  • The value of saying no – a lot – so that you can say yes to things that are really important
  • Barrett’s life-long passion for fee-based independent advisors, and why he believes now may be the best time for fee-based advice in history

RESOURCES: Adhesion Wealth


Episode 41 – Empowering Employees through Human Capital Risk Management- with Hugh O’Toole



This episode of Permission to Succeed features Doug Heikkinen and Hugh O’Toole, Chief Executive Officer at Innovu, discussing how Hugh’s dedication to solving ‘the obvious’ has innovated the way companies view and leverage benefits to ensure a better quality of life for their employees.

In this podcast, you will learn about:

  • What is Human Capital Risk Management?
  • The challenge presented by the current siloed approach to benefits management, and how companies are moving toward a holistic approach.
  • The current trend of private money pouring in to figure out how to aggregate the employee benefits data silos and build a complete picture of employees
  • How Hugh’s journey led him to financial services, and how listening gets him unstuck

 

RESOURCES: Innovu 


Episode 40 – Advising the Modern Investor – with Frankie Corrado



This episode of Permission to Succeed features Doug Heikkinen and Frankie Corrado, managing director & principal at Robertson Stephens, discussing how evolving investor needs are driving financial advisors to adapt & consider new approaches to meet those needs. They also chat about how Frankie made the time to hike the Appalachian Trail, and how that experience made him a better advisor.

In this podcast, you will hear:

  • About the shift from investment-focused planning to life-focused planning, and why Frankie & his firm are embracing it
  • How giving your clients an opportunity and a platform to express their deepest desires can lead to more effective planning
  • Strategies for remaining your clients’ trusted advisor, despite the chatter in the media and across the internet
  • Why Frankie thinks persistence is critical to achieving big goals

 

RESOURCES:  Roberston Stephens | Alliance of Comprehensive Planners


Episode 39 – Can Financial Technology Catch Alexa? – with Doug Fritz



This episode of Permission to Succeed features Doug Heikkinen and Doug Fritz, founder & CEO of F2 Strategy, discussing financial technology and how financial advisors should be thinking about it, evaluating their options, and planning for the future. They also talk about how Doug’s passion for helping people led him to found F2 Strategy, and advice he has for others looking to make the leap and start their own companies.

In this podcast, you will hear:

  • How FinTech is playing catch-up to investor expectations in a world of Alexa and rideshare apps
  • How to know if you have good technology in place
  • The importance of purposefully making and adapting to change to build the muscle memory necessary to do it again and again
  • Key points to consider when evaluating new technology solutions

 

RESOURCES:  F2 Strategy 


Episode 38 – Success is Built on “We” with Ross Marino



This episode of Permission to Succeed features Doug Heikkinen and Ross Marino, a financial planner and the Founder & CEO of Advisor2X, discussing how advisors are excited about transitioning many aspects of their businesses to grow and stay relevant.

In this podcast, you will learn about:

  • The reversal of traditional planning relationships – yes, clients still need help with their portfolios, but planners are focusing more on their clients’ life events and meeting their needs at each stage. 
  • The greying of advisors is not necessarily forcing them out. Excitement around new ways of business is keeping them engaged.
  • How Ross’s commitment to helping Advisors learn led him to start Advisor2X.
  • Why you should consider attending the Retirement & Longevity Conference.

 

RESOURCES:  Advisor2X | Retirement & Longevity Summit


Episode 26 – How Artificial Intelligence Can Change the Game for Financial Advisors – with Andrew Smith Lewis



Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Andrew Smith Lewis, Chief Innovation Officer at CAIS, discussing how people learn, the emerging AI technology that is powering innovation in education, and how CAIS and their new learning system, CAIS IQ, are working to make advisors smarter.

In this episode, you will learn:

  • How Andrew Smith Lewis’ passion for making people better led him to the financial services industry.
  • What is the last mile of learning?
  • What are distributed learning and retrieval practice, and how do they move the needle on learning?
  • How CAIS IQ can help make Advisors smarter about alternative investments.

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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: CAIS | CAIS LinkedIn | Discovery Data

HASHTAGS FOR PUBLISHING: #IRISMediaWorks, #PowerYourAdvice, #PermissiontoSucceed, #CAIS, #CAISIQ, #AndrewSmithLewis #DougHeikkinen #DiscoveryData, #SchwabIMPACT #alternativeinvestments #wealthmanagement


Episode 25 – How Technology Can Help Advisors Master the Client Journey – with Linda Ding



 

Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Linda Ding, Director of Strategic Marketing at Laserfiche, discussing key learnings from the Laserfiche Annual Survey and what she’s learned throughout her career in the financial services industry.

In this episode, you will learn:

  • Why Advisors are focusing on the client experience as the key element of their business strategy.
  • How the “Amazon Model” is coming to financial services, and why that is a good thing.
  • How technology can help you deliver a better client experience.
  • Linda’s perspective on the changes she’s seen in the financial services industry – especially for women – over her career.

——————————————————————————

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: Laserfiche | Laserfiche LinkedIn | Laserfiche Twitter | Discovery Data

 


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 18 –  Top Trends That Are Reshaping the Finance Industry — With David Lau



Are you up on the latest trends in the finance industry?

Join this eye-opening conversation with host Doug Heikkinen and guest, David Lau, founder and CEO of DPL Financial Partners. In this episode about top industry trends, they discuss how clients’ view of planning has shifted, why that’s turning advisors’ value propositions upside down, and what must change in the finance industry.

In this episode, you will learn:

  • Why advisors need to change their value proposition 
  • What the future holds for RIAs  
  • About DPL’s role in the industry
  • A sneak peek into David’s life
  • And much more.

Tune in to discover top industry trends and consider your next move!

Resources: DPL Financial Partners | David Lau | DPL Financial Partners’ Twitter

 


Episode 17 – Failure Is a Step Closer to Succeeding — With David Lyon



Not giving up is 90% of the battle. Just ask David Lyon, founder and CEO of Oranj, an award-winning software company that serves up streamlined investment management.

In this episode, host Doug Heikkinen and David uncover the real value proposition of advisors, the extent to which today’s advisors are adopting technology, and what makes Oranj 100% people-focused. David also shares why “total ignorance” is an entrepreneur’s bliss. 

In this episode, you will learn:

  • How Oranj helps advisors and their clients
  • How and why fees need to change across the board
  • What advisors can expect from a new generation of investors
  • How David’s childhood influences helped shape him 
  • And much more.

Tune in to hear David’s story and learn why failure is a step closer to success. 

Oranj | David Lyon | Oranj’s Twitter