Tag Archives: IRIS.xyz

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

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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

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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

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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.

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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: Laserfiche | Laserfiche LinkedIn | Laserfiche Twitter | Discovery Data

 

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

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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

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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

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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

Episode 15 – How to Modernize Your Approach to Risk — With Eric Metz 

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Have you ever wondered what the potential benefits might be to having an options overlay strategy in your clients’ portfolio? Eric Metz, president and CIO of SpiderRock Advisors, explains how modernizing your approach to risk will help you meet your clients’ demands. 

In today’s episode, host Doug Heikkinen speaks with Eric about the pathway that led him to SpiderRock Advisors. Plus, Eric discusses the collateral library that helps illustrate the merits of what they do each day with their derivatives-based strategies.

In this episode, you will learn:

  • About the customized option strategies that SpiderRock offers 
  • Why de-risking is a focal point in SpiderRock’s client conversations
  • How they position client portfolios when the market is at an all-time high
  • About SpiderRock Advisors’ trajectory
  • Eric’s advice for aspiring entrepreneurs who are afraid to take the next step
  • And much more.

Tune in and listen to Eric speak about how his team has built a business that advisors can trust.

Resources: SpiderRock Advisors | Eric Metz

 

Episode 14 – Impact Before Profits — With Jason Barsema

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“What the heck is a structured note?” Jason Barsema of Halo Investing has gotten used to fielding this question.

In today’s episode, host Doug Heikkinen speaks with Jason about the biggest market that no one’s ever heard of — structured notes. Jason uncovers how he uses the structured note platform to give clients access to investment opportunities previously unattainable to the average investor.

In this episode, you will learn:

  • What structured notes and products are
  • How structured notes work in your portfolio
  • Whether advisors are still interested in getting into the weeds of investing
  • What is the future of the financial advisor?
  • And much more.

Tune in to hear Jason elaborate on impact before profits and taking time to enjoy the journey. 

Halo Investing | Jason Barsema | Halo Investing’s Twitter 

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MarketCounsel Summit: Creating a Failure Budget with Steve Lockshin

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If you’re looking for permission to take that next step, this is it.

Meet Steve Lockshin, founder of AdvicePeriod. Steve is a believer in getting out there and risking failure. In this episode, he talks to hosts, Doug and Matt, about his mission to reinvent wealth management, the value of finding truth-tellers, and why he encourages you to create a failure budget.

It’s time to go for it! Tune in and give yourself permission to succeed!

Resources: Steve Lockshin’s LinkedIn | AdvicePeriod | MarketCounsel Summit

MarketCounsel Summit: Tap into Your Community with Gurinder Ahluwalia

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Do you feel nervous walking into a room full of people? Don’t worry, you can still tap into the power of that community.

Take it from our next guest, Gurinder Ahluwalia, co-founder and CEO of 280 CapMarkets.

Gurinder is a role model for young entrepreneurs who question their own social skills and ability to network. In this episode, Gurinder talks about pushing through insecurities, his mantra for getting through tough times, and who on this earth gave him permission to succeed.

Be encouraged by Gurinder’s words. Tune in and give yourself permission to succeed!

Resources: Gurinder Ahluwalia’s LinkedIn | 280 CapMarkets | MarketCounsel Summit