Tag Archives: #IRISMediaWorks

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 36 – Adapt Through Education – with Sean Walters



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


Episode 32 – Thriving in Volatile Times – with Kevin Guerette



Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Kevin Guerette, President at Ultimus Fund Solutions, discussing trends he sees in the industry, what is going on at Ultimus Fund Solutions, and what they do to help smaller funds get started.

In this episode, you will learn:

  • Why active managers thrive in times of volatility.
  • Why there is disparity in the top 50 ETF producers.
  • Why mutual funds are less expensive to administer than ETFs.
  • Kevin’s advice for people thinking about starting an asset management firm.

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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: Ultimus Fund Solutions | Ultimus Fund Solutions LinkedIn | Discovery Data


Episode 31 – The Evolution of the Advisor – with Christopher Crawford



Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Christopher Crawford, National Director of Strategic Relationships at Buffalo Funds, discussing how Advisors are evolving and staying more relevant than ever in today’s environment, and how Buffalo Funds is working to meet their needs.

In this episode, you will learn:

  • Why advisors are becoming “life managers”.
  • How Advisors are preparing for the next generation of wealth.
  • Why Advisors continue to win in the robo era
  • The need for younger individuals to join our industry, and the advice Chris has for them

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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: Buffalo Funds | Buffalo Funds LinkedIn | Discovery Data

 


Episode 29 – Connect With Your Clients Through Storytelling  – with Heather Brilliant



Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Heather Brilliant, CEO and President of Diamond Hill Capital Management, discussing the benefits of active management, the evolution of ESG investing and what Advisors should look for when considering investment in it, what she learned about our industry during her time in Australia, and how her experience in debate led to her career as an analyst and leader of our industry.

In this episode, you will learn:

  • Why Heather thinks that active management will always have a place in the market
  • Why Advisors are uniquely positioned to coach their clients to stay invested in the market
  • What Advisors should consider when looking for ESG capabilities to make sure they get what they are expecting.
  • Why Heather is hopeful that our industry will continue to become more diverse and inclusive.

——————————————————————————

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: Diamond Hill Capital Management| Diamond Hill Capital Management LinkedIn | Discovery Data


Episode 28 – Global Trends Affecting Advisors – with Chelsea Rodstrom



Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Chelsea Rodstrom, a research analyst at Global X, discussing international trends and headlines that are concerning Advisors and investors, how the Global X China Sector is helping simplify investing in China for Advisors, and Chelsea’s path to a career in financial services.

In this episode, you will learn:

  • More about the global headlines affecting world markets.
  • Why global growth is slowing down.
  • Why Chelsea is excited about the Global X China Sector Suite, and the value those products bring to Advisors and their clients.
  • The importance of challenging oneself intellectually and finding a good mentor when building a 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: Global X |Global X Twitter | Discovery Data