Tag Archives: Permission to Succeed

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 14 – Impact Before Profits — With Jason Barsema



“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 


SALT Conference: What Builds Confidence – With Cormac Kinney, CEO of Diamond Standard



The ability to successfully do something over and over again not only builds skills, but it also builds confidence.

That is Cormac Kinney’s career story as he shares with host Doug Heikkinen at the SALT Conference in Las Vegas. Cormac is the CEO of Diamond Standard, a U.S- and Bermuda-based organization. They are manufacturers of the diamond commodity and developers of the hardware and software that powers it.

In this episode, you’ll learn:

  • What Diamond Standard is all about
  • How diamonds are traded
  • Why Cormac chose to trade diamonds instead of gold
  • How advisors can effectively explain the trading of diamonds to their clients
  • Cormac’s path to serial entrepreneurship
  • The process and challenges of developing new ideas
  • What success means to him and his advice for aspiring serial entrepreneurs

Tune in now to meet Cormac Kinney and learn about his confidence-filled serial-entrepreneurial career journey.

Resources: Diamond Standard | SALT Conference