Tag Archives: #PermissiontoSucceed

Episode 33 – Looking for Value Beyond the Corporate Giants – with Ali Motamed

January 5, 2020Financial, Impact 2019, Investing, Permission To Succeed, Uncategorized#AliMotamed, #DiscoveryData, #Invenomic, #IRIS, #PermissiontoSucceed, #PowerYourAdvice, #SchwabIMPACTpermissiontosucceedpodcast

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Recorded live at IMPACT 2019® this episode of Permission to Succeed features Doug Heikkinen and Invenomic Founder, Managing Partner and Portfolio Manager, Ali Motamed, discussing the story behind Invenomic and their commitment to active investing and searching for value.

In this episode, you will learn:

How Invenomic came to be, and what they’ve learned along the way.
Why they focus on active investing and seek out value in non-saturated industries with room to grow.
Ali’s perspective on what happens to big companies and the indices they dominate when there’s no more room for growth.
How Ali’s focus and journey from building a baseball card collection with his allowance to founding Invenomic has shaped who he is and how he and his company approach business.

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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: Invenomic | Discovery Data

Episode 32 – Thriving in Volatile Times – with Kevin Guerette

December 11, 2019Financial, Impact 2019, Investing, Permission To Succeed#DiscoveryData, #DougHeikkinen, #IRISMediaWorks, #Kevin Guerette, #PermissiontoSucceed, #PowerYourAdvice, #SchwabIMPACT, #UltimusFundSolutionspermissiontosucceedpodcast

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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

December 8, 2019Financial, Impact 2019, Investing, Permission To Succeed#BuffaloFunds, #DiscoveryData, #IRISMediaWorks, #PermissiontoSucceed, #PowerYourAdvice, #SchwabIMPACTpermissiontosucceedpodcast

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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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RESOURCES: Buffalo Funds | Buffalo Funds LinkedIn | Discovery Data

Episode 30 –– Helping Clients Achieve Goals Through Charitable Giving – with Kim Laughton

December 7, 2019Financial, Impact 2019, Investing, Permission To Succeed#capitalgains, #charitablededuction, #charitablegiving, #complexassets, #DiscoveryData, #donoradvisedfunds, #DougHeikkinen, #IRIS, #KimLaughton, #PermissiontoSucceed, #philanthropy, #PowerYourAdvice, #SchwabCharitable, #SchwabIMPACT, #wealthmanagementpermissiontosucceedpodcast

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Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Schwab Charitable President Kim Laughton discussing Charles Schwab’s laser focus on doing what’s right for the client, Schwab Charitable’s 20-year history, and how proud they are to help advisors and their clients meet both financial and philanthropic goals.

In this episode, you will learn:

Why advisors should offer charitable solutions as part of their practice
How donor-advised funds have democratized charitable giving
How Kim’s journey led her to financial services, and how she sees the industry becoming more diverse.

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RESOURCES: Schwab Charitable | Schwab Charitable LinkedIn | Kim Laughton LinkedIn | Discovery Data

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

December 6, 2019Financial, Impact 2019, Investing, Permission To Succeed#DiamondHillCapital, #DiscoveryData, #HeatherBrillliant, #IRISMediaWorks, #PermissiontoSucceed, #PowerYourAdvice, #SchwabIMPACTpermissiontosucceedpodcast

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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.

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

Episode 28 – Global Trends Affecting Advisors – with Chelsea Rodstrom

December 5, 2019Financial, Impact 2019, Investing, Permission To Succeed#ChelseaRodstrom, #ChinaSectors, #DiscoveryData, #ETFs, #GlobalX, #GlobalXETFs, #IRISMediaWorks, #PermissiontoSucceed, #PowerYourAdvice, #SchwabIMPACTpermissiontosucceedpodcast

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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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RESOURCES: Global X |Global X Twitter | Discovery Data

Episode 27 – Leveraging FinTech to Help Clients Manage Financial Wellness – with Larry Shumbres

December 4, 2019Financial, Impact 2019, Investing, Permission To Succeed#capacity, #DiscoveryData, #fintech, #investments, #investors, #IRISMediaWorks #PowerYourAdvice, #LarryShumbres, #PermissiontoSucceed, #PermissiontoSucceed #TotumRisk #LarryShumbres #DiscoveryData #SchwabIMPACT # risk, #risktolerance, #SchwabIMPACT, #TotumRisk, Riskpermissiontosucceedpodcast

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Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Larry Shumbres, CEO of Totum Risk, discussing the evolution of FinTech, the role data plays in helping Advisors plan for their clients’ financial wellness throughout their lifecycle, and the highs and lows of being an entrepreneur in this industry.

In this episode, you will learn:

How technology and advice are consolidating into single platforms across the industry.
How improvements in cybersecurity allow the flow of data to be transferrable and easy.
How Advisors are consolidating data from multiple sources to calculate financial wellness over the totality of their clients’ lives.
Larry’s advice for fellow entrepreneurs coming into this industry.

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RESOURCES: Totum Risk |Totum Risk LinkedIn | Discovery Data

HASHTAGS FOR PUBLISHING: #IRISMediaWorks #PowerYourAdvice, #PermissiontoSucceed #TotumRisk #LarryShumbres #DiscoveryData #SchwabIMPACT # risk, #fintech, #investors, #investments, #risktolerance, #capacity

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

November 30, 2019Financial, Investing, Permission To Succeed#CXfoRIA, #DigitalRIA, #DiscoveryData, #InvestCloud, #IRISMediaWorks, #IRISMediaWorks #PowerYourAdvice, #Laserfiche, #PermissiontoSucceed, #PermissionToSucceedPodcast, #PowerYourAdvice, #Schwab, #SchwabIMPACT, #WomeninTech, #YaelaShamberg, Doug Heikkinen, IMPACT, IRIS.xyz, Permission to Succeedpermissiontosucceedpodcast

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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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RESOURCES: Laserfiche | Laserfiche LinkedIn | Laserfiche Twitter | Discovery Data