Power Your Advice

​​Todd Anderson is the founder and managing partner of Anderson Financial Group, one of the leading employee benefits and wealth management firms in the Southwest. In this episode of Power Your Advice, Doug Heikkinen and Todd discuss how the last year has changed how Anderson Financial Group does business, and how being solutions-focused defines how they serve their clients. How their rapid adaptation to the new digital world has benefitted their business How Todd works to establish trust virtually How Todd positions annuities with his clients The biggest question on investors’ minds right now Why Todd got into financial services Resources: Anderson Financial Group Source

Michael Scaplen is the senior vice president of sales and relationship management for Axos Clearing, LLC, a full-service clearing firm that provides flexible clearing solutions focused on empowering introducing broker-dealer and registered investment advisor correspondents to grow their businesses. In this episode of Power Your Advice, Doug Heikkinen and Mike discuss recent changes in the financial services industry, and how Axos has evolved how it serves broker-dealers as a result. How consolidation across the industry has affected Axos How broker-dealers can recognize when it might be time to consider changing clearing providers How Axos’ onboarding process makes the transition seamless for broker-dealers What proactive steps can broker-dealers take to prepare to make to change clearing providers Resources: Axos Clearing, LLC Source

​​Bobby Hotaling is the founder of Hotaling Insurance Services, a full-service risk management firm and a global leader in managing the specific risks of the entertainment and sporting industries. In this episode of Power Your Advice, Doug Heikkinen and Bobby discuss how Bobby built the firm from scratch and why advisors should take the time to learn more about insurance for themselves and their clients. Why Hotaling Insurance focuses on a broad gamut of risk management solutions Why advisors and their clients must have a broad understanding of insurance How Hotaling Insurance began working with professional athletes, and why he and his team enjoy working with them How Bobby thinks the new administration’s changes to gifting and estate laws is going to affect individuals and business in general What Bobby sees as in the future of the insurance industry Resources: Hotaling Insurance Services | Hotaling Insurance Services Source

​​Christian Munafo is the chief investment officer of Liberty Street Advisors, Inc., and the portfolio manager of the Private Shares Fund (PRIVX, PIIVX), which offers individuals, family offices, and institutions an effective means to access the venture-backed asset class. In this episode of Power Your Advice, Doug Heikkinen and Matthew discuss late-stage venture capital investing and why you should consider it for your clients. What late-stage venture capital investing and secondary strategies are Why late-stage venture capital investing is a unique opportunity Why private assets are staying private for longer The types of opportunities on which the Private Shares Fund focuses How Liberty Street Advisors and the Private Shares Fund democratize access to these types of investments Resources: The Private Shares Fund | Liberty Street Advisors, Inc. Source

​​Matthew Gorelik is the Founder, Chairman and CEO of Township Capital, a Los Angeles-based real estate investment manager focused of making programmatic equity investments alongside best-in-class sponsors and institutional equity investors nationwide. He & his team are unique in their ability to identify and invest in opportunities throughout the commercial real estate capital stack and across various market conditions. In this episode of Power Your Advice, Doug Heikkinen and Matthew discuss what is going on across the different sectors of commercial real estate How investing in commercial real estate has changed over the past two decades Trends Matthew sees in commercial real estate today The opportunity presented by student housing What is going on with multifamily housing and post-pandemic migration patterns Is senior living making a comeback after the pandemic What Matthew and Township Capital are excited about in the near future Resources: Township Capital Source

Barrett Ayers is the President of Adhesion Wealth, a leading provider in outsourced managed account solutions.  In this episode of Power Your Advice, Doug Heikkinen and Barrett discuss direct indexing – what it is, how it works, and why you should consider it for your clients’ portfolios. The history of direct indexing, and how it has become available outside pooled vehicles The potential tax benefits of utilizing a direct index within a Unified Managed Account (UMA) An overview of Adhesion Wealth’s Personal Index solution, and why Barrett is so excited about it How leveraging direct indexing can help your clients and bolster your value proposition Resources: Adhesion Wealth Source

​​Matt Hougan is the chief investment officer of Bitwise Asset Management, pioneer of the first cryptocurrency index fund and a leading provider of rules-based exposure to the cryptoasset space. He also co-authored the CFA Institute’s research foundation brief, Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrency for Investment Professionals.  In this episode of Power Your Advice, Doug Heikkinen and Matt discuss the growth of the cryptoasset space, and why you can’t afford to ignore it. When an ordinary investor should consider cryptocurrency How crypto is currently regulated Basics of decentralized finance (DeFi) What a Bitcoin ETF would mean to the market What’s going on with NFTs What Matt sees coming next Resources: Bitwise | Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrency for Investment Professionals Source

ETFPortfolios.com is an investment advisory service that offers a contemporary, common-sense, analytical approach to navigating modern investment markets.  In this episode of Power Your Advice, Doug Heikkinen speaks with chief investment officer Rob Isbitts and financial advisor, Samita Thephasit, from ETFPortfolios.com and Sungarden Investment Management about how the nature of investing has changed, and what advisors need to do to keep up. How advisors need to adjust to today’s investment environment How ETF investing has changed over the last few years What the proprietary analytical tools created by Rob & his team do and how they help advisors make investment decisions Rob & Samita’s advice to advisors who leverage ETFs to achieve their clients’ goals Resources: ETFPortfolios.com | Sungarden Investment Management This commentary is provided for informational and educational purposes only. The information expressed herein reflects our judgment as of the date of writing and are subject to change at any time without notice. They are not intended to investment advice or a recommended course of action in any given situation. The risk associated with utilizing hedging strategies; Hedging instruments such as options and certain ETFs are typically intended to limit or reduce investment risk, but can also be expected to limit or reduce the potential for profit or result in losses. No assurance can be given that any particular hedging strategy will be successful and achieve its desired objective, or will make any profit, or will be able to avoid incurring losses. Certain hedging transactions may involve the use of leverage, which could result in losses exceeding the amount committed in the transaction. Rob Isbitts is an Investment Advisor Representative of Dynamic Wealth Advisor dba Sungarden Investment Management. All advisory services are offered through Dynamic Wealth Advisors. Rob Isbitts is a Senior Contributor at Forbes.com, as well as a contributor with U.S. News and World Report, these are considered outside business activities and are separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors. Source

​​Ben Way is a well-known crypto expert and entrepreneur. His most recent startup, TokenMaker, is a platform on which users can create tokens and non-fungible tokens (NFTs) with zero code experience. In this episode of Power Your Advice, Doug Heikkinen and ben discuss cryptocurrency, NFTs, and why advisors should learn more about both. What an NFT is What are some of the challenges with this type of investment Why Ben sees a positive future for them in the future Why you should be interested in this asset class for your clients Resources: TokenMaker Source

​​Michael J. Egan is the Founder and President of Gyroscope Capital Management Group, a Naples-based investment advisor with a 12+ year track record of providing low volatility, equity income and custom hedging solutions for individuals and financial advisors. In this episode of Power Your Advice, Doug Heikkinen and Mike discuss Gyroscope’s passion for helping advisors learn and use equity options for income generation and concentrated stock hedging. A brief overview/refresher on options investing Why finding income for clients is a growing challenge for advisors How advisors can derive income from equities for their clients How Gyroscope can help advisors with clients who may be holding too much of one stock Resources: Gyroscope Capital Management Source