Power Your Advice

​​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

Adam Holt is the CEO and Founder of Asset-Map, an award-winning software platform that combines design thinking and personal finance to help advisors display their clients’ complete financial picture. In this episode of Power Your Advice, Doug Heikkinen and Adam discuss how Asset-Map came to be, and how they strive to help advisors deliver exactly what their clients want: clarity and simplicity. How Asset-Map allows advisors to better mine their clients’ data to provide more in-depth analysis Why “simple elegance” is at the foundation of everything Asset-Map builds How Asset-Map can help advisors drive engagement and make their clients feel more involved with their decisions Where Adam sees technology & advice converging over the next few years Resources: Asset-Map | Adam Holt on LinkedIn Source

​​David Aferiat is the founder & managing partner of Trade-Ideas, which publishes actionable market intelligence to help customers capture alpha in the capital markets. In this episode of Power Your Advice, Doug Heikkinen and David discuss how Trade-Ideas makes technology normally available to hedge funds available to financial advisors and investors. How Trade-Ideas makes artificial intelligence (AI) accessible to professional traders How AI provides the guardrails to help advisors make decisions Why David thinks advisors may be reluctant to adopt this type of technology Where David sees AI & Trade-Ideas headed in the next five years Resources: Trade-Ideas Source

​​Jaime Golden is president of Acquisitions at Kingswood U.S., and spends most of his time working with financial advisors who are considering or working through full or partial acquisitions of their firms. In this episode of Power Your Advice, Doug Heikkinen and Jaime discuss trends Jaime is seeing for both rep movement and M&A in our industry. Why might an advisor consider changing firms The thought process advisors go through before making a change What questions come up most in the process, and how Kingswood helps answer them How Kingswood helps advisors who have plateaued achieve growth What the biggest advantage is for advisors working with Kingswood Resources: Kingswood U.S. Source

​​Perrin Quarshi is the Founder & CEO of RealBlocks, an online platform that provides access and liquidity for alternative investments. RealBlocks democratizes access to alternatives by lowering the required minimum investment amount, providing international access, and allowing for investor liquidity via secondary trading. In this episode of Power Your Advice, Doug Heikkinen and Perrin discuss why advisors should be considering alternative investments for their clients, and how they can access them through RealBlocks. How RealBlocks is disrupting alternative investing Why the alternative space needs to be democratized How financial advisors can talk about alternatives with their clients Where Perrin sees the alternative space going in the future Resources: RealBlocks  Source

Ernest Jonson is a Partner and an Executive Managing Director with ApexOne Investment Partners, a privately-held real estate investment firm and fund manager that identifies, acquires, enhances and operates multifamily real estate across the country. He focuses on capital markets, investment strategy, financial administration, and investor relations. In this episode of Power Your Advice, Doug Heikkinen and Ernest discuss the multifamily asset space and the opportunities presented by investing in it.  What is the multifamily asset space? How and why has it performed differently from commercial real estate and office space. What is the difference between distressed properties and distressed sellers, and why does it matter? What is the advantage to working with a smaller manager? Why the Fourth Fund launched by ApexOne Investment Partners has been so successful Resources: ApexOne Investment Partners  Source

The ups and downs of 2020 gave many advisors pause and forced them to really think about the core of their businesses: Who are our ideal clients? What services should we be offering to them? What should we be charging for those services? And what is the most profitable way we can deliver those services to our ideal clients?  In this episode of Power Your Advice, Adhesion Wealth President, Barrett Ayers, discusses the ins and outs of outsourcing with Matt Sonnen of PFI Advisors and Rich DeSalvo of f3Logic, LLC.  These experts provide their insights on the trends that are driving financial advisors to outsource and how outsourcing can free up advisors to focus on those services that differentiate them. How COVID-19 accelerated advisor acceptance of outsourcing What types of outsourced solutions are gaining popularity  Tips for determining if/when an outsourced provider is a good fit with your firm How outsourcing can benefit your bottom line Resources:  Adhesion Wealth | PFI Advisors | f3Logic, LLC Source

Michael Scaplen is the senior vice president of sales and relationship management at Axos Clearing, a full-service clearing firm and custodian serving introducing broker-dealer and registered investment advisors. In this episode of Power Your Advice, Doug Heikkinen and Michael talk about the importance of being technologically nimble and delivering seamless, outstanding customer service in today’s environment. They also discuss the pillars of Axos’ business model and how it can empower advisors to better serve their clients. You will also learn: Why the pillars of Axos’ business are unique in the financial services industry. Why Axos is committed to being light and nimble in its approach to technology, and how that benefits advisors. How Axos puts the advisor first in everything they do, and how that, in turn, helps advisors deliver a better experience to their clients. Resources: Axos Clearing Source

Peter Krull is the Founder, CEO and Director of Investments at Earth Equity Advisors. He focuses on creating and managing Earth Equity’s sustainable, responsible and impact investment portfolios as well as writing thought leadership pieces and sharing the responsible investing story. In today’s episode of Power Your Advice, Pete and Doug Heikkinen discuss the state of sustainable, responsible and impact investing in the financial services community today. Is everyone who says they do it really doing it? How can you tell the difference? They also discuss: The screening process for a green stage portfolio How sustainable portfolio returns compare to portfolios that don’t take sustainable or impact investing into account How divesting from fossil fuel holdings can help with risk management inside a portfolio Why Pete believes that you can trace breadcrumbs from an investment to saving the world for our kids Why Pete thinks advisors should be on the green wave for their clients RESOURCES: Earth Equity Advisors Source

Chris Blasi is the President of Neptune Global Holdings, LLC, a precious metals dealer and creator of the PMC Ounce, a precious metals composite which combines the four major metals into one investment product that offers the properties of an ETF, but with one key differentiator – the investor actually owns the metals, and at any time, can convert the PMC Ounces they own to take physical delivery of the metals. In this episode of Power Your Advice, Mike and Doug Heikkinen discuss precious metals – what they are and how they can help diversify client portfolios.  Overview of the precious metals asset class, how it works, and the precious metals within it Overview of the PMC Ounce – how it works, and how advisors can take advantage of it How can advisors talk about the PMC Ounce, and precious metals in general, with their clients How and why Neptune Global has grown and thrived during the COVID-19 pandemic Resources:  Neptune Global Holdings, LLC | PMC Ounce Source