

Orion's The Weighing Machine
Orion Portfolio Solutions
Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Ben Vaske, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines.
Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”).
Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com.
0503-OPS-3/4/2024
Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”).
Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com.
0503-OPS-3/4/2024
Episodes
Mentioned books

Aug 9, 2022 • 37min
Thomas Forsha of River Road Asset Management - A Value-Based Strategy to Generating Attractive Returns
Investing is so much more than just numbers and trends. It's about psychology and temperament. While risk management and market volatility both play an important role in investor success, the investor's overall attitude towards investing is just as important. Though financial advisors are highly regarded for their investment recommendations, what are the best ways for investors to remain invested during uncertain economic times?In this episode, Rusty and Robyn are joined by Thomas Forsha, Co-Chief Investment Officer and Portfolio Manager for River Road Asset Management's Dividend All-Cap Value and Focused Absolute Value® Portfolios. Prior to joining River Road in 2005, Thomas served as Equity Analyst and Portfolio Manager for ABN AMRO Asset Management USA. At River Road, Thomas and his investment team aim to provide attractive total returns and capture the strong downside they typically expect with dividends.Thomas talks with Rusty and Robyn about value investing, market risks, and River Road Asset Management's strategies for creating portfolios that generate attractive total returns. Key Takeaways
[04:56] - What drew Thomas to the investment industry.
[05:59] - Thomas’ role at River Road Asset Management.
[06:47] - River Road Asset Management's value investment philosophy.
[11:25] - What River Road Asset Management sees as the market's future.
[13:58] - Today's biggest market risk.
[16:48] - Thom's outlook on value investing.
[20:27] - How River Road Asset Management creates portfolios in today's market.
[22:41] - Thom's perspective on the financial and technology sectors.
[25:45] - Thom's personal investment strategy.
[26:36] - How Thomas maintains his physical and mental well-being to perform at his best.
[29:37] - River Road Asset Management's Reading Recommendations.
Quotes[07:08] - "Value is in the eye of the beholder. Two value managers can look at the same stock and have two very different opinions on how attractive it is." - Thomas Forsha [08:51] - "If you go too much in the deep value, you're going to sacrifice some of that downside protection as those types of companies typically don't do particularly well when credit markets tighten up and markets get quite volatile." - Thomas Forsha[11:33] - "We have a simple, consistent framework that we've been using to look at the market forward-looking over the years. And it's based upon five key factors: valuation, monetary policy/credit markets, fiscal policy, regulation sentiment, and then what we call a wild card." - Thomas ForshaLinks
Thomas Forsha on LinkedIn
River Road Asset Management
Daniel Crosby
Orion Advisor Solutions
I'm Still Standing by John Elton
The Ohio State University
University of Iowa Hospitals & Clinics
The University of Chicago
Andrew MacIntosh
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Robyn Murray
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1208-OPS-7/11/2022

Aug 2, 2022 • 60min
Daniel Villalon of AQR Capital Management - Investing in the Face of Market Risks
Due to the many risks facing today's market, many investors wonder whether now is the time to invest or just sit on the sidelines. While diversification can minimize exposure to any single economic, political, or market event, it's important to know the market's top risks to enable investors to manage expectations and protect their portfolios. But what are today's top market risks, and how can investors move forward?In this episode, Rusty and Robyn talk with Daniel Villalon, Principal and Global Co-Head of the Portfolio Solutions Group at AQR Capital Management. In his role, Daniel oversees the team responsible for advising clients on portfolio challenges and creating investor-oriented thought leadership. Additionally, Daniel founded, co-wrote, and hosted AQR’s podcast, The Curious Investor.Daniel talks with Rusty and Robyn about the market's top risks, what investors should expect moving forward, and how they can stay invested and reach their financial goals.Key Takeaways
[05:25] - How Daniel went from the vineyard to the financial industry.
[08:28] - The key role Daniel plays at AQR Capital Management.
[11:04] - AQR's market outlook for the remainder of the year.
[12:37] - The inflation perspective of AQR.
[14:10] - Daniel's thoughts on recession risk.
[17:01] - How Daniel rates the risk of fighting the Fed.
[18:54] - How AQR measures the impact of investor expectations.
[21:29] - Another potential risk Daniel is keeping an eye on.
[23:38] - What investors could expect in terms of market returns in the years ahead.
[26:58] - The return expectations for growth stocks versus value stocks.
[32:16] - Why firms should have CMAs.
[36:42] - What investors should do with their portfolios, given all the risks and challenges in the current market.
[41:48] - AQR's perspective on commodities and real estate.
[46:06] - How Daniel views long-short strategies.
[47:50] - AQR's thoughts on managed futures and merger arbitrage.
[52:48] - Daniel's personal investment strategy.
[54:50] - How Daniel maintains his physical and mental well-being to perform at his best.
Quotes[11:23] - "Coming up with an expected return for the future is easy to do, but very hard to do well." - Daniel Villalon[12:00] - "Diversification is the most reliable or least imperfect solution when positioning yourself for a world where you don't know with certainty what the next few months will bring." - Daniel Villalon[13:53] - "Inflation is a risk that neither of the two biggest traditional asset classes is particularly well suited to address." - Daniel Villalon[20:55] - "One of the challenges in terms of investor expectations is a lot of folks, implicitly or not, set their expectations based on what they've seen recently. That’s created a massive disconnect regarding what people expect from markets and what they're likely to get over the next five to 10 years." - Daniel VillalonLinks
Daniel Villalon on LinkedIn
AQR Capital Management
Help! by The Beatles
The Laws of Wealth: Psychology and the Secret to Investing
JP Morgan
The Mitchell Madison Group
Pine Ridge Vineyards
The Curious Investor Podcast
Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least
Buttonwood’s notebook | The Economist
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1211-OPS-7/12/2022

Jul 26, 2022 • 29min
Matt Werner of Chilton Capital Management - Investing in REITs
Real estate investment trusts (REITs) are one of the most popular investments for income-seeking investors. They can be a valuable addition to any portfolio as they offer high dividend yields and the potential for capital appreciation.In this episode, Rusty and Robyn talk with Matt Werner, Managing Director and Portfolio Manager at Chilton Capital Management. In his role, Matt leads the Chilton REIT Team, performs analysis, conducts property tours, and meets with REIT management teams to assemble a portfolio that seeks to outperform the benchmark. His team is also responsible for managing accounts for institutions, high net-worth individuals, and a public 40 Act Fund. Matt talks with Rusty and Robyn about Real Estate Investment Trusts (REITs), how they work, why investors and advisors should consider investing in them, and the general rule of thumb for investing in REITs.Key Takeaways
[03:41] - What attracted Matt to real estate investment trusts.
[06:30] - How Chilton Capital Management's REITs strategy differs from others.
[08:07] - REITs: What they are and how they work.
[10:24] - Why investors and advisors should consider investing in REITs.
[12:51] - A general rule of thumb for investing in REITs.
[14:33] - Matt's forecast for the macroeconomy in the coming months.
[17:13] - Matt's outlook for commercial properties.
[20:16] - What Matt thinks about multi-family, rentals, and mobile home parks.
[22:13] - Matt's personal investment strategy.
Quotes[05:11] - "In 2008, REITs were the first ones to be able to break through the capital barrier. And they were able to raise debt and equity, albeit at a very dilutive price, and it shows me that this is a cool way to apply some knowledge I learned in real estate." - Matt Werner[09:54] - "I think the public REITs will continue to show their superiority for individuals as we go along and grow their share of the pie, which has been growing rather slowly but still making headway." - Matt Werner[11:23] - "Residential real estate has done well in times of inflation. And thinking logically, you could apply that to something like multi-family or single-family rentals that inflation should help on that top-line growth for rent." - Matt WernerLinks
Matt Werner on LinkedIn
Chilton Capital Management
The Chilton Capital Management REIT Strategy
Tweezer
Strategas
Boston College
Salient Partners
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1177-OPS-7/6/2022

Jul 19, 2022 • 37min
Chip Roame of Tiburon Strategic Advisors - The State Of Wealth And Investment Management
Changes in technology, demographics, and the economy are having an impact on how people invest their money. New opportunities are emerging for those willing to take risks. In this episode, Rusty talks with Chip Roame, Founder & Managing Partner of Tiburon Strategic Advisors and the Tiburon CEO Summits. He is responsible for all of Tiburon's advisory, research, service, and marketing activities, keeping him on the leading edge of strategic initiatives in the industry's fastest-growing businesses. Chip shares with Rusty the five key things everyone in financial services should consider regarding the industry, gives advice to aspiring financial advisors, and provides insight into future-proofing financial service practices. Key Takeaways
[03:49] - Chip Roame's professional background.
[05:39] - Tiburon Strategic Advisor's role in wealth and investment management.
[07:18] - The fun of Tiburon Strategic Advisors.
[10:38] - The current and future states of wealth and investment management.
[14:00] - Chip’s investment equation solution.
[16:38] - Chip's thoughts on direct indexing and ETFs.
[17:55] - Chip's perspective on the new tax alpha.
[19:46] - A piece of advice Chip has for aspiring financial advisors.
[21:12] - Two channels that are gaining traction with financial consumers.
[23:00] - The impact of COVID on financial services.
[25:05] - Chip's outlook on mergers and acquisitions.
[27:07] - How registered investment and financial advisors can future-proof their practices.
[29:57] - How Chip's investment strategy looks.
[31:01] - The qualities of a good financial advisor.
[31:55] - How Chip manages his time effectively.
Quotes[11:34] - "The Gen X generation is your big opportunity in the next decade. Gen X will save and invest more money than millennials and baby boomers added together in the next 10 years." - Chip Roame[13:38] - "Women trade less and buy more cost-competitive products. So, two reasons they do better are they buy cheaper stuff and don't turn it over and create taxes. So, if you compare women and men, that's why they beat men." - Chip Roame[20:59] - "If I were a young person wanting to join the wealth industry, I would certainly look to join an RIA registered investment advisor who's charging fees, acting as a fiduciary, and doing a lot of planning." - Chip Roame[35:17] - "The wealth management industry is a great profession. On both ends of the spectrum, I think you can build a huge business in wealth management right now, whether through organic growth or inorganic acquisitions." - Chip Roame Links
Chip Roame on LinkedIn
Tiburon Strategic Advisors
Live Like You Were Dying by Tim McGraw
Love Your Love The Most by Eric Church
University of Michigan
McKinsey
Charles Schwab
Skip Schweiss
Sierra Investment Management
Tiburon CEO Summits
Tiburon Impact Adventures
Morningstar
Fidelity Investments
Vanguard
Mariner Wealth Advisors
Mercer
Allworth Financial
Edelman Financial Engines
Envestnet
Investcloud
Vestmark
Addepar
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1171-OPS-7/6/2022

Jul 12, 2022 • 52min
Cody Wheaton and Brian Demain of Janus Henderson Investors - Mid-Cap Growth Stock Investing
Mid-cap growth stocks are the sweet spot for many investors. They offer the potential for significant capital appreciation while providing downside protection. Despite being overlooked and under-allocated, why are mid-cap growth stocks a good investment option, and why are they an excellent addition to portfolios?In this episode, Rusty talks with Cody Wheaton and Brian Demain, Co-Portfolio Managers at Janus Henderson Investors. With more than 20 years of experience in fundamental investment due diligence and securities analysis in the small and mid-cap space, Cody and Brian know mid-cap strategies. In addition to the portfolio responsibilities, Cody also serves as an equity research analyst focusing on small and mid-cap stocks within the financials and consumer sectors.Cody and Brian talk with Rusty about mid-cap growth stock investing, the impact of inflation, and potential paradigm shifts in the markets.Key Takeaways
[03:53] - A quick look at Brian and Cody's backgrounds.
[05:18] - What are growth and mid-cap stocks?
[06:39] - The investment philosophy and strategies of Janus Henderson Investors.
[09:03] - How Janus Henderson Investors' strategies differ from other firms.
[11:55] - How Janus has changed over the years.
[14:21] - An example of how Janus puts their strategies into action.
[18:14] - How Janus’ growth stock strategy performed relative to the overall market.
[21:38] - A rule of thumb for how much exposure one should have in mid-cap growth.
[26:31] - What the article, “Investing Through A Paradigm Shift In Mid-Cap Growth”, is about.
[35:21]- Cody's takeaways on the financial and consumer sectors for small and mid-cap stocks.
[38:13] - Cody and Brian's personal investment strategy.
[41:38] - How Cody and Brian maintain their physical and mental well-being to perform at their best.
[45:59] - A list of Cody and Brian’s favorite books and podcasts.
Quotes[08:48] - "Trading is a hard thing to get right. But if you find the right stocks and let them compound value, that will deliver value for clients. And our goal is to outperform the peer group and the benchmark and do so with less absolute volatility than both over time." - Brian Demain[12:39] - "Being part of a larger organization means more scale. It means more diversity of assets, more stability to the organization, and better resources to ultimately try to do what we do. And as very long-term oriented investors, it's essential to be part of an organization that's stable and financially healthy." - Cody Wheaton[24:25] - "As investors in the mid-cap category, we're always looking to buy companies in that mid-cap range. We have the flexibility to hold them as they grow and become large-cap companies, as long as we continue to believe in the business and the investment thesis." - Cody Wheaton[38:40] - "One of the most important things for investors, before they contemplate getting involved in the markets, is having an honest assessment with themselves and with their financial advisors about their goals and risk tolerance." - Cody Wheaton Links
Brian Demain on LinkedIn
Cody Wheaton on LinkedIn
Janus Henderson Investors
More Than A Feeling by Boston
Kashmir by Led Zeppelin
Catherine Wood
ARK Funds
Liberty Media Corporation
Morningstar
David Dreman
Enterprise Fund - Janus Henderson Investors
Engines That Move Markets: Technology Investing from Railroads to the Internet and Beyond
The Origin of Wealth: The Radical Remaking of Economics and What it Means for Business and Society
Invest Like the Best with Patrick O'Shaughnessy
Connections: Investment Matters
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1172-OPS-7/6/2022

Jul 5, 2022 • 31min
Joshua Emanuel of Wilshire - A Simple Guide To Liquid Alternatives
Investors are increasingly looking for ways to diversify their portfolios and generate alpha. One way to do this is by investing in liquid alternatives. But what exactly are liquid alternatives? How can investors use them to protect themselves from market volatility?In this episode, Rusty and Robyn talk with Joshua Emanuel, Chief Investment Officer at Wilshire. Prior to Wilshire, Joshua also served as CIO for The Elements Financial Group, where he developed and managed various multi-asset investment strategies, portfolio manager of two actively managed exchange-traded funds, and co-developed RiskPro®. In his current role, Joshua is responsible for the Wilshire business unit's investment platform and directly supervises the portfolio management, manager research, and investment research teams.Joshua talks with Rusty and Robyn about what liquid alternatives are, the pros and cons of investing in these assets, and how investors buy and use them.Key Takeaways
[03:50] - An overview of Joshua's career and his role at Wilshire.
[05:02] - What Wilshire's Monday Market Flash is all about.
[05:59] - Joshua's market outlook for the rest of the year.
[08:06] - What liquid alternatives are and how they work.
[10:36] - The pros and cons of liquid alternatives.
[12:09] - How investors buy and use liquid alternatives.
[15:46] - How liquid alternatives fit into the current market environment.
[17:20] - What makes a good investment manager.
[20:50] - Joshua’s best practices for investment committees.
[22:55] - How Joshua manages money on a personal and professional level.
[24:27] - How Joshua maintains his physical and mental well-being to perform at his best.
[26:09] - Joshua’s book recommendations for advisors.
Quotes[10:16] - "Liquid alternatives are solutions that can be beneficial from a portfolio construction perspective. It allows investors to diversify their risk away from the traditional sources of return, which, as we have seen year to date, whether you're in bonds or equities, there's been nowhere for you to hide." - Joshua Emanuel[11:04] - "The biggest challenge for many financial advisors and even for investors is managing emotion." - Joshua Emanuel [16:47] - "Multi-strategy is a category commonly used by investors as a core anchor to substitute both equity and fixed income risk into one underlying fund." - Joshua EmanuelLinks
Joshua Emanuel on LinkedIn
Wilshire
Gimme Shelter by The Rolling Stone
Morningstar
The Drunkard's Walk: How Randomness Rules Our Lives by Leonard Mlodinow
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1072-OPS-6/17/2022

Jun 28, 2022 • 37min
Scott Ladner of Horizon Investments - Goals-Based Financial Strategies
As the financial landscape changes, so do the goals of investors. Rather than simply trying to achieve the highest return, investors are increasingly focused on achieving specific financial goals. As investors are shifting the way they view their portfolios, how can they construct a portfolio tailored to their unique circumstances and goals?In this episode, Rusty and Robyn talk with Scott Ladner, CEO and Chair of the Investment Committee at Horizon Investments. In these capacities, he oversees all aspects of the firm's Investment Management division. He also provides macro analysis and interpretation of global derivatives, credit, foreign exchange, equity, and funding markets.Scott talks with Rusty and Robyn about what goals-based investing is and how it differs from traditional investing, how to mitigate the risks associated with investing, and what his outlook is for the ETF industry. Key Takeaways
[03:09] - Scott Ladner's career and his role at Horizon Investments.
[06:44] - How goals-based investing differs from traditional investing.
[09:17] - The desired outcomes and planning horizons of goals-based investing.
[11:04] - The primary risks of investing and how to mitigate them.
[13:52] - What their blog, 5 Years, is all about.
[15:48] - Inflation and the battle against it.
[18:53] - The impact of inflation on interest rates.
[21:28] - What the expression 'don't fight the feds' means to Scott.
[23:05] - Scott's take on valuations and possible recessions.
[29:30] - Scott’s outlook on the ETF industry.
[31:40] - How Scott manages his wealth personally.
[32:29] - How Scott maintains his physical and mental health to perform at his best.
Quotes[11:32] - "When we're talking about our gain strategies where the primary thing we're trying to do is make money, the primary risk for us is volatility." - Scott Ladner[16:54] - "For the rest of this year, we're going to be fighting a battle between falling goods prices and rising food, energy, and services prices." - Scott Ladner[22:14] - "Don't fight the fed in 2022 means that the only thing the fed can do to fight this inflation problem they see now is demand destruction." - Scott Ladner[30:06] - "It's great to have the ability to use these ETFs, but the knowledge about how to use them and generate expectations are complex." - Scott LadnerLinks
Scott Ladner on LinkedIn
Horizon Investments
Sanitarium by Metallica
PEAK6
Robbie Cannon
Brent Donnelly
Quill Intelligence
Danielle DiMartino Booth
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1041-OPS-6/14/2022

Jun 21, 2022 • 41min
Herb Morgan of Efficient Market Advisors - ETF Investing, ESG Strategies, and Total Return
As investors continue to search for opportunities that align with their personal beliefs and goals, ESG considerations are playing an increasingly important role in the evaluation of potential investments. As such, ETFs that focus on ESG strategies are growing in popularity. In this episode, Rusty talks with Herb Morgan, Sr. Managing Director and Chief Investment Officer at Efficient Market Advisors (EMA). Prior to founding EMA in 2004, Herb was Senior VP of Advisory at Linsco/Private Ledger Financial Services, Inc. now known as LPL Financial. Today, Herb is one of the financial industry’s recognized experts in the area of ETFs and the creator of the Efficient Market Advisors Managed ETF Account, a low-cost, tax-efficient investment account that utilizes ETFs.As an ETF strategist, Herb talks with Rusty about the current market conditions and his outlook for the ETF industry, how investors should build portfolios for income, and how EMA builds ESG portfolios.Key Takeaways
[02:31] - A brief overview of Herb Morgan's professional history.
[04:16] - What Herb’s current outlook is for the ETF industry.
[06:53] - How investors should build portfolios for income.
[09:16] - EMA's approach to building ESG portfolios.
[15:09] - Herb’s thoughts on inflation and how he manages it.
[18:36] - Herb's forecast on where the market is headed given the inflation.
[22:04] - How Herb adapted portfolios based on inflation and interest rate forecasts.
[25:12] - Herb’s thoughts on the possibility of a recession and corporate earnings.
[28:18] - What Herb has to say about stock market valuations.
[30:10] - The geopolitical situation in Europe and its impact on portfolios.
[32:16] - The implications of global debts for markets and the economy.
[34:54] - What Herb's personal portfolio looks like.
[36:39] - How Herb keeps himself physically and mentally healthy to perform at his best.
[38:03] - Herb’s advice for investors in terms of growth.
Quotes[24:19] - "How can you tell everybody to stay home and close an economy? But to make it up for you, we're going to give you money and therefore you have more money chasing no goods and services because we shut down everything. So, it just created inflation." - Herb Morgan[33:23] - "We're the only country in the world that really has the luxury and can therefore run this perpetual deficit. And the deficit is financed by the trade deficit. It's one of the reasons we live so much better than anybody else." - Herb Morgan[38:24] - "Growing is sort of everybody's objective. But the work that it takes to grow does not always appeal to everyone." - Herb MorganLinks
Herb Morgan on LinkedIn
Efficient Market Advisors
Morningstar
Slaying Bulls and Bears Podcast
Orion Advisor Solutions
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1018-OPS-6/13/2022

Jun 14, 2022 • 49min
Kostya Etus of Dynamic Advisor Solutions - Why Advisors Should Outsource Investment Management
Financial advisors are responsible for the well-being of their clients, and with that comes a fiduciary duty to act in their clients' best interests at all times. In order to do so, they need to juggle working with clients, maintaining compliance, keeping up with market trends, performing due diligence on potential investments, and more. Advisors who attempt to manage everything on their own quickly find themselves stretched thin and overwhelmed. In this episode, Rusty talks with Kostya Etus, Head of Strategy, Portfolio Services Team at Dynamic Advisor Solutions. Prior to Dynamic, Kostya served the Orion organization (CLS Investments and Orion Portfolio Solutions) for more than 10 years where he held a variety of roles, including Trading Specialist, Research Analyst, Portfolio Manager, and Director of Research. Kostya talks with Rusty about why advisors should outsource money management, how advisors can help investors, and how technology plays a key role in helping investors. Also, given Kostya's expertise about movies, we review the hot movies this coming summer!Key Takeaways
[05:44] - An overview of Kostya's background and his work at Dynamic Advisor Solutions.
[10:29] - Why advisors should outsource money management.
[15:47] - How technology plays a key role in helping investors.
[18:34] - What Kostya looks for in an investment manager.
[21:44] - What makes a good financial advisor.
[23:23] - Kostya’s advice to investors during difficult market conditions.
[26:45] - How to stay on top of the latest market trends.
[30:04] - Movie recommendations to watch this year.
[38:19] - The secret behind Kostya's fantasy football strategy.
[40:44] - How Kostya maintains physical and mental health to perform at his best.
[43:30] - Favorite resources and book recommendations.
Quotes[03:19] - "I'm a strong believer that in any situation, no matter how different a set of people's views is or opinions, there's always a way to walk out of a situation where both parties are happy." - Kostya Etus[13:14] - "If you're outsourcing, you don't have to spend time on some of the investment management responsibilities. You spend more time focusing on your client relationships. You can focus on what matters most, whether it's enhancing your business or just spending time on yourself." - Kostya Etus[16:27] - "Technology is what helps advisors streamline their day-to-day tasks. That's what really helps them make their lives easier." -Kostya Etus Links
Konstantin (Kostya) Etus on LinkedIn
Dynamic Advisor Solutions
Dynamic Advisor Solutions | Blog
CLS Investments
Why Can’t We Be Friends
Joe Smith
Joshua Jenkins
Grant Engelbart
Case Eichenberger
Advisor’s Alpha
ARKK | The ARK Innovation ETF by Cathie Wood
Orion Advisor Solutions
CAIS
Morbius
The Northman
The Lighthouse
The Batman
Everything Everywhere All At Once
The Unbearable Weight of Massive Talent
Top Gun: Maverick
Bullet Train
Nope
Elvis
Avatar 2 : The Way of Water
A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan
Ben Hunt - Epsilon Theory
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0992-OPS-6/7/2022

Jun 7, 2022 • 37min
David Ledgerwood of Turncast - Podcasting As a Revenue Generator for Financial Services
It is no secret that content is king when it comes to marketing. Advisors looking for ways to reach and engage clients should consider starting a podcast. Podcasting is an intimate medium, providing advisors with the opportunity to connect with existing clients and build relationships with prospective clients. Podcasting is also a great way for advisors to position themselves as thought leaders in the industry.In this episode, Rusty and Robyn talk with David Ledgerwood, B2B Podcast Strategist and Revenue Lead at Turncast, a podcast production company for fintech and financial services. Prior to joining Turncast, David has more than a decade of experience leading companies to 7- and 8-figure revenue growth.David talks with Rusty and Robyn about how podcasting can be a valuable asset in business, why financial advisors should consider launching their own podcast, and how to create a great podcast that listeners will subscribe to and keep listening to.Key Takeaways
[03:39] - What David has been up to over the past 20 years.
[07:00] - What Turncast offers the fintech and financial services industries.
[09:48] - Why the podcast industry is exploding and booming in popularity.
[12:05] - David's outlook on the future of podcasting.
[14:37] - Why financial advisors should consider having their own podcast.
[18:20] - What equipment is needed to start a podcast.
[20:16] - David's recommendations for using video on Zoom calls.
[22:28] - What makes a good podcast.
[26:31] - The ideal length for a podcast.
[28:04] - How podcast creators can reach the right audience and market.
[32:32] - How David stays physically and mentally fit to perform at his best.
Quotes[12:58] - "Podcasting offers an interesting dynamic because it's audio. And we know audio consumption goes up while people are driving, doing chores, doing other things — thus making it very different than video consumption." - David Ledgerwood[24:32] - "What you're really trying to do as a host or creator of a show is develop the habit that a listener will keep coming back because they like the experience of being a listener and they'll subscribe to your thing and they'll keep coming back on a regular basis." - David Ledgerwood[28:31] - "I'm a big fan of content reuse. I love podcasting because it's not just about the podcast. It's forcing you to have conversations." - David LedgerwoodLinks
David (Ledge) Ledgerwood on LinkedIn
Wild Side by Mötley Crüe
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0913-OPS-5/24/2022


