Podcast
Advisor Success Series
Hosted by Freedom Investment Management, Inc. · EN
Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.
100episodes
Episodes
Newest firstAll episodes
Plan4Life: Educating Financial Advisors for the Future
Aug 20, 201800:38:13Tap to summarizeIn this episode, Matt Shute is joined by Annalee Kruger and Bob Mauterstock. Annalee and Bob run Plan 4 Life (https://plan4lifenow.com/ ), a firm that focuses on educating financial advisors for the future. Specifically, they educate advisors on aging clients and have created an extensive curriculum for financial advisors entitled: The Elder Planning Specialist program.
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Assessing the ETF Landscape
Jul 30, 201800:30:33Tap to summarizeIn this podcast Ben Lavine is joined by Tom Psarofagis, Bloomberg Intelligence analyst covering the Exchange Traded Fund (ETF) Industry. Tom shares with us the latest developments within the ETF industry and key trends that investors should focus on in the coming year.
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Macro Landscape for Emerging Market Investing
Jul 2, 201800:41:06Tap to summarizeIn this episode, Ben is joined by Darshan Bhatt, deputive chief investment officer at Glovista Investments based in Jersey City. Darshan will share with us his perspectives on the state of emerging markets and where he sees opportunities and challenges in the face of U.S. Federal Reserve tightening, higher commodity prices, and local unrest.
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Building Your Practice with Retirement Income
Jun 12, 201800:41:25Tap to summarizeIn this episode, Matt Shute is joined by Phil Lubinski. Phil is known as a pioneer in retirement income planning and more specifically the time-segmentation approach. Phil has appeared on PBS Nightly Business Report and has provided the intellectual capital for the creation of commonly used retirement income tools and he most recently cofounded IncomeConductor. He is considered a leading authority on retirement income strategies and has trained thousands of advisors throughout his career.
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Traditional Active Management Still Alive and Well: Perspectives from a Fundamental Portfolio Manager
May 30, 201800:34:25Tap to summarizeIn this episode, Ben Lavine is joined by Arun Daniel, portfolio manager at JO Hambro Capital Management. Arun will share with us his perspectives on the state of the active management industry as well as his views on what constitutes running a successful franchise in an industry under siege from a passive indexing.
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Making the Transition from Sell-Side Strategist to Buy-Side Model Builder
May 7, 201800:36:37Tap to summarizeIn this episode, Ben Lavine is joined by John Davi, Founder and Chief Investment Officer at Astoria Advisors. They discuss John's transition from sell-side ETF strategist with stints at Morgan Stanley and Merrill Lynch to buy-side ETF model builder. In addition, they also discuss John's views on the state of the current markets and why he believes we've entered into a new period for risk asset pricing.
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Sales and Services Philosophy From an Industry Veteran
Apr 30, 201800:27:42Tap to summarizeOn this episode of our Advisor Success Series Podcast, we are joined by Paul Berard. Paul is the head of distribution for the TAMP and ETF Strategist divisions of FlexShares, a division of Northern Trust Asset Management. Over the last 30 years he has worked with a diverse group of industry firms, teams, and advisors. In this podcast Paul shares his extensive knowledge of sales and best practices for financial professionals.
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Impact of High Equity Valuations on Safe Retirement Withdrawal Rates Discussion
Mar 21, 201800:27:48Tap to summarizeIn this episode, Ben Lavine and our guest Justin Sibears will discuss an article published by Justin in August 2017 titled "Impact of High Equity Valuations on Safe Retirement Withdrawal Rates." They will focus on how a common retirement income strategy adopted by many financial advisors, the so-called 4% systematic withdrawal approach, is at risk of not meeting retirement income goals assuming a more muted outlook for U.S. stock and bond returns.
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Insights Into Energy Infrastructure Investing (Recorded 02/14/2018)
Mar 6, 201800:29:48Tap to summarizeIn this podcast, Ben Lavine is joined by Jay Jacobs, Director of Research at Global X Funds. They discuss the investment landscape for energy infrastructure, or the private enterprises focused on the transportation and storage of oil and natural gas. In addition, they discuss the major issues surrounding the general and master limited partnership structures, which represent the primary investment entities for how capital is funneled to the energy infrastructure space.
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Confessions of a Former LPL Rep: Building an Independent Practice (Recorded 01/17/2018)
Mar 6, 201800:40:10Tap to summarizeWe are pleased to host Nick Hopwood, CFP, President and CEO of Peak Wealth Management, LLC, to discuss his path towards independence following his departure from LPL Financial and turning Peak Wealth Management into a successful hybrid RIA practice. Nick shares with us his insights into the successes and challenges he faced in making this transition, how he uses technology to run his practice more efficiently, why he outsources most of his investment management services, and why a more holistic approach to financial planning enhances the overall client experience.
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