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Doug Heikkinen
Power Your AdviceEpisodes
Doug Heikkinen
Power Your Advice
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Episodes of Power Your Advice
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Jim Gold is the CEO and Co-Founder of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Jim reflects on S
Steve Gresham is the Managing Principal of NextChapter: an industry community and a tech-enabled solutions company focused on creating better retirement outcomes for everyone. In this episode, we’ve invited Steve to share his insights on organ
Hamilton Lane is a firm with a mission to offer superior financial well-being through tailored private market solutions, driven by over 30 years of client focus and innovation. Jackie Rantanen sits as the Head of Investor Solutions within the
Explore the dynamic intersection of financial services and philanthropy with Jeff Vivacqua, the new chairman of the Invest in Others Charitable Foundation, as he shares insights on empowering communities, raising industry visibility, and foster
WisdomTree works to create a better way to invest, offering a product range that offers access to a selection of unique and smart exposures. Christopher Gannatti has been an integral part of the organization since 2010, currently holding the po
David Wood is the Vice President of Fixed and Fixed Indexed Annuity sales at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century. In this episode, David presents the new innovat
Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They transform the investing experience by helping investors discover their true purpose for money and aligning clients’ investment strat
Schwab CharitableTM is an independent 501(c)(3) with a mission to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution to donors and their investment advisors. In this episode, we’re joined by Hayden Adams
Bill Cates is renowned as a leading authority in the realm of acquiring new clients via referrals and personal introductions. As the president of Referral Coach International and the founder of The Cates Academy for Relationship Marketing™, he
WisdomTree works to create a better way to invest, offering a product range that offers access to a selection of unique and smart exposures. Christopher Gannatti has been an integral part of the organization since 2010, currently holding the po
Founded in 2017, Wellington-Altus Financial has quickly grown to more than $30 billion in assets under administration and in offices across North America. Today we have Shaun Hauser, the CEO of Wellington-Altus, to discover the driving forces b
Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group. Tim joins Advisorpedia to discuss the Peak 65 trend, a historic demographic milestone in the US with 4 million Americans turning
Anastasia Amoroso serves as the Managing Director and Chief Investment Strategist at iCapital, a company dedicated to powering the world’s alternative investment marketplace. In this podcast, Anastasia and Doug engage in a conversation regardin
Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They are transforming the investing experience by helping investors discover their true purpose for money and aligning clients’ investmen
Carlos Legaspy is the President and CEO of InSight Securities, a global brokerage and money management firm serving high-net-worth individual’s retirement, corporate, and trust accounts since 1970. In this podcast, Legaspy provides insights in
Christopher Zook is the Founder, Chairman, and Chief Investment Officer of CAZ Investments, a curator of unique investing opportunities with $6B in current assets under management. Christopher brings us an exciting preview of his upcoming book
Brendan McLaughlin is the Senior Vice President & National Sales Manager of True Life Capital, a Denver-based company on a mission to solve the supply/demand imbalance in the housing market for the next generation of home buyers. In this conve
Matt Berger is the Vice President of Client Investment Strategies at Lincoln Financial Group, a firm that has been helping millions of people plan, protect, and retire for over a century. In this podcast, we analyze market dynamics, economic r
Rich Romano is the CEO and Co-Founder of FIDx, a technology-empowered network that seamlessly integrates the brokerage, insurance, and advisory ecosystems to offer best-in-class annuities and insurance solutions from the industry’s leading carr
Sam Kang is the President of Schwab Charitable, an independent 501(c)(3) non-profit organization established to make charitable giving simpler and more tax-efficient for individuals and their financial advisors. In this philanthropy-focused epi
Alan Strauss is the Senior Partner and Director of Investor Relations at Crystal Capital Partners: a premier independent platform connecting financial advisors to the trillion-dollar alternative investment industry. In this episode, Doug talks
Chris Price is the Assistant Vice President of Advanced Sales at Lincoln Financial Group, a firm that has been helping millions of people plan, protect, and retire for over a century. In this episode, Chris introduces and breaks down an overloo
Mike Harris, Senior Advisor Consultant with the Alliance for Lifetime Income, hosts an episode in conversation with Todd Zeidenberg, a Senior Financial Advisor affiliated with Allied Wealth Partners and Sutera Wealth Management. With over 30 ye
Fred Kaynor is the Managing Director of Relationship Management, Marketing & Partnerships at Schwab Charitable. Schwab Charitable is an independent 501(c)(3) with a mission to increase charitable giving in the U.S. by providing a tax-smart and
Join us as Panacea Founder and CEO, Dahlia Attia-King, explores the transformative potential of clinical genetic testing, and how Panacea is breaking down barriers and revolutionizing healthcare accessibility to empower individuals in taking co
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