Our guest today is Reese Harper, CEO at Elements a financial planning system designed to help advisors efficiently deliver ongoing value to their clients. Reese is also the founder of Dentist Advisors, an RIA that manages money for dentists. Ou

Season Two Premiere: Henry Jim

Jul 15th, 2021 25m 49s

Season 2 of Speaking Logicly is here! Join our CEO Emil Tarazi and Henry Jim, of Hearsay, an ETF industry veteran as We discuss a wide variety of topics in the ETF industry, including the differences in ETF adoption across regions and the chall

Speaking Logicly with Kraneshares

Apr 15th, 2021 40m 47s

Join Jonathan Shelon and Anthony Sassine of KraneShares, and our CEO Emil Tarazi as they discuss the KraneShares mission of capturing China exposure in your portfolio.

Speaking Logicly with Jonathan Murdock

Mar 23rd, 2021 44m 19s

Join ETFLogic CEO Emil Tarazi, and Andrew Holubec, Sales & Client Success Associate at ETFLogic as they break down what it means to Invest Logicly in an ever-changing world, and how investors can benefit from diving deep into analytics.

Announcing TMX Logicly...

Mar 8th, 2021 30m 33s

ETFLogic and the Toronto Stock Exchange (TMX Group) are excited to announce the collaboration on our new TMXLogicly Platform for Canadian ETF issuers and wealth managers.

How technology will shape the future of advice feat Harry Hellen

Feb 12th, 2021 30m 7s

We sit down with Harry Hellen, owner of HH financial planning, to discuss how he thinks technology will help shape how financial advisors interact with their clients in the future. He also discusses his process for using the Logicly platform to

Staying local feat Tom Costigan

Feb 9th, 2021 26m 20s

We sit down with one of our very first Logicly users Tom Costigan of ArborFi to talk a little about his business and why he takes a more focused and local approach to expanding his business. We also talk a little bit more about how he uses Logi

From lawyer to advisor feat Mike Garry

Feb 5th, 2021 28m 3s

In this episode, we speak to one of our power user Michael Garry of Yardley wealth management. We learn a little bit about how he came to be an advisor and how he uses the Logicly platform when building and maintaining client portfolios.

2020 ETF Recap feat Dave Dierking

Dec 28th, 2020 34m 9s

In the final episode of season 1, I sit down with Dave Dierking, Writer of the ETF Focus on thestreet.com to recap some of the major headlines of 2020 and discuss some major ETF themes to watch out for in 2021.

How has advisor marketing changed in 2020? feat Johnny Sandquist

Dec 22nd, 2020 28m 30s

In this episode, I sit down with Johnny Sandquist, Founder and Owner of Three Crowns Copywriting and Marketing, to discuss how the pandemic has changed the way advisors and the rest of the wealth management industry think about marketing.

Thinking Logicly about ESG feat Liz Simmie

Dec 16th, 2020 33m 58s

In this episode, we are joined by Liz Simmie of Honeytree Investment Management to discuss ESG, why purpose-driven companies outperform in the long run and why its always important to do due diligence when selecting funds with an ESG label.

Advising small businesses in the pandemic feat Jacob Millican

Dec 1st, 2020 20m 58s

In this episode, we sit down with financial advisor Jacob Millican of 9M Investments. We discuss how he's been working with his small business clients this year through the pandemic, how he uses Logicly analytics for maintaining portfolios and

Being a Credit Union Advisor Feat. Michael Gennawey

Nov 19th, 2020 33m 51s

In this episode, we speak with Michael Gennawey of SoCal wealth management. We talk about the unique challenges advisors face when part of a credit union, how he thinks about portfolio construction, and also some of the parallels between invest

Improving how advisors choose ETFs

Nov 9th, 2020 36m 9s

In this episode, I sit with Emil Tarazi to discuss how financial advisors can better navigate the ETF ecosystem and screen for ETFs to pick for their client portfolios.

Understanding how ETFs work feat Chris Hempstead

Oct 26th, 2020 49m 30s

We sit down with Chris Hempstead, Director of institutional business development at IndexIQ, to discuss ETF distribution and some of the challenges that ETF issuers face when it comes to getting the word out on their product.

What Fiduciary Really Means feat Michael Policar

Oct 22nd, 2020 33m 27s

Michael Policar, Fiduciary Wealth Manager at Hightower Bellevue, joins us to talk about his experience moving from a big wirehouse firm to a more independant advisory business, why he chooses ETFs for client portfolios, and what the word "fiduc

Asking the right questions feat Zach Ashburn

Oct 15th, 2020 33m 44s

Zach Ashburn, founder of Reach Strategic Wealth, has built his business around getting clients to ask better questions. Zach joins to discuss how to weave portfolio management in with financial planning, the importance of apprenticeship when st

Asking better questions with Zach Ashburn

Oct 15th, 2020 34m 36s

Ebook launch: tips to create an ETF portfolio

Oct 1st, 2020 24m 52s

Scott and Emil reveal the new ebook for advisors the team has been working on, which will provide advisors with actionable tips to streamline the investment management process and improve outcomes and communications with clients. Financial advi

The Subscription Advisor feat Justin Castelli

Sep 25th, 2020 46m 36s

Justin Castelli, founder of RLS Wealth Management, joins us to talk about what a subscription model looks like for financial advisors, how the role of an advisor will evolve over the next few decades, and why content is king when it comes to ge

Helping more advisors to invest Logicly

Sep 18th, 2020 16m 56s

Lindsey Tewell, our head of sales, joins as a guest host to welcome our newest team member, Dave Connor, VP of Advisor Growth, and discuss his experiences and tech pain points as a former financial advisor. We also discuss the latest additions

New features, new team member

Sep 15th, 2020 19m 48s

The ETFLogic sales team joins us to discuss the latest addition to our team and Logicly platform.

Advisors on the Move feat Ryan Shanks

Sep 10th, 2020 32m 47s

We sit down with Ryan Shanks, CEO and Co-Founder of FAMatch, to talk about advisor trends, the importance of building a personal brand, and how the industry can adapt to better recruit young advisors.

NERDing out with Tim Maloney

Sep 2nd, 2020 38m 21s

Tim Maloney joins us to discuss what it takes to make a viral ETF, the importance of social media for the future of investing, and how Roundhill navigates some of the distribution challenges of being a smaller ETF advisor.

How to talk models with clients feat WisdomTree

Aug 26th, 2020 36m 33s

Brad Shepard and Ryan Krystopowicz of WisdomTree join us to break down their recent model portfolio survey and share their experience from working with advisors as a model portfolio provider.