Episodes

  • Episode 220 – Model Portfolios for Modern Investing with Kunal Shah

    Episode 220 – Model Portfolios for Modern Investing with Kunal Shah
    Jul 8 2024
    Kunal Shah is the Managing Director and Head of Private Asset Research and Model Portfolios at the Global FinTech firm – iCapital. In this podcast, Doug and Kunal explore the rising interest in alternative investments, emphasizing the importance of education, data-driven model portfolios, and technological advancements to simplify and optimize advisor investment strategies. Topics discussed: … Continue reading Episode 220 – Model Portfolios for Modern Investing with Kunal Shah →
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    18 mins
  • Episode 219 – The Impact of Digital Innovation and the Future of Fintech with Mohan Gurupackiam

    Episode 219 – The Impact of Digital Innovation and the Future of Fintech with Mohan Gurupackiam
    Jul 1 2024
    Mohan Gurupackiam is the Chief Information Officer at Steward Partners Global Advisory: an employee-owned, full-service partnership that caters to family, institutional, and multigenerational investors. In this podcast, Doug and Mohan discuss the latest technological advancements in the financial industry, talking through the impact of digital innovation and the future of fintech. Topics discussed: Mohan’s extensive … Continue reading Episode 219 – The Impact of Digital Innovation and the Future of Fintech with Mohan Gurupackiam →
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    14 mins
  • Episode 218 – Identifying Advisor Pain Points with Adam Holt

    Episode 218 – Identifying Advisor Pain Points with Adam Holt
    Jun 27 2024
    Adam Holt is the CEO and Founder of Asset Map, a platform providing interactive financial overviews for informed and empowered decision-making. Asset Map surveyed 175 advisors on challenges like accessing next-gen clients, the role of technology, and the industry’s current state. On this episode, Adam breaks down the data and offers his insights into their … Continue reading Episode 218 – Identifying Advisor Pain Points with Adam Holt →
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    Less than 1 minute
  • Episode 217 – Why Annuities Matter More Than Ever with Tim Seifert

    Episode 217 – Why Annuities Matter More Than Ever with Tim Seifert
    Jun 26 2024
    Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century. In this podcast, Tim and host, Steve Gresham, dive into the implications of millions of Americans retiring each year, the challenges … Continue reading Episode 217 – Why Annuities Matter More Than Ever with Tim Seifert →
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    18 mins
  • Episode 216 – Reaping the Benefits of an Independent Partner with Chris Reaney

    Episode 216 – Reaping the Benefits of an Independent Partner with Chris Reaney
    Jun 25 2024
    Chris Reaney is the Managing Director of High Water Wealth Group at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, listeners can expect an insightful discussion on Chris Reaney’s career journey from a traditional wirehouse to joining and growing with Steward Partners. The … Continue reading Episode 216 – Reaping the Benefits of an Independent Partner with Chris Reaney →
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    16 mins
  • Episode 215 – What Does Freedom Mean to You? with Scott Danner

    Episode 215 – What Does Freedom Mean to You? with Scott Danner
    Jun 18 2024
    Scott Danner is the Chief Executive Officer of Freedom Street at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this episode, Scott shares the inspiring journey of founding his company to revolutionize financial advising with a focus on relationship-building and personal impact. They also discussed: … Continue reading Episode 215 – What Does Freedom Mean to You? with Scott Danner →
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    16 mins
  • Episode 214 – Building the Firm of Today and the Future with Jim Gold

    Episode 214 – Building the Firm of Today and the Future with Jim Gold
    May 29 2024
    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 Steward Partners’ exponential growth over the past decade, exploring its unique culture of partnership, and its mission-driven approach to financial advisory services. … Continue reading Episode 214 – Building the Firm of Today and the Future with Jim Gold →
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    12 mins
  • Episode 213 – Here’s a Solution for Your Organic Growth Problem with Steve Gresham

    Episode 213 – Here’s a Solution for Your Organic Growth Problem with Steve Gresham
    May 28 2024
    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 organic growth, exploring what fuels it, why it’s crucial, and how advisors can harness its power effectively. Also discussed: … Continue reading Episode 213 – Here’s a Solution for Your Organic Growth Problem with Steve Gresham →
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    Less than 1 minute