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Power Your Advice

Power Your Advice

De: Advisorpedia
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 Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, Advisorpedia seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.Power Your Advice All Rights Reserved Economía Finanzas Personales Gestión Gestión y Liderazgo
Episodios
  • Episode 277 – Leading Through Collaboration: A New Playbook for Advisory Teams with Douglas Ferguson

    Episode 277 – Leading Through Collaboration: A New Playbook for Advisory Teams with Douglas Ferguson
    Jun 20 2025
    In today’s episode we talk with Douglas Ferguson, president of Voltage Control, about how financial advisory firms can use facilitation and collaborative leadership to build high-performing teams. Douglas shares how techniques like “connection before content” and intentional meeting design help foster innovation, alignment, and culture—especially during growth or uncertainty. He also explores how design thinking … Continue reading Episode 277 – Leading Through Collaboration: A New Playbook for Advisory Teams with Douglas Ferguson →
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    31 m
  • Episode 276 – How Great Firms Stay Great While They Scale with Charlie Johnston

    Episode 276 – How Great Firms Stay Great While They Scale with Charlie Johnston
    Jun 19 2025
    Today we sit down with Charlie Johnston, board member at Steward Partners and former CEO of Smith Barney. Charlie shares lessons from his 35-year career and explains how Steward balances entrepreneurial freedom with structure as it scales. He emphasizes the board’s active role in upholding culture, compliance, and advisor-first decision-making. Charlie outlines Steward’s two growth … Continue reading Episode 276 – How Great Firms Stay Great While They Scale with Charlie Johnston →
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    11 m
  • Episode 275 – Scaling Personalized Advice Starts With Better Data with Kevin Knull

    Episode 275 – Scaling Personalized Advice Starts With Better Data with Kevin Knull
    Jun 17 2025
    Today we talk with Kevin Knull, CEO of TaxStatus, about how TaxStatus is transforming the way advisors access and utilize client data. Kevin explains how the platform integrates directly with the IRS to give advisors full transparency into a client’s income, accounts, and tax history—empowering them to offer more precise advice. By streamlining data collection … Continue reading Episode 275 – Scaling Personalized Advice Starts With Better Data with Kevin Knull →
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    11 m
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