Power Your Advice
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.
Episode 260 – AI, Integration, and Innovation at Envestnet With Chris Todd
On this episode, Doug sits down with Chris Todd, CEO of Envestnet. With over $6.5 trillion in platform assets and 111,000 advisors, Chris discusses how Envestnet balances innovation and stability at scale. He shares how AI is beginning to reshape advisor workflows, enabling deeper client engagement and efficiency, and explains how private equity ownership through Bain Capital is empowering more agile decision-making and strategic investment.
Chris also outlines his vision for tighter integration of Envestnet’s acquired platforms, a more seamless advisor experience, and stronger partnerships across the wealth management ecosystem. He reflects on the le...
Episode 259 – The Financial Game Plan Every Athlete Needs with Frederick Blue
In today’s episode, Doug speaks with Frederick Blue, Managing Director at Wells Fargo Wealth and Investment Management, about the financial challenges athletes face during and after their careers. With short earning windows and sudden wealth, many athletes struggle without proper planning. Fred emphasizes the importance of budgeting, working with qualified advisors, and using league and institutional resources to build a strong financial foundation early on.
He also unpacks the complexities of taxes, endorsements, and asset protection, especially as NIL deals reshape the financial landscape for college athletes. From managing inconsistent income streams to...
Episode 258 – How Elite Advisors Win Trust in Volatile Markets with Samantha Russell
Today, Doug welcomes back Samantha Russell, Chief Evangelist at FMG, to talk about how advisors can turn market volatility into a marketing strength. Samantha stresses that during uncertain times, silence from advisors breeds anxiety. Instead, consistent, proactive communication builds trust and positions advisors as steady, reliable guides—like a pilot reassuring passengers during turbulence. She shares FMG’s five strategies: regular outreach, dedicated market pages, webinars, social media engagement, and family financial sessions.
Samantha emphasizes using visuals and video to make complex topics digestible and emotionally resonant. She urges advisors to title content using real client questions to b...
Episode 257: The All-in-One Platform Built for Modern Advisors with Michael Scaplen
In this episode, Doug speaks with Michael Scaplen, SVP and Head of Sales and Relationship Management at Axos Clearing. Michael shares how Axos has evolved from its legacy roots into a tech-forward clearing firm, anchored by Axos Complete—a fully integrated ecosystem that unifies banking, investing, and planning. With tools like the Professional Workstation and a real-time client portal, Axos is eliminating operational friction and enhancing the advisor-client experience.
Michael also highlights Axos’ use of AI, biometric logins, and Envestnet integrations to streamline workflows and deliver personalized service. With solutions like tax overlay, private wealth consulting, and Axos...
Episode 256: Smarter Investing in Choppy Markets with Jeremy Schwartz
Jeremy Schwartz is the Global CIO at at WisdomTree. WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures.
Today, Jeremy joins Doug to talk about navigating today’s volatile market landscape. They discuss the impact of policy uncertainty, interest rates, and valuations on investor sentiment. While cautioning against reactive decisions, he reinforces the long-term case for equities despite short-term market swings.
Jeremy also discusses WisdomTree’s Equity Premium Income strategy (WTPI), which uses option selling to target a 2.5% mont...
Episode 255 – Diversification in a Jittery Market: Exploring Strategies with Paisley Nardini
In this episode, Doug welcomes Paisley Nardini, a portfolio manager and multi-asset strategist at Simplify. Paisley discusses the significance of diversifying portfolios, especially in times of market volatility and uncertainty, and highlights the innovative solutions Simplify offers, such as liquid alternatives, defined outcome strategies, and the use of derivatives.
Paisley delves into the importance of active management in achieving downside protection and the ongoing shift from a traditional 60/40 portfolio model to a 50-30-20 structure, and offers insights into how Simplify supports advisors through education and unique product offerings.
Resources: Simplify...
Episode 254 – Unlocking CLO Opportunities with Fran Rodilosso and Bill Sokol
Today, Doug is joined by VanEck’s Fran Rodilosso, Head of Fixed Income ETF Portfolio Management, and Bill Sokol,  Director of Product Management, to break down the opportunities in Collateralized Loan Obligations (CLOs) and why they’re gaining traction with investors. They explain how CLOs offer higher yields, low default rates, and floating-rate protection against interest rate volatility, making them a compelling addition to fixed income portfolios.
They also dive into CLO structures, key risks, and why active management is essential for optimizing returns. Learn how VanEck’s CLO ETFs, CLOI and CLOB, provide...
Episode 253 – Maximize Charitable Giving: Unlocking the Power of Donor Advised Funds with Courtney Tsai
In this episode, Doug is joined by Courtney Tsai, Senior Manager of Charitable Strategies Group at DAFgiving360TM. They delve into the benefits of donor-advised funds (DAFs) and how DAFgiving360 simplifies and enhances charitable giving.
Courtney explains the structure and tax advantages of DAFs, the importance of donating non-cash assets like private business interests and real estate, and how DAFgiving360 supports advisors and donors through complex giving strategies. Courtney highlights that non-cash asset donations can offer substantial tax benefits, and emphasizes the need for professional guidance in these transactions.
If you’d like to learn mo...
Episode 252 – Navigating Market Volatility: Market Insights and Portfolio Strategies with Jeff Weniger
Jeff Weniger is the Head of Equity Strategy at WisdomTree. WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures.
Today, Doug and Jeff discuss how WisdomTree’s investment strategies can help investors navigate market volatility in 2025. He highlights the firm’s two key funds—WisdomTree U.S. Value Fund (WTV) and WisdomTree U.S. Quality Growth Fund (QGRW)—and explains how combining value and growth strategies can create a well-diversified, risk-balanced portfolio.
Resources: WisdomTree
Investors should carefull...
Episode 251 – $30 Billion and Counting: Growth, Strategy, and Talent with Jason Ozur
Jason Ozur is the CEO of Lido Advisors, a firm dedicated to providing clients with advanced wealth management and comprehensive, holistic financial services.
Today, Jason shares how the firm skyrocketed from $19B to $30B AUM, emphasizing a client-first approach, strategic M&A, and culture-driven growth. He also discusses expansion plans, AI’s impact on efficiency, and the challenges of scaling while maintaining top-tier service.
Resources: Lido Advisors
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