Gaining Perspective

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.

October 27, 2021

Introducing Scientific Fixed-Income ETFs

Featuring: Spencer Logan of Harbor

October 19, 2021

James Montier on Whether Inflation will be Transitory

Featuring: James Montier of GMO

October 14, 2021

Achieving Diversity in the Financial Planning Profession

Featuring: D.A. Abrams of the CFP Board

October 13, 2021

Inside a Global Fund with a Stellar 15-year Track Record

Featuring: Brian McMahon of Thornburg

October 12, 2021

The Importance of Marginal Tax Rates in Retirement Planning

Featuring: William Reichenstein of IncomeSolver.Com

October 8, 2021

Minisode - Are You Using the Right Custodian?

Featuring: Steve Gardner and Harley Nager of SEI

October 4, 2021

Direct Indexing versus ETFs – Which One Will Dominate?

Featuring: Rahul Sen Sharma of Indxx

September 30, 2021

How Target-Distribution Strategies Deliver a 7% Yield

Featuring: David Miller of Catalyst

September 27, 2021

Minisode - How to Handle Difficult Client Conversations

Featuring: Corey Schmidt of Thrivent

September 16, 2021

Minisode - Investment Success is About Avoiding the Losers

Featuring: Julian Koski of New Age Alpha

September 14, 2021

Minisode - A Fund that Targets Positive Change

Featuring: Kate Fox of Baillie Gifford

September 14, 2021

Minisode - A New Data Platform for Data on Alternatives

Featuring: Mark Salameh of AltsAxis