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.

August 4, 2021

Minisode - Helping Businesses with Retirement Planning

Featuring: Jessica Baehr of Equitable

August 3, 2021

The Next Generation of Risk Management Technology

Featuring: Rick Bookstaber of Fabric RQ

July 30, 2021

How the Pandemic Disrupted the Global Asset Management Industry

Featuring: Lubasha Heredia of the Boston Consulting Group

July 27, 2021

Volatility as an Asset Class

Featuring: Joe Tigay and Brian Stutland of Equity Armor

July 26, 2021

Minisode - Can the SECURE Act 2.0 Get Retirement Planning Back on Track?

Featuring: John Ruth of Build Asset Management

July 15, 2021

Minisode - A New Resource to Help with Charitable Giving

Featuring: Fred Kaynor of Schwab Charitable

July 14, 2021

The Next Generation of Option-Based Strategies

Featuring: Eric McArdle of Simplify Asset Management

July 8, 2021

Minisode - An Inside Look at Innovator’s Success

Featuring: John Southard of Innovator

July 7, 2021

Introducing the ProShares Nasdaq-100 Dorsey Wright Momentum ETF

Featuring: Simeon Hyman of ProShares and Jay Gragnani of Nasdaq Dorsey Wright

July 2, 2021

Minisode - The Story Behind the Success of Integrated Partners

Featuring: Paul Saganey of Integrated Partners

June 30, 2021

How to Surprise and Delight Clients

Featuring: Erinn Ford of Advisor Group

June 28, 2021

Minisode - The Mother of All Recoveries

Featuring: Ken McAtamney of William Blair