Power Your Advice Podcast
1) Episode 302 – Inside Calamos’ Award-Winning Autocallable ETF Strategy with Matt Kaufman
Matt Kaufman, Global Head of ETFs at Calamos, returns with big news: CAIE has earned two major industry honors—the SRP Americas Most Innovative Product Award and Structured Product Intelligence’s Deal...Show More
2) Episode 301 – Preparing Advisors for the AI Era at Future Proof Citywide with Chris Cherry
Chris Cherry, Head of Partnerships at Future Proof, joins us to talk about Future Proof Citywide and how it expands on the Future Proof Festival model by moving into Miami Beach, allowing the event to...Show More
3) Episode 300 – AI, AEO, and the Future of Advisor Marketing with Samantha Russell
We welcome back Samantha Russell, Chief Evangelist at FMG, to break down the marketing shifts defining 2025 and how advisors can carry them into 2026. Samantha says AI has transformed both how content...Show More
4) Episode 299 – Fixed Income Clarity in an Uncertain Fed Cycle with Kevin Flanagan
Kevin Flanagan, Head of Fixed Income Strategy at WisdomTree, joins us to discuss how advisors can navigate uncertainty as the Fed manages policy in a “flying blind” environment. He explains why Treasu...Show More
5) Episode 298 – Demand Generation That Actually Works for Advisors with Alex Khaasa
Alex Khaasa, Founder and CEO of Clients Blackbox, joins us to discuss how financial advisors can grow more efficiently by shifting from demand capture to demand generation. He explains why traditional...Show More
6) Episode 297 – Maximizing Charitable Impact Through Donor-Advised Funds with Fred Kaynor
Today we welcome back Fred Kaynor, Managing Director at DAFgiving360™. Fred explains how donor-advised funds have become an effective way for individuals and families to maximize their charitable givi...Show More
7) Episode 296 – J.D. Power 2025: Succession, Satisfaction, and the Future of Human Advice with Mike Foy
Mike Foy, Managing Director and Head of Wealth Intelligence at J.D. Power, shares insights from the 2025 U.S. Financial Advisor Satisfaction Study. The research highlights a critical industry crossroa...Show More
8) Episode 295 – Cracking the Personality Code: AI for Better Client Relationships with Matt Schiffman
Matt Schiffman, founder of totumai, joins us to share how the platform is reshaping advisor-client communication. By combining personality science with artificial intelligence, totumai helps advisors ...Show More
9) Episode 294 – Modern Tools, Human Stories: Marketing That Truly Connects with Greg Banasz
Greg Banasz, Chief Marketing Officer at Steward Partners, shares how he brings the firm’s brand to life while empowering more than 200 independent advisors to express their individuality. Instead of a...Show More
10) Episode 293 – The Back-Office Advantage: Innovation That Elevates Advice with Ryan George
Ryan George, Chief Marketing Officer at Docupace, joins us to discuss how back-office innovation is helping advisors scale smarter. He shares his personal journey to Docupace and how the firm has grow...Show More