On the Circuit Podcast
1) 45. The Role of Custodians and Digital Marketing in Advisor Efficiency, with Tony Stitch of Entrustody
Don’t blame the advisor, blame the tech stack.According to Tony Stitch, CRO of Entrustody, there’s no substitute for a custodian that improves an advisor’s efficiency and closes prospects. Tony hops o...Show More
2) 44. Why Longevity Planning is the New Financial Planning, with Keena Pettijohn of Lifelogixs Strategic Consultancy Group
A client is so much more than their AUM. Their health and overall happiness are on their mind more than their finances. Traditionally, though, financial planning forces advisors to focus on managing p...Show More
3) 43. Unlocking the Potential of Private Markets, with Ryan VanGorder of Opto Investments
As CEO of Opto Investments, Ryan VanGorder provides advisors with the software and platform to easily navigate the private markets. A well-balanced portfolio, one that will achieve a client’s end goal...Show More
4) 42. Building Stronger Client Relationships Through Behavioral Finance, with Jerry Szatko of Unitifi
Communication is key in advisor-client relationships. “How do you communicate with clients effectively without understanding their behavior and personality?” Jerry Szatko, CEO of Unitifi, asks.Jerry a...Show More
5) 41. Why Liability Planning is the Next Differentiator for Financial Advisors, with Siddartha Oza of Sora Finance
Liability planning is not one of the usual services embedded in advisory practices, but Siddartha Oza would like to see that changed – for the good of clients and advisors alike.According to Siddartha...Show More
6) 40. Collaboration over Competition and Managing Expectations of Next-Gen Advisors, with Thomas Pargett of Carson Wealth
Competition in business is a tricky balance. A little bit is healthy and instigates creativity. Too much can hinder growth.In the realm of financial advice, individuals can all learn from each other, ...Show More
7) 39. Leveraging Estate Planning as a Marketing Tool for Advisors, with Matt Morris of EncorEstate Plans
Nearly 68% of Americans don’t have an established will. That’s a cause for concern for both clients and advisors alike – but Matt Morris sees it as more of an opportunity than a problem. As CEO of Enc...Show More
8) 38. Conversations that Lead to Conversions and Effective Marketing Tactics for Advisors, with Lara Galloway of White Glove
Digital and automated marketing introduce tremendous opportunities for advisors to find, reach and qualify more leads. But all the strong leads in the world mean nothing if advisors don’t get in front...Show More
9) 37. Hiring the Right People and Bettering Yourself via Peer Networking, with David Stevens of Stevens Capital Partners
Any organization’s success boils down to people: you, the people you hire and the people you call clients.Stevens Capital Partners grew his business 4x in three years after coming onto the scene durin...Show More
10) 36. Changing the Consulting Game and Building on Data, with Doug Fritz of F2 Strategy
Since acquiring Oakbrook Solutions in June 2023, F2 Strategy continues to refine their capabilities and hire experts in nuanced specialties like digital, data and CRM.With his combined experience as C...Show More