Advisor Turntable Podcast
A short-form podcast for Financial Advisors. We feature experts and advisors who have moved beyond outdated industry tracks and adopted the modern tools, revenue models, and workflows today’s clients expect.
Episodes
5 episodes
The Wire Fraud Epidemic and How to Protect Your Firm
Wire fraud is no longer an obvious, easy-to-spot scam. The reality today is much more sophisticated. In this episode of the Advisor Turntable Podcast, Brendan Ryan talks with Michael Brice, founder of BW Cyber, about the growing epi...
Breaking the AUM Mold: Separating Planning From Investment
The traditional AUM model isn’t going away—but it may not be enough anymore.In this episode, Brendan sits down with financial advisor and former colleague, Adam Wojtkowski of Copper Beach Wealth Management, to discuss his decision to sep...
Leaving on Your Terms: Planning Your Exit
Your advisory practice may be the most valuable asset you ever own. So why do so many advisors wait so long to plan how they’ll exit? In this episode, Brendan Ryan talks with Ryan Alessio, National Consultant at AssetMark, who has w...
Easy Ways Advisors Can Start Using AI Today
In this episode of the Advisor Turntable Podcast, Brendan Ryan sits down with financial advisor and long-time friend, Gerald Gugger, to discuss why AI isn’t replacing financial advisors, but is quickly becoming a competitive advantage ...
Using a Subscription Model as a Gateway to More (and Next Generation) Clients
In this episode, host Brendan Ryan, AIM Partner and Portfolio Manager, talks with Daniel Friedman of WMGNA about how a subscription model experiment they started more than 30 years ago ended up shaping their entire business. By using taxes as t...
