Advisor Success Series
Freedom Investment Management, Inc.
Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.
Episodes
Mentioned books
Jun 12, 2018 • 41min
Building Your Practice with Retirement Income
In this episode, Matt Shute is joined by Phil Lubinski. Phil is known as a pioneer in retirement income planning and more specifically the time-segmentation approach. Phil has appeared on PBS Nightly Business Report and has provided the intellectual capital for the creation of commonly used retirement income tools and he most recently cofounded IncomeConductor. He is considered a leading authority on retirement income strategies and has trained thousands of advisors throughout his career.
May 30, 2018 • 34min
Traditional Active Management Still Alive and Well: Perspectives from a Fundamental Portfolio Manager
In this episode, Ben Lavine is joined by Arun Daniel, portfolio manager at JO Hambro Capital Management. Arun will share with us his perspectives on the state of the active management industry as well as his views on what constitutes running a successful franchise in an industry under siege from a passive indexing.
May 7, 2018 • 37min
Making the Transition from Sell-Side Strategist to Buy-Side Model Builder
Former sell-side ETF strategist, John Davi, discusses his transition to buy-side ETF model builder and shares his views on the current markets. They also explore topics such as the decline in liquidity and its impact on volatility, risks of owning fixed income instruments, analyzing liquid alternative solutions and portfolio hedge strategies, and advice on portfolio allocation and investing strategies.
Apr 30, 2018 • 28min
Sales and Services Philosophy From an Industry Veteran
On this episode of our Advisor Success Series Podcast, we are joined by Paul Berard. Paul is the head of distribution for the TAMP and ETF Strategist divisions of FlexShares, a division of Northern Trust Asset Management. Over the last 30 years he has worked with a diverse group of industry firms, teams, and advisors. In this podcast Paul shares his extensive knowledge of sales and best practices for financial professionals.
Mar 21, 2018 • 28min
Impact of High Equity Valuations on Safe Retirement Withdrawal Rates Discussion
In this episode, Ben Lavine and our guest Justin Sibears will discuss an article published by Justin in August 2017 titled "Impact of High Equity Valuations on Safe Retirement Withdrawal Rates." They will focus on how a common retirement income strategy adopted by many financial advisors, the so-called 4% systematic withdrawal approach, is at risk of not meeting retirement income goals assuming a more muted outlook for U.S. stock and bond returns.
Mar 6, 2018 • 30min
Insights Into Energy Infrastructure Investing (Recorded 02/14/2018)
In this podcast, Ben Lavine is joined by Jay Jacobs, Director of Research at Global X Funds. They discuss the investment landscape for energy infrastructure, or the private enterprises focused on the transportation and storage of oil and natural gas. In addition, they discuss the major issues surrounding the general and master limited partnership structures, which represent the primary investment entities for how capital is funneled to the energy infrastructure space.
Mar 6, 2018 • 40min
Confessions of a Former LPL Rep: Building an Independent Practice (Recorded 01/17/2018)
We are pleased to host Nick Hopwood, CFP, President and CEO of Peak Wealth Management, LLC, to discuss his path towards independence following his departure from LPL Financial and turning Peak Wealth Management into a successful hybrid RIA practice. Nick shares with us his insights into the successes and challenges he faced in making this transition, how he uses technology to run his practice more efficiently, why he outsources most of his investment management services, and why a more holistic approach to financial planning enhances the overall client experience.
