Speaking Logicly

Lindsey Tewell, our head of sales, joins as a guest host to welcome our newest team member, Dave Connor, VP of Advisor Growth, and discuss his experiences and tech pain…

We sit down with Ryan Shanks, CEO and Co-Founder of FAMatch, to talk about advisor trends, the importance of building a personal brand, and how the industry can adapt to…

Tim Maloney of Roundhill Investments joins us to discuss what it takes to make a viral ETF, the importance of social media for the future of investing, and how Roundhill…

Brad Shepard and Ryan Krystopowicz of WisdomTree join us to break down their recent model portfolio survey and share their experience from working with advisors as a model portfolio provider.

We dive deep into the 13F filings from Q2 to explore what sectors the big firms are investing in, and dive into why ETFs are such a great tax loss…

In episode three, we cover everything from fintwit to being a fiduciary, and hear from Vance about common gaps that financial advisors leave in financial planning for their clients.

In this episode, we chat with Jeremy Heffernan, VP and Head of Model Portfolio Distribution at Wilshire Associates, about model portfolios. We cover why they are an important tool for…

Listen in to our very first episode of Speaking Logicly with Jeff Higgs of 3 Dimensional Wealth Advisory. We chat about how advisors can add value during volatile times in…