In this episode, I sit with Dave Dierking, author of the ETF Focus blog on thestreet.com to discuss our favorite headlines of 2020 and top trends to watch out for…
In this episode, I sit down with Johnny Sandquist, founder and owner of Three Crowns Copywriting and Marketing, to discuss how the advisor industry has changed how they think about…
Transcript Speaker 1:Speaking Logically is brought to you by ETFlogic, the leading provider of analytics and portfolio analysis tools for financial advisors. No information within this should be considered trading…
In this episode, I sit with Emil Tarazi to discuss how financial advisors can better navigate the ETF ecosystem and screen for ETFs. Transcript:Speaking Logicly is brought to you by…
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.
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.