{"id":7175,"date":"2025-01-20T17:08:51","date_gmt":"2025-01-20T17:08:51","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/international-podcast-day-2023-top-10-unforgettable-augmented-advisor-episodes\/"},"modified":"2025-01-20T17:08:52","modified_gmt":"2025-01-20T17:08:52","slug":"international-podcast-day-2023-top-10-unforgettable-augmented-advisor-episodes","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/international-podcast-day-2023-top-10-unforgettable-augmented-advisor-episodes\/","title":{"rendered":"International Podcast Day 2023: Top 10 Unforgettable Augmented Advisor Episodes"},"content":{"rendered":"\n
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In honor of International Podcast Day, we’ve curated a selection of 10 standout episodes from The Augment Advisor Podcast. Within each, we’ve captured a noteworthy quote that resonated with us. Join hosts John Prendergast and Mike Langford in their insightful conversations with a diverse range of experts, each offering distinct perspectives. Enjoy!<\/p>\n\n\n\n

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#10<\/h2>\n\n\n\n

Ep 18: New Account Aggregation Approaches Are Creating Fantastic Opportunities For Financial Advisors<\/a><\/p>\n\n\n\n

Jason O\u2019Shaughnessy<\/a>, Head of International Business at Envestnet | Yodlee, breaks down account aggregation: <\/p>\n\n\n\n

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#9<\/h2>\n\n\n\n

Ep 30: How Financial Advisors Can Leverage Technology To Remove Complexity From Their Client’s Lives<\/a><\/p>\n\n\n\n

Ryan George<\/a>, CMO of Docupace<\/a> shared his insight on several ways that financial advisors can leverage technologies, including emerging AI tools:<\/p>\n\n\n\n

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#8<\/h2>\n\n\n\n

Ep 20 – How RIAs Can Use Technology To Leverage Their Strengths And Mitigate Their Weaknesses<\/a><\/p>\n\n\n\n

Aaron Klein<\/a>, Co-Founder & CEO at Nitrogen<\/a>, joined for a conversation about the inflection points that lead to the innovations advisors rely on today:<\/p>\n\n\n\n

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#7<\/h2>\n\n\n\n

Ep 25 – How Financial Advisors Are Leveraging Outsourcing And What The SEC Has To Say About It<\/a><\/p>\n\n\n\n

Laura Gregg<\/a>, Director of Practice Management and Advisor Research at FlexShares Exchange Traded Funds and Co-Host of The Flexible Advisor podcast joined the podcast for a second time to share insights from FlexShare\u2019s report \u201cThe Race to Scalability 2022 \u2013 Current Insights from 12 years of Advisor Research on Investment Management Trends<\/a>\u201c,:<\/p>\n\n\n\n

#6<\/h2>\n\n\n\n

Ep 28 – SVB Hot Takes and Why Banking as a Service is the Next Frontier for Financial Advisors<\/a><\/p>\n\n\n\n

Scott Wetzel<\/a>, CEO of SkyView Partners and SKYVIEW 1, and Jason Henrichs<\/a>, CEO of Alloy Labs Alliance<\/a> and host of Breaking Banks Podcast<\/a> shared how RIAs and independent financial advisors are gaining access to banking solutions for their clients that were previously only available via wirehouse advisors:<\/p>\n\n\n\n

#5<\/h2>\n\n\n\n

Ep 24 – Carl Richards Lessons From Deep Thinking About Financial Planning, Wealth Management and Working With Clients<\/a><\/p>\n\n\n\n

Carl Richards<\/a>, creator of The Behavior Gap<\/a>, shared shares some of his deep thinking about real financial planning, wealth management and working with human beings and their money to help them accomplish what\u2019s important to them:<\/p>\n\n\n\n

#4<\/h2>\n\n\n\n

Ep 27 – How Broker-Dealers Can Create The Best Wealth Management Experience For Financial Advisors<\/a><\/p>\n\n\n\n

Tammy Robbins<\/a>, EVP and Chief Business Development Officer at Cambridge Investment Research<\/a>, reflected how the landscape has changed for independent broker-dealers and the financial advisors they serve:<\/p>\n\n\n\n

#3<\/h2>\n\n\n\n

Ep 17 – How Personalized Portfolios Powered By AI And Machine Learning Are Helping Financial Advisors Attract Millennial And Gen-Z Investors<\/a><\/p>\n\n\n\n

Samir Vasavada<\/a>, CEO of Vise and Runik Mehrotra<\/a>, President and Chief Investment Officer of Vise, shared their perspective on working with younger investors:<\/p>\n\n\n\n

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#2<\/h2>\n\n\n\n

Ep 29 – Defending \u201cFinancial Planner\u201ds and Building the 4th Great Profession<\/a><\/p>\n\n\n\n

James Lee<\/a>, the new President of the Financial Planning Association<\/a> (FPA), talked about his advocacy for of financial planning and specifically mounting a legal defense of the term \u201cfinancial planner\u201d: <\/p>\n\n\n\n

#1<\/h2>\n\n\n\n

Ep 31:  Engaging Clients By Building An Innovative Experience Using Purposeful Design<\/a><\/p>\n\n\n\n

H. Adam Holt<\/a>, CEO & Founder at Asset-Map<\/a> Holdings whose quest to design a client experience that led to the most meaningful impact for the wealth management industry to date: <\/p>\n\n\n\n