Power Your Advice
by Advisorpedia
Is this your podcast?Insights from recent episode analysis
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Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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- Per-Episode Audience
Est. listeners per new episode within ~30 days
N/A🎙 Daily cadence·300 episodes·Last published 1mo ago - Monthly Reach
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 12 epsHosts
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Recent guests
Recent episodes
Market Intel for Stronger Client Conversations with Matt Berger
Jul 8, 2026
23m 29s
AI Built for the Real Work of Client Management with Bassam Chaptini
Jun 5, 2026
19m 18s
Capital Efficiency for Modern Portfolios with Andrew Okrongly
May 21, 2026
27m 11s
Custom Indexing Meets Model Portfolios with Andy Rosenberger
May 18, 2026
28m 52s
AI Is Coming for Wealth Management—Will Advisors Be Ready? with Karl Roessner
May 14, 2026
20m 35s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 7/8/26 | client conversationsmarket insights+4 | Matt Berger | Lincoln FinancialLincoln’s Market Intel Exchange+2 | — | Market Intel Exchangefinancial professionals+5 | — | 23m 29s | ||
| 6/5/26 | client managementwealth management+4 | Bassam Chaptini | AvantosAdvisorpedia | — | client onboardingrelationship management+5 | — | 19m 18s | ||
| 5/21/26 | capital efficiencyportfolio construction+3 | Andrew Okrongly | WisdomTree | — | capital efficiencydiversification+3 | — | 27m 11s | ||
| 5/18/26 | custom indexingmodel portfolios+3 | Andrew Rosenberger | Tailored Allocation PortfoliosCustom Indexing+2 | — | custom indexingmodel portfolios+3 | — | 28m 52s | ||
| 5/14/26 | AI in wealth managementadvisor workflows+3 | Karl Roessner | Vestmark | — | AIwealth management+3 | — | 20m 35s | ||
| 4/24/26 | donor-advised fundscharitable giving+4 | Brian Howell | DAFgiving360Donor Advised Charitable Giving, Inc.+1 | — | donor-advised fundscharitable giving+5 | — | 10m 20s | ||
| 4/20/26 | ETFsinvesting+3 | Matt Kaufman | Calamos Autocallable Growth ETFCAGE+1 | — | CAGECalamos+5 | — | 15m 25s | ||
| 4/15/26 | financial adviceestate planning+3 | Danny Lohrfink | Wealth.com | — | financial advisorscoordinated guidance+3 | — | 22m 02s | ||
| 4/13/26 | donor-advised fundscharitable giving+4 | Julie Sunwoo | DAFgiving360The Charles Schwab Corporation+1 | — | donor-advised fundscharitable giving+5 | — | 10m 10s | ||
| 4/9/26 | private marketsfiduciaries+3 | Ryan VanGorder | Opto InvestmentsOpto Source | — | private marketsfiduciaries+4 | — | 15m 25s | ||
| 4/7/26 | private marketsalternative investments+3 | Ryan Eisenman | ArchAdvisorpedia | — | private equityprivate credit+6 | — | 13m 41s | ||
| 3/27/26 | financial planningconfidence gap+4 | John Roberts | Northwestern Mutual | Gen Zmillennials | financial confidenceinvestment behaviors+5 | — | 23m 42s |
Showing 12 of 12
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