ABOUT THIS PODCAST 🔗
Welcome to Visionary Advisor, the podcast for forward-thinking wealth advisors who believe the future of wealth management is bigger than portfolios.
Each episode brings together influential voices across family wealth, planning, psychology, legacy, and client experience to explore what HNW and UHNW advisors should be paying attention to now.
We’ll talk about how great advisors grow organically, build deeper relationships across generations, and help families turn wealth into something more durable: clarity, connection, and legacy.
Because the firms that win the next decade will be the ones that serve the whole family, earn trust with the rising generation, and make legacy feel practical.
Keep doing legacy better, more at totalfamily.io
Hosts:
Update frequency:
every 24 days
Average audio length:
47 minutes
Guest interviews
English
United States
24 episodes
since March 25, 2025
episodic
LATEST EPISODE 🔗
Purpose is no longer a niche topic — it’s the question families expect their advisors to help answer. If you’re not guiding that conversation, someone else will.
In this episode of Visionary Advisor, Alex Kirby (founder of Total Family) , sits down with Jill Shipley, Managing Director and Head of G…
SEARCH PAST EPISODES
Search past episodes of Visionary Advisor.
PREVIOUS EPISODES 🔗
Who goes first when it’s time for “the conversation”?
Inheritance, legacy, and values transfer are on everyone’s minds, but families keep waiting for the perfect moment, and it rarely comes.
In this episode of Visionary Advisor, Alex Kirby (founder of Total Family) chats with Emily Harper and Jess…
You can hire the best investment manager in the world, but if a family’s stories are lost or never spoken aloud, resilience and wealth may not last. Most advisors overlook the power of storytelling, even though research shows it shapes legacy and fosters well-being across generations.
On this episo…
Most advisors gather clients for dinners and updates. But when it comes to building genuine connection – and trust that endures beyond markets or products – most conversations play it too safe.
On this episode of Visionary Advisor, Alex Kirby (founder of Total Family) sits down with Tim Brown, co-f…
Advisors have heard it for decades: robots and technology are coming for your job, so what actually keeps you indispensable in a world awash with AI, automation, and fee compression?
In this episode of Visionary Advisor, host Alex Kirby (founder of Total Family) welcomes Rich Ryffel, Professor of F…
When a spouse dies or a marriage ends, most women leave their advisor.
The real risk isn’t lost assets — it’s lost trust and connection that should never have been a single point of failure.
In this episode of Visionary Advisor, hosted by Alex Kirby (founder of Total Family), guests Katie Randall …
AI isn’t coming for advisors’ jobs. It is quietly reshaping what clients expect, how firms differentiate, and where true value lies. The challenge is simple: will you be transparent about the technology supporting your work or let clients fill in the blanks themselves?
In this episode of Visionary …
Even the wealthiest families can be unprepared for their own complexity. Most advisors aren’t trained to handle what matters most: communication, culture, and preparing the next generation for leadership.
In this episode of Visionary Advisor, Alex Kirby (founder of Total Family) is joined by Mark T…
Legacy letters give families the words that outlast any estate plan. Blake Brewer, founder of the Legacy Letter Challenge, joins Alex Kirby to show how wealth advisors can make this practice standard for every HNW client without it feeling heavy or hard to start. If legacy conversations are missing…
Intergenerational wealth is about far more than money. Legendary family wealth author James E. Hughes returns to Visionary Advisor to walk through the full capital stack: human, intellectual, social, and financial. Advisors who understand complete family wealth are the ones multigenerational famili…
Disclaimer: The podcast and artwork embedded on this page are from Totalfamily.io | Doing Legacy Better, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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