OVER DEZE PODCAST 🔗
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
Hosts:
Frequentie bijwerken:
every 12 days
Gemiddelde audiolengte:
43 minutes
Gastinterviews
Engels
Verenigde Staten
25 afleveringen
sinds 30 januari 2026
episodic
MEEST RECENTE AFLEVERING 🔗
In this episode of Inside the Flows, Iyassu sits down with Michael Kramer of Natural Investments to explore an alternative to traditional RIA succession planning: the perpetual purpose trust. With $2.3 billion in client assets and a new generation of advisors unable to afford buying out the firm's …
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VORIGE AFLEVERINGEN 🔗
In this episode of Inside the Flows, Iyassu sits down with Gabe Rissman, cofounder of YourStake and President of Formative Financial, to discuss the upcoming Growth for Impact conference, taking place November 8 through 11 in Phoenix. With roots tracing back more than 35 years to the original SRI i…
In this episode of Inside the Flows, Iyassu sits down with Ty Allen, founder of LastingMind, to explore how advisors can help clients think about legacy beyond the assets they leave behind. Inspired by a medical emergency with his father, Ty created LastingMind to preserve the stories, memories, ad…
In this episode of Inside the Flows, Iyassu sits down with Ty Allen, founder of LastingMind, to explore how advisors can help clients think about legacy beyond the assets they leave behind. Inspired by a medical emergency with his father, Ty created LastingMind to preserve the stories, memories, ad…
In this episode of Inside the Flows, Iyassu sits down with Anita Knotts, founder of Lotus Women’s Institute, for a powerful conversation about women’s leadership, financial empowerment, and why the wealth management industry needs to rethink how it attracts, develops, and advances women. Anita shar…
In this episode of Inside the Flows, Iyassu sits down with Tom Nowak, founder of Quantum Financial Planning, to discuss how advisors can build successful practices by finding a meaningful niche and staying true to their mission. Drawing from his background as a scientist and longtime financial plan…
In this episode of Inside the Flows, Iyassu sits down with Phil Weiss, founder of Apprise Wealth Management, for a thoughtful conversation about one of the sensitive topics in wealth management today: helping women navigate major life transitions. From divorce and widowhood to becoming an empty nes…
In this episode of Inside the Flows, Iyassu welcomes back Juan Vallejo for a conversation that blends AI, entrepreneurship, and the future of advisor networking. They discuss the launch of several major new features inside Inflows, including Direct Messaging, Referrals, and the new Inflows Marketpl…
In this episode of Inside the Flows, Iyassu sits down with Stephanie Cohn Rupp, Chair of US SIF and a longtime leader in the sustainable and impact investing space, for a wide ranging conversation on the US SIF conference, the future of sustainable investing and the challenges facing the industry t…
In this episode of Inside the Flows, Iyassu sits down with Gary Preisser of Stonebriar Wealth Advisors for a thoughtful conversation on why wealth management should be built around purpose, timing, and cash flow, not just generic risk profiles and investment allocations. They explore Gary’s “Cash F…
Disclaimer: De podcast en de illustraties die op deze pagina zijn ingesloten, zijn afkomstig van Inflows, eigendom van de eigenaar en niet gelieerd aan of goedgekeurd door Listen Notes, Inc.
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