ABOUT THIS PODCAST 🔗
Discover how wealth managers and financial advisors leverage their time, treasure, and talent. Each week, successful wealth managers and financial advisors share what they are investing more of their time in, what they are cutting back on, and what their go-to strategies are. Your host, Henry DeVries, is a business development columnist with Forbes Digital and California Business Journal, and the CEO of Indie Books International. Guests share their thoughts on how the industry can work together to overcome common image problems faced by financial advisors and wealth managers.
Hosts:
Update frequency:
weekly
Average audio length:
8 minutes
Guest interviews
English
United States
36 episodes
since Oct. 16, 2025
episodic
IN THIS PODCAST 🔗
LATEST EPISODE 🔗
Our wealth authority this week is Jeanne M. Stafford. Jeanne is a leadership advisor and collaboration specialist. She helps boards, CEOs and executive teams get big things done even when the people involved have differing agendas and opinions.Jeanne has advised and spoken to leaders in over a hund…
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PREVIOUS EPISODES 🔗
Our wealth authority of the week is Paul Dorsey. Paul Dorsey, CFA, has worked in trusts and investments for over thirty years. He built an independent practice providing comprehensive wealth management, including retirement planning, private investments, and trusts. Working solely on referrals, he …
Our wealth authority of the week is Lily Vittayarukskul. Lily, Waterlily's CEO and Co-Founder, was on the path to become an aerospace engineer at an exceptionally young age, a patented inventor, starting college at 14 and interning at NASA by 16. But her life took an unexpected turn when her Aunt, …
Our wealth authority of the week is Richard Munro. Richard has more than 30 years of executive leadership & board experience & has created outstanding growth in revenue & market share, profits, return on capital, cash flow & enterprise value for shareholders in under performing &…
Our wealth authority of the week is John Iannarelli. John Iannarelli aka FBI John served as an FBI Special Agent for 20 years, during which he was a SWAT team member and participated in the investigations of the Oklahoma City bombing, the 9/11 attack, the shooting of Congresswoman Gabrielle Gifford…
Our wealth authority of the week is Heidi Hartman. Heidi is a distinguished executive coach and leadership consultant with over two decades of experience in leadership and human resources. She specializes in empowering women leaders through coaching, offering a blend of corporate insight and transf…
Our wealth authority of the week is Jon Lokhorst. Jon Lokhorst, CPA, ACC, is an executive leadership coach and consultant based in Minneapolis, Minnesota. He partners with CPAs, CFOs, and other leaders who face massive change in their industry and recognize the need for a new model of leadership to…
Our wealth authority of the week is Clare Price. Clare Price is the founder and CEO of Octain Growth Systems, a marketing consultancy that is transforming the way companies do marketing. Her new book, Smart Marketing Execution, defines the strategies, execution process and automated systems mid-mar…
Our wealth authority of the week is Sue Styles. Born in Calgary, Sue has lived across Canada, from Vancouver to Toronto, and since returning home twenty years ago she has been a resource inside the real estate industry – and all her experience is for YOUR BENEFIT.She's here to be your guide, your a…
Our wealth authority of the week is Scott Cantrell. Scott is an entrepreneur and business growth strategist who has helped thousands of consultants, advisors, and professional experts accelerate their success. As founder of Smart Solutions Media, he has guided clients across industries to attract q…
Disclaimer: The podcast and artwork embedded on this page are from Henry DeVries, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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