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Power Your Advice

Power Your Advice

Written by: Advisorpedia
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Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, Advisorpedia seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.Power Your Advice All Rights Reserved Economics Management Management & Leadership Personal Finance
Episodes
  • Market Intel for Stronger Client Conversations with Matt Berger

    Market Intel for Stronger Client Conversations with Matt Berger
    Jul 8 2026

    Matt Berger, Vice President of Client Investment Strategies at Lincoln Financial, discusses how Lincoln’s Market Intel Exchange helps financial professionals bring clearer market perspective into client conversations. The Market Intel Exchange (MIE) is Lincoln’s monthly, client-friendly market resource, featuring charts and insights designed to help advisors explain timely market events, economic trends, and planning topics in plain English.

    Matt explores how advisors can use the MIE when clients feel uncertain about the economy, markets, or their next move. From the urge to wait until conditions feel better to the hesitation around investing near market highs, he shares how data and perspective can help advisors reframe those instincts and keep clients focused on their long-term plans. He also explains why useful content should be both timely and evergreen, helping advisors frame conversations around long-term investing, retirement income, longevity, and client behavior while creating opportunities for outreach, prospecting, newsletters, and social media.

    For more information or to subscribe to Lincoln’s Market Intel Exchange, visit LFG.com/MarketInsights

    Sources:

    • Consumer Sentiment (UMCSENT): 44.8 as of May 2026, record low in continuous series since 1978. Source: Federal Reserve Bank of St Louis/University of Michigan.
    • Sentiment troughs vs. peaks based on analysis by Lincoln Financial, January 1978 – May 2026; peaks and troughs separated by ≥15-point reversal.
    • Returns from all-time highs since 1990: Source: Morningstar, analysis by Lincoln Financial, January 1990 – May 2026.
    • Rolling 15-year holding periods of S&P 500 price returns positive 100% of the time. Source: Morningstar/analysis by Lincoln Financial
    • Healthy 65-year-old couple: 74% probability at least one spouse lives to 90. Source: American Academy of Actuaries / longevityillustrator.org.

    LCN-8987802-062226

    Source
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    23 mins
  • AI Built for the Real Work of Client Management with Bassam Chaptini

    AI Built for the Real Work of Client Management with Bassam Chaptini
    Jun 5 2026

    Bassam Chaptini, co-founder and co-CEO of Avantos, discusses the long-running friction around client onboarding, servicing, and relationship management in wealth management. He explains why the problem is less about a lack of tools and more about fragmented systems, disconnected data models, and workflows that force advisors to assemble client context across too many places.

    Avantos was built around a different approach: an AI-native client management operating system powered by a knowledge graph that connects client data, advisor context, product information, and the work to be done. Bassam explores how that unified layer can support enterprise-grade AI, human-in-the-loop automation, and cross-product service across wealth, insurance, banking, and other areas of financial services, giving advisors more room to focus on the client relationship instead of the operational drag behind it.

    Resources: Avantos

    Source
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    19 mins
  • Capital Efficiency for Modern Portfolios with Andrew Okrongly

    Capital Efficiency for Modern Portfolios with Andrew Okrongly
    May 21 2026
    Andrew Okrongly, Director of Modern Portfolios at WisdomTree, examines how capital efficiency can help advisors solve one of the harder diversification questions: not whether to diversify, but what has to be sold to make room for it. Rather than treating alternatives, gold, commodities, or managed futures as trade-offs against core equity and fixed income exposure, Okrongly frames capital-efficient ETFs as a way to preserve the exposures clients already need while layering in complementary return streams. That framework extends from efficient core strategies like NTSX to equity-plus-diversifier and inflation-sensitive approaches, with each structure pairing a funded sleeve with a futures overlay. Okrongly also addresses the practical considerations advisors need to understand, including collateral, tax treatment, funding costs, and why the point is not leverage for speculation, but a more flexible approach to modern portfolio construction. Resources: WisdomTree Important Information: Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. For a prospectus or, if available, a summary prospectus, containing this and other important information about the fund, call 866-909-9473 or visit WisdomTree.com/investments. Read the prospectus or, if available, the summary prospectus carefully before you invest. There are risks involved with investing, including the possible loss of principal. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile. Past performance does not guarantee future results. Neither WisdomTree, Inc., nor its affiliates, nor Foreside Fund Services, LLC, nor its affiliates provide tax advice. All references to tax matters or information provided are for illustrative purposes only and should not be considered tax advice and cannot be used for the purpose of avoiding tax penalties. Investors seeking tax advice should consult an independent tax advisor. WisdomTree Emerging Markets Efficient Core Fund (NTSX) risk information: While the Fund is actively managed, the Fund’s investment process is heavily dependent on quantitative models and the models may not perform as intended. The Fund invests in derivatives to gain exposure to U.S. Treasuries. The return on a derivative instrument may not correlate with the return of its underlying reference asset. The Fund’s use of derivatives will give rise to leverage and derivatives can be volatile and may be less liquid than other securities. As a result, the value of an investment in the Fund may change quickly and without warning and you may lose money. Interest rate risk is the risk that fixed income securities, and financial instruments related to fixed income securities, will decline in value because of an increase in interest rates and changes to other factors, such as perception of an issuer’s creditworthiness. WisdomTree International Efficient Core Fund (NTSI) risk information: Investments in non-U.S. securities involve political, regulatory, and economic risks that may not be present in U.S. securities. For example, foreign securities may be subject to risk of loss due to foreign currency fluctuations, political or economic instability, or geographic events that adversely impact issuers of foreign securities. While the Fund is actively managed, the Fund’s investment process is heavily dependent on quantitative models and the models may not perform as intended. The Fund invests in derivatives to gain exposure to U.S. Treasuries. The return on a derivative instrument may not correlate with the return of its underlying reference asset. The Fund’s use of derivatives will give rise to leverage and derivatives can be volatile and may be less liquid than other securities. As a result, the value of an investment in the Fund may change quickly and without warning and you may lose money. Interest rate risk is the risk that fixed income securities, and financial instruments related to fixed income securities, will decline in value because of an increase in interest rates and changes to other factors, such as perception of an issuer’s creditworthiness. WisdomTree U.S. Efficient Core Fund (NTSE) risk information: Investments in non-U.S. securities involve political, regulatory, and economic risks that may not be present in U.S. securities. For example, foreign securities may be subject to risk of loss due to foreign currency fluctuations, political or economic instability, or geographic events that adversely impact issuers of foreign securities. Investments in securities and instruments traded in developing or emerging markets, or that provide exposure to such securities or markets, can involve additional risks relating to political, economic, or regulatory conditions not associated with investments in U.S. securities and instruments or investments in more developed international markets. While the Fund is actively managed, the Fund’s ...
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    27 mins
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