Podcasts
Podcasts, video, transcripts, and multimedia conversations from PowerAdvice.
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Kayla Watson | Financial Literacy as a Career Calling
Ohio State student Kayla Watson shares how financial literacy and helping others are shaping her path into advice.
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Craig Cmiel | Model Portfolios With More Conviction
Craig Cmiel of BX Partners explains how curated managers and blended strategies can support more confident advisor portfolios.
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Micaela Barraza | The Work Behind Scalable Advisor Tech
Nitrogen COO Micaela Barraza discusses the operational work behind scaling advisor technology and maintaining a consistent advisor experience.
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Nimesh Patel | Building Durable RIA Infrastructure
Altruist’s Nimesh Patel explains why durable RIA growth starts with simpler infrastructure, smarter partners, and less tech-stack complexity.
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Trust Is Currency: 3 Ways Financial Advisors Can Earn It Faster
Cuts straight to what actually builds trust with new audiences in 2026. Not better branding. Not more content. Three things
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First 100 Days That Turn New Clients Into Long-Term Advocates
Rethink what’s possible and show you what happens when you design that experience with intention instead of letting it happen by default.
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Patrick Kelly | Capital and Technology for Advisor Growth
Patrick Kelly of Signal Advisors explains how capital, technology, and execution support can help independent advisors build better businesses.
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Stop Asking for Referrals Until You Fix This Core Problem
Will shore up your referral game to such a level that every competitor you have won't be able to get any sleep at night
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Evan Brown | Qualified Meetings, Not Just Leads
Evan Brown of Apex Acquisition explains how qualified virtual meetings can help advisors connect with serious pre-retirees.
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Larry Sprung | Bringing Joy Back to Financial Advice
Larry Sprung of Mitlin Financial explains why the best financial plans are built around what brings clients joy.
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Tina Powell | If AI Can’t Find You, Clients Won’t Either
Tina Powell of Intention.ly explains why advisor growth now depends on strategy, authority, and AI-era brand visibility.
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Carrie Roso | The Advisor’s Human Advantage
PowerAdvice talked with Carrie Roso of FMT Solutions live at the 2026 Nitrogen Fearless Investing Summit in Denver, Colorado.
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