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.
Inside The Flows
Claim This Podcastby Inflows
4.2(5 reviews)
20 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
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.
Language
🇺🇲
Publishing Since
1/30/2026
4 verified contact emails on file for Inside The Flows
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Recent Episodes
July 24, 2026
Inside the Flows - Episode 18
<p>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 planner, Tom shares how specializing in sustainable, values based, and vegan investing helped him create a practice centered on clients who shared his perspective, while offering practical advice for the next generation of advisors looking to differentiate themselves.<br /><br />00:00 Intro<br />04:36 Building a Sustainable Investing Niche<br />12:10 Advice for Next-Generation Advisors<br />18:28 Weekly Recap: Climate, Housing & Retirement<br />30:45 Employee Benefits, Inequality & Long-Term Care<br />42:03 ESG and Impact Investing for Family Offices<br />49:53 Looking Ahead and Closing<br /><br /><br />Links to Tom's books:<br /><br />Low Fee Vegan Investing, Taking veganism to the next level<br /><a rel="noopener noreferrer nofollow" href="https://www.amazon.com/dp/1492802972" target="_blank">https://www.amazon.com/dp/1492802972</a> <br /><br />Low Fee Socially Responsible Investing: Investing in your worldview on your terms<br /><a rel="noopener noreferrer nofollow" href="https://www.amazon.com/dp/1468033794/r" target="_blank">https://www.amazon.com/dp/1468033794/r</a><br /><br /><br />#wealthmanagement #sustainability #humaine #401k #retirement #retirementplanning <br /><br />NEW EPISODES EVERY FRIDAY<br />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.<br /><br />ABOUT INFLOWS<br />Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.<br /><br />JOIN OUR COMMUNITY<br />🏠 <a rel="noopener noreferrer nofollow" href="https://inflows.com" target="_blank">https://inflows.com</a><br />🔗 <a rel="noopener noreferrer nofollow" href="https://linkedin.com/company/inflowsapp" target="_blank">https://linkedin.com/company/inflowsapp</a><br /><br />LISTEN TO OUR SHOW<br />Spotify: <a rel="noopener noreferrer nofollow" href="https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy" target="_blank">https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy</a><br />Apple Podcast: <a rel="noopener noreferrer nofollow" href="https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229" target="_blank">https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229</a></p>
July 10, 2026
Inside the Flows - Episode 17
<p>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 nester, Phil shares why these moments require more than traditional financial advice and how life planning can help women move forward with clarity, confidence, and purpose.<br /><br />The conversation explores why listening is one of the most valuable skills an advisor can develop, how meaningful financial planning begins by understanding what truly matters to clients, and why building the biggest portfolio isn't always the same as building the best life. Along the way, they discuss the Great Wealth Transfer and why advisors who understand the unique needs of women in transition will be better positioned to build lasting relationships for generations to come.<br /><br />00:00 Phil Weiss's Background and Career Journey<br />03:52 Life Planning and Its Importance<br />08:36 The Role of Trust in Financial Planning<br />11:56 The Value of Hiring a Financial Advisor<br />12:18 Market Recap and Current Events<br />20:34 The Great Wealth Transfer and Its Implications<br />22:32 Approach to Women Facing Life Transitions<br />30:37 Looking Forward: Family and Future Plans<br /><br />Links:<br />Apprise Wealth Management - <a rel="noopener noreferrer nofollow" href="https://apprisewealth.com/" target="_blank">https://apprisewealth.com/</a><br />Evan More Than Money (Book) - <a rel="noopener noreferrer nofollow" href="https://a.co/d/0eIB0kBG" target="_blank">https://a.co/d/0eIB0kBG</a><br />Phil's LinkedIn - <a rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/philip-weiss" target="_blank">https://www.linkedin.com/in/philip-weiss</a><br /><br /><br />NEW EPISODES EVERY FRIDAY<br />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.<br /><br />ABOUT INFLOWS<br />Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.<br /><br />JOIN OUR COMMUNITY<br />🏠 <a rel="noopener noreferrer nofollow" href="https://inflows.com" target="_blank">https://inflows.com</a><br />🔗 <a rel="noopener noreferrer nofollow" href="https://linkedin.com/company/inflowsapp" target="_blank">https://linkedin.com/company/inflowsapp</a><br /><br />LISTEN TO OUR SHOW<br />Spotify: <a rel="noopener noreferrer nofollow" href="https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy" target="_blank">https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy</a><br />Apple Podcast: <a rel="noopener noreferrer nofollow" href="https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229" target="_blank">https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229</a></p>
June 19, 2026
Inside the Flows - Episode 16
<p>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 Marketplace, all designed to help advisors connect with peers, discover solutions, and build stronger professional networks.<br /><br />The conversation also explores how AI is reshaping software development and lowering the barriers to building new businesses. Iyassu and Juan share lessons from their own experience using AI agents to accelerate product development, while discussing why advisors and wealth managers should start thinking beyond simply using AI and begin exploring how it can help them create new workflows, services, and opportunities for clients. The episode highlights a broader theme: in a world where technology is becoming more accessible, relationships, trust, and community may become even more valuable.<br /><br />00:00 Startup Scaling Challenges<br />02:51 Cultural Reflections on Sports and Celebrations<br />05:35 Geopolitical and Corporate Updates<br />08:30 Elon Musk and the Trillionaire Debate<br />10:39 The Space Economy's Impact<br />13:24 Federal Reserve's Interest Rate Decisions<br />15:56 Healthcare Job Market Insights<br />17:47 AI Integration in Workflows<br />24:14 AI and Job Security in Wealth Management<br />27:02 Leveraging AI for Relationship Building<br />29:29 AI as a Barrier Breaker for Entrepreneurs<br />31:57 The Future of Financial Modeling with AI<br />32:12 Inflows App Updates and Features<br />38:51 Introducing the Inflows Marketplace<br /><br /><br />NEW EPISODES EVERY FRIDAY<br />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.<br /><br />ABOUT INFLOWS<br />Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.<br /><br />JOIN OUR COMMUNITY<br />🏠 <a rel="noopener noreferrer nofollow" href="https://inflows.com" target="_blank">https://inflows.com</a><br />🔗 <a rel="noopener noreferrer nofollow" href="https://linkedin.com/company/inflowsapp" target="_blank">https://linkedin.com/company/inflowsapp</a><br /><br />LISTEN TO OUR SHOW<br />Spotify: <a rel="noopener noreferrer nofollow" href="https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy" target="_blank">https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy</a><br />Apple Podcast: <a rel="noopener noreferrer nofollow" href="https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229" target="_blank">https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229</a></p>
20 total episodes available
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Frequently asked questions
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- What is Inside The Flows?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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