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
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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.
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1/14/2020
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Recent Episodes

July 31, 2026
Fixed Income for a New Fed Era with Kevin Flanagan
<p><strong>Kevin Flanagan</strong>, head of fixed income strategy at <strong>WisdomTree</strong>, discusses the emerging “Warsh cycle” and what a new approach to Federal Reserve policy could mean for investors. Kevin explains how a more streamlined Fed, with less forward guidance and less emphasis on tools such as the dot plot, could leave markets more dependent on incoming economic data—and more vulnerable to volatility as investors interpret each new signal for themselves.</p> <p>Kevin also makes the case that today’s interest-rate environment is less “higher for longer” than a return to historical normalcy. He explores why investors may need to rethink expectations for falling rates, remain cautious about taking on duration risk, and consider strategies designed to generate income while limiting rate sensitivity. The discussion also examines floating-rate Treasuries, interest-rate-hedged bond strategies, and barbell approaches that can help fixed income portfolios remain flexible across changing market conditions.</p> <p>Resources: <a href="https://www.wisdomtree.com/investments" target="_blank" rel="noopener" data-cke-saved-href="https://www.wisdomtree.com/investments">WisdomTree</a></p> <p><small>IMPORTANT INFORMATION</small></p> <p><small>Please see the <a href="https://www.wisdomtree.com/us/insights/glossary" data-cke-saved-href="https://www.wisdomtree.com/us/insights/glossary">WisdomTree Glossary</a> for definition of terms.</small></p> <p><small><strong>Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about the fund, call 866.909.9473 or visit WisdomTree.com/us. Read the prospectus or, if available, the summary prospectus carefully before investing.</strong></small></p> <p><small>There are risks associated with investing, including possible loss of principal. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.</small></p> <p><small>Past performance does not guarantee future results.</small></p> <p><small><strong>WisdomTree Floating Rate Treasury Fund (USFR):</strong> with floating rates can be less sensitive to interest rate changes than securities with fixed interest rates, but may decline in value. Fixed income securities will normally decline in value as interest rates rise. The value of an investment in the Fund may change quickly and without warning in response to issuer or counterparty defaults and changes in the credit ratings of the Fund’s portfolio investments. Due to the investment strategy of this Fund it may make higher capital gain distributions than other ETFs. The Fund invests in the securities included in, or representative of, its Index regardless of their investment merit, and the Fund does not attempt to outperform its Index. </small></p> <p><small><strong>WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY):</strong> Fixed income investments are subject to interest rate risk; their value will normally decline as interest rates rise. Fixed income investments are also subject to credit risk, the risk that the issuer of a bond will fail to pay interest and principal in a timely manner, or that negative perceptions of the issuer’s ability to make such payments will cause the price of that bond to decline. Investing in mortgage- and asset-backed securities involves interest rate, credit, valuation, extension and liquidity risks and the risk that payments on the underlying assets are delayed, prepaid, subordinated or defaulted on. Due to the investment strategy of the Fund, it may make higher capital gain distributions than other ETFs. The Fund invests in the securities included in, or representative of, its Index regardless of their investment merit. The Fund does not attempt to outperform its Index.</small></p> <p><small><strong>WisdomTree Interest Rate Hedged High Yield Fund (HYZD):</strong> High-yield or “junk” bonds have lower credit ratings and involve a greater risk to principal. Fixed income investments are subject to interest rate risk; their value will normally decline as interest rates rise. The Fund seeks to mitigate interest rate risk by taking short positions in U.S. Treasuries (or futures providing exposure to U.S. Treasuries), but there is no guarantee this will be achieved. Derivative investments can be volatile and these investments may be less liquid than other securities, and more sensitive to the effects of varied economic conditions.</small></p> <p><small>Fixed income investments are also subject to credit risk, the risk that the issuer of a bond will fail to pay interest and principal in a timely manner, or that negative perceptions of the issuer’s ability to make such payments will cause the price of that bond to decline. The Fund may engage in “short sale” transactions where losses may be exaggerated, potentially losing more money than the actual cost of the investment and the third party to the short sale may fail to honor its contract terms, causing a loss to the Fund. While the Fund attempts to limit credit and counterparty exposure, the value of an investment in the Fund may change quickly and without warning in response to issuer or counterparty defaults and changes in the credit ratings of the Fund’s portfolio investments. Due to the investment strategy of the Fund, it may make higher capital gain distributions than other ETFs. The Fund invests in the securities included in, or representative of, its Index regardless of their investment merit and the Fund does not attempt to outperform its Index. </small></p> <p><small>Kevin Flanagan is a registered representative of Foreside Fund Services, LLC. </small></p> <p><small>WisdomTree Funds are distributed by Foreside Fund Services, LLC.</small></p> <p><a href="https://poweryouradvicepodcast.blubrry.net/2026/07/31/fixed-income-for-a-new-fed-era-with-kevin-flanagan/">Source</a></p>

July 8, 2026
Market Intel for Stronger Client Conversations with Matt Berger
<p><strong>Matt Berger</strong>, Vice President of Client Investment Strategies at <strong>Lincoln Financial</strong>, 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.</p> <p>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.</p> <p>For more information or to subscribe to Lincoln’s Market Intel Exchange, visit <a href="http://www.lincolnfinancial.com/public/professionals/productsandinsights/marketinsights/subscribe?utm_campaign=advpedia-2026&utm_source=advisorpedia&utm_medium=referral&utm_content=blog-post">LFG.com/MarketInsights</a></p> <p><small>Sources:</small></p> <ul> <li><small>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. </small></li> <li><small>Sentiment troughs vs. peaks based on analysis by Lincoln Financial, January 1978 – May 2026; peaks and troughs separated by ≥15-point reversal.</small></li> <li><small>Returns from all-time highs since 1990: Source: Morningstar, analysis by Lincoln Financial, January 1990 – May 2026. </small></li> <li><small>Rolling 15-year holding periods of S&P 500 price returns positive 100% of the time. Source: Morningstar/analysis by Lincoln Financial</small></li> <li><small>Healthy 65-year-old couple: 74% probability at least one spouse lives to 90. Source: American Academy of Actuaries / longevityillustrator.org.</small></li> </ul> <p><small>LCN-8987802-062226</small></p> <p><a href="https://poweryouradvicepodcast.blubrry.net/2026/07/08/market-intel-for-stronger-client-conversations-with-matt-berger/">Source</a></p>

June 5, 2026
AI Built for the Real Work of Client Management with Bassam Chaptini
<p><span style="font-weight: 400;">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.</span></p> <p><span style="font-weight: 400;">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.</span></p> <p><span style="font-weight: 400;">Resources: </span><a href="https://avantos.ai"><span style="font-weight: 400;">Avantos</span></a></p> <p><a href="https://poweryouradvicepodcast.blubrry.net/2026/06/05/ai-built-for-the-real-work-of-client-management-with-bassam-chaptini/">Source</a></p>
332 total episodes available
Recent guests on Power Your Advice
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Jeff Gonyo
Guest
Scott Danner
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Douglas Ferguson
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Charlie Johnston
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Kevin Knull
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Emily Blue
Guest
Jim Gold
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Michael Featherman
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Andrew Stavaridis
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Morgan Ludovico
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Sharon Watson
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Natalie Wolfsen
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