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.

The Advisor Upside Show

Claim This Podcast

by The Daily Upside

5.0(1 reviews)

14 episodes

Updated Daily

Accepts GuestsHas Sponsors

Podcast Overview

The wealth management industry is changing fast, but many financial advisors are still using the same old playbook. Join hosts Sean Allocca and John Manganaro, along with leading industry expert guests, as they break down the trends shaping your business. Each week, we'll cover critical topics while also having a little fun. It's all on the table, from retirement income planning and Social Security to the behavioral side of investing and what clients are hearing elsewhere. We've created The Advisor Upside Show because staying informed isn’t enough anymore. You need to stay ahead. New episodes every Wednesday. #FinancialAdvisor #WealthManagement #FinancialPlanning

Language

🇺🇲

Publishing Since

5/26/2026

Visit Website View on Apple Podcasts RSS Feed

1 verified contact email on file for The Advisor Upside Show

Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.

See contact details

Recent Episodes

August 19, 2026

How AI Could Reshape Financial Advice | Altruist CEO Jason Wenk

Altruist founder and CEO Jason Wenk joins Advisor Upside to explain how AI could reshape financial advice, why a person born today may never need a human advisor, and what the industry must do to survive the next wave of automation. Submit your questions and guest suggestions to podcast@thedailyupside.com!Instagram: / thedailyupside Twitter: https://x.com/TheDailyUpside Linkedin: / advisor-upside Subscribe to our newsletters: Advisor Upside: https://www.thedailyupside.com/welcom... ETF Upside: https://www.thedailyupside.com/welcom... Retirement Upside: https://www.thedailyupside.com/welcom... The Daily Upside: https://www.thedailyupside.com/welcom...

August 12, 2026

Is the Market Too Dependent on AI? | Marta Norton, Empower Investments

Empower Investments Chief Investment Strategist Marta Norton breaks down the biggest risks facing markets, from AI earnings concentration to Fed expectations, geopolitics, and the future of the 60/40 portfolio.

August 5, 2026

Why AI Won't Replace Financial Advisors | AssetMark CEO Michael Kim

Relax, the robots aren’t coming for your job. AssetMark CEO Michael Kim explains why human advice, trust, and relationships will become even more valuable as technology reshapes wealth management. Plus, he shares insights on AssetMark’s evolution, private markets, and why the wealth management industry is entering one of its biggest periods of opportunity.This episode is brought to you by Fidelity. Submit your questions and guest suggestions to podcast@thedailyupside.com!Instagram: / thedailyupside Twitter: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUTRhR3V6ZV9CMHlyOThIdU9UdG42TXxBR3JiS2FrdTdUVlRrUm5IWkhmN0tjbngzLWZUUW82Z0FGYWlQRTFtem1nRmx3VGtVVm1PaG53aTZXemhmdTZDX3plX2xZckRKX2p1QlFKY0VGclVLTHRseVhJNkN3THhULW82&q=https%3A%2F%2Fx.com%2FTheDailyUpside&v=693ZrnE9X7w">https://x.com/TheDailyUpside</a> Linkedin: / advisor-upside Subscribe to our newsletters: Advisor Upside: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUWh1TkMwTkRZTDhOR2VwSHZIcnNnN3xBR3JiS2Fsd0RURjd5bGVqaUE1Z3BnbVJwRTRGdy1TMlBsa2F4RVVFNV9QYnh4aTRzcUNiaHR1aXh5bGF2ck1jRUFLZTRKa084dVctYThLUDJyVm1fSHowRVV0OFQxQjV4SVR0&q=https%3A%2F%2Fwww.thedailyupside.com%2Fwelcom..&v=693ZrnE9X7w">https://www.thedailyupside.com/welcom..</a>. ETF Upside: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUU1MalBIQkVUdnlkTE5VVDBqYjZpQnxBR3JiS2FrMFp0UXhQUkFWZzhCTkxabVgtU0s2Zy1qRlhfUklZbEV5eGVKRkhNeldCaGVKSzRselZCSjlwYjNSdnV6SXFHX2c1VnRGRnc5R2FKNkxVOFh0ZlZoUUlNQmNlWC1u&q=https%3A%2F%2Fwww.thedailyupside.com%2Fwelcom..&v=693ZrnE9X7w">https://www.thedailyupside.com/welcom..</a>. Retirement Upside: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUUd3S2tXVEtnTTZCN2pYSGN0MUVfd3xBR3JiS2FtXzJuNWRrV3paYnFmOG16cmF0ZTBDRllvQ3BVd1M2MFhjdm5IamVFMDRzZDFVa2t5YWJkR0lhdUYyRW1QNENkaTBVUDJUb3RVSXZWVlJndkZvQ25rcjBrR01uc0lV&q=https%3A%2F%2Fwww.thedailyupside.com%2Fwelcom..&v=693ZrnE9X7w">https://www.thedailyupside.com/welcom..</a>. The Daily Upside: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUmlna2M3dlNhWWtka0xwcXZkVl9QMnxBR3JiS2FtcHAyRjl4STdnNUxmYWJIZ2pvQkJfVlR5dlZlaDMxTnh1Zlcza0hOaUZHLUJRRnJmWXBibFU0OExrZTU3ZlRyTUlrRUFXNDhDWV9EU0lmX1hManl6OTE2MjNhUGxU&q=https%3A%2F%2Fwww.thedailyupside.com%2Fwelcom..&v=693ZrnE9X7w">https://www.thedailyupside.com/welcom..</a>.Listen to the podcast: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rVHNyTFhRYTRha3dYYkdBV2NieWRuZnxBR3JiS2FrUjZNM2Y2czltazhLejlZSi12NktleHRwSEF0YUdIVEtJbXpTaWZXbGRxeEJlalhvU1ZGZTRWWHRULTJmbU44SVFIUGJfaFlSTHRaX0c4V0J4UlY0VGZIVl9NSEgy&q=https%3A%2F%2Flnk.to%2Faplcwo&v=693ZrnE9X7w">https://lnk.to/aplcwo</a>

14 total episodes available

Similar Podcasts

Discover related shows you might enjoy

Ask The Compound

The Compound

The Compound and Friends

The Compound

Animal Spirits Podcast

The Compound

WSJ's Take On the Week

The Wall Street Journal

Morning Brew Daily

Morning Brew

Up First

NPR

The Joe Rogan Experience

Joe Rogan

Pivot

New York Magazine

Thoughts on the Market

Morgan Stanley

Deep-dive analytics for The Advisor Upside Show

Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is The Advisor Upside Show?: The wealth management industry is changing fast, but many financial advisors are still using the same old playbook. Join hosts Sean Allocca and John Manganaro, along with leading industry expert guests, as they break down the trends shaping your business.

Each week, we'll cover critical topics while also having a little fun. It's all on the table, from retirement income planning and Social Security to the behavioral side of investing and what clients are hearing elsewhere. We've created The Advisor Upside Show because staying informed isn’t enough anymore. You need to stay ahead.

New episodes every Wednesday.

#FinancialAdvisor #WealthManagement #FinancialPlanning
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.

Legal Disclaimer

Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.

All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.

We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.

While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.

By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.