Visionary Advisor

About Visionary Advisor

Welcome to Visionary Advisor, the podcast for forward-thinking wealth advisors who believe the future of wealth management is bigger than portfolios. Each episode brings together influential voices across family wealth, planning, psychology, legacy, and client experience to explore what HNW and UHNW advisors should be paying attention to now. We’ll talk about how great advisors grow organically, build deeper relationships across generations, and help families turn wealth into something more durable: clarity, connection, and legacy. Because the firms that win the next decade will be the ones that serve the whole family, earn trust with the rising generation, and make legacy feel practical. Keep doing legacy better, more at totalfamily.io

Publisher

Totalfamily.io | Doing Legacy Better

Category

business · business · education

Language

en

Explicit

No

First episode

25 Mar 2025

Latest episode

12 Oct 2026

Latest episodes

25 episodes in the feed.

1. 

   12 Oct 2026

   Practical Storytelling for Families: Preserving Legacy One Day at a Time with Matthew Dicks, Author of Storyworthy

   Family stories can disappear across generations. Advisors can help clients capture the everyday moments that carry their values, memories, and legacy forward. In this episode of Visionary Advisor, Alex Kirby (founder of Total Family) is joined by Matthew Dicks, bestselling author of Storyworthy, storytelling consultant and retired elementary school teacher. Together, they unpack the art and urgency of helping families remember and retell the experiences that shape legacy, well-being, and conn...

2. 

   28 Sept 2026

   What Is Your Wealth For? Rethinking Family Legacy with Jill Shipley, AlTi Global

   Purpose is no longer a niche topic — it’s the question families expect their advisors to help answer. If you’re not guiding that conversation, someone else will. In this episode of Visionary Advisor, Alex Kirby (founder of Total Family) , sits down with Jill Shipley, Managing Director and Head of Governance & Education at AlTi Global. Jill brings nearly 25 years of experience on the front lines of multi-generational family work. Together, Alex and Jill review the findings of AlTi’s Wealth...

3. 

   31 Aug 2026

   Who Should Start the Family Wealth Conversation? With Emily Haper & Jessica Gibbs, Monumental Wealth

   Who goes first when it’s time for “the conversation”? Inheritance, legacy, and values transfer are on everyone’s minds, but families keep waiting for the perfect moment, and it rarely comes. In this episode of Visionary Advisor, Alex Kirby (founder of Total Family) chats with Emily Harper and Jessica Gibbs of Monument Wealth. Together, they tackle the universal anxiety around initiating wealth conversations, the myth of the “right time", and what really holds families (and advisors) bac...

Who has been a guest on Visionary Advisor

Names identified in recent episode analyses. Showing up to five guests.

• Jennifer Musil
• Melissa Schweizer
• Matt Shechtman
• Robert Balentine
• David York

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

343

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

11 ratings

Spotify

5.0 / 5

7 ratings

Podcast Authority Score: 23 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

8

Social presence

0

YouTube

64

Engagement

32

Contact Visionary Advisor

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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• 

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  Acquired

Questions about Visionary Advisor