Visionary Advisor
Claim This Podcastby Totalfamily.io | Wealth Advisor Legacy Planning
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Podcast Overview
<p><b>Welcome to </b><b>Visionary Advisor</b><b>, the podcast for forward-thinking wealth advisors who believe the future of wealth management is bigger than portfolios.</b></p><p><br></p><p>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.</p><p><br></p><p>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.</p><p><br></p><p>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.</p><p><br></p><p><b>Keep doing legacy better, </b><b>more at totalfamily.io</b></p>
Language
🇺🇲
Publishing Since
3/25/2025
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Recent Episodes
June 9, 2026
The Future of Wealth: Understanding Women’s Needs in Advisory Relationships with Katie Randall & Lisa Jones, Prime Capital
When a spouse dies or a marriage ends, most women leave their advisor. The real risk isn’t lost assets — it’s lost trust and connection that should never have been a single point of failure. In this episode of Visionary Advisor, hosted by Alex Kirby (founder of Total Family), guests Katie Randall and Lisa Jones of Prime Capital Financial bring decades of experience working with women, couples, and families through life’s hardest transitions. Together, they reveal how most advisory pract...
May 19, 2026
Advisors and AI: What’s Changed, What Hasn’t, and What’s Next with Mat Matthews, Advisor360
AI isn’t coming for advisors’ jobs. It is quietly reshaping what clients expect, how firms differentiate, and where true value lies. The challenge is simple: will you be transparent about the technology supporting your work or let clients fill in the blanks themselves? In this episode of Visionary Advisor, Alex Kirby (founder of Total Family) sits down with Mat Matthews, Chief Product and Engineering Officer at Advisor360, for a candid conversation about the 2026 Connected Wealth Report and t...
April 15, 2026
Lessons From Multi-Billion Dollar Families on Connection and Collaboration with Mark Tepsich, UBS
Even the wealthiest families can be unprepared for their own complexity. Most advisors aren’t trained to handle what matters most: communication, culture, and preparing the next generation for leadership. In this episode of Visionary Advisor, Alex Kirby (founder of Total Family) is joined by Mark Tepsich, co-author of the UBS Family Enterprise Governance Report. Mark and Alex dive into what governance really looks like for families averaging $2.4 billion in net worth and why many of the bigge...
19 total episodes available
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Frequently asked questions
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- What is Visionary Advisor?
<p><b>Welcome to </b><b>Visionary Advisor</b><b>, the podcast for forward-thinking wealth advisors who believe the future of wealth management is bigger than portfolios.</b></p><p><br></p><p>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.</p><p><br></p><p>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.</p><p><br></p><p>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.</p><p><br></p><p><b>Keep doing legacy better, </b><b>more at totalfamily.io</b></p> - 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?
No, this podcast does not typically feature guests.
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