Discover how wealth managers and financial advisors leverage their time, treasure, and talent. Each week, successful wealth managers and financial advisors share what they are investing more of their time in, what they are cutting back on, and what their go-to strategies are. Your host, Henry DeVries, is a business development columnist with Forbes Digital and California Business Journal, and the CEO of Indie Books International. Guests share their thoughts on how the industry can work together to overcome common image problems faced by financial advisors and wealth managers.
Wealth Authority TV
Claim This Podcastby Henry DeVries
32 episodes
Updated Daily
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Podcast Overview
Discover how wealth managers and financial advisors leverage their time, treasure, and talent. Each week, successful wealth managers and financial advisors share what they are investing more of their time in, what they are cutting back on, and what their go-to strategies are. Your host, Henry DeVries, is a business development columnist with Forbes Digital and California Business Journal, and the CEO of Indie Books International. Guests share their thoughts on how the industry can work together to overcome common image problems faced by financial advisors and wealth managers.
Language
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Publishing Since
10/16/2025
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Recent Episodes
June 25, 2026
How Not To Be The Next Cyber Victim With John Iannarelli
<p>Our wealth authority of the week is John Iannarelli. John Iannarelli aka FBI John served as an FBI Special Agent for 20 years, during which he was a SWAT team member and participated in the investigations of the Oklahoma City bombing, the 9/11 attack, the shooting of Congresswoman Gabrielle Giffords, and the Sony hack. Among his many FBI assignments, John served as the FBI’s National Spokesperson, on the Cyber Division Executive staff, and was as an Assistant Special Agent in Charge overseeing all Criminal, Cyber and Counterintelligence investigations. He was recognized with the FBI’s Director Award for Distinguished Service.A former San Diego Police Officer and attorney with international studies at Oxford England, John is admitted to the practice of law in California, Maryland, and Washington DC. In addition, he is the recipient of an Honorary Doctor of Computer Science in recognition of his contributions to the field of cyber investigations. John was also an NFL Security Representative responsible for ensuring public safety throughout the football season and the Super Bowl.John is the author of five books, including Why Teens Fail and What to Fix, a parents’ guide to protecting their children on the Internet and other dangers, and How to Spot a Terrorist Before It’s Too Late. His just released 5th book, Disorderly Conduct, examines the lighter side of law enforcement and the humorous moments during his FBI career. John is a frequent on-air contributor for the national news media and has been profiled in Forbes. He provided live on-scene coverage from Las Vegas of the Mandalay Bay mass shooting attack as it occurred. An engaging and entertaining keynote speaker, John is a National Speakers Association Certified Speaking Professional (CSP®) known for sharing his intriguing insights combined with his superb sense of humor. He has presented to Fortune 500 companies, domestic and international audiences, the United Nations, and the Vatican, where he has personally met on several occasions with Pope Francis.To learn more visit https://fbijohn.com or email John@FBIJohn.com</p><p>https://indiebooksintl.comSeason 2, Episode 23</p>
June 18, 2026
How Women Can Have More Influence With Heidi Hartman
<p>Our wealth authority of the week is Heidi Hartman. Heidi is a distinguished executive coach and leadership consultant with over two decades of experience in leadership and human resources. She specializes in empowering women leaders through coaching, offering a blend of corporate insight and transformative strategies. Her approach combines seasoned corporate wisdom with innovative methods to help leaders break through norms and rise into extraordinary leadership excellence.Through extensive research, interviewing over 100 women leaders from various industries nationwide, Heidi uncovered the most powerful themes shaping modern female leadership. These insights form the foundation of her signature keynote, Her Rise, Her Rules, a dynamic and empowering session that helps women lead authentically, amplify their impact, and shape their leadership path.Building on the success of this keynote, Heidi released her first book, Her Rise, Her Rules, 7 Secrets of Successful Leaders. The book serves as both a guide and a companion for women navigating leadership with confidence, clarity, and intention. It captures the voices, wisdom, and strategies of the women she’s worked with and interviewed and offers actionable tools for women ready to rise.Heidi’s services are particularly valuable for organizations aiming to develop and retain high-performing women leaders. Her coaching emphasizes enhancing emotional intelligence, strategic influence, visibility, and leadership agility. As a strategic thought partner, she assists clients in setting bold goals, overcoming challenges, and fully leveraging their strengths for long-term success, transforming what ifs into what’s possible through purposeful, results-driven leadership.https://indiebooksintl.comSeason 2, Episode 22</p>
June 11, 2026
How To Build Relationships With Jon Lokhorst
<p>Our wealth authority of the week is Jon Lokhorst. Jon Lokhorst, CPA, ACC, is an executive leadership coach and consultant based in Minneapolis, Minnesota. He partners with CPAs, CFOs, and other leaders who face massive change in their industry and recognize the need for a new model of leadership to navigate those challenges. Prior to launching Lokhorst Consulting LLC, Jon enjoyed a 30-plus year career as a CPA, CFO, andorganizational leader. He has a Master’s in Organizational Leadership and is recognized by theInternational Coach Federation as an Associate Certified Coach. Jon serves as adjunct faculty in the School of Business and Nonprofit Management at North Park University and writes and speaks regularly on a variety of topics.You can contact Jon through LinkedIn: https://www.linkedin.com/in/jonlokhorst/https://indiebooksintl.comSeason 2, Episode 21</p>
32 total episodes available
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