Visionary Advisor
By Totalfamily.io | Wealth Advisor Legacy Planning
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Subscribers: 1
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Episodes: 20
Description
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
| Episode | Date |
|---|---|
|
Why Advisors Still Matter in the Age of AI: Rich Ryffel on the Future of Wealth Management
|
Jun 29, 2026 |
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The Future of Wealth: Understanding Women’s Needs in Advisory Relationships with Katie Randall & Lisa Jones, Prime Capital
|
Jun 09, 2026 |
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Advisors and AI: What’s Changed, What Hasn’t, and What’s Next with Mat Matthews, Advisor360
|
May 19, 2026 |
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Lessons From Multi-Billion Dollar Families on Connection and Collaboration with Mark Tepsich, UBS
|
Apr 15, 2026 |
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Legacy Letters Every Client Needs, with Blake Brewer
|
Mar 23, 2026 |
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Complete Family Wealth: The 5 Capitals, with Jay Hughes
|
Feb 26, 2026 |
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The Grief Tax: Showing Up for Families After Loss, with Ron Gura
|
Feb 11, 2026 |
|
What HNW Families Actually Want from the Great Wealth Transfer
|
Jan 13, 2026 |
|
What HNW Clients Say About Advisors When You're Not in the Room
|
Dec 15, 2025 |
|
Building a Legacy Practice That Lasts Generations, with Robert Balentine
|
Dec 01, 2025 |
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Entrusted Planning: Moving HNW Clients to Act on Legacy, with David York
|
Nov 03, 2025 |
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Family Mission Statements Are Going Mainstream, with Whitney Webb
|
Oct 29, 2025 |
|
Multifamily Office vs. Wealth Advisor: How HNW Families Decide
|
Oct 13, 2025 |
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Capgemini's Wealth Transfer Data: What Advisors Must Do Now, with P.V. Narayan
|
Sep 22, 2025 |
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The Emotional Life of Ultra-High-Net-Worth Clients, with Ken Haman
|
Aug 25, 2025 |
|
Redefining Legacy with Trust and Will's Cody Barbo
|
Jul 24, 2025 |
|
Family Transparency That Works: A Family Office Playbook, with Luke Jernagan
|
Jul 01, 2025 |
|
Family Wealth Advisor Fee Models: A Schwab Perspective, with Paul Ferguson
|
May 30, 2025 |
|
Values-Based Advising at Scale, with Glenn Spencer of Prime Capital
|
Apr 10, 2025 |
|
Wealth as Well-Being: James E. Hughes on What Family Wealth Is Really For
|
Mar 25, 2025 |