Speaking Logicly

Our guest today is Reese Harper, CEO at Elements a financial planning system designed to help advisors efficiently deliver ongoing value to their clients. Reese is also the founder of Dentist Advisors, an RIA that manages money for dentists. Our conversation today touches on Reese's journey from advisor to fintech entrepeneur and the opportunities that lay ahead. 

Season 2 of Speaking Logicly is here! Join our CEO Emil Tarazi and Henry Jim, of Hearsay, an ETF industry veteran as We discuss a wide variety of topics in the ETF industry, including the differences in ETF adoption across regions and the challenges of bringing a crypto ETF to market in the US.

Join Jonathan Shelon and Anthony Sassine of KraneShares, and our CEO Emil Tarazi as they discuss the KraneShares mission of capturing China exposure in your portfolio. 

Join ETFLogic CEO Emil Tarazi, and Andrew Holubec, Sales & Client Success Associate at ETFLogic as they break down what it means to Invest Logicly in an ever-changing world, and how investors can benefit from diving deep into analytics. 

ETFLogic and the Toronto Stock Exchange (TMX Group) are excited to announce the collaboration on our new TMXLogicly Platform for Canadian ETF issuers and wealth managers. 

We sit down with Harry Hellen, owner of HH financial planning, to discuss how he thinks technology will help shape how financial advisors interact with their clients in the future. He also discusses his process for using the Logicly platform to engage his clients virtually in the new digital world.

We sit down with one of our very first Logicly users Tom Costigan of ArborFi to talk a little about his business and why he takes a more focused and local approach to expanding his business. We also talk a little bit more about how he uses Logicly in his day to day.

In this episode, we speak to one of our power user Michael Garry of Yardley wealth management. We learn a little bit about how he came to be an advisor and how he uses the Logicly platform when building and maintaining client portfolios.

In the final episode of season 1, I sit down with Dave Dierking, Writer of the ETF Focus on thestreet.com to recap some of the major headlines of 2020 and discuss some major ETF themes to watch out for in 2021.

In this episode, I sit down with Johnny Sandquist, Founder and Owner of Three Crowns Copywriting and Marketing, to discuss how the pandemic has changed the way advisors and the rest of the wealth management industry think about marketing.

In this episode, we are joined by Liz Simmie of Honeytree Investment Management to discuss ESG, why purpose-driven companies outperform in the long run and why its always important to do due diligence when selecting funds with an ESG label.

In this episode, we sit down with financial advisor Jacob Millican of 9M Investments. We discuss how he's been working with his small business clients this year through the pandemic, how he uses Logicly analytics for maintaining portfolios and discussing investment outcomes with clients.

In this episode, I sit with Emil Tarazi to discuss how financial advisors can better navigate the ETF ecosystem and screen for ETFs to pick for their client portfolios.

We sit down with Chris Hempstead, Director of institutional business development at IndexIQ, to discuss ETF distribution and some of the challenges that ETF issuers face when it comes to getting the word out on their product.

Michael Policar, Fiduciary Wealth Manager at Hightower Bellevue, joins us to talk about his experience moving from a big wirehouse firm to a more independant advisory business, why he chooses ETFs for client portfolios, and what the word "fiduciary really means to him.

Zach Ashburn, founder of Reach Strategic Wealth, has built his business around getting clients to ask better questions. Zach joins to discuss how to weave portfolio management in with financial planning, the importance of apprenticeship when starting out as an advisor, and how technology empowers independent advisors.

Zach can be reached at https://www.reachstrategicwealth.com

Scott and Emil reveal the new ebook for advisors the team has been working on, which will provide advisors with actionable tips to streamline the investment management process and improve outcomes and communications with clients. Financial advisors can request the ebook at logicly.finance/advisorsguide

Justin Castelli, founder of RLS Wealth Management, joins us to talk about what a subscription model looks like for financial advisors, how the role of an advisor will evolve over the next few decades, and why content is king when it comes to getting your brand out. 

Tim Maloney joins us to discuss what it takes to make a viral ETF, the importance of social media for the future of investing, and how Roundhill navigates some of the distribution challenges of being a smaller ETF advisor.

We dive deep into the 13F filings from Q2 to explore what sectors the big firms are investing in, and dive into why ETFs are such a great tax loss harvesting tool.

In episode three, we sit with Vance Barse of Your Dedicated Fiduciary, and we discuss everything from fintwit to being a fiduciary. We also hear from Vance about common gaps that financial advisors leave in financial planning for their clients, and his unique approach when working with clients.

In this episode, we chat with Jeremy Heffernan, VP and Head of Model Portfolio Distribution at Wilshire Associates, about model portfolios. We cover why they are an important tool for advisors to save time, why Wilshire was excited to partner with us on our Logicly Model Marketplace, and what the future looks like for the model portfolio marketplace.