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ThinkLeader's Podcast

Ron Pechtimaldjian

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ThinkLeader's Podcast
ThinkLeader's Podcast

ThinkLeader's Podcast

Ron Pechtimaldjian

1
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0
Plays
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About Us

Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.

Latest Episodes

Are Mid-Caps the Goldilocks of Investing?

There are a lot of strategies and funds out there that pursue alpha. Investing in mid-cap companies may not be a pure strategy but they can be a very large portion of that strategy. The question is, are midcaps too risky, too safe or just right? And do they hold up as a strategy in one of the oldest bull markets in US history?

15 MIN2018 JUL 25
Comments
Are Mid-Caps the Goldilocks of Investing?

What Keeps Advisors Up at Night in Global Mid-Cap Investing?

This episode of the ThinkLeader podcast joins Baird's award-winning portfolio manager Chuck Severson as we search for sore points in the global economy that might make investors flee for safe haven. Or more simply: "What Keeps Advisors Up at Night in Global Mid-Cap Investing?"

20 MIN2018 AUG 1
Comments
What Keeps Advisors Up at Night in Global Mid-Cap Investing?

Is the New Normal Now the Old Normal? Retooling Fixed Income Portfolios

In Episode 3 of The Strategy Inside Investing Strategies, we talk with Susan Mooney, CIO at Prio Wealth, to find out if fixed-income portfolios should be altered now that the "New Normal," which was touted after the Financial Crisis as a forever-era of low rates and slow growth, is no longer normal.

19 MIN2018 AUG 15
Comments
Is the New Normal Now the Old Normal? Retooling Fixed Income Portfolios

Investing View From the Advisory Frontlines: A Talk With Advisors, Part I

What are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest obstacles in their practices? In part1of our look at investing strategies, we talk with Matt Gaffney of Corbett Road Wealth Management.

12 MIN2018 AUG 22
Comments
Investing View From the Advisory Frontlines: A Talk With Advisors, Part I

Investing View From the Advisory Frontlines: A Talk With Advisors, Part II

What are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest challenges in their practices? In part 2 of this episode we talk with Charles Adi of Blueprint360.

16 MIN2018 SEP 5
Comments
Investing View From the Advisory Frontlines: A Talk With Advisors, Part II

Investing After Retirement: Hit the Gas or Hit the Brakes?

In Episode 5 of theThinkLeader podcast series,The Strategy Inside Investing Strategies,we talk with Marguerita Cheng ofBlue Ocean Global Wealthabout retirement, covering: income vs. assets; claiming Social Security, annuities; and the situational benefits of reverse mortgages—yes, reverse mortgages.

24 MIN2018 SEP 13
Comments
Investing After Retirement: Hit the Gas or Hit the Brakes?

Misbehavioral Finance: How Emotions Ruin Investing Outcomes

This is Episode 6, the last episode in our Investing Strategy series, and it’s called,Misbehavioral Finance: How Emotions Ruin Investing Outcomes. We talk withDr. Ted Klontz, of Klontz Consulting Group, an associate professor at Creighton University and professional consultant for major entertainment management groups. Klontz has authored or co-authored six books, including,"Mind Over Money: Overcoming the Money Disorders that Threaten Our Financial Health." He has been a financial savior for athletes and entertainers, likeWynnona Judd, showing them the keys to successfully managing their money.

30 MIN2018 SEP 26
Comments
Misbehavioral Finance: How Emotions Ruin Investing Outcomes

Excerpts from “Turn Data Into Action: Elevating the Digital Advisor-Client Experience”

In this episode of the Expert Perspectives podcast, sponsored by Hearsay Systems and hosted on ThinkAdvisor, we’ll hear highlights from the July 30th presentation titled,Turn Data Into Action: Elevating the Digital Advisor-Client Experience. New digital technologies – social, mobile, analytics and cloud – continue to create fundamental shifts in client and advisor attitudes, behaviors and relationships. Focus is often put on improving direct-to-consumer touchpoints, however, the majority of the client experience still happens directly with an advisor, not on an app or via a client portal. Marcin Grobelny, Director of Professional Services at Hearsay Systems addresses how you can turn your data into action and develop a better omnichannel digital experience for your clients. The full on-demand webcast can be found here: https://www.thinkadvisor.com/2019/06/20/turn-data-into-action-elevating-the-digital-advisor-client-experience/ Marcin Grobelny | Director of Professional Services | Hearsay Systems Marcin Grobelny leads the Hearsay Professional Services team focused on program management, product implementation, system integrations, and solutions that solve complex business problems and drive business value for Hearsay Customers. Prior to Hearsay, Marcin led Professional Services at GoodData where he built robust business applications featuring predictive analytics, machine learning, simulations, and recommendation engines helping end users with strategic business decisions. Marcin earned his M.B.A from the University California, Berkeley.

19 MINSEP 16
Comments
Excerpts from “Turn Data Into Action: Elevating the Digital Advisor-Client Experience”

Excerpts from: How to Prepare Your Business for the Future -- Growth, Succession and Acquisition Solutions

In this episode of the Expert Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we’ll hear highlights from the August 29th presentation titled, How to Prepare Your Business for the Future – Growth, Succession and Acquisition Solutions. As a financial professional, you help your clients plan for their future – but are you thinking about your own? It’s important to identify areas for further growth within your business and prepare for the future through growth, succession or acquisition.

15 MINSEP 28
Comments
Excerpts from: How to Prepare Your Business for the Future -- Growth, Succession and Acquisition Solutions
the END

Latest Episodes

Are Mid-Caps the Goldilocks of Investing?

There are a lot of strategies and funds out there that pursue alpha. Investing in mid-cap companies may not be a pure strategy but they can be a very large portion of that strategy. The question is, are midcaps too risky, too safe or just right? And do they hold up as a strategy in one of the oldest bull markets in US history?

15 MIN2018 JUL 25
Comments
Are Mid-Caps the Goldilocks of Investing?

What Keeps Advisors Up at Night in Global Mid-Cap Investing?

This episode of the ThinkLeader podcast joins Baird's award-winning portfolio manager Chuck Severson as we search for sore points in the global economy that might make investors flee for safe haven. Or more simply: "What Keeps Advisors Up at Night in Global Mid-Cap Investing?"

20 MIN2018 AUG 1
Comments
What Keeps Advisors Up at Night in Global Mid-Cap Investing?

Is the New Normal Now the Old Normal? Retooling Fixed Income Portfolios

In Episode 3 of The Strategy Inside Investing Strategies, we talk with Susan Mooney, CIO at Prio Wealth, to find out if fixed-income portfolios should be altered now that the "New Normal," which was touted after the Financial Crisis as a forever-era of low rates and slow growth, is no longer normal.

19 MIN2018 AUG 15
Comments
Is the New Normal Now the Old Normal? Retooling Fixed Income Portfolios

Investing View From the Advisory Frontlines: A Talk With Advisors, Part I

What are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest obstacles in their practices? In part1of our look at investing strategies, we talk with Matt Gaffney of Corbett Road Wealth Management.

12 MIN2018 AUG 22
Comments
Investing View From the Advisory Frontlines: A Talk With Advisors, Part I

Investing View From the Advisory Frontlines: A Talk With Advisors, Part II

What are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest challenges in their practices? In part 2 of this episode we talk with Charles Adi of Blueprint360.

16 MIN2018 SEP 5
Comments
Investing View From the Advisory Frontlines: A Talk With Advisors, Part II

Investing After Retirement: Hit the Gas or Hit the Brakes?

In Episode 5 of theThinkLeader podcast series,The Strategy Inside Investing Strategies,we talk with Marguerita Cheng ofBlue Ocean Global Wealthabout retirement, covering: income vs. assets; claiming Social Security, annuities; and the situational benefits of reverse mortgages—yes, reverse mortgages.

24 MIN2018 SEP 13
Comments
Investing After Retirement: Hit the Gas or Hit the Brakes?

Misbehavioral Finance: How Emotions Ruin Investing Outcomes

This is Episode 6, the last episode in our Investing Strategy series, and it’s called,Misbehavioral Finance: How Emotions Ruin Investing Outcomes. We talk withDr. Ted Klontz, of Klontz Consulting Group, an associate professor at Creighton University and professional consultant for major entertainment management groups. Klontz has authored or co-authored six books, including,"Mind Over Money: Overcoming the Money Disorders that Threaten Our Financial Health." He has been a financial savior for athletes and entertainers, likeWynnona Judd, showing them the keys to successfully managing their money.

30 MIN2018 SEP 26
Comments
Misbehavioral Finance: How Emotions Ruin Investing Outcomes

Excerpts from “Turn Data Into Action: Elevating the Digital Advisor-Client Experience”

In this episode of the Expert Perspectives podcast, sponsored by Hearsay Systems and hosted on ThinkAdvisor, we’ll hear highlights from the July 30th presentation titled,Turn Data Into Action: Elevating the Digital Advisor-Client Experience. New digital technologies – social, mobile, analytics and cloud – continue to create fundamental shifts in client and advisor attitudes, behaviors and relationships. Focus is often put on improving direct-to-consumer touchpoints, however, the majority of the client experience still happens directly with an advisor, not on an app or via a client portal. Marcin Grobelny, Director of Professional Services at Hearsay Systems addresses how you can turn your data into action and develop a better omnichannel digital experience for your clients. The full on-demand webcast can be found here: https://www.thinkadvisor.com/2019/06/20/turn-data-into-action-elevating-the-digital-advisor-client-experience/ Marcin Grobelny | Director of Professional Services | Hearsay Systems Marcin Grobelny leads the Hearsay Professional Services team focused on program management, product implementation, system integrations, and solutions that solve complex business problems and drive business value for Hearsay Customers. Prior to Hearsay, Marcin led Professional Services at GoodData where he built robust business applications featuring predictive analytics, machine learning, simulations, and recommendation engines helping end users with strategic business decisions. Marcin earned his M.B.A from the University California, Berkeley.

19 MINSEP 16
Comments
Excerpts from “Turn Data Into Action: Elevating the Digital Advisor-Client Experience”

Excerpts from: How to Prepare Your Business for the Future -- Growth, Succession and Acquisition Solutions

In this episode of the Expert Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we’ll hear highlights from the August 29th presentation titled, How to Prepare Your Business for the Future – Growth, Succession and Acquisition Solutions. As a financial professional, you help your clients plan for their future – but are you thinking about your own? It’s important to identify areas for further growth within your business and prepare for the future through growth, succession or acquisition.

15 MINSEP 28
Comments
Excerpts from: How to Prepare Your Business for the Future -- Growth, Succession and Acquisition Solutions
the END
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