Visionary Advisor
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
Visionary Advisor
Latest Episodes
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 Adviso...
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 ...
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 Advi...
Legacy Letters Every Client Needs, with Blake Brewer
Legacy letters give families the words that outlast any estate plan. Blake Brewer, founder of the Legacy Letter Challenge, joins Alex Kirby to show how wealth advisors can make this practice standard for every HNW client without it feeling heav...
Complete Family Wealth: The 5 Capitals, with Jay Hughes
Intergenerational wealth is about far more than money. Legendary family wealth author James E. Hughes returns to Visionary Advisor to walk through the full capital stack: human, intellectual, social, and financial. Advisors who understand compl...
