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
Who Should Start the Family Wealth Conversation? With Emily Haper & Jessica Gibbs, Monumental Wealth
Who goes first when it’s time for “the conversation”? Inheritance, legacy, and values transfer are on everyone’s minds, but families keep waiting for the perfect moment, and it rarely comes.In this episode of Visionary Adviso...
Beyond the Portfolio: The Importance of Family Storytelling in Legacy Planning with Robyn Fivush
You can hire the best investment manager in the world, but if a family’s stories are lost or never spoken aloud, resilience and wealth may not last. Most advisors overlook the power of storytelling, even though research shows it shapes legacy a...
Building Connection Capital: How Jeffersonian Dinners Help Families Go Beyond Financial Wealth with Tim Brown
Most advisors gather clients for dinners and updates. But when it comes to building genuine connection – and trust that endures beyond markets or products – most conversations play it too safe.On this episode of Visionary Advisor,
Why Advisors Still Matter in the Age of AI: Rich Ryffel on the Future of Wealth Management
Advisors have heard it for decades: robots and technology are coming for your job, so what actually keeps you indispensable in a world awash with AI, automation, and fee compression?In this episode of Visionary Advisor, host
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...
