Visionary Advisor
Welcome to Visionary Advisor, the podcast for forward-thinking wealth advisors who recognize that wealth management is evolving rapidly. Join us as we invite some of the most influential minds in the industry to share the ideas they believe HNW & UHNW advisors should be exploring and putting into practice.
I'm your host, Alex Kirby, founder of Total Family, a software company doing legacy better for wealth advisors and their clients.
Welcome to Visionary Advisor, more at totalfamily.io
Podcasting since 2025 • 16 episodes
Visionary Advisor
Latest Episodes
Why Wealth Advisors Should Introduce Legacy Letters to Every Client with Blake Brewer
Death can come shockingly fast — and with it, a flood of things left unsaid. All the planning in the world means little if families never hear the words that matter most.In this episode of Visionary Advisor, host
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Season 1
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Episode 16
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42:46
Complete Family Wealth with James E. Hughes
Wealth that isn’t lived as wellbeing is a tragedy—one advisors help write unless they change the story.On this episode of Visionary Advisor, host Alex Kirby (founder,
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Season 1
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Episode 15
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57:12
The Grief Tax: How Advisors Can Show Up When Families Need Them Most with Ron Gura
Death is not an if — it’s a when. And yet most advisors are never taught how to show up when a client experiences loss.In this episode of Visionary Advisor, ...
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Season 1
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Episode 14
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36:19
Advisors and the Great Wealth Transfer: Beyond Money with The Harris Poll
Most wealth advisors think they understand how different generations view legacy and the great wealth transfer. New research from The Harris Poll shows how wrong some of those assumptions can be.I...
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Season 1
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Episode 13
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44:38
Wealth Managers vs. Pool Guys: A Conversation with Matt Shechtman from Long Angle
Most firms say they serve high net worth clients. Very few actually understand them. As more firms push upmarket toward $50M-plus relationships, a real opportunity is opening for advisors who take the high net worth segment seriously and listen...
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Season 1
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Episode 12
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47:11
