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 • 13 episodes
Visionary Advisor
Latest Episodes
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
Legacy with Robert Balentine
Some names in wealth management are respected. A few are legendary. Robert Balentine is one of them. If you’ve spent time in the ultra-high-net-worth world, you know the Balentine name and the influence the firm has had on how families t...
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Season 1
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Episode 11
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53:29
Entrusted Planning with David York: Your Clients Aren’t Uninformed—They’re Uninspired
What if the problem with estate planning isn’t that clients are uninformed, but that they’re uninspired?In this episode of Visionary Advisor, David York, attorney, CPA, and Managing Partner at York Howell, joins Alex K...
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Season 1
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Episode 10
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45:11
