Welcome to Visionary Advisor, the podcast for forward-thinking wealth advisors who recognize that wealth management is evolving rapidly. The strategies that worked five years ago won’t be enough five years from now.
This podcast is for advisors who want to stand out from the competition, win more HNW and UHNW clients, and grow both personally and professionally. Join us as we invite some of the most influential minds in the industry to share the ideas they believe advisors should be exploring and putting into practice.
I'm your host, Alex Kirby, founder of Total Family. Welcome to Visionary Advisor.
Alex Kirby is the founder of Total Family and co-host of the Family Book Club Podcast. Total Family believes that by helping families, we help the world. Through a scalable SaaS platform, Total Family is redefining family dynamics in wealth management. Traditionally, ‘family dynamics’ services were reserved for UHNW families, but we democratize the space—making these critical resources accessible to wealth firms and families everywhere.