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
Episodes
11 episodes
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
The WSJ is writing about Family Mission Statements — with Whitney Webb of Cresset
Since the Wall Street Journal is writing about Family Mission Statements, it’s only a...
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Season 1
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Episode 9
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48:43
Multifamily Office Clarity with Rachel Hyman of Family Wealth Alliance
The term “multifamily office” gets used by nearly every wealth firm today, but few can define it clearly—and even fewer deliver what ultra-high-net-worth families truly need.In this episode, Rachel Hyman, President of Family We...
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Season 1
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Episode 8
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53:45
Sail the Great Wealth Transfer with P.V. Narayan of Capgemini
Over the next two decades, $83.5 trillion in wealth will shift to a new generation—yet 81% of next-gen high-net-worth individuals plan to switch advisors shortly after inheriting. That should be a wake-up call.In this episode, ...
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Season 1
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Episode 7
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39:05
The Emotional Journey of the Ultra-High-Net-Worth Client with Ken Haman (AB Advisor Institute)
Ultra-high-net-worth (UHNW) clients are not just managing assets — they’re navigating identity shifts, power transitions, and emotional complexity that challenge even the most seasoned advisors.In this episode, Ken Haman, M...
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Season 1
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Episode 6
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1:00:37
Redefining Legacy with Cody Barbo, CEO of Trust & Will
Legacy isn’t just what you leave behind—it’s how you shape lives today. In this episode of Visionary Advisor, host Alex Kirby, founder and CEO of Total Family, sits down with Cody Barbo, founder and CEO o...
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Season 1
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Episode 5
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50:42
Effective Transparency with Luke Jernagan, Matter Family Office
Silence around wealth isn’t harmless—it’s a liability. And for advisors serving high-net-worth families, knowing how to guide transparent conversations is no longer optional.In this episode of Visionary Advisor, Total Family CE...
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Season 1
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Episode 4
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40:31
Rethinking Fees with Paul Ferguson, Schwab Advisor Family Office
For experienced advisors serving ultra-high-net-worth families, pricing isn’t a tactical detail—it’s a strategic posture. It signals how seriously you take your role, how clearly you define your value, and whether your business is built ...
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Season 1
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Episode 3
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46:08
Values with Glenn Spencer, CEO of Prime Capital
In an industry often dominated by spreadsheets, valuations, and portfolio performance, what if the most important question you could ask your client was: What do you value most in life?In this episode of Visionary Advisor
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Season 1
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Episode 2
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49:21