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
Episodes
17 episodes
Lessons From Multi-Billion Dollar Families on Connection and Collaboration with Mark Tepsich, UBS
Even the wealthiest families can be unprepared for their own complexity. Most advisors aren’t trained to handle what matters most: communication, culture, and preparing the next generation for leadership.In this episode of Visionary Advi...
Legacy Letters Every Client Needs, with Blake Brewer
Legacy letters give families the words that outlast any estate plan. Blake Brewer, founder of the Legacy Letter Challenge, joins Alex Kirby to show how wealth advisors can make this practice standard for every HNW client without it feeling heav...
Complete Family Wealth: The 5 Capitals, with Jay Hughes
Intergenerational wealth is about far more than money. Legendary family wealth author James E. Hughes returns to Visionary Advisor to walk through the full capital stack: human, intellectual, social, and financial. Advisors who understand compl...
The Grief Tax: Showing Up for Families After Loss, with Ron Gura
When a family loses someone, the grief tax is real, and most wealth advisors are not equipped to help carry it. Ron Gura, CEO of Empathy, joins Alex Kirby to discuss what HNW clients actually need from their advisors during loss and how showing...
What HNW Families Actually Want from the Great Wealth Transfer
Harris Poll data shows what HNW families expect from the great wealth transfer, and most advisors are missing the mark on what those families care about most. The research makes clear that values, relationships, and legacy conversations rank hi...
What HNW Clients Say About Advisors When You're Not in the Room
HNW clients talk about their wealth advisors to each other, and most advisors have no idea what those conversations sound like. Matt Shechtman of Long Angle, a private community for high net worth investors, joins Alex Kirby to share candid dat...
Building a Legacy Practice That Lasts Generations, with Robert Balentine
Legacy is the defining work of a great wealth advisor. Robert Balentine, CEO of Balentine, has spent decades building a firm rooted in values-based advising and multigenerational planning. He joins Alex Kirby to discuss what separates advisors ...
Entrusted Planning: Moving HNW Clients to Act on Legacy, with David York
HNW clients know they need an estate plan, but most still delay taking action. David York of Entrusted joins Alex Kirby to explain why the barrier is almost never information, it is inspiration. He shares a practical framework for advisors to o...
Family Mission Statements Are Going Mainstream, with Whitney Webb
Family mission statements are going mainstream, and the Wall Street Journal is covering it. Whitney Webb of Cresset joins Alex Kirby to explain why this matters for wealth advisors working with multigenerational families and how documented fami...
Multifamily Office vs. Wealth Advisor: How HNW Families Decide
How do HNW families decide between a multifamily office and a wealth advisor? Rachel Hyman of Family Wealth Alliance brings clear, research-backed perspective on where the line is, what services families actually value, and how independent weal...
Capgemini's Wealth Transfer Data: What Advisors Must Do Now, with P.V. Narayan
Capgemini's global wealth data shows the great wealth transfer is accelerating faster than most advisors realize. P.V. Narayan joins Alex Kirby to share what the numbers reveal about rising gen expectations, advisor retention risk, and the wind...
The Emotional Life of Ultra-High-Net-Worth Clients, with Ken Haman
Ultra-high-net-worth clients carry emotional weight their advisors rarely see. Ken Haman of the AB Advisor Institute has spent years researching the psychological dimensions of wealth and joins Alex Kirby to translate that research into practic...
Redefining Legacy with Trust and Will's Cody Barbo
Legacy isn’t just what you leave behind—Estate planning is broken for most families, and Cody Barbo built Trust and Will to fix it. He joins Alex Kirby to discuss how digital estate planning tools are changing what wealth advisors can offer...
Family Transparency That Works: A Family Office Playbook, with Luke Jernagan
Silence around wealth isn’t harmless—itTransparency inside a family office builds trust across generations, but most families and their advisors do not know how to structure it well. Luke Jernagan of Matter Family Office joins Alex Kirby to ...
Family Wealth Advisor Fee Models: A Schwab Perspective, with Paul Ferguson
For experienced advisors serving ultra-hFee models for family wealth advisors are changing, and the old AUM-only structure is losing ground with sophisticated HNW clients. Paul Ferguson of Schwab Advisor Family Office joins Alex Kirby to bre...
Values-Based Advising at Scale, with Glenn Spencer of Prime Capital
In an industry often dominated by spreadValues-based advising is how Glenn Spencer built Prime Capital into one of the most recognized wealth advisory firms in the country. He joins Alex Kirby for a candid conversation about what it means to le...
Wealth as Well-Being: James E. Hughes on What Family Wealth Is Really For
Family wealth exists to serve human flourishing, not the other way around. In this debut episode of Visionary Advisor, Alex Kirby sits down with James E. Hughes, one of the most influential voices in multigenerational wealth planning, to explor...