Visionary Advisor
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.
Episodes
3 episodes
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