Visionary Advisor
Where it charts
Today’s combined position on our country charts.
Ranking history
About the show
Latest episodes
-
What Is Your Wealth For? Rethinking Family Legacy with Jill Shipley, AlTi Global
September 28, 2026 · 43 minPurpose is no longer a niche topic — it’s the question families expect their advisors to help answer. If you’re not guiding that conversation, someone else will. In this episode of Visionary Advisor, Alex Kirby (founder of Total Family)…
-
Who Should Start the Family Wealth Conversation? With Emily Haper & Jessica Gibbs, Monument Wealth
August 31, 2026 · 41 minWho goes first when it’s time for “the conversation”? Inheritance, legacy, and values transfer are on everyone’s minds, but families keep waiting for the perfect moment, and it rarely comes. In this episode of Visionary Advisor, Alex…
-
Beyond the Portfolio: The Importance of Family Storytelling in Legacy Planning with Robyn Fivush
August 10, 2026 · 48 minYou can hire the best investment manager in the world, but if a family’s stories are lost or never spoken aloud, resilience and wealth may not last. Most advisors overlook the power of storytelling, even though research shows it shapes…
-
Building Connection Capital: How Jeffersonian Dinners Help Families Go Beyond Financial Wealth with Tim Brown
July 20, 2026 · 37 minMost advisors gather clients for dinners and updates. But when it comes to building genuine connection – and trust that endures beyond markets or products – most conversations play it too safe. On this episode of Visionary Advisor, Alex…
-
Why Advisors Still Matter in the Age of AI: Rich Ryffel on the Future of Wealth Management
June 29, 2026 · 49 minAdvisors have heard it for decades: robots and technology are coming for your job, so what actually keeps you indispensable in a world awash with AI, automation, and fee compression? In this episode of Visionary Advisor, host Alex Kirby…
-
The Future of Wealth: Understanding Women’s Needs in Advisory Relationships with Katie Randall & Lisa Jones, Prime Capital
June 9, 2026 · 50 minWhen a spouse dies or a marriage ends, most women leave their advisor. The real risk isn’t lost assets — it’s lost trust and connection that should never have been a single point of failure. In this episode of Visionary Advisor, hosted by…
-
Advisors and AI: What’s Changed, What Hasn’t, and What’s Next with Mat Matthews, Advisor360
May 19, 2026 · 38 minAI isn’t coming for advisors’ jobs. It is quietly reshaping what clients expect, how firms differentiate, and where true value lies. The challenge is simple: will you be transparent about the technology supporting your work or let clients…
-
Lessons From Multi-Billion Dollar Families on Connection and Collaboration with Mark Tepsich, UBS
April 15, 2026 · 41 minEven 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…