The Advisor View
"The Advisor View" brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.
Episodes
16 episodes
Austin Peterson | Backbone Planning Partners
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms.In this episode, we sit down with Austi...
Stephen Lewis | Future First Finance
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms.In this episode, we sit down with Steph...
Jacob Tally | Prospero Wealth
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms.In this episode, we sit down with Jacob Tally...
Christina Kramlich | Cantata Wealth
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms.In this episode, we sit down with Christina Kr...
Louis Green | Prestiq Wealth
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms.In this episode, we sit down with Louis Gr...
Rubin Miller | Peltoma Capital Partners
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms.In this episode, we sit down with Rubin Mi...
Frank Byskov | Forty4 Financial
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms.In this episode, we sit down with Frank By...
Rebecca White | Harrington Investments
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms.In this episode, we sit down with Rebecca ...
Guillaume Decalf | Oui Financial
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms.In this episode, we sit down with Guillaum...
Matthew Oberdorfer | ObFi.com
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms.In this episode, we sit down with Matthew ...
Dale Shafer | Life Moves Wealth Management
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms.In this episode, we sit down with Dale Sha...
Dave O'Brien | EvoAdvisors
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms.In this episode, we sit down with Dave O'B...
Lucas Wennersten | 49th Parallel Wealth Management
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms.In this episode, we sit down with Lucas We...
The Infrastructure Behind the Energy Transition: Unlocking the Grid with Interconnection Capital
Listen to a discussion on the emerging opportunity of interconnection capital: a short-duration strategy designed to address critical grid bottlenecks while offering structural downside protection through regulatory refundability.
Adam Wishard | First Pacific Financial
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.In our second episode, we highlight Adam Wishard, Co-Chie...
Bruce Herbert | Newground Social Investment
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.In our inaugural episode, we highlight Bruce Herbert, fou...