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
Visionary Advisor
Latest 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...
