PowerAdvice Media Group

Kayla Watson | Financial Literacy as a Career Calling

Ohio State student Kayla Watson shares how financial literacy and helping others are shaping her path into advice.

Craig Cmiel | Model Portfolios With More Conviction

Craig Cmiel of BX Partners explains how curated managers and blended strategies can support more confident advisor portfolios.

May 19

Research

Micaela Barraza | The Work Behind Scalable Advisor Tech

Nitrogen COO Micaela Barraza discusses the operational work behind scaling advisor technology and maintaining a consistent advisor experience.

May 15

Research

Nimesh Patel | Building Durable RIA Infrastructure

Altruist’s Nimesh Patel explains why durable RIA growth starts with simpler infrastructure, smarter partners, and less tech-stack complexity.

May 12

Research

Patrick Kelly | Capital and Technology for Advisor Growth

Patrick Kelly of Signal Advisors explains how capital, technology, and execution support can help independent advisors build better businesses.

May 8

Research

Evan Brown | Qualified Meetings, Not Just Leads

Evan Brown of Apex Acquisition explains how qualified virtual meetings can help advisors connect with serious pre-retirees.

May 1

Research

Larry Sprung | Bringing Joy Back to Financial Advice

Larry Sprung of Mitlin Financial explains why the best financial plans are built around what brings clients joy.

Apr 29

Research

Tina Powell | If AI Can’t Find You, Clients Won’t Either

Tina Powell of Intention.ly explains why advisor growth now depends on strategy, authority, and AI-era brand visibility.

Apr 27

Research

Jesse Rosato | Agentic AI for the Realities of Advice

Nitrogen CTO Jesse Rosato on building agentic AI for financial advice with compliance, security, and advisor judgment in mind.

Apr 23

Research

Carrie Roso | The Advisor’s Human Advantage

PowerAdvice talked with Carrie Roso of FMT Solutions live at the 2026 Nitrogen Fearless Investing Summit in Denver, Colorado.

Apr 21

Research

Nick Harding | Faster Insights, Stronger Client Trust

PowerAdvice talked with Nitrogen's Nick Harding live at the 2026 Nitrogen Fearless Investing Summit in Denver, Colorado.

Apr 17

Research

Matt Halloran | A Real AI Assistant for Advisors

PowerAdvice talked with Matt Halloran of Zocks live at the 2026 Nitrogen Fearless Investing Summit in Denver, Colorado.

Apr 15

Research

Jamie Hopkins | Visual Tools for Better Retirement Planning

PowerAdvice talked with Jamie Hopkins of Bryn Mawr Trust live at the 2026 Nitrogen Fearless Investing Summit in Denver, Colorado.

Apr 13

Research

Anthony Stich | The Principles Behind Sustainable RIA Growth

PowerAdvice talked with Anthony Stich of Moran Wealth Management live at the 2026 Nitrogen Fearless Investing Summit in Denver, Colorado.

Apr 10

Research

Rachel Cameron | Turning Integrations Into Advisor Efficiency

PowerAdvice talked with Rachel Cameron, Head of Partnerships at Nitrogen, live at the 2026 Nitrogen Fearless Investing Summit in Denver, Colorado.

Apr 6

Research

Alison Susko | Turning Complexity Into Client Clarity

PowerAdvice talked with Alison Susko, Vice President of Community at Asset-Map, live at the 2026 Nitrogen Fearless Investing Summit in Denver, Colorado.

Mar 31

Podcasts

Craig Clark | Turning Tax Awareness Into Advisor Value

PowerAdvice talked with Craig Clark, Chief Growth Officer at Nitrogen, live at the 2026 Nitrogen Fearless Investing Summit in Denver, Colorado.

Mar 27

Podcasts

Dan Zitting | Inside Nitrogen’s Next Evolution

PowerAdvice talked with Dan Zitting, CEO of Nitrogen, live at the 2024 Nitrogen Fearless Investing Summit in Denver, Colorado.

Mar 25

Practice Growth

Are Advisors Making a Mistake by Not Being More Holistic?

One of the biggest mistakes advisors make is not taking a comprehensive and holistic approach to wealth management. #advisors

Jun 6

Practice Growth

Marketing: The Essential Piece of Every Advisor’s Practice

The biggest challenges advisors face and it's nothing new is just finding both the time, having the expertise and the resources to market effectively.

May 26