The Advisor Upside Show

The wealth management industry is changing fast, but many financial advisors are still using the same old playbook. Join host John Manganaro, along with leading industry expert guests, as they break down the trends shaping your business. Each week, we'll cover critical topics while also having a little fun. It's all on the table, from retirement income planning and Social Security to the behavioral side of investing and what clients are hearing elsewhere. We've created The Advisor Upside Show because staying informed isn’t enough anymore. You need to stay ahead. New episodes every Wednesday. #FinancialAdvisor #WealthManagement #FinancialPlanning

The Advisor Upside Show is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80.

Unknown Host hosts The Advisor Upside Show, a business show with 0 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #18

  Future Proof, Data Centers and ETF "Slop"

  Sep 23, 202641 min

  AI was a hot topic for many advisors out on the sand at Huntington Beach's Future Proof, but it wasn't the only trend getting their attention. The Daily Upside Managing Editor Emile Hallez joins John Manganaro to break down the biggest conversations from the event, from organic growth and advisor technology to the data center buildout. Plus, they dig into the explosion of new ETFs, including leveraged products, sports-themed funds and the growing debate over genuine innovation versus "slop." Submit your questions and guest suggestions to podcast@thedailyupside.com! Instagram: / thedailyupside Twitter: https://x.com/TheDailyUpside Linkedin: / advisor-upside Subscribe to our newsletters: Advisor Upside: https://www.thedailyupside.com/welcom... ETF Upside: https://www.thedailyupside.com/welcom... Retirement Upside: https://www.thedailyupside.com/welcom... The Daily Upside: https://www.thedailyupside.com/welcom... Listen to the podcast: https://lnk.to/aplcwo #FinancialAdvisors #WealthManagement #ETFs #LeveragedETFs #SEC #ThematicInvesting #FutureProof #FinancialPlanning

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  Episode #17

  Why the Old Financial Advisor Playbook Is Changing

  Sep 16, 202642 min

  Technology, client expectations and more holistic planning are reshaping wealth management. Nitrogen CEO Dan Zitting explains what that means for advisors, their businesses and the clients they serve. This episode is presented by Fidelity. Submit your questions and guest suggestions to podcast@thedailyupside.com! Instagram: / thedailyupside Twitter: https://x.com/TheDailyUpside Linkedin: / advisor-upside Subscribe to our newsletters: Advisor Upside: https://www.thedailyupside.com/welcom... ETF Upside: https://www.thedailyupside.com/welcom... Retirement Upside: https://www.thedailyupside.com/welcom... The Daily Upside: https://www.thedailyupside.com/welcom... Listen to the podcast: https://lnk.to/aplcwo

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  Episode #16

  How Advisor Upside Finds the Stories That Matter

  Sep 9, 202633 min

  Daily Upside reporter Griffin Kelly joins John Manganero for a behind-the-scenes look at how financial journalism gets made. They discuss Griffin’s path from local news to wealth management reporting, how Advisor Upside finds the angle behind the headline, and recent stories involving Vanguard, Altruist, Charles Schwab and the changing financial advisor industry. Submit your questions and guest suggestions to podcast@thedailyupside.com! Instagram: / thedailyupside Twitter: https://x.com/TheDailyUpside Linkedin: / advisor-upside Subscribe to our newsletters: Advisor Upside: https://www.thedailyupside.com/welcom. .. ETF Upside: https://www.thedailyupside.com/welcom. .. Retirement Upside: https://www.thedailyupside.com/welcom. .. The Daily Upside: https://www.thedailyupside.com/welcom. .. Listen to the podcast: https://lnk.to/aplcwo

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  Episode #15

  Why There's Never Been a Better Time to Be an Advisor | Orion CEO Natalie Wolfsen

  Sep 2, 202640 min

  Orion CEO Natalie Wolfsen joins The Advisor Upside Show to explain why RIA consolidation and the ETF boom are reshaping how advisors run their businesses. Plus, she digs into the rise of private markets, Orion's role in 80% of industry M&A deals, and why AI is set to make advisors more valuable rather than obsolete. 00:00 Will AI Replace Financial Advisors? 00:24 Welcome to the Advisor Upside Show 01:46 Meet Orion CEO Natalie Wolfsen 02:23 The RIA Industry Is in Flux 04:18 Why ETFs Keep Winning 07:00 Are Advisors Fully On Board With ETFs? 08:14 Why Financial Advisors Are Moving Upmarket 12:09 Bringing Private Markets to More Investors 16:15 Do Private Assets Belong in 401(k)s? 17:48 Why RIA M&A Isn’t Slowing Down 23:34 What Could Derail RIA Consolidation? 25:05 What Wealth Management Could Look Like in 2030 27:39 How Orion Is Using AI 31:15 Will AI Make Our Skills Worse? 34:31 Could AI 10X Financial Advisors? 36:48 Will AI Ever Replace Human Advisors? 38:57 Bad Take of the Week: AI Will Kill Professional Advice 41:46 Closing Thoughts Submit your questions and guest suggestions to podcast@thedailyupside.com! Instagram: / thedailyupside Twitter: https://x.com/TheDailyUpside Linkedin: / advisor-upside Subscribe to our newsletters: Advisor Upside: https://www.thedailyupside.com/welcom... ETF Upside: https://www.thedailyupside.com/welcom... Retirement Upside: https://www.thedailyupside.com/welcom... The Daily Upside: https://www.thedailyupside.com/welcom... Listen to the podcast: https://lnk.to/aplcwo

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  Episode #14

  Are U.S. Stocks Partying Like It’s 1999? | Meb Faber

  Aug 26, 202644 min

  With valuations approaching levels last seen during the dot-com era, Meb Faber explains why investors may need to reset expectations, diversify beyond the S&P 500, and think much more seriously about survival over the long run. Submit your questions and guest suggestions to podcast@thedailyupside.com ! #MebFaber #Investing #StockMarket #ETFs #FinancialAdvisor #WealthManagement #PortfolioStrategy #ValueInvesting #InternationalInvesting #MarketOutlook #AdvisorUpside #TheDailyUpside Instagram: / thedailyupside Twitter: https://x.com/TheDailyUpside Linkedin: / advisor-upside Subscribe to our newsletters: Advisor Upside: https://www.thedailyupside.com/welcom. .. ETF Upside: https://www.thedailyupside.com/welcom. .. Retirement Upside: https://www.thedailyupside.com/welcom. .. The Daily Upside: https://www.thedailyupside.com/welcom. .. Listen to the podcast: https://lnk.to/aplcwo

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