Visionary Advisor

Totalfamily.io | Wealth Advisor Legacy Planning

English Business Education Investing Management Self-Improvement

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Episodes 19

Avg. Duration 47m

Activity Highly Active

Apple Rating ★ 5.0 (6)

Since Mar 2025

Latest Episode Jun 2026

Publishing Details

Schedule

Monthly

Format

Episodic

Consistency

75%

Hosting

rss.buzzsprout.com

About This Podcast

Welcome to Visionary Advisor, the podcast for forward-thinking wealth advisors who believe the future of wealth management is bigger than portfolios.

Each episode brings together influential voices across family wealth, planning, psychology, legacy, and client experience to explore what HNW and UHNW advisors should be paying attention to now.

We’ll talk about how great advisors grow organically, build deeper relationships across generations, and help families turn wealth into something more durable: clarity, connection, and legacy.

Because the firms that win the next decade will be the ones that serve the whole family, earn trust with the rising generation, and make legacy feel practical.

Keep doing legacy better, more at totalfamily.io

Podcasting 2.0 Features

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Recent Episodes

S1E19 The Future of Wealth: Understanding Women’s Needs in Advisory Relationships with Katie Randall & Lisa Jones, Prime Capital

Jun 09, 2026 49m Transcript

When 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…

S1E18 Advisors and AI: What’s Changed, What Hasn’t, and What’s Next with Mat Matthews, Advisor360

May 19, 2026 38m Transcript

AI 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…

S1E17 Lessons From Multi-Billion Dollar Families on Connection and Collaboration with Mark Tepsich, UBS

Apr 15, 2026 41m Transcript

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…

S1E16 Legacy Letters Every Client Needs, with Blake Brewer

Mar 23, 2026 42m Transcript

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…

S1E15 Complete Family Wealth: The 5 Capitals, with Jay Hughes

Feb 26, 2026 57m

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,…

S1E14 The Grief Tax: Showing Up for Families After Loss, with Ron Gura

Feb 11, 2026 36m Transcript

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…

S1E13 What HNW Families Actually Want from the Great Wealth Transfer

Jan 13, 2026 44m

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,…

S1E12 What HNW Clients Say About Advisors When You're Not in the Room

Dec 15, 2025 47m

HNW clients talk about their wealth advisors to each other, and most advisors have no idea what those conversations sound like. Matt Shechtman of Long Angle, a private community for high net worth…

S1E11 Building a Legacy Practice That Lasts Generations, with Robert Balentine

Dec 01, 2025 53m

Legacy is the defining work of a great wealth advisor. Robert Balentine, CEO of Balentine, has spent decades building a firm rooted in values-based advising and multigenerational planning. He joins…

S1E10 Entrusted Planning: Moving HNW Clients to Act on Legacy, with David York

Nov 03, 2025 45m

HNW clients know they need an estate plan, but most still delay taking action. David York of Entrusted joins Alex Kirby to explain why the barrier is almost never information, it is inspiration. He…

S1E9 Family Mission Statements Are Going Mainstream, with Whitney Webb

Oct 29, 2025 48m

Family mission statements are going mainstream, and the Wall Street Journal is covering it. Whitney Webb of Cresset joins Alex Kirby to explain why this matters for wealth advisors working with…

S1E8 Multifamily Office vs. Wealth Advisor: How HNW Families Decide

Oct 13, 2025 53m

How do HNW families decide between a multifamily office and a wealth advisor? Rachel Hyman of Family Wealth Alliance brings clear, research-backed perspective on where the line is, what services…

S1E7 Capgemini's Wealth Transfer Data: What Advisors Must Do Now, with P.V. Narayan

Sep 22, 2025 39m

Capgemini's global wealth data shows the great wealth transfer is accelerating faster than most advisors realize. P.V. Narayan joins Alex Kirby to share what the numbers reveal about rising gen…

S1E6 The Emotional Life of Ultra-High-Net-Worth Clients, with Ken Haman

Aug 25, 2025 1h

Ultra-high-net-worth clients carry emotional weight their advisors rarely see. Ken Haman of the AB Advisor Institute has spent years researching the psychological dimensions of wealth and joins Alex…

S1E5 Redefining Legacy with Trust and Will's Cody Barbo

Jul 24, 2025 50m Transcript

Legacy isn’t just what you leave behind—Estate planning is broken for most families, and Cody Barbo built Trust and Will to fix it. He joins Alex Kirby to discuss how digital estate planning tools…

S1E4 Family Transparency That Works: A Family Office Playbook, with Luke Jernagan

Jul 01, 2025 40m

Silence around wealth isn’t harmless—itTransparency inside a family office builds trust across generations, but most families and their advisors do not know how to structure it well. Luke Jernagan of…

S1E3 Family Wealth Advisor Fee Models: A Schwab Perspective, with Paul Ferguson

May 30, 2025 46m

For experienced advisors serving ultra-hFee models for family wealth advisors are changing, and the old AUM-only structure is losing ground with sophisticated HNW clients. Paul Ferguson of Schwab…

S1E2 Values-Based Advising at Scale, with Glenn Spencer of Prime Capital

Apr 10, 2025 49m

In an industry often dominated by spreadValues-based advising is how Glenn Spencer built Prime Capital into one of the most recognized wealth advisory firms in the country. He joins Alex Kirby for a…

S1E1 Wealth as Well-Being: James E. Hughes on What Family Wealth Is Really For

Mar 25, 2025 57m

Family wealth exists to serve human flourishing, not the other way around. In this debut episode of Visionary Advisor, Alex Kirby sits down with James E. Hughes, one of the most influential voices in…

Frequently Asked Questions

How many episodes does Visionary Advisor have?

Visionary Advisor has published 19 episodes since March 2025, covering topics in Business, Education.

Is Visionary Advisor still active?

Visionary Advisor is currently highly active with new episodes monthly. Average episode length is 47m.