Inside the Flows - Episode 14

Inside the Flows - Episode 14

In this episode of Inside the Flows, Iyassu sits down with Gary Preisser of Stonebriar Wealth Advisors for a thoughtful conversation on why wealth management should be built around purpose, timing, and cash flow, not just generic risk profiles and investment allocations. They explore Gary’s “Cash Flow Clock” framework and why understanding when money will actually be needed can dramatically change how advisors should structure portfolios for clients. Throughout the conversation, Gary shares a more holistic perspective on financial planning, emphasizing that advisors should focus less on standardized models and more on helping clients align their wealth with the moments and goals that matter most in their lives. Links to Stonebriar Wealth Advisors's Cash Flow Clock book: https://www.stonebriarwealthadvisors.com/resource-library [https://www.stonebriarwealthadvisors.com/resource-library] 00:00 Introduction 01:59 Gary's Journey into Wealth Management 06:03 The Importance of Personalization in Wealth Management 09:42 Navigating Market Volatility and Client Education 13:33 Weekly Recap: AI and Market Trends 21:25 The Rise of Billionaires and Economic Challenges 22:12 Navigating the Housing Market and Interest Rates 26:20 Understanding the Cash Flow Clock 34:11 Purpose-Driven Wealth Management #wealthmanagement #millennials #smallbusinessowner #wealthbuilding NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com [https://inflows.com] 🔗 https://linkedin.com/company/inflowsapp [https://linkedin.com/company/inflowsapp] LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy [https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy] Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229 [https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229]

Inside the Flows - Episode 13

In this episode of Inside the Flows, Iyassu sits down with Leslie Samuelrich, President of Green Century Funds and a longtime leader in the sustainable investing space, to discuss why sustainable investing is far from dead and how advisors can better prepare for the next generation of clients. They explore the growing importance of shareholder advocacy, how investors can influence corporate behavior on issues like deforestation and water usage, and why younger investors increasingly expect their portfolios to reflect the issues they care about. The conversation also dives into the environmental impact of AI infrastructure and the strain large data centers are placing on water systems across the country. Leslie shares how Green Century is pushing companies to think more responsibly about resource usage, while Iyassu highlights why advisors need to become more fluent in sustainability topics if they want to retain and grow relationships through the coming generational wealth transfer. 00:00 Introduction to Sustainable Investing 02:39 Understanding Green Century Funds 05:40 Leslie's Achievements and Impact 07:21 Sustainable Investing News Recap 09:22 Deforestation and Corporate Responsibility 12:40 Shareholder Advocacy and Engagement 16:31 The Shareholder Resolution Process 19:27 Impact on Corporate Governance 22:01 The Role of Shareholders in Sustainability 25:21 Future of Sustainable Investing 27:36 Bridging the Generational Gap in Financial Advisory 32:03 The Importance of Water Infrastructure 40:55 The Resilience of Sustainable Investing 48:12 Planning for the Next Generation 53:12 Looking Ahead: Future Opportunities in Sustainable Investing #sustainability #esg #wealthmanagement #deforestation #ai #investing #financialplanning #financialadvisor #climatechange #fossilfuels #sdgs NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com [https://inflows.com] 🔗 https://linkedin.com/company/inflowsapp [https://linkedin.com/company/inflowsapp] LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy [https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy] Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229 [https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229]

Inside the Flows - Episode 12

In this episode of Inside the Flows, we return after a short break to share major updates on new features coming to Inflows, including tagging, direct messaging, a new marketplace for advisors to discover service providers, and a referral network designed to help RIAs better leverage peer connections and collective knowledge. We discuss why these tools matter for independent advisors trying to grow their practices without the support structure of a traditional wirehouse. 00:00 Introduction and Updates on Inflows App 17:42 Semiconductor Industry Insights 25:17 Inflation and Consumer Spending Dynamics #wealthmanagement #inflation #financialplanning #ai #ria #financialadvisor NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com [https://inflows.com] 🔗 https://linkedin.com/company/inflowsapp [https://linkedin.com/company/inflowsapp] LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy [https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy] Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229 [https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229]

Inside the Flows - Quick Update

Just a quick update on the show (or lack thereof)! NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com [https://inflows.com] 🔗 https://linkedin.com/company/inflowsapp [https://linkedin.com/company/inflowsapp] LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy [https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy] Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229 [https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229]

Inside the Flows - Episode 11

In this episode of Inside the Flows, we break down a week of meaningful shifts across the advisory landscape, from continued consolidation among firms to strong bank earnings driven by market volatility, and what those trends signal for advisors navigating scale, technology, and client demand. The conversation then moves into a deeper discussion on retirement and inflation, focusing on a lesser known measure showing that older Americans are experiencing higher cost pressures than the broader population. 00:00 Introduction 05:16 Weekly Recap 12:40 Bank Earnings and Market Volatility 15:51 The Pulse of the Economy: Consumer Credit and Its Impact 17:28 AI Trends: The Shift in Business Models 20:29 Oil Prices and Global Conflicts: Market Reactions 22:51 Inflation and Its Effects on Retirees 30:31 The Importance of Financial Planning Tools 36:23 Future-Proofing Financial Advisory Services #retirementplanning #retirement #ai #financialplanning #wealthmanagement #ria NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com [https://inflows.com] 🔗 https://linkedin.com/company/inflowsapp [https://linkedin.com/company/inflowsapp] LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy [https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy] Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229 [https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229]