9 videos · 3 episodes
The episode walks through the planning issues that come with executive pay packages, including equity concentration and the tax and cash-flow questions around bonus and stock compensation. It also covers the transition to retirement income, which advisors are often asked to model for clients leaving senior roles.
Picked by the retirement & income deskFor wealth professionals, the episode focuses on the client-relationship side of advising rather than technical or market content. It frames the advisor’s guide role as a practice issue tied to empathy, self-reflection and referrals.
For advisors thinking about positioning and operating discipline, the episode offers a firm founder's discussion of client selection, communication and capacity rather than markets or products.
For wealth professionals involved in buying, selling or integrating a firm, the episode focuses on the people and culture issues that sit alongside the transaction details.
For advisors using bond index funds or comparing them with other fixed-income approaches, the episode is framed around index changes and cost considerations.
Index funds and index-tracking products are common building blocks in client portfolios, and the episode focuses on the mechanics of reconstitution rather than just headline returns. It offers a framework advisors can use when comparing index products and explaining tracking and style drift to clients.
For advisors fielding client questions around elections, it offers a discussion of election-related market narratives and the limits of forecasting stock returns.
Advisors field client questions about elections every cycle, and this episode offers a framework for those conversations built around market pricing and historical return patterns. It covers the specific comparisons clients tend to raise, such as midterm years and returns across administrations.
The material centres on how an advisory firm is built and run, including the technology, custody and direct indexing decisions that sit behind the client relationship. Advisors weighing how to shift time from administrative work to client work may find the discussion relevant to how they structure their own firms.
For advisors and firm leaders, it offers a peer-level discussion of how technology and operating choices are changing the way advisory businesses are built and where advisors’ time goes.
It is a practitioner's account of how one advisory firm was built and marketed, touching on technology, AI and the conference circuit that many advisors and asset managers now use for business development. Advisors thinking about positioning, client communication or how they spend industry-event time get a first-hand view of those choices.
For wealth professionals, the item frames investor behavior and discipline as central to staying on plan, with Lourd arguing against predictions and sector bets and for staying invested.
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