Advisor Success Series
Hosted by 3D/L Capital Management, LLC. we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms. 3dlfinancial.com
🎧 Podcast episodes
Listen to 76 episodes
47
minutes
·
2 weeks ago
Investing for the Future - A Conversation with Scott Helfstein, Global X ETFs
52
minutes
·
2 months ago
So What Now? A Post-March FOMC Discussion with Ken Shinoda from DoubleLine
49
minutes
·
3 months ago
What Kind of Landing? A Macro/Market Update from Jeff Weniger, WisdomTree Asset Management
45
minutes
·
4 months ago
Kicking off our 2023 season discussing investment industry trends with VettaFi
55
minutes
·
5 months ago
Wrapping up 2022 and Looking Ahead to 2023: Andrew Opdyke, Senior Economist at First Trust
36
minutes
·
7 months ago
How Social Media Is Transforming the Investment Dialogue – A Conversation with Rahul Hemrajani
53
minutes
·
11 months ago
Making Sense of Quantitative Tightening – A Conversation with Tony Crescenzi, Market Strategist at PIMCO
28
minutes
·
1 year ago
Discussing Advisor Client Communication Challenges with Dimensional Funds’ Wes Crill
36
minutes
·
1 year ago
Retirement Plan Compliance- A Conversation with Bonnie Treichel of Endeavour Retirement
41
minutes
·
1 year ago
Flash Podcast: A Post Fed Meeting Discussion with Mike Green from Simplify ETFs
48
minutes
·
1 year ago
Building Bridges to the Digital Asset Ecosystem? Catching Up with Dave Nadig, ETF Trends
43
minutes
·
1 year ago
"Not So Fast!” – A Conversation with Nancy Davis, CIO Quadratic Capital Management
38
minutes
·
1 year ago
Do We Need to Revisit the Value Premium? A Conversation with Dimensional Fund Advisors
27
minutes
·
2 years ago
Yes, Dividends Still Matter – A Conversation with 3D/L Capital Management Co-CIO Nathan Eigerman
36
minutes
·
2 years ago
Catching Up with Jason Bloom, Head of Fixed Income and Alternatives ETF Product Strategy at Invesco
34
minutes
·
2 years ago
“The Digital Asset Revolution” – A Conversation with Ric Edelman, RIA Digital Assets Council
59
minutes
·
2 years ago
A Return to Economic Normalcy? Catching Up with Larry McDonald from the Bear Traps Report
52
minutes
·
2 years ago
PIMCO Secular Outlook 2020 – Lower for Longer, A Conversation with David Braun, PIMCO Fixed Income
34
minutes
·
2 years ago
Catching Up with Bob DeRochie, First Trust Advisors, for an Update on the Fixed Income Markets
25
minutes
·
3 years ago
Communicating your Value with Andy McFetridge from John Hancock Investment Management
47
minutes
·
3 years ago
U.S. Economy to Power Ahead - A Conversation with First Trust Economist, Andrew Opdyke
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