Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Bryce Coward, Deputy CIO & Portfolio Manager at Knowledge Leaders Capital, discussing:
- Why Knowledge Leaders seeks out the most highly innovative companies they can find all over the globe
- How accounting for intangible assets has evolved in the past 50 years, and how Knowledge Leaders leverages companies with those types of assets within their ETF and mutual fund products
- How they leverage their own intangible capital to drive business through digital content
- Knowledge Leaders’ commitment to delivering concierge-level service to their clients
Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.