Simple, but Not Easy

Private markets were once the exclusive playground of institutions and ultra-high-net-worth investors. That's changing. Where's the puck potentially going? It's possible we look up one day and realize private markets aren't a third asset class — they're just equity and credit accessed differently. We cover the case for private markets, the education hill that needs to be climbed, how to talk to clients about fees, and why implementation is the real bottleneck. With Apollo Managing Director and Cross-Asset Client Portfolio Manager Lucy Xin. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Creative Planning has been trusted with more than $700 billion in client assets under management and advisement. A simple truth? That doesn’t happen by accident. Jeff Stolper – the firm’s Director of Financial Planning – joined us to discuss how Creative Planning’s client-centric philosophy has helped the firm reach that scale. One key takeaway: wealth management is a people and relationships business. Before emotional intelligence, investment knowledge, or communication skills, the most important character trait may simply be being a positive, likable person. Be someone clients enjoy being around! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

FINNY founder Eden Ovadia shares how the firm is tackling one of financial advice’s biggest challenges: organic growth. Advisors can spend up to 60 hours to win a single client – consuming their most valuable asset: time. And that doesn’t scale. FINNY’s approach – using AI to identify high-intent prospects and automate outreach – aims to change that. The goal? A more efficient growth engine, especially for advisors with clearly defined niches. In an increasingly competitive business, specialization and smart use of technology can compound over time – separating firms that grow from those that don’t. After all, if you’re not growing, you may be dying on the vine. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Savant Wealth founder and CEO Brent Brodeski shares the firm’s journey to $50 billion in assets under management. In short, compounding isn’t just an investment concept – it applies to building a business as well. The early years now look invisible on a long-term AUM chart, but they were arguably the most formative – defined by trying new things, iterating the process, and refining what worked. That foundation compounded over time and has put the firm on a trajectory to impact one million lives. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morningstar’s 2026 Investment Outlook is live, offering clear context on the forces that will shape the year ahead and beyond. If there’s one takeaway for investors, it’s this: Preparation beats prediction. Markets will keep shifting—tariffs, the Fed, geopolitics, and the rapid buildout of AI infrastructure—and trying to forecast every twist isn’t a strategy. Building resilient portfolios is. That’s why our outlook avoids bold predictions and instead focuses on rational, evidence-based decision-making across the issues that matter most to advisors and their clients. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.