Episodes: 24
Frequency: Weekly
Rating: 4.3/5.0
Estimated listeners: 100 - 1,000
Listener location: USA
YouTube: 27 subscribers
Instagram: 6 followers
Publicly listed emails
support@inflows.com
iyassu@inflows.com
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Gabe Rissman - Values-based And Sustainable Investing, Direct Indexing, Financial Advising, And The Growth For Impact Conference.
Ty Allen - Legacy Planning, Preserving Family Stories And Advice, And How Financial Advisors Can Incorporate Personal Legacy Into Wealth Transfer Planning.
Anita Knotts - Women's Leadership And Financial Agency, And Attracting, Developing, And Advancing Women In Wealth Management.
Tom Nowak - Building A Financial-advisory Practice Around A Specialized Niche, Sustainable Investing, And Advice For Emerging Financial Advisors.
Phil Weiss - Life Planning And Financial Advice For Women Navigating Divorce, Widowhood, And Other Major Life Transitions.
What If You Could Create a Forever Firm? | Inside the Flows Ep. 22
October 16, 2026
In this episode of Inside the Flows, Iyassu sits down with Michael Kramer of Natural Investments to explore an alternative to traditional RIA succession planning: the perpetual purpose trust. With $2.3 billion in client assets and a new generation of advisors unable to afford buying out the firm's founders, Natural Investments faced a difficult decision: sell to an outside buyer or find a way to preserve the business they had spent decades building.Michael shares how the firm transitioned own...
Is Values Based Investing Making a Comeback? | Inside the Flows Ep. 21
October 09, 2026
In this episode of Inside the Flows, Iyassu sits down with Gabe Rissman, cofounder of YourStake and President of Formative Financial, to discuss the upcoming Growth for Impact conference, taking place November 8 through 11 in Phoenix. With roots tracing back more than 35 years to the original SRI in the Rockies conference, the event brings together financial advisors, industry pioneers, and innovators to explore the future of sustainable and impact investing, share best practices, and discove...
What If Your Grandchildren Could Ask You Anything? | Inside the Flows Ep. 20
August 22, 2026
In this episode of Inside the Flows, Iyassu sits down with Ty Allen, founder of LastingMind, to explore how advisors can help clients think about legacy beyond the assets they leave behind. Inspired by a medical emergency with his father, Ty created LastingMind to preserve the stories, memories, advice, and experiences that families often lose when a loved one passes away, giving future generations a way to understand not only what was passed down to them, but the person and experiences behin...
Perfectly Integrated · Medium booking difficulty · 100 - 1,000 listeners
Its publicly listed emails are support@inflows.com and iyassu@inflows.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed emails for Inside The Flows: support@inflows.com and iyassu@inflows.com.
Podseeker estimates Inside The Flows reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
Inside The Flows typically books working professionals with real expertise. Typical guest background: Established financial advisors, wealth-management firm founders, and service-provider entrepreneurs with relevant expertise and practical insights for the RIA industry. Common among recent guests: Founded or led a financial-planning, wealth-management, or advisory-services business; Developed recognized expertise in a specialized area of financial planning or investing; Authored relevant books or built programs and services for financial professionals. Recent guests include Gabe Rissman, Ty Allen, and Anita Knotts.
Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.
Recent episodes cover Finance, Wealth Management, Financial Planning, Sustainable Investing, and Estate Planning. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
support@inflows.com
iyassu@inflows.com
Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.
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