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Wealth Authority TV

Discover how wealth managers and financial advisors leverage their time, treasure, and talent. Each week, successful wealth managers and financial advisors share what they are investing more of their time in, what they are cutting back on, and what their go-to strategies are.

Podcast · By Henry DeVries · English · Official site

Indexed episodes, last 90 days
2
Latest publication
Jul 16, 2026
Audience
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Earliest in this view
Jul 9, 2026
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Latest episodes

  1. Episode · Jul 16, 2026

    How To Get More Referrals With Paul Dorsey (opens the original)

    Episode notes · Neutral tone

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    Our wealth authority of the week is Paul Dorsey. Paul Dorsey, CFA, has worked in trusts and investments for over thirty years. He built an independent practice providing comprehensive wealth management, including retirement planning, private investments, and trusts. Working solely on referrals, he never discriminated between regular-net-worth, high-net-worth, or ultra-high-net-worth clients. He is the author of Ditch The Pitch: Stop Selling. Start Serving. Grow Referrals., where he shares the GR

  2. Episode · Jul 9, 2026

    How To Bring Up Long-Term Care With Lily Vittayarukskul (opens the original)

    Episode notes

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    Our wealth authority of the week is Lily Vittayarukskul. Lily, Waterlily's CEO and Co-Founder, was on the path to become an aerospace engineer at an exceptionally young age, a patented inventor, starting college at 14 and interning at NASA by 16. But her life took an unexpected turn when her Aunt, a cornerstone of her first-generation immigrant family, was diagnosed with terminal stage colon cancer.Post chemotherapy her family was shocked to learn that health insurance doesn't cover long-term ca

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