Visionary Advisor
Visionary Advisor
Podcast Description
Welcome to Visionary Advisor, the podcast for forward-thinking wealth advisors who recognize that wealth management is evolving rapidly. The strategies that worked five years ago won’t be enough five years from now.This podcast is for advisors who want to stand out from the competition, win more HNW and UHNW clients, and grow both personally and professionally. Join us as we invite some of the most influential minds in the industry to share the ideas they believe advisors should be exploring and putting into practice.I'm your host, Alex Kirby, founder of Total Family. Welcome to Visionary Advisor.
Podcast Insights
Content Themes
The podcast emphasizes the future of wealth advising with topics such as generational wealth transfer, emotional intelligence in client relations, and the significance of well-being in wealth management, highlighted by episodes like Wealth as Well-Being with James E. Hughes, which explores the influential Five Forms of Family Capital.
Welcome to Visionary Advisor, the podcast for forward-thinking wealth advisors who recognize that wealth management is evolving rapidly. The strategies that worked five years ago won’t be enough five years from now.
This podcast is for advisors who want to stand out from the competition, win more HNW and UHNW clients, and grow both personally and professionally. Join us as we invite some of the most influential minds in the industry to share the ideas they believe advisors should be exploring and putting into practice.
I’m your host, Alex Kirby, founder of Total Family. Welcome to Visionary Advisor.
What if the problem with estate planning isn’t that clients are uninformed, but that they’re uninspired?
In this episode of Visionary Advisor, David York, attorney, CPA, and Managing Partner at York Howell, joins Alex Kirby to reframe how advisors think about legacy, family leadership, and the true purpose of wealth.
Drawing from his book Entrusted: Building a Legacy That Lasts, David explains why traditional estate planning often fails—not because of poor execution, but because it focuses on assets and taxes rather than values and purpose. He shares how advisors can help clients move from fear-based planning to inspired conversations about meaning, responsibility, and family connection.
From his “flint and kindling” analogy to the lessons of Mayer Rothschild, David shows how families can pass on wisdom, not just wealth—and how advisors can guide that evolution.
Whether you serve $10M families or multi-generational enterprises, this episode challenges you to elevate your role from technician to teacher, from planner to purpose-builder.
What You’ll Learn in This Episode:
• Why so many clients delay estate planning—not from ignorance, but from lack of inspiration
• How to move from documents and distributions to dialogue and discovery
• The “flint and kindling” approach to transferring wisdom and opportunity, not just money
• How to structure plans that balance rights and responsibilities across generations
• Three powerful questions every family should answer before they plan
• Why true legacy requires aligning assets with values—not just minimizing taxes
Notable Quotes from David York:
“Clients aren’t uninformed. They’re uninspired.”
“Transferring financial resources is transferring the result of your work—the fire is the real asset.”
“You can’t transfer the cost that comes with wealth. And when you can’t transfer cost, you can’t transfer value.”
“The best families prepare the next generation for wealth. They don’t just prepare wealth for the next generation.”
“Does your plan reflect who you are—or just how much tax you saved?”
Resources:
Book: Entrusted: Building a Legacy That Lasts
Website: www.davidryork.com
LinkedIn: David R. York
York Howell: https://www.yorkhowell.com/
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