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.
Silence around wealth isn’t harmless—it’s a liability. And for advisors serving high-net-worth families, knowing how to guide transparent conversations is no longer optional.
In this episode of Visionary Advisor, Total Family CEO Alex Kirby sits down with Luke Jernagan, Managing Director of Family Learning at Matter Family Office, to explore how the most successful families—and their advisors—build trust through communication. Drawing from his widely shared white paper The Power of Effective Transparency, Luke offers a practical framework for preparing staged trust reveals, navigating difficult conversations, and building a shared family culture rooted in values and purpose.
Whether you serve families with $5M or $500M, you’ll walk away with the language, strategies, and mindset to help clients move from secrecy to strength.
Why This Episode Matters for Advisors
- Learn how to frame transparency as a leadership skill, not a liability
- Hear real-world strategies to support clients through hard conversations
- Understand why secrecy erodes legacy—and what to do about it
- Walk away with practical language and examples you can use immediately
Notable Quotes from Luke Jernagan
- [1:36] “Families who practice transparency tend to be the ones that function well for generations.”
- [9:58] “It’s not the wealth—it’s the secrecy that erodes freedom and success.”
- [19:15] “Wealth is just the tool. The real opportunity is building a shared family culture.”
- [32:20] “It’s never too late—unless the estate attorney is doing the talking.”
Resources
Download & Read: The Power of Effective Transparency – here.
More about Matter Family Office at their site – https://www.matterfamilyoffice.com/
Stay Connected with Visionary Advisor
We believe wealth is well-being. Subscribe to the Visionary Advisor Newsletter for practical tools and ideas to serve families across generations.
Explore more at totalfamily.io | Follow us on LinkedIn | Watch episode clips on YouTube
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