VISIONARY ADVISOR

VISIONARY ADVISOR

An office desk with stacks of papers, a desk organizer, and a vintage telephone. Behind the desk is a green office chair, and large windows with a cityscape view of tall buildings and palm trees. Potted plants are on the window sill.

The Visionary Advisor is a podcast and newsletter for wealth advisors who believe true wealth is well-being—and want actionable insights to grow their practice and deepen client impact.

Hosted by Alex Kirby,
Founder of Total Family.

Follow along.

Enjoy exclusive tools and ideas to grow your
practice and deepen client impact.

  • Mobile phone screen displaying a podcast titled 'Wealth as Well-Being with Ja' by 'Visionary Advisor' with an image of an office desk and chair in front of large windows with palm trees outside.

    The Visionary Advisor Podcast

    Conversations with leaders who
    are reshaping the advisory space.

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  • Smartphone displaying a newsletter about managing a family wealth advisory firm, featuring an office scene with a desk, chair, plants, and city view in the background.

    The Visionary Advisor Newsletter

    A monthly dose of perspective,
    strategy, and ideas worth sharing.

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