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Wealthies Circle

Business & Economics Podcasts

Welcome to the WealthTech Winners Circle podcast, in this podcast we break down the technology challenges that are impacting today’s financial professionals. Our goal is to identify these challenges and potentially uncover solutions across tech integrations, adoption, emerging technology, evaluating solutions and more. Through this content we hope to help professionals avoid common pitfalls and move their services towards an award winning strategy for 2020 and beyond.

Welcome to the WealthTech Winners Circle podcast, in this podcast we break down the technology challenges that are impacting today’s financial professionals. Our goal is to identify these challenges and potentially uncover solutions across tech integrations, adoption, emerging technology, evaluating solutions and more. Through this content we hope to help professionals avoid common pitfalls and move their services towards an award winning strategy for 2020 and beyond.

Location:

United States

Description:

Welcome to the WealthTech Winners Circle podcast, in this podcast we break down the technology challenges that are impacting today’s financial professionals. Our goal is to identify these challenges and potentially uncover solutions across tech integrations, adoption, emerging technology, evaluating solutions and more. Through this content we hope to help professionals avoid common pitfalls and move their services towards an award winning strategy for 2020 and beyond.

Language:

English

Contact:

212-204-4210


Episodes

Wealthies Circle Podcast: AI Use Cases in Wealth Management

11/18/2022
The potential for leveraging artificial intelligence in wealth management has been discussed and debated for years. Is it really just artificial and not intelligent? Or are there real use cases for deploying this advanced and still emerging technology to better work with clients and gain operational leverage? Join our esteemed group of experts building out … Continue reading Wealthies Circle Podcast: AI Use Cases in Wealth Management →

Duration:00:30:59

Wealthies Circle Podcast: Making Sense of Digital Assets in Portfolios

11/15/2022
The wild swings in the crypto markets make headlines daily, causing many advisors to fear this emerging asset class when working with clients. Yet there is strong demand from them to gain exposure to the upside potential that digital assets can potentially deliver. Ben Cruikshank, president of Flourish Financial, discusses this trend—how many advisors “do … Continue reading Wealthies Circle Podcast: Making Sense of Digital Assets in Portfolios →

Duration:00:26:56

Wealthies Circle Podcast: Best-in-Breed or All in One? The Advisor Tech Stack of the Future

11/11/2022
The pendulum continues to swing back and forth for the optimal way to create an efficient tech stack: All-in-one vs. best-in-breed. Both approaches involve tradeoffs in terms of features and functionality in exchange for efficiencies and a unified experience. But can advisors obtain the best of both worlds? Listen to our panel of technology experts … Continue reading Wealthies Circle Podcast: Best-in-Breed or All in One? The Advisor Tech Stack of the Future →

Duration:00:20:54

Wealthies Circle Podcast: Harnessing the Power of Digital to Engage and Serve Clients

11/8/2022
The pandemic caused an accelerator effect across the industry especially as it relates to digital marketing. New players are joining the digital wealth management ecosystem from every direction. From purely digital onboarding to personalized pre-emptive ESG recommendations to automated creation of highly personalized client videos full of portfolio data, financial plan progress and goal achievement—client … Continue reading Wealthies Circle Podcast: Harnessing the Power of Digital to Engage...

Duration:00:24:00

Wealthies Circle Podcast: Top Strategies to Accelerate Growth in 2023

11/4/2022
Despite excellent top-line revenues across the wealth management space these past few years, without the tailwinds of market gains, the truth is many advisory firms are not growing at the rates they previously were. This has left many firms looking for new ways to turbo-charge their marketing strategies to regain momentum. Listen in as Brian … Continue reading Wealthies Circle Podcast: Top Strategies to Accelerate Growth in 2023 →

Duration:00:22:20

Wealthies Circle Podcast: A Fiduciary’s Guide to Offering Insurance Services

11/1/2022
There’s a debate around fee-only RIAs who offer insurance and annuities in addition to planning and asset management: Can advisors working on behalf of an insurance company still be considered a true fiduciary? Then again in cases where planning reveals a need for insurance, isn’t it in the client’s best interest to provide them with … Continue reading Wealthies Circle Podcast: A Fiduciary’s Guide to Offering Insurance Services →

Duration:00:17:39

Wealthies Circle Podcast: When Planners Fail To Plan

10/28/2022
The wealth industry has a succession planning problem that is coming to fruition as a majority of financial advisors still do not have a formal succession plan in place. This lack of planning is creating issues as many advisors are nearing retirement and need to create an orderly transition of their business employees and clients. … Continue reading Wealthies Circle Podcast: When Planners Fail To Plan →

Duration:00:26:18

Grow Your Brand Without Giving It Up with Carolyn Armitage

12/10/2021
More and more financial advisors are outsourcing various aspects of their business, from compliance and HR to asset management and back office work. Finding an ethical company that can provide all this without taking over your brand can be a great option for growth. In this episode, Davis Janowski is joined by Carolyn Armitage, head … Continue reading Grow Your Brand Without Giving It Up with Carolyn Armitage →

Duration:00:15:38

Adapting To Change With Fidelity Investments’ Amanda Robinson and Bill Spera

12/3/2021
The needs and demands of younger generations of clients are changing dramatically, and advisors are going to have to change and evolve with them. And adapting to prospect and client expectations will change how financial advisors market their services as well. In this episode, Davis Janowski, senior technology editor at WealthManagement.com is joined by Amanda … Continue reading Adapting To Change With Fidelity Investments’ Amanda Robinson and Bill Spera →

Duration:00:13:11

A Look Into 2022 for Financial Advisors with John Pierce of Cetera

11/19/2021
As we approach the new year, many firms are both taking a look back and leaning into the future and setting plans for 2022. In this episode, Davis Janowski, senior technology editor at WealthManagement.com is joined by John Pierce, head of business development at Cetera Financial Group to talk about what his firm is doing … Continue reading A Look Into 2022 for Financial Advisors with John Pierce of Cetera →

Duration:00:19:59

The Tools Of The Trade with Kristi Rodriguez and John Carter

11/11/2021
A financial advisor’s toolkit should consist of two parts: the tools to build a client’s optimal financial plan and the empathy to relate to the client’s wishes, both in and outside of the office. In this episode, David Armstrong is joined by Kristi Rodriguez, SVP of Nationwide Retirement Institute and John Carter, president of Nationwide … Continue reading The Tools Of The Trade with Kristi Rodriguez and John Carter →

Duration:00:33:19

The Virtual Connection with Shannon Spotswood

11/11/2021
The past year and a half has taught us that virtual platforms need to be available for advisors to stay in contact with their clients. How can advisors leverage new technology to create the optimal client experience? In this episode, David Armstrong is joined by Shannon Spotswood, president of RFG Advisory, a two-time finalists for … Continue reading The Virtual Connection with Shannon Spotswood →

Duration:00:59:04

Succession Planning with Key Family Wealth Management’s Jeff Getty

11/11/2021
There are approximately 390,000 businesses in the U.S. with under $100 million in enterprise value, and some 65% of those closely held firms are expected to change hands in the next ten years, passing from baby boomer owners and entrepreneurs to the next generation of owners. In this episode, David Armstrong is joined by Jeffrey … Continue reading Succession Planning with Key Family Wealth Management’s Jeff Getty →

Duration:00:40:17

The Future Of Technology Is Now with Jack Swift

11/4/2021
Personalization and artificial intelligence are buzzwords advisors are hearing all the time these days but few have real access to either. In this episode, Wealth Management Senior Technology Editor Davis Janowski is joined by Jack Swift, senior partner and president of The TIFIN Group. Jack dives into financial technology and artificial intelligence, detailing how the … Continue reading The Future Of Technology Is Now with Jack Swift →

Duration:00:25:01

Lon Dolber: Staying Independent as an Independent Broker/Dealer

10/26/2021
Lon Dolber is the CEO of American Portfolios, an independent broker/dealer and RIA with some 800 affiliated advisors and $40 billion in assets, and the winner of the Wealthmanagement.com award for CEO of the year for small broker/dealers (less than 1,000 affiliated representatives). Dolber launched American Portfolios on Sept. 10, 2001 – and kept the … Continue reading Lon Dolber: Staying Independent as an Independent Broker/Dealer →

Duration:00:26:46

Digital Transitions with Skience’s Marc Butler

10/19/2021
In this episode, David Armstrong is joined by Marc Butler, COO and president of Skience, to talk about the directions the firm has taken since he was appointed in August of 2020—in the midst of the pandemic. Skience, a digital-first client onboarding platform, was recognized in the 2021 Wealthmanagement.com Industry Awards in the technology providers … Continue reading Digital Transitions with Skience’s Marc Butler →

Duration:00:31:16

A Look into Riskalyze’s 2021 Award-Winning Platforms and Strategies with Aaron Klein, CEO

10/13/2021
In this episode, David Armstrong speaks with Aaron Klein, co-founder and CEO at Riskalyze about the initiatives, platforms and strategies that helped them take their place as finalists in multiple categories at the 2021 WealthManagement.com Industry Awards. In this episode, they discuss: Riskalyze’s business trajectory and current investor HG Capital How Riskalyze’s trading platform widens … Continue reading A Look into Riskalyze’s 2021 Award-Winning Platforms and Strategies with Aaron...

Duration:00:26:16

Andrew Schardt on Building A Wider Door to Private Markets

10/8/2021
Alternative asset manager Hamilton Lane’s acquisition of investment platform 361 Capital earlier this year brings the $550 billion, 30-year-old global investment shop a step closer to U.S.-based registered investment advisors and their HNW clients. Hamilton Lane’s goal is to bring easier access to private market investments, and was recognized at the 2021 Wealthmanagement.com Industry Awards … Continue reading Andrew Schardt on Building A Wider Door to Private Markets →

Duration:00:23:51

Envestnet MoneyGuide’s Tony Leal on the Past, Present and Future of Financial Planning

10/5/2021
It’s been two and a half years since Envestnet acquired the financial planning platform MoneyGuide; soon after, the global pandemic hit, sending many advisors scrambling to refine, or in many cases create for the first time, financial plans for their clients. The pandemic prompted a dramatic and quantifiable spike in the use of the MoneyGuide … Continue reading Envestnet MoneyGuide’s Tony Leal on the Past, Present and Future of Financial Planning →

Duration:00:27:18

Maximizing Your Firm’s Pay Out as an Advisor with Frank LaRosa

9/30/2021
Many advisors spend their entire career building their business, whether it be as an independent or full-service company. Often, as many advisors get to the end of their careers, they are left with some major questions about how to make the most from the business that they have put so much time into. In this … Continue reading Maximizing Your Firm’s Pay Out as an Advisor with Frank LaRosa →

Duration:00:51:17