The Invest Podcast with Tobias Salinger
Business & Economics Podcasts
Financial Planning Senior Editor Tobias Salinger examines the fast-changing wealth management space in The Invest Podcast, which is recorded live at the Invest conference with some of the top players leading the major industry shifts. This deep yet time-efficient dive probes all of the issues shaping and reshaping the industry.
Location:
United States
Description:
Financial Planning Senior Editor Tobias Salinger examines the fast-changing wealth management space in The Invest Podcast, which is recorded live at the Invest conference with some of the top players leading the major industry shifts. This deep yet time-efficient dive probes all of the issues shaping and reshaping the industry.
Language:
English
Episodes
What it takes to break into the UHNW segment
5/14/2020
The wealthiest clients require teams of professionals leveraging the highest touch service with a global reach, Markus Lammer, COO of Credit Suisse’s UHNW business in the U.S., explains in an episode of Financial Planning’s Invest Podcast.
Duration:00:17:19
Transforming wealth management with the right M&A deal
5/7/2020
Financial advisors’ choices about capital infusions into their practices show “how this industry needs to evolve and mature,” Merchant Credit Partners Managing Partner Rick D'Amico says in an episode of Financial Planning’s Invest Podcast.
Duration:00:18:57
The financial side of promoting younger planners in indie practices
4/30/2020
Phased succession plans that stagger the amount of equity changing hands can help usher in the next generation of financial advisors, PPC Loan Managing Partner Dustin Mangone says in an episode of Financial Planning’s Invest Podcast.
Duration:00:21:04
Bringing incumbents up to speed in a digital age
4/23/2020
Large wealth managers have shifted their tech focus dramatically to keep up with client expectations and industry disruption, Capco Partner Bryant Fuller says in an episode of Financial Planning’s Invest Podcast.
Duration:00:16:54
Can wealthtech bring focus and stability to legacy businesses?
4/16/2020
Firms "pulled in many directions" in recent years can find their way with the right technology, Jemstep CEO Simon Roy says in an episode of Financial Planning's Invest Podcast.
Duration:00:19:16
Three critical shifts in wealthtech
4/9/2020
Wealth management firms have evolved past looking for a “flashy digital product” to solve their technology problems, MyVest CEO Anton Honikman says in an episode of Financial Planning’s Invest Podcast.
Duration:00:15:52
Most practices can’t serve the wealthiest clients. Here’s what it takes
4/2/2020
The biggest challenge for serving ultrahigh-net-worth clients in the future will be grasping and attending to their specific needs, consultant Jamie McLaughlin says in an episode of Financial Planning’s Invest Podcast.
Duration:00:18:42
Serving a larger client base through wealthtech
3/26/2020
For wealth management to achieve sustainable organic growth, the industry needs to boost the number of households served by financial advisors and firms, consultant Gavin Spitzner says in an episode of Financial Planning’s Invest Podcast.
Duration:00:15:50
When it comes to UHNW clients, generalization is the enemy
3/19/2020
Many advisors aspire to serve the coveted group without really understanding their needs, wealth management marketing entrepreneur April Rudin says in an episode of Financial Planning’s Invest Podcast.
Duration:00:19:29
Giving back to wealth management by speaking out
3/12/2020
Financial advisor Alex Chalekian started out his career with a mentor “who was not the nicest person.” Ever since, he has wanted to serve as a resource to fellow planners, he explains in an episode of Financial Planning’s Invest Podcast.
Duration:00:27:02
How financial advisor marketing can tap into transformation
3/5/2020
Wealth management firms have a “massive opportunity” to use new methods of reaching clients and the wider industry, FiComm Partners CEO Megan Carpenter says in an episode of Financial Planning’s In|Vest Podcast.
Duration:00:27:06
Successful M&A deals start with this question
2/27/2020
RIAs should begin the selling process by visualizing their ideal situation, investment banker and consultant David DeVoe says in an episode of Financial Planning’s In|Vest Podcast.
Duration:00:21:44
Not seen, now heard: How Sonya Dreizler is bringing women's stories to light
2/20/2020
In a new episode of Financial Planning’s In|Vest Podcast, the impact investing consultant explains what prompted her to start collecting accounts of harassment, assault and discrimination.
Duration:00:21:54
Is financial services suffering from impostor syndrome?
2/13/2020
Venture capitalist and In|Vest Conference Chair Sebastian Dovey says in a new episode of Financial Planning’s podcast that the industry is “No. 1 for playing ourselves down” and “saying that we’re bad” at technology.
Duration:00:15:48
Can fintech help advisors cut the savings gap?
2/7/2020
Entrepreneur Abraham Okusanya explains in the latest episode of Financial Planning’s new In|Vest Podcast how he’s trying to help firms and planners tackle retirement distribution.
Duration:00:19:14
A ‘paradigm shift’ in sexual harassment culture
1/30/2020
Financial advisor Rachel Robasciotti discusses her activism around mandatory arbitration and relates the remarkable story behind her RIA.
Duration:00:20:09
Financial advisor deploys tech on a larger mission
1/21/2020
Dasarte Yarnway explains how he “fought and clawed” his way into the profession and discusses the ambitious goals he’s working toward for his RIA and the industry.
Duration:00:22:13