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Thought Leadership

#ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference

#ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference

Posted by on Nov 26, 2019 in Conference Summaries, Podcasts

“I think too often in our industry it’s too “one size fits all”, treating clients like a number or just finding out what their financial capacity is but not really digging any deeper.” –Ryan Beach, COO, Orion Advisor The T3 Enterprise Conference is an annual gathering of CEOs, CTOs, COOs, CCOs (and direct support staff) from […]

#ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces

#ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces

“There is a large and growing stakeholder group of fee-only advisors that are locked in a battle with every custodial platform to game the custodians’ commission system for the benefit of their clients because that’s how you look good as a fee-only advisor.” — Michael Kitces, Publisher, Nerd’s Eye View Michael Kitces began his career […]

#ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights

#ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights

Posted by on Nov 4, 2019 in Podcasts, Robo-Advisors

“In the U.S. over the last six months, Acorns has been absolutely dominant driving Twitter impressions amongst consumers. Not a single incumbent wealth firms even makes the top 10.” — Josh Book, CEO, Parameter Insights Josh Book is the Founder and CEO of Parameter Insights, a data, research, and advisory services firm focused on delivering […]

#ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems

#ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems

Posted by on Oct 24, 2019 in Podcasts

“We’re helping firms get away from stacks of paper with sticky notes that say ‘sign here’ and moving them to a fully digital rep transition process.” — Ray Mulligan, IFS Ray Mulligan brings more than 25 years of experience in consulting and financial services to IFS. As the company’s MD, Product Strategy, Ray manages product […]

#WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell

#WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell

Posted by on Oct 14, 2019 in Podcasts, Winners of Wealthtech

“One of the core things I love the most is that every person who touches our platform is better off than without.” — Aaron Schumm This month’s Winners of Wealthtech interview is with Aaron Schumm, the Founder and CEO of Vestwell, an entirely new kind of digital retirement platform transforming the way plans are offered […]

Tweet-to-Table: Why Building a Social Media Presence is Like Farming & Other Marketing Tips for Advisors

Tweet-to-Table: Why Building a Social Media Presence is Like Farming & Other Marketing Tips for Advisors

Posted by on Oct 14, 2019 in Marketing

“Whatsoever a man soweth, that shall he also reap.” — Galatians 6:7 You get out what you put in. It’s as simple as that. In life, in relationships in business and yes, in farming, you reap what you sow. Any farmer will tell you that it’s a year-round job. No one just throws out a […]

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