Podcasts

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In this episode we continue to profile high-performing wealth management firms leveraging advicetech, data and planning-centric practice management to deliver better advice and outcomes to more people. 

I sat down with Anders Jones, CEO and Co-Founder of Facet Wealth, an innovative virtual financial advisory firm that seeks to build the "next great financial services company".  

Read more here on Inside the Pod including Show notes and Transcript.

I recently sat down with Steve Gresham to talk about our shared passion around the advice and wealth management business focused on helping advisors serve more clients, more effectively and drive organic growth.    

We have galvanized our enterprise support around the combination of client segmentation, advice tech tools, the use of data and business intelligence and practice management via what we are calling The Execution Project.

Read more here on Inside the Pod, including Show Notes and Tr

After recently helping to moderate a couple of video conferences with 40 wealth management executives, I recorded a video capturing my observations on how to retain clients and grow practices in the age of virtual practices, coronavirus and market volatility. 

The core tenets include pivoting from investment-centric practices to advice- and planning-centric approaches, leveraging digital engagement, tech and tools to drive connection.