Wealth Management v2.0: The AdviceTech Revolution Podcast

Learn how Raymond James is helping its advisors meet the longevity planning needs of aging clients. Click here for Inside the Pod including Show Notes and Transcript.

How would you build a modern independent wealth management firm if you could start with a clean sheet of paper and cared only about providing expert, unbiased and transparent advice, period, end of story, enabled by state-of-the-art technology?  

Steve Lockshin created just that: AdvicePeriod.

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

United Capital (rebranded as Goldman Sachs Personal Financial Management -- the division serving Goldman's mass affluent clients as well as independent advisors via the FinLife client experience platform) delivers a best-of-breed solution that helps advisors attract, engage and retain clients while helping them lead the life they want.   Press play and hear from Rachel Schnoll, the PFM FinLife Managing Director.

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

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 BI and practice management via what we are calling The Execution Project.

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

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.