Wealth Management v2.0: The AdviceTech Revolution Podcast

Learn how Vance Barse took everything he learned in his career advising financial advisors to become one himself and build a successful fiduciary financial planning practice leveraging his advanced planning skills and advice tech.  Click here for Inside the Pod including Show Notes and Transcript.

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.

Learn how The Colony Group has driven dramatic growth through its comprehensive financial management approach, the use of advicetech, team-based engagement and is now offering concierge services via Curated by Colony. 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.

Mariner Wealth Advisors, a perennial top-rated RIA continues to drive dramatic growth through its unrelenting focus on clients and its employees as well as strategic acquisitions.  Press play to hear from Mariner's CEO, Marty Bicknell and learn how they're optimizing people, process and technology as well as introducing a strategic outsourcing solution for unaffiliated advisors.

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.

With financial services firms trying to figure out how to combine human advice and digital technology ("hybrid") to capture clients remotely and create great virtual advice models, I went to the originator and a firm that has disproven those who doubted people would turn over their serious, long-term money to a virtual advice provider -- Personal Capital.  

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.

In our ongoing look at how wealth management firms are leveraging technology, data and practice management excellence to create hyper-personalized client experiences, I sat down with 

Ilan Davidovici, Principal, Client Experience at Edward Jones.  Ilan shared how a 98 year old firm with 7 million clients and nearly 20,000 advisors is innovating and embracing digital to improve CX and advisor effectivness.

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.

Do your clients trust you more to manage their life savings than they do to share how they spend their money?

In this episode we explore ways to coach your clients on spending based on today's unprecedented environment and offer up ideas that help deepen connection and solidify relationships.

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.