Wealth Management v2.0: The AdviceTech Revolution Podcast

In the 16th episode of the "Wealth Management v2.0: The AdviceTech Revolution" podcast I caught up with Anders Jones, CEO and Co-Founder of fast-growing RIA disruptor Facet Wealth -- or should I say "Technology and Information Management company Facet Wealth" that happens to operate in the advice business --  a little over a year and several thousand more clients since we first chatted.  

Click here for Inside the Pod including Show Notes and Transcript.

On July 20, 2021, Mariner Wealth Advisors and AdvicePeriod announced a strategic merger. I had the privilege and the pleasure of sitting down with Mariner CEO Marty Bicknell and AdvicePeriod Founder and Principal, Steve Lockshin to talk about their respective journeys, what brought them together and where they’re heading from here as they join forces to disrupt wealth management.

Click here for Inside the Pod including Show Notes and Transcript.

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 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.

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.

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 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.

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.