Wealthies Circle Podcast: Accelerating Change by Making a More Diverse and Inclusive Practice

The wealth management community has been talking about the need to make the industry more diverse to reflect the broader population for years now—and has made strides to reposition the profession as a welcoming opportunity for women, people of color and individuals with more diverse backgrounds. 

Still, by the numbers, little progress has been made—making diversity, equity and inclusion a top priority for all stakeholders in the industry. 

Join us for an engaging panel discussion with industry thought leaders as they share their ideas, action steps and new approaches for success in making wealth management a more diverse and welcoming industry.

Our Panelists:

Wealthies Circle Podcast: Addressing Client Retirement Concerns Post-Pandemic

COVID-19 had a profound impact on the retirement plans of many Americans. Due to the financial and lifestyle upheavals caused by the pandemic, some people are retiring earlier than they originally planned while others are delaying their retirement and working longer. These developments—along with concerns over high inflation and interest rates—will require advisors to recalibrate expectations as well as client portfolios.

Listen in as our panel of experts share their approaches to wealth accumulation strategies and planning for longevity in a changing retirement planning environment.

Our Panelists:

  • Kellan E Brown, Vice President Business Development & Strategic Partnerships, Finance of America Reverse
  • Spencer Look, Associate Director, Retirement Studies, Morningstar
  • Vince Morris, President of OneDigital Retirement + Wealth, OneDigital

Wealthies Circle Podcast: What Will Drive Socially Responsible Investing in 2023

SRI has been attracting considerable interest in recent years—particularly among Millennials and younger investors who are more inclined to make money while feeling good about doing it. 

In addition to being guardians of the planet, socially responsible businesses are expected to treat their employees well, create products and services that are beneficial to society and steer clear of unethical business practices. But not all SRI factors are easily quantifiable and may not directly translate into earnings growth or enhanced performance. 

Listen in as our panel discusses the product innovations and approaches that are driving successful sustainable investing strategies.

Our Panelists:

Wealthies Circle Podcast: Compliance Priorities in an Evolving Digital Environment

Financial advisors are navigating increasingly complex waters when it comes to regulatory compliance thanks in large part to the digital revolution that has made compliance issues more numerous and complicated than ever. 

Compliance priorities have taken on a broader risk mandate to include ESG, cybersecurity, cloud computing and the potential theft of clients’ digital assets or personal information. And the SEC’s new rule governing advertising and marketing will have a major impact on oversight, recordkeeping and disclosure requirements in the coming year. 

Join our panel of experts as they discuss how leaders in compliance are answering the bell when it comes to helping advisors manage risks in this rapidly changing environment.

Our Panelists:

Wealthies Circle Podcast: Client Management in a Digital World

Fundamental to the delivery of wealth management services is a strong technology infrastructure that can manage the prospect to client journey in an elegant and digital approach. In order to do so, advisors need the latest tools that are helping firms deliver personalization at scale to differentiate their firms, increase capacity and drive business momentum. 

Listen to our panel of experts from the leading platforms innovating on these critical technologies so you can enhance your service delivery.

Our Panelists:

Wealthies Circle Podcast: Bringing the Sexy Back to the Back Office

One of the most talked about advisor technology innovations lately is in workflow automation so that advisors can finally begin to scale for wealth management. The key to success in this approach is all about data management and integrated applications. 

Learn from these experts on how you can streamline your infrastructure for fast growth with the latest enhancements in workflow technology.

Our Panelists:

  • David Everson, Sr. Director of Solutions Marketing, Laserfiche
  • Marc Butler, COO, Skience
  • Anton Honikman, CEO, MyVest

Wealthies Circle Podcast: AI Use Cases in Wealth Management

The potential for leveraging artificial intelligence in wealth management has been discussed and debated for years. Is it really just artificial and not intelligent? Or are there real use cases for deploying this advanced and still emerging technology to better work with clients and gain operational leverage? 

Join our esteemed group of experts building out these AI applications as they discuss how you can run a better business, delight clients and streamline your operations.

Our Panelists:

Wealthies Circle Podcast: Making Sense of Digital Assets in Portfolios

The wild swings in the crypto markets make headlines daily, causing many advisors to fear this emerging asset class when working with clients. Yet there is strong demand from them to gain exposure to the upside potential that digital assets can potentially deliver. 

Ben Cruikshank, president of Flourish Financial, discusses this trend—how many advisors “do not know what their clients have going on” with crypto, which means it’s harder to give holistic advice. Listen in to learn more about how you can gain a solid understanding of crypto, what Flourish does to assist advisors and how to leverage digital assets in client portfolios.

Wealthies Circle Podcast: Best-in-Breed or All in One? The Advisor Tech Stack of the Future

The pendulum continues to swing back and forth for the optimal way to create an efficient tech stack: All-in-one vs. best-in-breed. Both approaches involve tradeoffs in terms of features and functionality in exchange for efficiencies and a unified experience. 

But can advisors obtain the best of both worlds? Listen to our panel of technology experts on the latest developments in integrated technology and optimal ways to streamline your front and back office.

Our Panelists:

Wealthies Circle Podcast: Harnessing the Power of Digital to Engage and Serve Clients

The pandemic caused an accelerator effect across the industry especially as it relates to digital marketing. New players are joining the digital wealth management ecosystem from every direction. From purely digital onboarding to personalized pre-emptive ESG recommendations to automated creation of highly personalized client videos full of portfolio data, financial plan progress and goal achievement—client engagement has moved light years ahead of where it was just a few years ago. The result? Efficiency for the advisor; experience and ease-of-use for the client.

Listen in as our panelists discuss how their own firms and the fastest growing advisors they work with are leveraging technology to successfully engage with clients.

Our Panelists: