Monthly Archives: April 2020

Ep 4: Are You Automating These 5 Critical Growth Objectives Yet? –– With Robert Sofia of Snappy Kraken

Finance, Investing, Technology, Wealth Management, WealthManagement.com, WealthTech, WealthTech Winners Circle, , , , , , , ,

Are you automating your high-value and time-consuming activities so that you can focus on what your most qualified to do?

In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with the co-founder and CEO of Snappy Kraken, Robert Sofia. Snappy Kraken won two Wealthies in 2019: Social Media Leadership for their Visual Insights Digital Campaigns and the other for Chief Marketing Officer of the Year. Now, Robert uncovers valuable practices that advisors can automate and why he believes we’re close to a time when spending hours on a financial plan will be obsolete.

In this episode, you will learn:

  • Where the name Snappy Kraken originated from –– and advice for advisors who are choosing a company name
  • Five key practices that Snappy Kraken helps advisors automate
  • What tech challenges Robert sees Advisors struggling with
  • Examples of how to provide a great technology experience for clients
  • Whether advisors and robots can exist in this industry at the same time
  • What to consider before working with a tech company that uses AI
  • And more!

Tune in now and learn how adopting technology can streamline your workload and give your clients a better experience.

Resources:  WealthManagement.com | Snappy Kraken

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Ep 3 – Use Technology to Start Conversations About Longevity –– With Kevin Ruth of Whealthcare Planning

Finance, Investing, Technology, Wealth Management, WealthManagement.com, WealthTech, WealthTech Winners Circle, , , , , , , ,

People are more inclined to be truthful when they’re telling their answers to a computer rather than to a person. With that said, are you using technology to help you gather client information about important, but challenging, topics?

In this episode, host Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, is joined by Kevin Ruth, the interim CEO of Whealthcare Planning. Whealthcare Planning scooped multiple 2019 Wealthies, including one in the Thought Leadership category for their Whealthcare Academy and Education Center. Now, Kevin explains how advisors can use technology to gather information from their clients on sensitive topics related to longevity. 

In this episode, you will learn:

  • How the Whealthcare Academy and Education Center assists advisors with tough conversations
  • Examples of advisors’ challenges with adoption and integration
  • Whether Robo-advisors will play a role in the future of financial planning
  • How AI can help advisors become more productive
  • Why every firm should be focused on longevity right now
  • And more!

Tune in now to learn how you can use technology to facilitate important conversations with your clients about longevity.

Resources:  WealthManagement.com | Whealthcare Planning

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