Monthly Archives: December 2020

The Future of the Financial Advising Industry – with Guest Eric Clarke

Finance, Investing, Technology, Wealth Management, WealthManagement.com, , , , , , , ,

In this episode, David Armstrong is joined by Eric Clarke, the CEO of Orion Advisor Services. David and Eric dive into their thoughts about the future of financial advising and how COVID-19 has changed the course of the industry.

In this episode, we discuss:

  • How COVID-19 has changed the way that Orion does work
  • What Marketer is and how it works 
  • Orion’s COVID-19 social media campaign 
  • What the future looks like for the financial management industry  
  • And more! 

Tune in as we uncover what the future might hold for financial advising and changes are coming in the industry. 

Resources: WealthManagement.com | Orion Advisor Services | Eric Clarke  

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Technological and Investment Solutions with Vestmark – With Rob Klapprodt

Finance, Investing, Technology, Wealth Management, WealthManagement.com, , , , , , , , ,

In this episode, David Armstrong speaks with Rob Klapprodt, corporate strategy officer at Vestmark. Rob shares the firm’s outsourcing and digital technology approach designed for investment enterprises, financial advisors, and their clients. 

In this conversation, you will learn:

  • Vestmark’s commitment to delivering investment solutions to clients 
  • How the firm uses outsourcing as a benefit for them and their clients 
  • Rob’s take on how Adhesion Wealth supports Vestmark with customer support models 
  • Vestmark’s approach to compliance solutions 
  • And more!

Tune in to learn how technology and outsourcing solutions can help you achieve a long-term thriving practice!

Resources: WealthManagement.com | Vestmark | Adhesion Wealth | Rob Klapprodt

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Creating Programs for Advisors at Janney Montgomery Scott – With Guest Tony Miller

Finance, Investing, Technology, Wealth Management, WealthManagement.com, , , , ,

In this episode, David Armstrong is joined by Tony Miller, chief administrative officer at Janney Montgomery Scott as they discuss the programs that led Janney to be recognized as a finalist in this year’s WealthManagement.com Industry Awards. 

In this conversation, you’ll learn:

  • What Janney Montgomery Scott does as a firm
  • What the Women’s Interactive Network is at Janney and how it was created
  • The success of Janney’s Private Client Associate Development Program
  • What is to come for Janney Montgomery Scott
  • And more!

Tune in now to learn more about the programs that Janney Montgomery Scott has implemented for their current and incoming advisors! 

Resources: WealthManagement.com | Janney Montgomery Scott

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Managing Financial Risk with Riskalyze – With Guest Aaron Klein

Finance, Investing, Technology, Wealth Management, WealthManagement.com, , , , , , , , , , ,

In this episode, David Armstrong, executive director of content at WealthManagement.com,speaks with Aaron Klein, founder and CEO of Riskalyze. Aaron introduces the firm’s digital technology designed to help financial advisors and their clients manage risk.  

In this episode, you’ll learn:

  • How Riskalyze’s Life Alignment software, portfolio analytics, and investment research help advisors and their clients manage risk
  • About the firm’s spreadsheet that promises to efficiently keep up with custodial workflow 
  • Riskalyze’s advisor questionnaire-approach for client risk assessment calculation 
  • Aaron’s take on their Volatility Resource Kit as volatility and pandemic-relief tool 
  • And more!

Tune in to learn more about Riskalyze and how they embody their mantra, “technology needs to be a means to an end”! 

Resources: WealthManagement.com | Aaron Klein | Riskalyze 

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Digital Solutions For Professionals with Fidelity – With Guest Lisa Burns

Finance, Investing, Technology, Wealth Management, WealthManagement.com, , , , , , , , , , ,

In this episode, David Armstrong, executive director of content at WealthManagement.com, speaks with Lisa Burns, head of platform technology at Fidelity Institutional. Lisa introduces the firm’s technological integration system available for financial professionals while referring to Fidelity’s technology consultants that work with clients to optimize the use of digital tools.

In this conversation, you’ll learn:

  • The details of Fidelity’s Health Savings Account as a solution for clients to prepare for the rising cost of healthcare and retirement
  • How the company uses its Wealthscape onboarding platform for a seamless client onboarding process 
  • What the FinTech vendor ecosystem is, its role in prioritizing customer demands
  • And more!

Tune in to discover Lisa’s thoughts on the virtual reality that’s taking over the traditional way advisors expand their practices!   

Resources: WealthManagement.com | David Armstrong | Lisa Burns | Fidelity Institutional 

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