Tag Archives: Speak

Make a Unique Portfolio for Every Single Client –– With Jonathan Hudacko of Just Invest

In this episode, David Armstrong, editor and chief at Wealthmanagement.com, talks to Jonathan Hudacko, CEO of Just Invest. 

Just Invest strives to deliver the best that modern finance can deliver to its clients. It’s a mandate that has earned them three finalist spots in this year’s Wealthies. In fact, they brought home the win for their ESG Reporting in the category of Asset Managers: Socially Responsible Investing(SRI)/Impact Investing.

In this episode, you’ll learn:

  • How Just Invest distinguishes between ESG and SRI
  • What problems Just Invest solves for advisors
  • What direct indexing is
  • How new tax optimization tools are helping advisors
  • And more!

Listen now to get insight into how wealth management is changing to better reflect clients’ values. 

Resources:  Wealth Management | Just Invest

Episode 12 – Text Clients in Real-Time With a Compliant Solution – With Brian McLaughlin of Redtail Technology

Do you know how to use technology to communicate with your clients regularly while also freeing up your valuable time?

In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Brian McLaughlin, CEO of Redtail Technology. Redtail Technology won a Wealthy award in 2019 in the Technology Providers CRM category for Redtail Speak, which offers a compliant way for advisors to text clients and collaborate with their staff in real-time. Now, Brian unpacks Speak’s features and the biggest tech challenges for today’s advisors. 

In this episode, you’ll learn:

  • How Brian helps advisors ease into the adoption of new technology
  • Whether we’ve reached the point where advisors and robots can co-exist harmoniously
  • What the future might hold for screen scraping
  • What outcomes Brian expects from the current wave of consolidations in the finance industry
  • And more!

Tune in for tech insights and an overview of Redtail Speak.

Resources:  Wealth Management | Redtail Technology