#ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference
“I think too often in our industry it’s too “one size fits all”, treating clients like a number or just finding out what their financial capacity is but not really digging any deeper.” –Ryan Beach, COO, Orion Advisor The T3 Enterprise Conference is an annual gathering of CEOs, CTOs, COOs, CCOs (and direct support staff) from […]
#ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems
“We’re helping firms get away from stacks of paper with sticky notes that say ‘sign here’ and moving them to a fully digital rep transition process.” — Ray Mulligan, IFS Ray Mulligan brings more than 25 years of experience in consulting and financial services to IFS. As the company’s MD, Product Strategy, Ray manages product […]
We’re Running the AI Leg of a Digital Marathon in Wealth Management
If the information revolution were a marathon, then financial services would be in the beginning of the artificial intelligence leg of the race. That is according to a survey by Deloitte on how firms are leveraging AI across their enterprises. I wanted to know how wealth management influencers were interpreting the impact of AI across the industry, so […]
5 Foolproof Tactics for a Successful CRM Implementation
“What I found over the years is the most important thing is for a team to come together over a compelling vision, a comprehensive strategy for achieving that vision, and then a relentless implementation plan.” — Alan Mulally, Former CEO Boeing, Former CEO Ford Motor Company I was fortunate to hear Alan Mulally speak earlier […]
#ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners
“We were able to speed up our development and delivery of solutions to our advisors by not trying to be the center of the universe, which is where a lot of broker-dealers were spending a lot of money.” — Aaron Spradlin Aaron Spradlin is the Chief Information Officer at United Planners Financial Services. He received […]
10 Towering Testaments from the T3 Enterprise Conference
The high rollers were out, in Las Vegas last week, laying down their bets and placing wagers on contestants in high stakes games. Except these players were going all in on wealth management technology at the T3 Enterprise Conference, which was held for the second year in a row at the Cosmopolitan Hotel. Keena B Pettijohn on […]
99 Takeaways from the Riskalyze Fearless Investing Summit 2018
If there is one other thing that Aaron Klein does well, besides building a successful software company, it’s running a conference. Last year’s client conference in Lake Tahoe was a smashing success, so expectations were high for The Riskalyze Fearless Investing Summit 2018 held in San Antonio, TX. We really shouldn’t have been worried at […]
7 Impressions from the Orion Advisor Conference
Back when Orion Advisor Services’ CEO Eric Clark was still working for his father’s RIA, I’ll bet he never imagined that one day he would be on stage in front of 700+ clients, partners and staff of his own company. And on his birthday, to top it all off. Yet this very scenario played itself […]
