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#ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center

"The ones that will really excel in the next 10 years are those people getting back to that Socratic selling and skillsets that many of us grew up in the…
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The Jedi Masters of Client Experience

In our industry, enterprise tools are archaic and hard to use, so the bar is set very low. There's tons of opportunities for new entrants that can deliver better advisor…
11 Most Excellent Posts

11 Most Excellent WMToday Blog Posts from 2019

Well, the extended family has finally headed home and you're debating whether to take down the holiday decorations or wait until the neighbors start complaining. It must be the end…
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Everything You Missed from the InvestWest Conference 2019

There's something to be said for holding a conference in the Bay Area. It's much easier for the best and brightest of Silicon Valley to stop by and share a…
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#ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs

[TD Ameritrade] built an ecosystem that nurtures and thrives on innovation, and I think that was probably one of the most compelling reasons that Schwab stepped in to pick them…
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#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…
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#ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces

"There is a large and growing stakeholder group of fee-only advisors that are locked in a battle with every custodial platform to game the custodians' commission system for the benefit…
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#ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights

"In the U.S. over the last six months, Acorns has been absolutely dominant driving Twitter impressions amongst consumers. Not a single incumbent wealth firms even makes the top 10." --…
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Tweet-to-Table: Why Building a Social Media Presence is Like Farming & Other Marketing Tips for Advisors

"Whatsoever a man soweth, that shall he also reap." -- Galatians 6:7 You get out what you put in. It's as simple as that. In life, in relationships in business…
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#WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell

"One of the core things I love the most is that every person who touches our platform is better off than without." -- Aaron Schumm This month’s Winners of Wealthtech…
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#ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data

"No one buys insurance because it's on sale; you buy insurance because you bought something, you broke something, or you created something." -- Robert Kirk, InterGen Data, Inc. Robert Kirk…
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#ItzOnWealthTech Ep 26: Reanimating Lifeless Brands with April Rudin, The Rudin Group

"Today's messaging is more about strengthening relationships between advisors and their clients and less about financial expertise or market returns that were value props in the past." -- April Rudin,…