Snappy Kraken CEO Robert Sofia on the science of smart advisor marketing
The leader of the industry marketing firm talks about what sets top performers apart and how to avoid undermining a client relationship.
Source: financial-planning.com
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Nick Thacker of Skience wants to build cool tech and prepare advisors
The fintech leaders said standing out in wealth management is all about finding your firm's "secret sauce."
Source: financial-planning.com
Halbert Hargrove's Kelli Kiemle wants wealth management to embrace a people-first approach
The West Coast native and industry veteran talks keeping firm culture strong in a remote world.
Source: financial-planning.com
F2 Strategy Co-Founder Liz Fritz on the human element in wealthtech decisions
The wealthtech consulting firm's chief commercial officer argues that if you don't know what makes you special as an advisor, your tech won't help you grow.
Source: financial-planning.com
Rob Sandrew of Integrated Partners on hitting the industry's constantly moving targets
As Integrated continues its rapid growth, the veteran recruiter says value alignment is much more than a throwaway industry phrase.
Source: financial-planning.com
Lumiant CEO Santiago Burridge says it's time to put advice first and stop boring clients out of their minds
The founder of the family-focused fintech firm said advisors who talk about how great they are make clients tune out.
Source: financial-planning.com
Tru Independence president Amit Dogra knows compliance makes advisors 'itchy and scratchy'
Dogra hit the beach to share his thoughts on M&A, and why his firm is more than happy to take the load off of advisors.
Source: financial-planning.com
Docupace CEO David Knoch wants to help advisors talk hopes, dreams and aspirations with clients
The fintech veteran said the role of the advisors has changed in a big way, and he wants to be a part of the evolution.
United States David Knoch Justinl Mack Financial Planning Future Proof Festival Wealthtech Reporter Justin
Source: financial-planning.com
Snappy Kraken's Greg Drozdow wants advisors to get real with clients via text
The director of business development for Snappy Kraken's Convos text service hit the beach to help advisors and clients get closer.
Greg Drozdow Justinl Mack Financial Planning Future Proof Festival Wealthtech Reporter Justin Snappy Kraken
Source: financial-planning.com
Reggie Tucker of Manhattan West on the opportunities created by volatility and his artist alter ego
The venture capital pro and digital artist explains why personal experience is a powerful ally in the world of financial services.
Source: financial-planning.com