58 episodes

Welcome to the Wealthies Circle podcast, in this podcast we break down the technology challenges that are impacting today’s financial professionals. Our goal is to identify these challenges and potentially uncover solutions across tech integrations, adoption, emerging technology, evaluating solutions and more. Through this content we hope to help professionals avoid common pitfalls and move their services towards an award winning strategy for 2020 and beyond.

Wealthies Circle WealthManagement.Com

    • Business

Welcome to the Wealthies Circle podcast, in this podcast we break down the technology challenges that are impacting today’s financial professionals. Our goal is to identify these challenges and potentially uncover solutions across tech integrations, adoption, emerging technology, evaluating solutions and more. Through this content we hope to help professionals avoid common pitfalls and move their services towards an award winning strategy for 2020 and beyond.

    Wealthies Circle Podcast: Client Management in a Digital World

    Wealthies Circle Podcast: Client Management in a Digital World

    Fundamental to the delivery of wealth management services is a strong technology infrastructure that can manage the prospect to client journey in an elegant and digital approach. In order to do so, advisors need the latest tools that are helping firms deliver personalization at scale to differentiate their firms, increase capacity and drive business momentum.  … Continue reading Wealthies Circle Podcast: Client Management in a Digital World →

    • 34 min
    Wealthies Circle Podcast: Bringing the Sexy Back to the Back Office

    Wealthies Circle Podcast: Bringing the Sexy Back to the Back Office

    One of the most talked about advisor technology innovations lately is in workflow automation so that advisors can finally begin to scale for wealth management. The key to success in this approach is all about data management and integrated applications.  Learn from these experts on how you can streamline your infrastructure for fast growth with … Continue reading Wealthies Circle Podcast: Bringing the Sexy Back to the Back Office →

    • 32 min
    Wealthies Circle Podcast: AI Use Cases in Wealth Management

    Wealthies Circle Podcast: AI Use Cases in Wealth Management

    The potential for leveraging artificial intelligence in wealth management has been discussed and debated for years. Is it really just artificial and not intelligent? Or are there real use cases for deploying this advanced and still emerging technology to better work with clients and gain operational leverage?  Join our esteemed group of experts building out … Continue reading Wealthies Circle Podcast: AI Use Cases in Wealth Management →

    • 31 min
    Wealthies Circle Podcast: Making Sense of Digital Assets in Portfolios

    Wealthies Circle Podcast: Making Sense of Digital Assets in Portfolios

    The wild swings in the crypto markets make headlines daily, causing many advisors to fear this emerging asset class when working with clients. Yet there is strong demand from them to gain exposure to the upside potential that digital assets can potentially deliver.  Ben Cruikshank, president of Flourish Financial, discusses this trend—how many advisors “do … Continue reading Wealthies Circle Podcast: Making Sense of Digital Assets in Portfolios →

    • 26 min
    Wealthies Circle Podcast: Best-in-Breed or All in One? The Advisor Tech Stack of the Future

    Wealthies Circle Podcast: Best-in-Breed or All in One? The Advisor Tech Stack of the Future

    The pendulum continues to swing back and forth for the optimal way to create an efficient tech stack: All-in-one vs. best-in-breed. Both approaches involve tradeoffs in terms of features and functionality in exchange for efficiencies and a unified experience.  But can advisors obtain the best of both worlds? Listen to our panel of technology experts … Continue reading Wealthies Circle Podcast: Best-in-Breed or All in One? The Advisor Tech Stack of the Future →

    • 20 min
    Wealthies Circle Podcast: Harnessing the Power of Digital to Engage and Serve Clients

    Wealthies Circle Podcast: Harnessing the Power of Digital to Engage and Serve Clients

    The pandemic caused an accelerator effect across the industry especially as it relates to digital marketing. New players are joining the digital wealth management ecosystem from every direction. From purely digital onboarding to personalized pre-emptive ESG recommendations to automated creation of highly personalized client videos full of portfolio data, financial plan progress and goal achievement—client … Continue reading Wealthies Circle Podcast: Harnessing the Power of Digital to Engage and Serve Clients →

    • 24 min

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