Speaking Logicly

Logicly
  • 5.0 (10)
  • INVESTING

Emil Tarazi of ETFLogic sits down with financial advisors, ETF issuers and other investment professionals to discuss investment research, portfolio construction, and everything else related to the wealth management industry.

  1. 09/21/2021

    Reese Harper: Advisor to Fintech Entrepeneur

    Our guest today is Reese Harper, CEO at Elements a financial planning system designed to help advisors efficiently deliver ongoing value to their clients. Reese is also the founder of Dentist Advisors, an RIA that manages money for dentists. Our conversation today touches on Reese's journey from advisor to fintech entrepeneur and the opportunities that lay ahead.

    35 min
  2. Season Two Premiere: Henry Jim

    07/15/2021

    Season Two Premiere: Henry Jim

    Season 2 of Speaking Logicly is here! Join our CEO Emil Tarazi and Henry Jim, of Hearsay, an ETF industry veteran as We discuss a wide variety of topics in the ETF industry, including the differences in ETF adoption across regions and the challenges of bringing a crypto ETF to market in the US.

    26 min

  3. 04/15/2021

    Speaking Logicly with Kraneshares

    Join Jonathan Shelon and Anthony Sassine of KraneShares, and our CEO Emil Tarazi as they discuss the KraneShares mission of capturing China exposure in your portfolio.

    41 min

  4. 03/23/2021

    Speaking Logicly with Jonathan Murdock

    Join ETFLogic CEO Emil Tarazi, and Andrew Holubec, Sales & Client Success Associate at ETFLogic as they break down what it means to Invest Logicly in an ever-changing world, and how investors can benefit from diving deep into analytics.

    44 min
  5. Announcing TMX Logicly...

    03/08/2021

    Announcing TMX Logicly...

    ETFLogic and the Toronto Stock Exchange (TMX Group) are excited to announce the collaboration on our new TMXLogicly Platform for Canadian ETF issuers and wealth managers.

    31 min

  6. 02/12/2021

    How technology will shape the future of advice feat Harry Hellen

    We sit down with Harry Hellen, owner of HH financial planning, to discuss how he thinks technology will help shape how financial advisors interact with their clients in the future. He also discusses his process for using the Logicly platform to engage his clients virtually in the new digital world.

    30 min

  7. 02/09/2021

    Staying local feat Tom Costigan

    We sit down with one of our very first Logicly users Tom Costigan of ArborFi to talk a little about his business and why he takes a more focused and local approach to expanding his business. We also talk a little bit more about how he uses Logicly in his day to day.

    26 min

  8. 02/05/2021

    From lawyer to advisor feat Mike Garry

    In this episode, we speak to one of our power user Michael Garry of Yardley wealth management. We learn a little bit about how he came to be an advisor and how he uses the Logicly platform when building and maintaining client portfolios.

    28 min
See All (27)

Ratings & Reviews

5
out of 5
10 Ratings

About

Emil Tarazi of ETFLogic sits down with financial advisors, ETF issuers and other investment professionals to discuss investment research, portfolio construction, and everything else related to the wealth management industry.

Information

  • Creator
    Logicly
  • Years Active
    2020 - 2021
  • Episodes
    27
  • Rating
    Clean
  • Copyright
    © Logicly
  • Show Website
    Speaking Logicly