57 episodes

A podcast where two friends talk about fintech trends in the wealth management industry...and tacos.

TacoTech TacoTech

    • Technology
    • 4.9 • 9 Ratings

A podcast where two friends talk about fintech trends in the wealth management industry...and tacos.

    TacoTech JR Episode 1: New Kids on the Cast

    TacoTech JR Episode 1: New Kids on the Cast

    We are changing things up and having some summer fun in today's episode as co-hosts Johnny Sandquist and Torie Happe welcome their kids to the podcast. They're giving perspective on what money means to them, how they save for special things, and what they think their parents actually do for work.

    • 8 min
    Coming LIVE from T3 2022 - Kartik Srinivasan from Schwab

    Coming LIVE from T3 2022 - Kartik Srinivasan from Schwab

    In our final episode recorded live at the 2022 T3 Advisor Conference, we welcome Kartik Srinivasan, Director - Head of 3rd Party Integration, Digital Advisor Solutions, at Charles Schwab. Kartik discusses trends like the personalization of investments, how Schwab is elevating advisor tech experiences with API solutions, and why he's so excited about advancements in client onboarding.

    • 13 min
    Coming LIVE from T3 2022 - Randy Cass from Nest Wealth

    Coming LIVE from T3 2022 - Randy Cass from Nest Wealth

    Canada invades the United States in this episode of TacoTech. Randy Cass, CEO of Nest Wealth, chats with Johnny and Torie about the white-label digital wealth platform that Nest Wealth provides to help modernize client experiences for banks and financial institutions, how fintech can help advisors provide more financial advice to more people, and why Nest Wealth wants to be a "multiplier" instead of the desktop of the advisor tech experience.

    • 14 min
    Coming LIVE from T3 2022 - Robb Baldwin from TradePMR

    Coming LIVE from T3 2022 - Robb Baldwin from TradePMR

    Robb Baldwin, CEO of TradePMR, joins Johnny and Torie in this live episode from the 2022 T3 Advisor Conference. Robb offers his thoughts on how improvements to digital onboarding are shaping the advisory industry, the importance of combining great customer service with great technology, and how TradePMR provides a well-rounded and focused client experience for their advisors.

    • 7 min
    Coming LIVE from T3 2022 - Christophe Gauthron from Kwanti

    Coming LIVE from T3 2022 - Christophe Gauthron from Kwanti

    Johnny and Torie welcome Christophe Gauthron, the CEO of Kwanti, into the TacoTech hot seat. Christophe talks his views on the latest T3 Advisor Technology Survey, the importance of ESG investing and direct indexing for today's advisors, and how Kwanti approaches customer service to keep its advisory clients happy for years.

    • 7 min
    Coming LIVE from T3 2022 - Brian Shenson from Springboard Advisory Group

    Coming LIVE from T3 2022 - Brian Shenson from Springboard Advisory Group

    In another new episode recorded live in the hallways of the 2022 T3 Advisor Conference, we chat with Brian Shenson, Principal of Springboard Advisory Group. Brian chats with Johnny and Torie about the new fintech trends he's excited to follow, how he's seen the wealth management industry change over the last few years, and the importance of service delivery for new fintech providers.

    • 10 min

Customer Reviews

4.9 out of 5
9 Ratings

9 Ratings

Scottemak ,

Great Hosts Advisor Tech Tacos=Amazing Podcast

Great Hosts Advisor Tech Tacos=Amazing Podcast

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