11 episodes

Financial Planning Senior Editor Tobias Salinger examines the fast-changing wealth management space in The Invest Podcast, which is recorded live at the Invest conference with some of the top players leading the major industry shifts. This deep yet time-efficient dive probes all of the issues shaping and reshaping the industry.

The Invest Podcast with Tobias Salinger Financial Planning

    • Investing

Financial Planning Senior Editor Tobias Salinger examines the fast-changing wealth management space in The Invest Podcast, which is recorded live at the Invest conference with some of the top players leading the major industry shifts. This deep yet time-efficient dive probes all of the issues shaping and reshaping the industry.

    Most practices can’t serve the wealthiest clients. Here’s what it takes

    Most practices can’t serve the wealthiest clients. Here’s what it takes

    The biggest challenge for serving ultrahigh-net-worth clients in the future will be grasping and attending to their specific needs, consultant Jamie McLaughlin says in an episode of Financial Planning’s Invest Podcast.

    • 18 min
    Serving a larger client base through wealthtech

    Serving a larger client base through wealthtech

    For wealth management to achieve sustainable organic growth, the industry needs to boost the number of households served by financial advisors and firms, consultant Gavin Spitzner says in an episode of Financial Planning’s Invest Podcast.

    • 15 min
    When it comes to UHNW clients, generalization is the enemy

    When it comes to UHNW clients, generalization is the enemy

    Many advisors aspire to serve the coveted group without really understanding their needs, wealth management marketing entrepreneur April Rudin says in an episode of Financial Planning’s Invest Podcast.

    • 19 min
    Giving back to wealth management by speaking out

    Giving back to wealth management by speaking out

    Financial advisor Alex Chalekian started out his career with a mentor “who was not the nicest person.” Ever since, he has wanted to serve as a resource to fellow planners, he explains in an episode of Financial Planning’s Invest Podcast.
     

    • 27 min
    How financial advisor marketing can tap into transformation

    How financial advisor marketing can tap into transformation

    Wealth management firms have a “massive opportunity” to use new methods of reaching clients and the wider industry, FiComm Partners CEO Megan Carpenter says in an episode of Financial Planning’s In|Vest Podcast.

    • 27 min
    Successful M&A deals start with this question

    Successful M&A deals start with this question

    RIAs should begin the selling process by visualizing their ideal situation, investment banker and consultant David DeVoe says in an episode of Financial Planning’s In|Vest Podcast. 

    • 21 min

Customer Reviews

jevum34 ,

Top Notch

Tobias truly gets IT, lucky to have him across multiple platforms

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