FP podcast host Justin L. Mack signs off
Financial Planning
by Financial Planning
1M ago
The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity ..read more
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Why RIA custody is ready for another shakeup 
Financial Planning
by Financial Planning
2M ago
The RIA custody landscape isn’t what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.  ..read more
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Preston Cherry and Tom Rieman break down the ideal advice experience
Financial Planning
by Financial Planning
2M ago
The veteran wealth management duo wants to close the gap between what the advice industry is, and what it has the potential to become ..read more
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How to have more impactful ESG conversations with clients
Financial Planning
by Financial Planning
3M ago
Christopher Knapp of Robertson Stephens joins the Financial Planning Podcast this week to help financial advisors cut through the noise and tackle ESG investing like a pro ..read more
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The impact of financial planning, with Jennifer and Lisa Dazols of Modern Family Finance
Financial Planning
by Financial Planning
3M ago
The firm founders join the FP Podcast all the way from Taiwan to discuss financial planning for women and LGBTQ+ households, international filmmaking and how the profession changed both of their lives.  ..read more
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The new era of financial advisor marketing, with Snappy Kraken CEO Robert Sofia
Financial Planning
by Financial Planning
4M ago
From AI to video, advisor marketing is evolving. On this week's FP Podcast, the leader of the award winning marketing technology firm explains how financial planners can keep pace ..read more
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Unlocking the power of model portfolios, with Kwanti CEO Christophe Gauthron
Financial Planning
by Financial Planning
4M ago
The fintech founder who started his company in the fallout of the 2008 financial crisis says he wants to help financial advisors spend more time doing work that matters ..read more
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Going from wealthtech user to wealthtech investor, with financial advisor Samuel Deane
Financial Planning
by Financial Planning
5M ago
As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms who create tools for planners ..read more
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Solving the organic growth mystery, with John Wernz of Great Hill Partners
Financial Planning
by Financial Planning
5M ago
The industry veteran breaks down the missteps firms make in the pursuit of growth, and how to maintain momentum in an unpredictable environment ..read more
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Upgrading the advisor experience, with Amit Dogra of tru Independence
Financial Planning
by Financial Planning
6M ago
The 20-year industry veteran breaks down the three elements needed to deliver a truly excellent experience, and explains why the lowercase “T” in his firm’s name is so important ..read more
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