In this fascinating discussion we peal back the layers of ESG to uncover what it really is, how to manage it by leveraging the latest technology, how to cut through the “greenwashed” marketing fluff, and how to use ESG as a practice differentiator. We promise you this is the most enlightening ESG discussion you will ever listen to! Once you listen to the episode be sure to visit our ESG page for the information and graphics that will provide additional related insights. Hosts: Scott Stathis and Bob Mittel Discussion Guests: Gabe Rissman – Co-Founder, YourStake Patrick Reed – Co-Founder YourSt ..read more

This episode focuses on leveraging technology to create efficient and standardized workflows and processes to move contacts through the prospecting pipeline and have them emerge as loyal clients. We are grateful to LPL for co-hosting and sponsoring this episode and appreciate their insights on utilizing defined workflows as a foundation for building technology solutions. Both of our program management guests are from top-tier programs and are responsible for driving revenue growth. Hosts: Scott Stathis and Bob Mittel Discussion Guests: Arthur Osman, EVP Institution Services Business Consultin ..read more

The initial and primary source of communications with a client is the advisor. However, there are multitudes of additional ancillary communications that must be conducted with a client to evolve and manage the relationship. Some of these communication types include onboarding, compliance, marketing, account management, etc.  These necessary communications can be executed through a variety of digital means or by physical mailings. These ancillary “touches” must be expertly planed, monitored, and managed if they are to create the desired professional client experience. Smart organizations w ..read more

In this important episode we discuss what it really takes to create investing opportunities for all client segments - how to bring investing to the masses. We also discuss how quickly our industry is changing, where the puck is going, and what we must do to keep up. Discussion topics include: The threat posed by the app-based fintechs How to bring investing to the masses Eliminating friction in the investing process Effectively serving the NextGen investors Being there when the investor transitions from DIY to DIFM (Do It For Me) Abandoning what got you to where you are today We also introdu ..read more

Listen to highlights of this fascinating discussion on ESG investing with a panel of subject matter experts ..read more

In this fascinating discussion we peal back the layers of ESG to uncover what it really is, how to manage it by leveraging the latest technology, how to cut through the “greenwashed” marketing fluff, and how to use ESG as a practice differentiator. We promise you this is the most enlightening ESG discussion you will ever listen to! Once you listen to the episode be sure to visit our ESG page for the information and graphics that will provide additional related insights. Hosts: Scott Stathis and Bob Mittel Discussion Guests: Gabe Rissman – Co-Founder, YourStake Patrick Reed – Co-Founder YourSt ..read more

This episode focuses on leveraging technology to create efficient and standardized workflows and processes to move contacts through the prospecting pipeline and have them emerge as loyal clients. We are grateful to LPL for co-hosting and sponsoring this episode and appreciate their insights on utilizing defined workflows as a foundation for building technology solutions. Both of our program management guests are from top-tier programs and are responsible for driving revenue growth. Hosts: Scott Stathis and Bob Mittel Discussion Guests: Arthur Osman, EVP Institution Services Business Consultin ..read more

The initial and primary source of communications with a client is the advisor. However, there are multitudes of additional ancillary communications that must be conducted with a client to evolve and manage the relationship. Some of these communication types include onboarding, compliance, marketing, account management, etc.  These necessary communications can be executed through a variety of digital means or by physical mailings. These ancillary “touches” must be expertly planed, monitored, and managed if they are to create the desired professional client experience. Smart organizations w ..read more

Episode Overview In this episode, titled “The Tech-Human Balancing Act” we will discuss the relative role of technology in the development of client relationships and trust. We will also cover subjects such as exceeding client expectations, data mining to identify the “next best action”, enhancing the advisor’s value proposition, and the future of technology in our channel. Host: Scott Stathis and Bob Mittel Discussion Guests: Eugene Elias, Chief Operating Officer at Atria Wealth Solutions Brian Bichler, Head of Technology Platform Experience, Managing Director at Atria Wealth Solutions Ryan ..read more