In the Money

In the Money


Latest Episodes

The Power of Partnerships in Wealth Management with Andree Mohr (Ep. 21)
March 06, 2025

Are you ready to take center stage in financial advice? Discover what it takes to make true partnerships and community-building the cornerstone of your business strategy. In this episode, Rusty Sommer

Today’s Technology Trends In Wealth Management with Joel Bruckenstein (Ep. 20)
February 27, 2025

How will embracing technology today redefine financial advising tomorrow? In this episode, Rusty Sommer speaks with Joel Bruckenstein, a leading voice in financial technology, to explore the transform

Navigating the Future of RIAs: Insights from TradePMR’s Robb Baldwin (Ep. 19)
February 19, 2025

What sparked the evolution of RIAs? In this episode, Rusty Sommer sits down with Robb Baldwin, CEO of TradePMR, at the Market Council Summit in Las Vegas. Together, they have a candid conversation on

The Future of Wealth Management: Predictions for 2025 (Ep. 18)
February 05, 2025

What will shape the financial landscape by 2025? Join us as we dive deep into predictions for the future of wealth management. In this episode, Rusty Sommer dives into the future of wealth management

How Technology is Shaping the Future of Wealth Management with Tony Stich (Ep. 17)
January 15, 2025

Will AI transform wealth management overnight? In this episode, Rusty Sommer speaks with Tony Stich from MarketCounsel about the fascinating insights and key takeaways from the latest industry summit.

Crafting a Strong Brand Story for Growth with Randy Lambert and Joe Steuter (Ep. 17)
January 14, 2025

Are you struggling to articulate your brands story or connect with clients in a meaningful way? Discover the art and science behind building a powerhouse brand that supports growth and client trust.

Advisor Growth Strategies: How Synergistic Partners Help You Achieve Your Goals with Joe Duran (Ep. 16)
October 23, 2024

Are you ready to revolutionize your firms growth strategy in the wealth management industry? Discover how to unlock the full potential of your wealth management firm with growth strategies and techno

How AI is Changing Wealth Management with Jason Pereira (Ep. 15)
September 11, 2024

Is your financial advisor about to be replaced by AI? The answer isnt as simple as yes or no. Tune into this episode to discover how AI is doing more than just automating repetitive tasksits redefi

The Winning Edge: Private Equity’s Influence in Wealth Strategies (Ep. 14)
May 10, 2024

What factors are driving the continuing evolution of wealth management? In this episode, we dive into the world of private equity with industry insiders! Explore the impactful role of private equity

The Winning Shot: Sports Wisdom in Wealth Tech (Ep. 13)
May 06, 2024

How does the high-stakes world of sports mirror the world of financial technology and asset management? Discover this and more in the latest episode of In the Money, sponsored by Flyer Financial Te