Ryan George, Chief Marketing Officer at Docupace, joins us to discuss how back-office innovation is helping advisors scale smarter. He shares his personal journey to Docupace and how the firm has grow

Jeremy Schwartz, Global CIO, and Sam Rines, Macro Strategist for Modern Portfolios at WisdomTree, join us to explore how todays shifting geopolitical landscape is shaping new global investment strate

Jason Bottenfield, Managing Partner at Park Cities Group within Steward Partners, joins us to share the story of his unique path from professional baseball to wealth management. He reflects on how the

Dan Bjerke, President of Digital Wealth at InvestCloud, joins us to discuss how the firm is tackling one of wealth managements biggest pain points fragmented technology and siloed data. With 35 yea

Susan McKenna, CEO of eMoney Advisor, joins us to discuss the companys evolution as it marks its 25th anniversary. She shares her path from tech-focused marketing leader to CEO, and how eMoney has st

We sit down with James Sahagian, Managing Partner at Ramapo Wealth Advisors within Steward Partners, to explore his path from an early fascination with financial markets to leading a client-focused, t

In this episode, we catch up with Anuj Gupta, Head of Sales Engineering, and Blake Wood, Head of Platform Strategy at Envestnet. They walk us through how Envestnet is helping advisors scale personaliz

We catch up with Tim Burklow, Managing Director and Wealth Advisor at Mainstay Wealth Management within Steward Partners. Tim shares his journey from being inspired by his fathers advisor to building

Thomas Moore, Head of Betterment Advisor Solutions, shares how Betterment is reimagining custody and advisor technology to help modern RIAs scale efficiently. Drawing on his background at legacy insti

Today we catch up with Samantha Russell, Chief Evangelist at FMG, to talk about how AI is reshaping the way people search for financial adviceand what that means for advisors. With most Google search