Wealthies Circle

Wealthies Circle

Latest Episodes

Wealthies Circle Podcast: Accelerating Change by Making a More Diverse and Inclusive Practice
December 20, 2022

The wealth management community has been talking about the need to make the industry more diverse to reflect the broader population for years nowand has made strides to reposition the profession as a

Wealthies Circle Podcast: Addressing Client Retirement Concerns Post-Pandemic
December 16, 2022

COVID-19 had a profound impact on the retirement plans of many Americans. Due to the financial and lifestyle upheavals caused by the pandemic, some people are retiring earlier than they originally pla

Wealthies Circle Podcast: What Will Drive Socially Responsible Investing in 2023
December 13, 2022

SRI has been attracting considerable interest in recent yearsparticularly among Millennials and younger investors who are more inclined to make money while feeling good about doing it. In addition t

Wealthies Circle Podcast: Compliance Priorities in an Evolving Digital Environment
December 09, 2022

Financial advisors are navigating increasingly complex waters when it comes to regulatory compliance thanks in large part to the digital revolution that has made compliance issues more numerous and co

Wealthies Circle Podcast: Client Management in a Digital World
December 06, 2022

Fundamental to the delivery of wealth management services is a strong technology infrastructure that can manage the prospect to client journey in an elegant and digital approach. In order to do so, ad

Wealthies Circle Podcast: Bringing the Sexy Back to the Back Office
November 22, 2022

One of the most talked about advisor technology innovations lately is in workflow automation so that advisors can finally begin to scale for wealth management. The key to success in this approach is a

Wealthies Circle Podcast: AI Use Cases in Wealth Management
November 18, 2022

The potential for leveraging artificial intelligence in wealth management has been discussed and debated for years. Is it really just artificial and not intelligent? Or are there real use cases for de

Wealthies Circle Podcast: Making Sense of Digital Assets in Portfolios
November 15, 2022

The wild swings in the crypto markets make headlines daily, causing many advisors to fear this emerging asset class when working with clients. Yet there is strong demand from them to gain exposure to

Wealthies Circle Podcast: Best-in-Breed or All in One? The Advisor Tech Stack of the Future
November 11, 2022

The pendulum continues to swing back and forth for the optimal way to create an efficient tech stack: All-in-one vs. best-in-breed. Both approaches involve tradeoffs in terms of features and functiona

Wealthies Circle Podcast: Harnessing the Power of Digital to Engage and Serve Clients
November 08, 2022

The pandemic caused an accelerator effect across the industry especially as it relates to digital marketing. New players are joining the digital wealth management ecosystem from every direction. From