Data and Storytelling: Marketing Data Tracking for Financial Advisory Firms with Erica Pauly of Track That Advisor
We talked with Erica about:How she turned a passion for data into Track That Advisor, helping financial firms cut through the messy data to focus on clear, actionable insights that drive growthWhy tra...
16 Huhti 202527min
Blind Spots Sellers and Buyers Need to be Aware of When Considering Mergers or Acquisitions with Verity Larsen
We talked with Verity about:How firms can prepare for M&A by modernizing technology, streamlining operations, and ensuring clean data to increase a firm’s valuation and make the transition smootherThe...
19 Maalis 202527min
Uncovering Your Purpose to Find Success in Your Firm with Rob Brown
Rob Brown, founder of Truest Fan Coaching and host of The Purpose-Focused Advisor podcast, is a self-proclaimed cheerleader of the financial services industry. Rob spent over 25 years as a financial a...
5 Maalis 202527min
HIFON: A Community for RIA Operational Leaders and COOs with Shaun Kapusinski
We talked with Shaun about: The challenges operational, back office, and other non-advisory roles face at RIAs, often working and navigating challenges alone How the High Impact Financial Operations N...
19 Helmi 202521min
Serving a Pre-Retiree and Retired Market with Non-Financial Services with Susan Latremoille
Among her extensive credentials and achievements, Susan Latremoille is a Certified Professional Retirement Coach and the partner and co-founder of Next Chapter Lifestyle Advisors. Observing a growing ...
5 Helmi 202522min
Time Management and Helping Advisors Focus to Find Success with Jody Jacobson
Jody Jacobson, PhD, is the co-founder and CEO of the Human Skills Institute™. As a brain-based consultant, coach, and trainer with over 20 years of experience, she helps financial advisors align their...
22 Tammi 202537min
Cybersecurity, Hacking, and Insurance Options in Financial Services with Joe Erle
Joe Erle is a Cyber Group practice leader and co-founder at C3 and has been an insurance broker since 2008. Carving out a niche in cyber insurance, Joe’s superpower is analyzing policies, finding what...
8 Tammi 202525min
How Financial Advisors Can Fuel Firm Growth with People-Centric Operations with Jackie Benjamin Hatherley of RIA Ops
Jackie Benjamin Hatherley, “opspert” and founder of RIA Ops, has over 25 years of operations expertise, specializing in helping registered investment advisors embrace the human side of operations. Thr...
18 Joulu 202426min
