Tag: AI
Harnessing the Power of Testimonials for Business Growth with Andrew Johnson of Testimonial IQ

Harnessing the Power of Testimonials for Business Growth with Andrew Johnson of Testimonial IQ

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The use of testimonials creates a powerful opportunity to amplify the potential reach of positive experiences through word-of-mouth sharing to new audiences. For financial advisors, online reputation is becoming increasingly important as clients turn to digital channels for information. Understanding how to leverage testimonials effectively can be a game-changer for business growth.

In this episode of WealthStack, Shannon Rosic, Director of WealthStack Content & Solutions, chats with Andrew Johnson, CEO, and Co-founder of Testimonial IQ, about why financial advisors should care about Google reviews, the role of compliance in managing testimonials, and how to align online presence with real-world client relationships.

Shannon and Andrew discuss:

  • Understanding testimonials vs. endorsements
  • Overcoming the fear of feedback
  • What advisors need to know about SEO
  • Future trends in online reputation management and the role of AI in compliance

Connect with Shannon Rosic:

Connect with Andrew Johnson:

About Our Guest:

An experienced FinTech entrepreneur, Andrew previously co-founded Datalign Advisory, an RIA referral platform where he serves as a board advisor. Before Datalign, he worked in management consulting with a focus on B2C marketing and in product/operations strategy with Meta (Facebook). Andrew served for five years in the Navy as a Surface Warfare Officer, including two deployments on the world’s finest Destroyer, USS O’Kane. Andrew earned his MBA from the University of Virginia and his BS from Davidson College. He resides with his family in Denver, CO.

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Why Business Owners Deserve Better from Their Advisory Partners with Trevor Greenway

Why Business Owners Deserve Better from Their Advisory Partners with Trevor Greenway

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Small to medium-sized businesses make up 99% of all U.S. businesses, and most of these business owners are unaware of their enterprise value. The episode dives into how Interval provides critical insights for business owners by automating business health analytics and delivering ongoing value monitoring, ultimately helping advisors provide better guidance by integrating business health data into their planning process.

Join Shannon Rosic, director of WealthStack content and solutions, as she speaks with Trevor Greenway, Co-Founder & CEO at interVal, on how interVal is empowering financial advisors to attract, retain, and better serve high-value business owner clients through the innovative use of technology.

Shannon and Trevor discuss:

  • What data is most important in business valuations
  • How InterVal fits into an advisors overall tech stack
  • How wealth managers can act as the “quarterback” for business owners
  • The importance of having clear business goals when implementing AI

Connect with Shannon Rosic:

Connect with Trevor Greenway:

 

About Our Guest:

Trevor Greenway is an exceptionally passionate leader who believes that when data is harnessed for good, everyone in the ecosystem benefits. He understands that business owners and their advisors can operate more efficiently when financial data is sorted and contextualized in meaningful ways. Believing that everyone succeeds with access to comprehensive information, Trevor led the development of a software platform that provides this data in real time.

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The Wealthstack Podcast: What’s Next in WealthTech With Joel Bruckenstein

The Wealthstack Podcast: What’s Next in WealthTech With Joel Bruckenstein

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The advent of wealthtech represents both a significant opportunity and a challenge. On one hand, it offers tools that can enhance efficiency, improve client engagement, and enable more personalized, data-driven advice. On the other hand, it demands a shift in mindset and skill set, requiring advisors to become adept at integrating new technologies into their practice. The implications of wealthtech extend beyond operational efficiency to fundamentally altering the value proposition of financial advisors, compelling them to differentiate themselves through the quality of their insights and their ability to deliver comprehensive, client-centric solutions.

In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Joel Bruckenstein, President of T3, about the transformative impact of technology on wealth management.

Shannon and Joel also discuss:

  • T3/Inside Information Software Survey takeaways 
  • Digital strategies for engaging nextgen clients
  • What popular wealthtech trends he disagrees with
  • The burgeoning role of AI in wealth management

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Connect with Joel Bruckenstein:

About Our Guest:

Joel P. Bruckenstein, CFP®, is a globally recognized authority in the field of applied technology for financial professionals. He is renowned as the Publisher of Technology Tools for Today (T3), formerly known as Virtual Office News and now known as the T3 Tech Hub.

As the driving force behind the esteemed T3 Advisor Conference, Bruckenstein has established it as the preeminent technology event for independent financial advisors executives from independent broker/dealers and executives from large registered investment advisory firms. The conference also welcomes fintech journalists, private equity firms, and asset managers that support the wealthtech ecosystem. Celebrating its 20th year in 2024, the conference has consistently delivered unparalleled value to its attendees.

Beyond these major conferences, Bruckenstein partners with influential thought leaders in the financial services industry, such as Brian Hamburger of MarketCounsel, to host various technology summits.

For over two decades, Bruckenstein has been advising financial service firms of all sizes, aiding them in enhancing their technological infrastructure, streamlining processes, and optimizing workflows.



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The Wealthstack Podcast: Going From Wealth Advisor to a Wealth Coach With Urs Bolt

The Wealthstack Podcast: Going From Wealth Advisor to a Wealth Coach With Urs Bolt

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Financial advisors are much more than just “money experts”, and their role is evolving from traditional wealth advising to a more personalized wealth coaching approach. As the needs of investors become more complex, advisors are relying heavily on technology to help them become more efficient and streamline operations. By saving time and money, they’re truly able to focus on a holistic approach for their clients.

In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Urs Bolt, a well known financial mentor and coach, about what’s driving this shift.

Shannon and Urs also discuss:

  • How personalization drives innovation
  • Where advisors, coupled with technology, can add value
  • The significance of financial literacy
  • Trends in the wealthtech space outside of the US

Connect with Shannon Rosic:

Connect with Urs Bolt:

About Our Guest:

Urs Bolt is an expert in WealthTech and ecosystems in (crypto) finance, based in Switzerland. 30+ years’ experience in wealth management, investment banking and related technology businesses. My core expertise is to develop and roll out new digital business platforms.

He helps financial service providers and tech companies to review/refocus business strategies, advise on strategic projects, develop solutions and markets, and build business partnerships.

He is also active as a speaker, moderator, micro-blogger, lecturer, and author; recognised as a global opinion leader in #WealthManagement, #WealthTech, #DigitalAssets.

In addition to this, Bolt is a member of advisory boards and jury panels: FT PWM WealthTech Awards, Global Wealth & Society, WealthBriefing Editorial Board and Swiss Awards, Blockchain Competition for Finance.



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The WealthStack Podcast: How to Use Generative AI to Scale your Practice with Alan Gurung

The WealthStack Podcast: How to Use Generative AI to Scale your Practice with Alan Gurung

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AI continues to dominate headlines in the wealth management space. But, will it eventually end up replacing everything outside of actual conversations between an advisor and a client? Possibly. Generative AI may still seem intimidating to many, but the reality is the future belongs to those who are willing to learn and implement it correctly. As the world’s first AI-powered GPT assistant [for financial advisors], SIFA is on a mission to automate ongoing communications between advisors and their clients.

In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Alan Gurung, CEO and co-founder of SIFA, about how the platform enables advisors to harness data, improve efficiency, and derive insightful analytics from it.

Shannon and Alan discuss:

  • The three ways financial advisors can use SIFA
  • Where AI will be able to replace human tasks
  • How AI makes financial advice more human
  • What regulation and government oversight means for AI initiatives

Connect with Shannon Rosic:

Connect with Alan Gurung:

About Our Guest:

Alan Gurung, CEO and co-founder of SIFA, a generative AI startup based in London. Gurung started SIFA, which stands for super independent financial advisor, along with a small team of two other machine learning engineers and two student interns.

Gurung worked as an advisor and partner for the large U.K. advisory firm St. James’s Place and sold his book of business to start SIFA, which was built specifically to automate ongoing communications between advisors and their clients.



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Derek Notman
The WealthStack Podcast: Keeping Tech Simple as a Virtual Advisor with Derek Notman

The WealthStack Podcast: Keeping Tech Simple as a Virtual Advisor with Derek Notman

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After spending years in a suit and tie and feeling held back by technology within the broker-world, Derek Notman, CFP®, made the decision to take his practice completely virtual. While that was back in 2013, he has since designed a tech stack that satisfies the needs not only for his business, but one that his clients enjoy using as well.

In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with Derek, who is also the founder of Couplr, Conneqtor, and host of Rethink – The Financial Advisor Podcast, on his future wealthtech outlook.

Shannon and Derek discuss: 

  • How he approached building his own tech stack 
  • Why he is on a mission to fix money
  • What to future holds for Couplr and Conneqtor (and where AI fits in)
  • Why the power of personal branding is critical for growth

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Connect with Guest:

About Our Guest:

Derek entered the financial services industry in 2006 and experienced a high level of success early on which he attributed to the philosophy of “do what is right for my clients and eventually I will get paid.” After 3 years, he started his own firm.

In 2013, he made the decision to transition his practice to a Virtual model. Derek did this to best serve his unique clientele while also ensuring a great life-work balance for him to spend more time pursuing his passions and enjoying more of life’s moments with his wife and son. He is no longer taking on new clients other than direct referral for his RIA.

Knowing the financial industry & profession as both an advisor & fintech founder has given him a unique perspective on how to address and tackle some large problems which he is laser focused on via his four dimensions with:

  • Couplr
  • Conneqtor
  • Rethink FA Podcast
  • Intrepid Wealth Partners

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John O'Connell
The WealthStack Podcast: The Future of Investing with John O’Connell of The Oasis Group

The WealthStack Podcast: The Future of Investing with John O’Connell of The Oasis Group

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From the metaverse to alternative investments, the future of investing is going to look very different. Alternatives have historically been reserved for institutions, as alternative asset managers targeted those who could write the biggest checks. But that’s now starting to change as tech companies look to the retail market, opening up opportunities to wealth managers, advisors, and even consumers.

In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with John O’Connell, founder and CEO of The Oasis Group about: 

  • The future of investing, specifically when it comes to alternative investments
  • How the metaverse is changing the investment landscape
  • Why advisors need to stay on top of AI trends
  • What other trends advisors should be watching

Connect with Shannon Rosic:

Connect with Guest:

About Our Guest:

Mr. O’Connell has more than 30 years of leadership experience in both emerging businesses and mature, established organizations. He started his career designing and developing financial applications at Merrill Lynch and KPMG Peat Marwick. He was a member of the team for an IPO, sale of a firm, and packaging 2 other firms for sale. He held North American leadership positions at Oracle for over 8 years. He was the president of a FinTech firm and held C-level customer-facing roles at two global, publicly traded companies.

John is the Founder and Chief Executive Officer for The Oasis Group. A firm specializing in helping wealth management and technology firms to solve their most complex challenges. The Oasis Group helps firms with technology selection and implementation, sales processes and strategy, and processes to attract, sell, propose, onboard, and service new clients.

John is the author of Rise of The Activist Investor, a handbook for investors who would like their money to reflect their values by exercising their rights as owners of publicly traded firms. He invented the Activist Investor Arc to describe how retail investors progress through different phases of activist investing.

John holds a Bachelor of Science degree in Computer Science & Mathematics from the College of Staten Island and an MBA in Finance from Rider University.



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The WealthStack Podcast: Utilizing AI to Help Advisors Grow Organically with Yelena Melamed

The WealthStack Podcast: Utilizing AI to Help Advisors Grow Organically with Yelena Melamed

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Time. It’s the one thing advisors need more of, and fortunately, Catchlight is on a mission to save advisors time and help them reach their top leads quicker.

In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with Yelena Melamed, Head of Product and Co-Founder, Catchlight Insights LLC, about how financial advisors can scale and grow organically through the use of powerful data, unique insights, and pre-scripted actions all driven by proprietary AI models.

Shannon and Yelena discuss:

  • How AI is being used as a tool to support the human work of financial advice
  • Why data is key to driving efficiency in an advisor’s prospecting efforts
  • How advisors can understand their prospects at scale
  • Use cases around using data to drive personalized engagement

Connect with Shannon Rosic:

Connect with Guest:

About Our Guest:

Yelena Melamed is a co-founder and head of product at Catchlight, a prospect analysis and lead-conversion provider that came out of Fidelity Labs.



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