Tag: Client Relationships
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: How To Engage the Unengaged With Santiago Burridge

The WealthStack Podcast: How To Engage the Unengaged With Santiago Burridge

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As an advisor, your clients don’t necessarily care about what CRM tool or planning software you use. They care about HOW you use that technology to engage them and help live their best life.

In other words, it is time to shift your focus from product-centric to client-centric!

In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with Santiago Burridge, CEO and Co-Founder of Lumiant, about what is driving innovation around advice engagement. They also explore how advisors should approach client engagement differently in 2023 and beyond.

Shannon and Santiago discuss:

  • How Lumiant’s platform helps advisors effectively engage the unengaged
  • What advisor engagement truly means — and how it can make clients fall in love with you
  • The adoption of advice engagement technology by next-gen advisors
  • Why intimate client connections are key to accelerating your organic growth

Connect with Shannon Rosic:

Connect with Santiago Burridge:

About Our Guest:

Santiago is passionate about helping the financial advice industry deliver on the promise of advice. A 23-year industry leader, Santiago founded Lumiant to support advisors in delivering an extraordinary and engaging software-supported advice experience. Starting as a financial advisor, Santiago quickly became disillusioned with the product-centricity of the profession. Instead, he wanted to personalize the experience and create a model that placed client preferences at the heart of their financial decisions. In 2010, Santiago co-founded Implemented Portfolios, a technology platform that delivers highly individualized investment experiences, which now has circa $2bn in funds under management.



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Dakota’s Carina Diamond: WealthTech’s Impact on the Future of Advice

Dakota’s Carina Diamond: WealthTech’s Impact on the Future of Advice

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As technology for the wealth management industry evolves, financial advisors will have more options than ever before to enhance the services – and value – they deliver to clients. 

Understanding and navigating the readily changing WealthTech landscape can be a challenge for many, however. In this episode of the WealthStack podcast, Carina Diamond, the Chief Experience Officer at Dakota Wealth Management, shares her experience and perspective on how successful advisory firms are using technology to customize financial plans, improve and deepen relationships with clients — and ultimately run a more productive and profitable business. 

Carina and Mark Bruno, the Managing Director of Wealth Management at Informa, specifically focus on:

  • The role of technology in changing and improving client experiences 
  • How virtual platforms can help to facilitate stronger advisor/client relationships
  • Continued opportunities for advisors to leverage and invest in new technology
  • The primary contributors to Dakota’s growth in 2021
  • Insights into the acquisitions announced at Dakota earlier in 2021

Connect with Carina Diamond:

Connect with Mark Bruno:

About our guest:

As Chief Experience Officer, Carina is responsible for providing leadership and mentoring to the other client advisors at Dakota Wealth, as well as directing marketing efforts for the firm. Before joining Dakota Wealth Management, Carina Diamond was founder and CEO of Springside Partners LLC.

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1. The Evolution of Advice: Joe Duran on the Accelerating Pace of Change in Wealth Management

1. The Evolution of Advice: Joe Duran on the Accelerating Pace of Change in Wealth Management

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When the pandemic hit in March 2020, the financial advice industry essentially became virtual overnight. Advisors and the companies that support them embraced technology like never before and now, roughly 18 months later, the business of advice has experienced it’s most significant period of change ever. 

Where does the advice industry go from here? In this inaugural episode of the WealthStack podcast, Wealth Management’s Mark Bruno addresses the big picture with Joe Duran, managing director of Goldman Sachs Personal Financial Management. Joe dives into how modern technology and current worldwide events have changed the way that advisors work, from adapting client meetings to engaging virtually with potential clients and prospects.

Specifically, Joe and Mark dive into:

  • What have been some of the most significant changes in the advisor-client relationship since March 2020? How will that re-shape the future of advice?
  • What technologies, tools and resources allowed some advisors to thrive over the last 18 months?
  • From an industry perspective, how has the landscape of wealth management providers changed the most? 
  • What types of firms, services and experiences will “win” going forward?

Connect with Joe Duran:

Connect with Mark Bruno:

About our guest:

Joe is co-head of Personal Financial Management Group, which includes Ayco and Personal Financial Management (PFM). He is a member of the Consumer and Wealth Management Inclusion and Diversity Council and Steering Committee.

Joe joined Goldman Sachs as a partner in 2019 as part of Goldman Sachs’ acquisition of United Capital, which was subsequently renamed Personal Financial Management.

Joe founded United Capital in 2005. Before that, he served as president of GE Private Asset Management, which he built and sold to GE as president of Centurion Capital in 2001.

Joe has written three books, including The Money Code, which was listed on The New York Times and USA Today’s bestseller lists.

Joe earned a BS in Business Administration from Saint Louis University and MBA degrees from Columbia University and the University of California, Berkeley. He is a CFA charterholder.

 

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