report by BlackRock
Results for ""
Leveraging Technology & Data
Accelerating the WealthTech Transformation
An Envestnet report illuminating opportunities ahead. 5 key themes for 2021 and beyond.
Leveraging Technology & Data
Joel Bruckenstein and Bob Veres: From WealthTech’s effect on Advice to Survival of the “Most Authentic”
In this episode, The industry legends share top insights and learnings from their recently released Technology Survey and how they impact industry trends overall, provide guidance to advisors of all sizes and more.
Leveraging Technology & Data
Ron Carson: Why the RIA GIANT is placing his bets on Data, AI and AQ
Ron provides his thoughts on what advisors absolutely need to be thinking about regarding the tech stack of the future.
Human Capital
Jamie Price: Life lessons, Leading with Technology, and His A-Ha Moment
In this episode, Jamie shares how he leverages his past experiences in leading Advisor Group today, the importance of embracing your inner creative and why he’s investing so much into top talent and technology to ensure his advisors are set up for success in the future.
Advisor Value & Fees
The Big Reveal Podcast Series: Season 1
Suzanne Siracuse asks the questions nobody else asks, as expert guest and expert interviewer collide in her new and truly unique podcast series The Big Reveal.
Client Experience
Streamline Communications for Better Meetings
In today’s virtual and socially distanced environment, now is a great time to consider streamlining your communications plan.
Client Experience
Special Covid-19 Series: Ways for Advisors to Manage and Inspire Newly Remote Teams –– With Kelli Cruz
This piece is approved to use with clients.
Could you use some tried-and-true advice to help your team adapt to remote work? In this episode, Kelli Cruz of Cruz Consulting Group discusses how to engage, manage, and inspire your team while working remotely and how to set up your advisory practice for growth that can continue outside of the COVID-19 crisis.