Power Your Advice

Episode 108 – Tech Solutions that Grow Your Firm – With Robert Teaney


Listen Later

Robert Teaney is the Director at ViewTrade., a firm creating a smoother, faster and more efficient straight through trading process for non-U.S. firms seeking access to the U.S. equity & option market. They provide turnkey white-labeled retail brokerage, technology, content, customer engagement and advisor solutions to brokerage firms, banks, and financial firms worldwide.

Doug and Robert talked about what Robert learned regarding advisors through his time visiting practices and the problems they continue to face.

They also discussed:

  • Robert’s journey and decision to join ViewTrade
  • An overview of ViewTrade and what its trying to accomplish
  • The recent release of OneView and how it helps advisors
  • The feedback from advisors who are using OneView
  • What is next for ViewTrade
  • Resources: ViewTrade



    Source

    ...more
    View all episodesView all episodes
    Download on the App Store

    Power Your AdviceBy Advisorpedia


    More shows like Power Your Advice

    View all
    Freakonomics Radio by Freakonomics Radio + Stitcher

    Freakonomics Radio

    32,291 Listeners

    Acquired by Ben Gilbert and David Rosenthal

    Acquired

    4,699 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,185 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,344 Listeners

    Financial Advisor Success by Michael Kitces

    Financial Advisor Success

    721 Listeners

    Animal Spirits Podcast by The Compound

    Animal Spirits Podcast

    2,019 Listeners

    The Peter Attia Drive by Peter Attia, MD

    The Peter Attia Drive

    8,724 Listeners

    The Long View by Morningstar

    The Long View

    926 Listeners

    RIA Edge by David Armstrong

    RIA Edge

    11 Listeners