Power Your Advice

Episode 160 – Empowering Your Employees While Improving the Client Experience with Robert Gorman

Listen Later

Robert Gorman is the Co-Founder and Chief Operating Officer of Apollon Wealth Management. Apollon works with multiple leading custodians to select the optimal mix of products and services for each investor. With their commitment to providing the highest level of personal service, Apollon Wealth elevates wealth management to a higher standard.

In this podcast, Doug and Robert discuss the partnership between Apollon Wealth and Practifi and how the utilization of technology and the Practifi platform can improve the client experience. 

They also discussed:

  • The growth and journey of Apollon Wealth 
  • Utilizing technology to not only empower your employees but also improve the experience with your clients
  • Making a match looking around at other FinTech companies to what was important to Apollon Wealth
  • The factors that were important to Apollon Wealth when looking for the right partner and why Practifi was chosen
  • How the abilities of the Practifi platform have benefited Apollon and its clients

    •  

    Resources: 

    Apollon Wealth

    Practifi

    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

    32,246 Listeners

    Acquired by Ben Gilbert and David Rosenthal

    Acquired

    4,803 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,175 Listeners

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

    Invest Like the Best with Patrick O'Shaughnessy

    2,342 Listeners

    Financial Advisor Success by Michael Kitces

    Financial Advisor Success

    718 Listeners

    Animal Spirits Podcast by The Compound

    Animal Spirits Podcast

    2,020 Listeners

    The Peter Attia Drive by Peter Attia, MD

    The Peter Attia Drive

    8,043 Listeners

    The Long View by Morningstar

    The Long View

    934 Listeners

    RIA Edge by David Armstrong

    RIA Edge

    11 Listeners