Power Your Advice

Episode 63 – Enabling Advisor Scalability Through Technology – With Rusty Sommer

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Rusty Sommer is the managing director of strategic relationships at Flyer Financial Technologies, which develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies.

Doug and Rusty caught up at the MarketCounsel Summit and talked about Flyer Financial Technologies and how they help advisors deliver personalized investment portfolios at scale. They also discuss

  • What trends Rusty is following in 2022
  • How the role of advisors evolved over the last five years
  • How Flyer Financial Technologies has differentiated itself in a crowded market
  • Three things for advisors to consider when upgrading their tech stack
  • How can the industry do a better job of educating investors?

    • Resources: Flyer Financial Technologies | FP Transitions

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