FutureProof Advisor Podcast

John Connor from Charles Schwab Talks Innovation and Technology in Our Industry


Listen Later

True industry veteran, mentor, strategic visionary and a true Schwabie. Those are just a few of the words that come to mind after my conversation with John Connor. John's official title is Vice President of Digital Advisor Solutions for Charles Schwab. But in my mind his job title should be bringer of change. John started with Charles Schwab over 20 years ago, when you still had to call the desk to make trades. He's been part of the transformation from phone and fax to online digital and app based trading. John gets the innovation that is occurring, is one of those industry vets that is open to it. Actually, he's all in on the innovation and today we go all in with John Connor on where Schwab is going technologically and what our IAS can do to stay innovative.
...more
View all episodesView all episodes
Download on the App Store

FutureProof Advisor PodcastBy Matt Reiner

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

13 ratings


More shows like FutureProof Advisor Podcast

View all
Acquired by Ben Gilbert and David Rosenthal

Acquired

4,631 Listeners

Founders by David Senra

Founders

2,170 Listeners

Up First from NPR by NPR

Up First from NPR

56,513 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

462 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

115 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

135 Listeners