Advisor Group's Ryan Schumaker discusses the importance of creating and expanding your digital footprint with high-touch, high quality applications. As a Technology Solutions Consultant, Ryan explains the importance of automation in marketing, mobile accessibility and the flexibility benefits of dictation software.

Technology Solutions Consultant Jonathan Belair with Advisor Group located in Phoenix, Arizona, speaks with Teresa M. Hart, a Financial Advisor and Owner of Teresa M. Hart Financial Services located in Mitchell, South Dakota about successful methods of collaboration using technology in financial services. The conversation also includes Lila Eilts, an Assistant to Teresa, who shares her perspective on managing the work load. Teresa and Lila describe their morning routines, the role of short meetings, creative use of colors and the power of research and referrals. 

Today we have the privilege of speaking with a Managing Partner at Affiliated Advisors out of St Louis Park, Minnesota. She leads the firm’s practice management initiatives and is passionate about helping financial professionals grow and improve their businesses. To accomplish this, she believes in a strong focus on incorporating technology with marketing, and successful strategic planning. She, like the rest of the financial professionals over the past year and half, has seem dramatic changes in workflows and how working remote has become normal. But how do you express leadership in these environments, in such a way that fosters the results that you are looking for?

Cyber Analyst Jason Conort shares his experience and passion regarding the complex and dangerous business of ransomware. Learn about encryption, TPM keys and the technical and human elements involved in these cyber applications. Hear real-life examples of big-name companies that have suffered attacks from ransomware and how you can better protect against similar events.

Ryan Schumaker is Vice-President, Technology Solutions Consultant with Advisor Group. He brings with him 20 years of experience in the financial services industry, with a concentrated focus on technology. Ryan works with financial professionals on shaping their firm’s technology landscape, researching the latest technology products and processes, and maintaining long standing relationships with technology providers and vendors in the industry.

In this episode, Ryan discusses the questions that should be considered when choosing a Cloud Storage vendor. Topics include integration, mobility, accessibility, cost, security, data ownership and expandability. 

Ryan Schumaker is Vice-President, Technology Solutions Consultant with Advisor Group. He brings with him 20 years of experience in the financial services industry, with a concentrated focus on technology. Ryan works with financial professionals on shaping their firm’s technology landscape, researching the latest technology products and processes, and maintaining long standing relationships with technology providers and vendors in the industry.

In this episode, Ryan discusses the questions that should be considered when choosing a Portfolio Management and Reporting Solutions. Topics include data conversions, setup costs, balancing tools, security offerings and mobile allowances.

Ryan Schumaker is Vice-President, Technology Solutions Consultant with Advisor Group. He brings with him 20 years of experience in the financial services industry, with a concentrated focus on technology. Ryan works with financial professionals on shaping their firm’s technology landscape, researching the latest technology products and processes, and maintaining long standing relationships with technology providers and vendors in the industry. 

In this episode, Ryan discusses the questions that should be considered when choosing a CRM vendor. Topics include integration, scalability, mobility, support and future plans.

Cyber Analyst Tanner Szerensits describes and evaluates seven of the most common phishing attacks in our current financial and personal landscape. Learn what to look for and increase your knowledge of how to protect your personal and business data.

Nurturing a healthy client relationship leads to valuable results in several areas of your business

Your host Geoff Severson from Advisor Group speaks with the Co-Founder and President of Security Snapshot Jay Peters about looking forward into 2021 and what threats to be aware of.