Speaking Logicly

Our guest today is Reese Harper, CEO at Elements a financial planning system designed to help advisors efficiently deliver ongoing value to their clients. Reese is also the founder of Dentist Advisors, an RIA that manages money for dentists. Our conversation today touches on Reese's journey from advisor to fintech entrepeneur and the opportunities that lay ahead. 

Season 2 of Speaking Logicly is here! Join our CEO Emil Tarazi and Henry Jim, of Hearsay, an ETF industry veteran as We discuss a wide variety of topics in the ETF industry, including the differences in ETF adoption across regions and the challenges of bringing a crypto ETF to market in the US.

Join Jonathan Shelon and Anthony Sassine of KraneShares, and our CEO Emil Tarazi as they discuss the KraneShares mission of capturing China exposure in your portfolio. 

Join ETFLogic CEO Emil Tarazi, and Andrew Holubec, Sales & Client Success Associate at ETFLogic as they break down what it means to Invest Logicly in an ever-changing world, and how investors can benefit from diving deep into analytics. 

ETFLogic and the Toronto Stock Exchange (TMX Group) are excited to announce the collaboration on our new TMXLogicly Platform for Canadian ETF issuers and wealth managers. 

We sit down with Harry Hellen, owner of HH financial planning, to discuss how he thinks technology will help shape how financial advisors interact with their clients in the future. He also discusses his process for using the Logicly platform to engage his clients virtually in the new digital world.

We sit down with one of our very first Logicly users Tom Costigan of ArborFi to talk a little about his business and why he takes a more focused and local approach to expanding his business. We also talk a little bit more about how he uses Logicly in his day to day.

In this episode, we speak to one of our power user Michael Garry of Yardley wealth management. We learn a little bit about how he came to be an advisor and how he uses the Logicly platform when building and maintaining client portfolios.

In the final episode of season 1, I sit down with Dave Dierking, Writer of the ETF Focus on thestreet.com to recap some of the major headlines of 2020 and discuss some major ETF themes to watch out for in 2021.

In this episode, I sit down with Johnny Sandquist, Founder and Owner of Three Crowns Copywriting and Marketing, to discuss how the pandemic has changed the way advisors and the rest of the wealth management industry think about marketing.