The Augmented Advisor

Dan Egan, Director of Behavioral Finance and Investing at Betterment explains how financial advisors can leverage new strategies to grow their business. John, Mike, and Dan tackle things like the Impact of free financial products and services on the wealth management industry and how it affects the end client. They also attempt to answer the burning question of "If a computer does it... can we call it financial advice?"

ESG investing isn't just for Hippies and Gen-Z. It's about driving returns and growing your practice.

James Katz, CEO of Humankind Investments and Nick Cantrell, Founder of Green Future Wealth Management discuss all things ESG. Studies indicate that ESG investing themes are growing in importance to your clients, even if they haven't said anything to you.

But why? And how do you go about offering ESG investments "the right way" to your clients?

In this episode, Ian Karnell from Truelytics shares how financial advisors and RIAs can discover hundreds of thousands of dollars of unrealized value in their business by taking a few simple steps.

Laura Gregg, Senior Vice President, and Director of Practice Management & Advisor Research at Northern Trust’s FlexShares ETFs for a deep dive on the rising importance of women for the wealth management industry.

Jamie Wise, Founder of BUZZ Holdings breaks down how he and his team are using machine learning and artificial intelligence to analyze investor sentiment shared on Twitter, StockTwits, and other online forums for the creation of a new large-cap, stock index that has outperformed the S&P 500 since inception. 

Derek Notman from Conneqtor talks about how the pandemic unlocked new business models like remote, virtual, and distributed practices that can both make your life better and turbocharge your ability to grow.

Aaron Hasler and Scott Wetzel, from SkyView Partners, join John and Mike to explore the current landscape for mergers and acquisitions for RIAs and independent financial advisory businesses.

Theodora Lau (Theo) and Bradley Leimer, authors of the book "Beyond Good - How Technology Is Leading A Purpose-Driven Business Revolution" share how wealth managers can grow our industry by widening and deepening our pool of potential clients through the use of technology and thinking more broadly.

Theo and Bradley are also the co-founders of Unconventional Ventures, a boutique consulting firm focused on helping companies improve systemic financial wellness.

Kieran Bol, Head of Platform Operations at PriceMetrix by McKinsey shares lessons from the company's data on 70,000 advisors.

Learn how our industry has fared through the pandemic. How advisors are growing (or not) and where value is actually being created for clients.

Read a summary of the firm's 2020 State of North American Retail Wealth Management report.

Matt Reiner, CEO of Benjamin joins John Prendergast and Mike Langford to explore how financial advisors can leverage AI-powered tools and automated solutions to save time and expand their ability to serve clients.

Advisors and their staff spend so much time on repetitive tasks that can easily be automated today. Seemingly simple things scheduling a meeting with a client or a prospect actually take a lot more time and effort than we think. In this episode, we discuss how to augment your advisory business with tools designed to free you and your team up from the mundane.