In this episode The White Report, Danielle White interviews Mark LaCourse, Global Sales Manager at Intradyne. Intradyne provides email, social media, and text message archiving solutions to help firms comply with increasing regulatory requirements.

LaCourse discusses trends in the financial industry, with a focus on the growing importance of text messaging and social media communication. He emphasizes the need for businesses to have the necessary tools and compliance measures in place from the start to avoid complications later on.

The two also touch on their participation in the T3 conference and LaCourse's goal to establish Intradyne as a recognized name in the industry. The conversation concludes with advice for business owners to plan ahead and be prepared to meet regulatory obligations.

In this episode The White Report, Danielle White interviews Raj Kothari, CEO of i4Knowledge Processing. Kothari explains that i4 was initially founded to support CPAs and accountants in tax preparation but later shifted focus to the RIA space, specifically in back-office operations.

The two discuss trends in the financial industry, such as the increasing use of technology and wealth management platforms to automate processes decreasing a firm’s reliance on manual labor.

Kothari emphasizes the importance of business owners focusing on their core areas and leaving specialized tasks to experienced professionals. His parting advice is to keep your options open before locking in specific services for business growth.

In this episode The White Report, Danielle White interviews Louis Retief, CEO and co-founder of Hubly, a process management solution firm that automates “behind the scenes” workflows to ensure that nothing falls through the cracks. In this way, financial advisory firms are always able to deliver on their promises to clients.

Retief expounds on the need for financial advisors to offer more comprehensive services to their clients. Offering specialized advice is another trend in the finance industry that wealth managers should embrace. This type of niche-based advising enables advisory firms to effectively serve specific groups such as tech employees, single mothers or even online gamers.

Retief goes on to discuss the importance of solving “people problems.” Sometimes these issues can pose more of a challenge than any business problems that might arise. An advisor’s ability to solve people problems can be the key to thriving as a in this industry: everything from back-office support staff to scaling teams to building effective leaders within the firm.

In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and insights.

In this episode of The White Report, Danielle White speaks with Diana Cabrices, the founder of Diana Cabrices Consulting who discusses her role as an ambassador for wealth tech companies: representing them, speaking at events, hosting webinars, and maximizing client relationships.

Remembering that there is a real person on the other side of the conference table is central to the success of a new or growing business. In this interview, Cabrices stresses the importance of embracing the human side of financial advice. There is a real need for thorough research and an understanding of each client’s pain points when starting or growing a business, rather than just focusing on the product.  Cabrices concludes by expressing her excitement to exploring the latest tech trends at the T3 Conference.

In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and insights.

In this podcast episode of The White Report, Danielle White speaks with John O’Connell, founder and CEO of The Oasis Group which specializes in helping wealth management and technology firms solve their most complex challenges through technology selection and implementation, sales tools, and global strategies.

O’Connell explains that in his eyes, the two significant trends in the industry are data ownership and the increasing use of technology. Business owners should begin by building a solid technology foundation before exploring additional technologies.

Remember…Cybersecurity is like putting a lock on every door. There is a growing importance in the need for cybersecurity and comprehensive cybersecurity policies within the industry. O’Connell stresses that business owners should proactively address their technology stack and cybersecurity posture to stay ahead of future regulatory requirements.

In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and insights.

In this episode of The White Report, Danielle White interviews Georgette Regan, Vice President of Marketing at Financial Fitness Group, a company whose purpose is to relieve individuals of the stressors of debt and other financial insecurities. A significant number of financial advisors have retired over the last year, and Regan discusses the impact of that shift as well as the need to diversify the industry by including more women in wealth management roles.

Everyone knows that delegating is key to an entrepreneur’s success, but the steps to get there can be tricky. White and Regan discuss the importance of building a talented core team within one’s firm, educating and empowering them to problem-solve and see projects through to their conclusion. This conversation takes place during the T3 conference, where Regan also shares her excitement about tech trends and the importance of building partnerships between fintech and wealth tech providers.

In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and insights.

In this episode of The White Report, CEO Danielle White speaks with Michael Lecours, the co-founder of fpPathfinder, a firm dedicated to empowering financial advisors to have more effective conversations with their clients by providing guides, checklists, and flowcharts for financial planning topics.

Advice Engagement is vital to a financial firm’s success and Lecours discusses the importance of this emerging trend in the industry, emphasizing the need to bridge the gap between delivering information and engaging clients.

The final insight Lecours shares on launching a business is to start small and build. After all, every oak was once an acorn.

In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and insights.

In this first episode, host Danielle White, interviews Bridget Grimes and Katie Burke, co-founders of Equita Financial Network. Their pioneering efforts created the first platform to focus solely on women-led financial planning firms, thus encouraging women to make the leap into launching their own practices and providing solutions to support them every step of the way.

Listen in as these three executives discuss trends in the world of finance, particularly addressing the retention of women in the field. Grimes and Burke share some of their own experiences in business and explain their critical mission to empower women in the financial industry.

The Keys to the Kingdom?  Burke and Grimes have witnessed time and time again that having a support system firmly in place and learning to delegate in order to focus on client care and business growth are vital to anyone’s success in the business especially in these volatile times.