ThinkAdvisor Perspectives Podcast

Advisors Jill, Nancy, and Dustin felt limited at their previous firm – so they went independent. There were fears and unknowns, but the team reached their full potential along the way. Find out how they made the transition in Schwab's all-new podcast.

Jesse reached the peak of his career, but he wasn't satisfied. When his professional life consumed his personal life, he knew it was time for a change. Listen now to hear why Jesse chose independence.

In this episode of the Expert Perspectives podcast, sponsored by Practifi and hosted on ThinkAdvisor, we'll hear highlights from the March 31st presentation titled, How to Use Tech to Turn Volatility into Stability and Scalability.

As the recent market downturn and ongoing uncertainty about the global economy shows, straying off the prudent investing path can be dangerous. Many investors are getting caught up in recency bias and taking unnecessary risks. The speakers in this webcast – Gavin Spitzner, Founder and President of Wealth Consulting Partners; Timothy Welsh, President, CEO and Founder of Nexus Strategy; Craig Iskowitz, CEO and Founder of Ezra Group; and Robert DeFrancis, Head of RIA Sales at Practifi – address how you can provide detailed and easily understandable investment plan data for your clients.

The full on-demand webcast can be found here: https://www.thinkadvisor.com/2020/03/02/how-to-use-tech-to-turn-volatility-into-stability-and-scalability/

Gavin Spitzner | Founder and President | Wealth Consulting Partners

Gavin Spitzner, Founder and President of Wealth Consulting Partners, has 25+ years working in and consulting to Fortune 500 companies with a breadth of experience encompassing business development, digital strategy and professional development.

Gavin has partnered with numerous top 25 U.S. and Global banks and broker-dealers as well as asset managers, RIAs and fintech firms to develop and implement innovative investment management platform solutions leveraging modern technology and processes to improve top and bottom-line business performance.

Timothy D. Welsh | President, CEO and Founder | Nexus Strategy

Timothy D. Welsh, CFP, is President, CEO and Founder of Nexus Strategy, a leading consulting firm to the wealth management industry. Nexus Strategy's primary focus is working with leading organizations to best market their products, services and technology to the independent advisor community.

Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Advisor Services where he led the development and marketing of practice management resources for independent advisors.

Craig Iskowitz | CEO and Founder | Ezra Group

Craig Iskowitz is a strategy consultant in Wealth Management and an industry thought leader. He is Founder and CEO of Ezra Group, a management consultancy that offers technology, business growth and strategic marketing services to broker-dealers, banks, RIA's, asset managers and their fintech vendors.

Robert DeFrancis | Head of RIA Sales | Practifi

Robert is a FinTech industry leader and advisor advocate working with innovative, technology-forward financial advisory firms. He brings over 20 years of experience, including his time at Junxure and PortfolioCenter.

In this episode of the Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we'll hear highlights from the November 12th presentation titled, 4 Business Growth Strategies Advisors Should Consider.

It's always a goal of advisors to take their business to the next level – but how can that be done purposefully and successfully? Four types of strategies – Business Planning, Office Efficiency, Marketing, and Client Experience – are worth consideration and can help advisors build more into their business for the future and better serve clients today – ultimately creating business growth.

Jeff Vivacqua, Executive Vice President and Chief Marketing Officer of Cambridge, and Brian Waelti, Senior Vice President of Consulting Services at Cambridge, discuss how to integrate these types of growth strategies into your business to create purposeful growth.

The full on-demand webcast can be found here: https://www.thinkadvisor.com/2019/10/14/4-business-growth-strategies-advisors-should-consider/

Speakers:

Jeff Vivacqua | EVP and CMO | Cambridge

Brian Waelti | Senior Vice President of Consulting Services | Cambridge

In this episode of the Expert Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we'll hear highlights from the August 29th presentation titled, How to Prepare Your Business for the Future – Growth, Succession and Acquisition Solutions.

As a financial professional, you help your clients plan for their future – but are you thinking about your own? It's important to identify areas for further growth within your business and prepare for the future through growth, succession or acquisition.

In this episode of the Expert Perspectives podcast, sponsored by Hearsay Systems and hosted on ThinkAdvisor, we'll hear highlights from the July 30th presentation titled,Turn Data Into Action: Elevating the Digital Advisor-Client Experience.

New digital technologies – social, mobile, analytics and cloud – continue to create fundamental shifts in client and advisor attitudes, behaviors and relationships. Focus is often put on improving direct-to-consumer touchpoints, however, the majority of the client experience still happens directly with an advisor, not on an app or via a client portal.

Marcin Grobelny, Director of Professional Services at Hearsay Systems addresses how you can turn your data into action and develop a better omnichannel digital experience for your clients.

The full on-demand webcast can be found here: https://www.thinkadvisor.com/2019/06/20/turn-data-into-action-elevating-the-digital-advisor-client-experience/

Marcin Grobelny | Director of Professional Services | Hearsay Systems

Marcin Grobelny leads the Hearsay Professional Services team focused on program management, product implementation, system integrations, and solutions that solve complex business problems and drive business value for Hearsay Customers. Prior to Hearsay, Marcin led Professional Services at GoodData where he built robust business applications featuring predictive analytics, machine learning, simulations, and recommendation engines helping end users with strategic business decisions. Marcin earned his M.B.A from the University California, Berkeley.

This is Episode 6, the last episode in our Investing Strategy series, and it's called, Misbehavioral Finance: How Emotions Ruin Investing Outcomes. We talk with Dr. Ted Klontz, of Klontz Consulting Group, an associate professor at Creighton University and professional consultant for major entertainment management groups. Klontz has authored or co-authored six books, including, "Mind Over Money: Overcoming the Money Disorders that Threaten Our Financial Health." He has been a financial savior for athletes and entertainers, like Wynnona Judd, showing them the keys to successfully managing their money.

In Episode 5 of the ThinkLeader podcast series, The Strategy Inside Investing Strategies, we talk with Marguerita Cheng of Blue Ocean Global Wealth about retirement, covering: income vs. assets; claiming Social Security, annuities; and the situational benefits of reverse mortgages—yes, reverse mortgages.

What are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest challenges in their practices? In part 2 of this episode we talk with Charles Adi of Blueprint360.

What are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest obstacles in their practices? In part 1 of our look at investing strategies, we talk with Matt Gaffney of Corbett Road Wealth Management.