Today's guest on Mitlin Money Mindset™ is Dani Fava. As the Head of Strategic Development, Dani works closely with Envestnet, Inc.’s business, product, and client-facing teams to advance and accelerate the firm’s strategic vision. Dani draws on more than 15 years of wealth management and technology experience to identify and prioritize transformative opportunities for enabling financial advisors to provide essential advice in a rapidly evolving marketplace. Dani was also responsible for launching TD Ameritrade’s voice-first capabilities, which deploy conversational AI for communicating with advisors. She was named to the 2020 IA25 by ThinkAdvisor, which also honored her as one of the Top Women in WealthTech for 2019.

You will want to hear this episode if you are interested in...

• A career move and what Dani is set to accomplish. [2:46]
• What are some of the biggest changes coming down the pike? [5:28]
• How do you see changes in technology changing the overall client experience? [8:52]
• How expectations have changed and why we can never go back [12:48]
• Is there any way to forecast what technologies will and won’t stick around? [15:36]
• Is there a place to stay up to date on tech advancements? [18:36]
• Being a woman in TWO male-dominated fields [20:52]
• What Dani did today that put him/her in the right mindset for success? [24:56]

Resources & People Mentioned

• Envestnet
• Fund Rise
• Rally
• Wired
• MIT
• CB Insights

Connect with Dani Fava

• On Twitter @ENVDani
• On Linkedin

Please note that returns from some alternative investments involve a high degree of risk and you may lose all or a portion of your investment. Rally Rd and Fund Rise are not endorsed by CWM, LLC

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Connect With Mitlin Financial

• podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests
• https://mitlinfinancial.com 
• Follow on Twitter
• Follow on Instagram
• Subscribe on Youtube
• Follow on Linkedin
• Follow on Facebook

 

Subscribe to Mitlin Money Mindset™ on  Apple Podcasts, Spotify, Google Podcasts