Jon Patullo | Positioning Advisors to Capture the Transition of Wealth Advisorpedia talked with Jon Patullo, Chief Product Officer at TradePMR, live at the 2024 Nitrogen Fearless Investing Summit
Patrick Shaddow | The Power of Personalization: How Data is Transforming Customer Experience Advisorpedia talked with Patrick Shaddow, CEO of Syntax Data, live at the 2024 Nitrogen Fearless Investing Summit.
Andrew Altfest | Democratizing Wealth: Unlocking Opportunity for Everyone Advisorpedia talked with Andrew Altfest, Founder & CEO of FP Alpha, live at the 2024 Nitrogen Fearless Investing Summit.
Glen Jackson | How the Next Generation Will Shape the Retirement Wave Advisorpedia talked with Glenn Jackson, Financial Advisor at The Investment Center, live at the 2024 Nitrogen Fearless Investing Summit
Drew Seelig | How AI Helps Advisors Focus on What Matters Most Advisorpedia talked with Drew Seelig, live at the 2024 Nitrogen Fearless Investing Summit in Nashville, Tennessee.
Kevin Knull, CFP® | Boost Client Protection with Direct IRS Integration for Advisors Advisorpedia talked with Kevin Knull, President of TaxStatus, live at the 2024 Nitrogen Fearless Investing Summit in Nashville, Tennessee.
Brian Thorp | Turn Current Clients into Your Best Marketing Tool Advisorpedia talked with Brian Thorp, Founder & CEO of Wealthtender, live at the 2024 Nitrogen Fearless Investing Summit
Nick Schilling | How Event-Based Strategies Can Fuel Advisor Growth Advisorpedia talked with Nick Schilling, CEO of FMT Solutions, live at the 2024 Nitrogen Fearless Investing Summit
Rich Cancro | Unlocking Growth: How Technology Can Scale Your Advisory Practice Advisorpedia talked with Rich Cancro, Founder & CEO of AdvisorEngine, live at the 2024 Nitrogen Fearless Investing Summit
Nina O'Neal | Using Nitrogen for Smarter Investment Prospecting Advisorpedia talked with Nina O'Neal, Partner & Investment Advisor at Aim Advisors, live at the 2024 Nitrogen Fearless Investing Summit.
Jamie Hopkins | Beyond Advice: What Today's Clients Really Expect Advisorpedia talked with Jamie Hopkins, Chief Wealth Officer at Bryn Mawr Trust and President of FinServ Foundation, live at the 2024 Nitrogen
Craig Ramsey | How AdvisorEngine Drives Client Experience, Operations, and Revenue Growth Advisorpedia talked with Craig Ramsey, COO at AdvisorEngine, live at the 2024 Nitrogen Fearless Investing Summit
Diana Cabrices | Aligning Client Expectations with Advisor Offerings in Estate Planning Advisorpedia talked with Diana Cabrices, Chief Evangelist at Trust & Will, live at the 2024 Nitrogen Fearless Investing Summit.
Domenick D'Andrea | Enhancing Client Experience: The Impact of Technology at Your Advisory Advisorpedia talked with Domenick D'Andrea, Co-Founder & Financial Advisor live at the 2024 Nitrogen Fearless Investing Summit
Samantha Russell | The Key to Being Social in Today’s Professional World Advisorpedia talked with Samantha Russell, Chief Evangelist at FMG, live at the 2024 Nitrogen Fearless Investing Summit in Nashville
Alex Khassa | Rethinking Digital Marketing: Unconventional Strategies for Financial Advisors Advisorpedia talked with Alex Khassa, Founder & CEO of Clients Blackbox, Inc., live at the 2024 Nitrogen Fearless Investing Summit
Abby Salameh | Overcoming Barriers to Organic Growth for Advisors Advisorpedia talked with Abby Salameh, Chief Growth Officer at RFG Advisory, live at the 2024 Nitrogen Fearless Investing Summit.
Aaron Klein | Building Relationships with the Next Gen: Essential for Retaining Wealth Advisorpedia talked with Aaron Klein, Co-Founder & Board Member at Nitrogen, live at the 2024 Nitrogen Fearless Investing Summit
Meet the New Levers of Growth — A Virtual Workshop Powerful forces are shaping our forward path. Some industry leaders are bending the innovation curve to keep growing while competitors struggle.
Creating a Platform with the Advisor in Mind Advisorpedia talked with Grace Bryan, Corporate Marketing Manager at Nitrogen, live at the 2023 Nitrogen Fearless Summit
Linking Assets and Wealth with Technology Advisorpedia talked with Devon Drew, CEO of DFD Partners, live at the 2023 MMI Annual Conference in Austin, Texas.
How AI is Opening Conversations in Estate Planning Advisorpedia talked with Danny Lohrfink, Co-Founder & Chief Product Officer of Wealth.com, live at the 2023 Nitrogen.
Real, Diversified Value Add Portfolios Advisorpedia talked with Jake Miller, Co-Founder of Opto Investments, live at the 2023 Nitrogen Fearless Investing Summit.
Facilitating Access to Outcome-Shaping Products Advisorpedia talked with Joanna Kanakis, EVP and Head of Business Development at Halo Investing, live at the 2023 MMI Conference
At the Intersection of Tax and Wealth Advisorpedia talked with Matt Bankston, Managing Director of Platform Strategy & Innovation at Choreo, live at the 2023 Nitrogen.
Yrefy: The Fixed Income Vehicle Advisorpedia talked with Laine Schoneberger, Managing Partner & Chief Investment Officer at Yrefy, live at the 2023.
Creating Meaningful Financial Dialogues with Clients Advisorpedia talked with Heather Holmes, Chief Evangelist Officer at Lumiant, live at the 2023 MMI Annual Conference.
Reducing Friction and Increasing Capacity for Advisors Advisorpedia talked with Chris Hiestand, the VP of Marketing at Altruist, live at the 2023 Nitrogen Fearless Investing Summit in Miami, Florida.
Synthesizing and Simplifying the Data Advisorpedia talked with Nathan Stevenson, CEO of ForwardLane, live at the 2023 MMI Annual Conference in Austin, Texas.
Actions for Fixed Income Investors as Growth Decelerates Advisorpedia talked with Manju Boraiah, Head of Systematic Edge Fixed Income and Custom SMA Investments. #fixedincome
The Advisor Platform Based in Research Advisorpedia talked with Kellan Brown, Chief Growth Officer of Income Lab, live at the 2023 Nitrogen Fearless Investing Summit.
The Educational Content Advisors are Seeking on Alternatives Advisorpedia talked with Courtney Morgan, Senior Vice President of Education at iCapital, live at the 2023 MMI Annual Conference
The Value of Extensive Market Research Advisorpedia talked with Lana Kirukhina, an advisor with Kingswood Advisors, live at the 2023 Nitrogen Summit.
The Estate Planning Platform by Advisors, for Advisors Advisorpedia talked with Tim White, Co-Founder & Chief Partnership Officer of Wealth.com, live at the 2023 Nitrogen Conference
Delivering the Experience of One — At Scale Advisorpedia talked with Katie D’angelo, Global Head of Relationship Management at Allspring Global Investments.
Supporting Advisors through Business Organization Advisorpedia talked with Tony Svach, Head of Intermediary Sales at Allspring Global Investments, live at the 2023 MMI Annual Conference
How to Captivate Clients and Optimize Operations Advisorpedia talked with Kathy Crowley, Senior Business Development Manager of AdvisorEngine, live at the 2023 Nitrogen.
Aligning Your Finances with Your Values Advisorpedia talked with Yohance Harrison, CEO & Wealth Advisor at Money Script Wealth Management. #finance #money
How Advisors are Using ETFs Advisorpedia talked with Joe Grogan, Head of Distribution, Americas at Wisdom Tree, live at the 2023 MMI Annual Conference in Austin.
Efficient Taxation and Strategies for Optimization Advisorpedia talked with Manju Boraiah, Head of Systematic Edge Fixed Income and Custom SMA Investments at Allspring.
The Tax Issues Investors are Facing Advisorpedia talked with John Moninger, Head of U.S. Distribution at Allspring Global Investments, live at the 2023 MMI Annual Conference
Podcasting is an Advisor Growth Initiative Advisorpedia talked with Matt Halloran, Co-Founder and Chief Relationship Officer of ProudMouth, at the 2023 Fearless Investing Summit
What the Custodian of the Future Should Look Like Advisorpedia talked with Tony Stich, the Chief Revenue Officer of Entrustody, live at the 2023 Nitrogen Fearless Investing Summit
AI Capabilities for the Customer Experience Advisorpedia talked with Josh Gray, Chief Technology Officer of Nitrogen, live at the 2023 Nitrogen Fearless Investing Summit in Miami.
The Connective Capabilities of Educational Workshops Advisorpedia talked with Lara Galloway, SVP at White Glove, live at the 2023 Nitrogen Fearless Investing Summit.
Knowing Your Financial Values Advisorpedia talked with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, live at the 2023 Fearless Investing Summit
The Mortar of Technology in Wealth Management Advisorpedia talked with Doug Fritz, Founder and CEO of F2 Strategy, live at the 2023 Nitrogen Fearless Investing Summit in Miami
Maximizing FMG’s New Integrations Advisorpedia talked with Susan Theder, Chief Marketing and Experience Officer of FMG, live at the 2023 Nitrogen Fearless Investing Summit
