Advisorpedia Media Group

The biggest challenges advisors face and it's nothing new is just finding both the time, having the expertise and the resources to market effectively.

Investors lives are so complicated these days, they have accounts at their banks, they have crypto, they have accounts with their financial advisors

Cryptocurrency is a unique and emerging asset class, which has a few characteristics that make it really interesting. #cryptocurrency

The biggest challenges that are is for face with building their tech stacks and future proofing their business, it's all about what technology

Advisorpedia Interviewed Chris Field, Chief Growth Officer at Holistiplan, at the T3 Advisor Conference in May, 2022.

What this means for advisors is far less overhead, increased data accessibility, increased data transparency. #advisors #fintech

The biggest mistake advisors make with Fintech is they don't leverage their FinTech properly. #advisord #fintech #business #success

We're very excited about the integration activity that we're doing with Ameritrade and Schwab coming together. #schwab #advisors

Advisorpedia interviewed Bob Veres, Editor & Publisher of Inside Information, at the T3 Advisor Conference in May, 2022.

We find that they're looking for alternative products, whether they be hedge funds, private equity funds, or cryptocurrency, we're seeing interest.

Themes that have me excited are the consolidation, the mergers and acquisitions, the change in the landscape of the ecosystem are exciting

Extensible to me means it has to be able to scale and grow with your business as your business evolves and changes. #fintech 

One of the big themes is artificial intelligence, but we haven't really had a chance a use case in wealth management. #AI #advisors

There's a lot of people talking here about data and moving data and owning your own data. #technology #advisors #T3

Guest host Matt Halloran interviewed FMG Suite CEO Scott White to talk about usable marketing for financial advisors. #marketing

Shannon Rosic tells her career story to Matt Halloran that leads her to believe in both digital marketing and storytelling. #marketing

Robin Traxler, SVP, Policy and Deputy General Counsel for the Financial Services Institute, at the FSI OneVoice Conference on February 1, 2022.

In order for financial services to do more there are three ingredients one that declare that there's a problem that they want to fix.

Rethinking the role of technology to engage clients, and also free them up to be able to focus on the higher value activities that clients care about.

Redi2 Technologies, the leading provider of hosted fee billing and revenue management solutions for asset and wealth managers.  

The biggest evolution point in this industry is that we're going to shift from kind of inch deep integrations to really deep workflow integrations

How do you turn these planning opportunities into client acquisition and explosive revenue growth? #retirement #taxes #advisors

Advisorpedia editor and creative director Doug Heikkinen interviewed Suzanne Siracuse at the FSI OneVoice Conference in February, 2022.

How do we create opportunistic time for them to do the activities they think add value to client accounts. #technology #fintech

The industry is really at a point where advisors need to embrace technology or grow or get out or reinvent or die for lack of better terms

What we're seeing that's interesting in the RIA sector of the industry is recruiting advisors with no books. #advisors #RIAs #business

We really see four big mega trends, and I really call them mega trends because they're coming at us like a train. #finserv #advisors

The biggest takeaway for me in the hybrid work environment is we need to figure out balance. #work #life #balance

FSI has refocused our advocacy priorities to really react to the evolution of what's going on in the environment right now. #advisors

Speak doesn't require the client to download anything, they just use their iPhone or Android devices, and just start communicating.

Hyper personalization is certainly top of mind for advisors and the firms within which they operate today. #advisors #portfolios #success

We must work together to identify ways to help get people of color and women into the financial advice profession. #advice #DEI

To be a fearless investor, you have to be equipped and ready to make great short term decisions about money as you go. #investing

Firms need to assess where they're at, on this journey, and decide what's most important to them. #diversity #inclusion #finserv

The biggest challenge that advisors have with creating their vision of who and what they want their firm to be is that they oftentimes do it in a silo.

Tools need to provide that functionality and access to advisors to meet the needs of their clients or their clients. #technology

What is the biggest mistake that advisors make when working with the media? #advisors #marketing #media #mistakes

The first thing that advisors have to do in order to attract talent is they have to be attractive. They have to start with their own businesses.

How do I keep things connected between my clients? How do I ensure that my clients get a consistent experience? #advisor #entrepreneur

Our industry has taken such a interesting view on risk as it relates to how much risk is someone going to feel comfortable taking in the markets.

Don't take anybody's word for trying things that didn't work, have a plan of execution and an understanding of what success is for you.

The key advice I would give to advisors contemplating thinking about acquisitions or exploring it, is you have to know your why.

It is going to be your culture, it is going to be your team, that is going to determine the different factor between success and kind of middling along.

Advisorpedia interviewed Sean Mullen from SignatureWealth Partners at the MarketCounsel Summit in December, 2021.

This is what transforms a fearful investor who makes bad short term decisions into that fearless investor who makes great short term decisions.

Advisors truly have ultimate control, and they can write their own destiny at this point. #advisors #independence #success

We all need one another in order to succeed and accomplish our business objectives. #financialservices #advisors #relationships

Learn how to incorporate this brand new asset class into their client portfolios. Understand regulation, taxation and compliance.