Podcast Episodes
Back to SearchEmbracing Technology for Next-Level Wealth Management With Reed Colley
Reed Colley is the Co-founder and CEO of Summit Wealth Systems, a firm specializing in assisting advisors and their clients by utilizing innovative t…
2 years, 6 months ago
Embrace Technology: Gain a Competitive Edge in Wealth Management With Jeff Schwantz
Jeff Schwantz is the Chief Revenue Officer of Advisor360°, a holistic wealth management platform that helps enterprises and advisors accelerate their…
2 years, 6 months ago
[AI Series] Streamlining Operations With Cutting-Edge AI Technology With Babu Sivadasan
Babu Sivadasan is the Co-founder & CEO of JIFFY.ai, a full-stack platform that enables banks, financial services companies, and Fortune 500 organizat…
2 years, 6 months ago
Simplifying Business Processes for Financial Advisors With Louis Retief
Louis Retief is the Co-founder and CEO of Hubly, a process management system that provides efficiency and visibility to financial advisory firms. Wit…
2 years, 6 months ago
Delivering an Experience: A Custom Tailor's Tips With Rocky Chugani
Rocky Chugani is the Owner and Designer of Rocky's Custom Clothes. He is an expert tailor specializing in custom-made, bespoke garments for the indiv…
2 years, 7 months ago
[AI Series] Building an AI Tool for Financial Compliance With Mamal Amini
Mamal Amini is the Co-founder and CEO of GovernGPT, an AI that understands financial sector regulations for the SEC and FINRA. It reviews marketing m…
2 years, 7 months ago
Tips for Wealth Management: An RIA Perspective With Chuck Failla
Chuck Failla is the Founder and CEO of Sovereign Financial Group, an independent and family-owned RIA firm that delivers integrated and unbiased advi…
2 years, 7 months ago
[AI Series] Thriving as a Financial Advisor Using AI-Powered Tools With Gabe Rissman
Gabe Rissman is the Co-founder and President of YourStake, a firm that provides technology solutions that power personalization for advisors. He hold…
2 years, 7 months ago
[AI Series] How To Utilize Work Automation and AI With Alane Boyd
Alane Boyd is the Co-founder and President of BGBO Co., an operations and growth strategy agency utilizing AI and automation to improve efficiency fo…
2 years, 8 months ago
Navigating Transitions: Expert Tips for Advisors With Ryan Shanks
Ryan Shanks is the Co-founder and CEO of FA Match, the industry's only data-driven solution for advisor recruiting. Previously, he was the Founder an…
2 years, 8 months ago