Podcast Episodes
Back to SearchHow Wealth Management Firms Can Thrive Through Consultancy
Marc Butler is the Founder and Consultant of Marc Butler Consultancy, a consultancy firm that helps wealth management and wealth tech firms improve t…
3 years, 1 month ago
Tips for Driving a Company's Growth With Ashtan Moore of Model B
Ashtan Moore is the Co-Founder and Partner of Model B, an independent agency that drives growth by creating magnetic connections between companies an…
3 years, 1 month ago
The Significance of Community, Collaboration, and Conversations With Thom Singer of ATC
Thom Singer is the CEO of Austin Technology Council (ATC), the leading unifying voice of technology in Central Texas. ATC is an informed opinion lead…
3 years, 1 month ago
How Financial Services Can Thrive Through Digital Transformation With Sanjeev Kumar of Skience
Sanjeev Kumar is the Co-founder and CEO of Skience, a firm transforming financial services firms with innovative services and solutions. His passion …
3 years, 1 month ago
Tips for Becoming a Data-Driven Financial Advisor With Jud Mackrill of Milemarker
Jud Mackrill is the Co-founder of Milemarker, a specialized team of experts focused on solving the data and integration problems of leading financial…
3 years, 1 month ago
How To Thrive Through Customer Experience With Shelli Taylor of Alamo Drafthouse Cinema
Shelli Taylor is the CEO of Alamo Drafthouse Cinema, an entertainment company providing the best cinematic experience in the world through good food,…
3 years, 2 months ago
Tips for Increasing the Financial Advisors-Clients Engagement With Blake Wood of Lumiant
Blake Wood is the CEO of Lumiant US, an advice and client engagement platform where advisors connect with clients around their lives, values, and fin…
3 years, 2 months ago
The CRM To Leverage as a Financial Advisor With Rick Williamson of Redtail Technology
Rick Williamson is the Director of Training at Redtail Technology, the leader in web-based client relationship management solutions for financial adv…
3 years, 2 months ago
How To Be Customer-Centric
Chris Wallner is the Partner and Chief Marketing Officer of Chief Outsiders, the nation's leading Executives-as-a-Service firm. Chief Outsiders helps…
3 years, 2 months ago
Financial Planning Reimagined With Adam Holt of Asset-Map
Adam Holt is the Founder and CEO of Asset-Map, the leading advice engagement platform for financial professionals that offers financial planning repo…
3 years, 3 months ago