Explore every episode of the podcast In the Money
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Advisor Growth Strategies: How Synergistic Partners Help You Achieve Your Goals with Joe Duran (Ep. 16) | 23 Oct 2024 | 00:32:12 | |
Are you ready to revolutionize your firm’s growth strategy in the wealth management industry? Discover how to unlock the full potential of your wealth management firm with growth strategies and technology integration from industry leader Joe Duran of Rise Growth Partners. In this episode, Rusty Sommer interviews Joe Duran, Managing Partner at Rise Growth Partners, to highlight essential growth strategies for advisory firms. They explore the critical gaps in brand innovation, technology application, and growth imagination that firms need to address. With expertise from Joe’s extensive background, this episode offers actionable insights for firms looking to evolve. Joe discusses:
Resources:
Connect with Joe Duran: Connect with Rusty Sommer:
About our Guest: Joe is a serial entrepreneur and an industry visionary in wealth management and wealthtech. Most recently Joe was a Partner at Goldman Sachs as Co-Head of the Workplace and Personal Wealth business. Joe founded and was CEO of United Capital, one of the nation’s largest independent wealth management firms, which was acquired by Goldman Sachs in July, 2019. Prior to that he built and sold Centurion Capital, one of the first Turnkey Asset Management Platforms to General Electric where he served as President of GE Private Asset Management (now NYSE listed AssetMark.) He has written three books on investing and entrepreneurship and has been on the New York Times and USA bestseller lists. Joe is a sought after conference speaker and appears frequently on a broad spectrum of media from CNBC to Goop. Joe has MBAs from Columbia University and UC Berkeley, and an undergraduate degree from Saint Louis University. He is a CFA Charterholder and a member of YPO. He has been a Yogi for decades, meditates daily and is an avid beach volleyball player. Joe is married to Jennifer and they have three daughters that they cherish. They live in Laguna Beach, California and Tribeca, New York. They travel frequently, love dining, dancing and live concerts. | |||
| How AI is Changing Wealth Management with Jason Pereira (Ep. 15) | 11 Sep 2024 | 00:30:58 | |
Is your financial advisor about to be replaced by AI? The answer isn’t as simple as yes or no. Tune into this episode to discover how AI is doing more than just automating repetitive tasks—it’s redefining the role of financial advisor and reshaping the entire financial landscape. As AI drives significant change in wealth management, the industry stands at a crossroads. Join host Rusty Sommer and fintech professional and industry thought leader, Jason Pereira, as they discuss whether financial advisors are at risk of being replaced by AI, and unpacking the reasons why the answer isn’t an easy one. They also discuss what steps advisors can take to harness the benefits of AI in order to enhance their practice while preserving the vital human touch required to maintain client relationships. Key Highlights:
Connect with Connect with Jason Pereira:
Connect with Rusty Sommer:
About Jason Pereira: Jason is a financial planner who has lived and breathed topics related to financial planning for over 20 years. In that time, he has become a recognized writer, commentator, speaker, podcaster, teacher, and expert in the areas of financial planning, practice management, and fintech. He has also obtained two degrees, nine professional designations, been nominated for or won over 30 industry awards, and produced over 600 articles, podcasts, and interviews. www.JasonPereira.ca is his conduit for sharing his thoughts, views and learning that he has amassed over the years. | |||
| The Future of Wealth and Investment Management with Chip Roame (Ep. 6) | 19 Oct 2022 | 00:28:38 | |
What does the future of wealth and investment management look like? In this episode Chip Roame, Founder and Managing Partner of Tiburon Strategic Partners and the Tiburon CEO Summits, breaks down the top five trends he’s following in the wealth and investment management industry. Chip also shares insight into whether these trends are here to stay, and how they should ultimately inform advisors when it comes to growing their business. Chip discusses:
Resources: Connect with Guest: Connect with Shannon Rosic:
About our Guest: Chip Roame is the Founder & Managing Partner of Tiburon Strategic Advisors and the Tiburon CEO Summits, and a leading strategic advisor to CEOs, other senior executives, & boards of directors in the wealth & investment management (and WealthTech) markets. Prior to forming Tiburon in 1998, Mr. Roame served in similar capacities, first as a management consultant at McKinsey & Company, and later as a business strategist at The Charles Schwab Corporation. Mr. Roame has responsibility for all of Tiburon’s advisory, research, service, & marketing activities which keeps him on the leading edge of strategic initiatives in the industry’s fastest-growing businesses – registered investment companies (mutual funds & exchange traded funds (ETFs)), direct indexing, managed account programs, hedge funds & liquid alternatives, cryptocurrencies (digital assets), structured products, sustainable investing (ESG), financial, tax, & estate planning, annuities & life insurance, discount & online brokerage, online advice firms (robo advisors), traditional financial advisor channels, break-away brokers, the independent advisor markets, wealth management marketing & LeadGen, wealth management technology & turnkey asset management programs (TAMPs), and wealth manager succession planning & acquisitions. Mr. Roame has been the host and keynote speaker at the semi-annual Tiburon CEO Summits since their inception in 2001, the key speaker at Tiburon’s weekly Tiburon Webinars, and is the author of over 3,000 Tiburon Written Research topics & profiles. | |||
| Beyond Stock Picking: Market Trends & Asset Allocation Strategies With Gina Sanchez (Ep. 5) | 07 Sep 2022 | 00:39:13 | |
It’s certainly an interesting time to talk about the stock market, with inflation, the war in Ukraine, and the aftermath of a pandemic. Having a sound strategy for asset allocation and portfolio management has become more important than ever. In this week’s release of In the Money Podcast, Shannon Rosic is joined by Gina Sanchez, CEO of Chantico Global, LLC, regular contributor on CNBC, and Chief Market Strategist for Lido Advisors. Gina and Shannon talk about what it takes to have a successful approach to asset allocation, and why you should stay the course despite market volatility. Gina shares:
Connect with Shannon Rosic:
Connect with Gina Sanchez: About Gina Sanchez: Gina Sanchez is the Chief Executive Officer of Chantico Global, LLC and Chief Market Strategist for Lido Advisors. Chantico Global was spun out of Roubini Global Economics in 2013. Ms. Sanchez was the Director of Equity and Asset Allocation for Roubini Global Economics. Currently, Chantico Global collaborates with Oxford Economics, the world’s largest economics consultancy. Ms. Sanchez also currently serves as a Trustee of the Los Angeles County Employee Retirement Association. Ms. Sanchez also serves as Chief Market Strategist for Lido Advisors, a $5.4 billion national investment advisor based in Los Angeles. She also worked in emerging markets research at JPMorgan in New York. She is frequently quoted in the media and was a recipient of Institutional Investor’s 2009 Foundations and Endowments Rising Stars Award. She holds a bachelor’s degree in economics from Harvard University and a master’s in international policy studies from Stanford University. | |||
| Making a Case for an API-Connected Ecosystem with Craig Iskowitz (Ep.4) | 10 Aug 2022 | 00:40:02 | |
APIs (Application Programming Interface) have improved the workflow of businesses in many industries by bridging the gap between different software and allowing them to communicate with each other. When it comes to the wealth management industry, accurate, timely, and seamless data exchange is table stakes. So, what does an API-enabled future look like? In this episode, Craig Iskowitz, CEO and founder of Ezra Group, discusses:
Resources:
Connect with Craig Iskowitz: About Our Guest: Craig Iskowitz is a business and technology strategy consultant who is a recognized expert on fee-based advisory platforms and wealth management technology. He is the CEO and founder of Ezra Group, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, and private equity and fintech firms. In addition to providing customized solutions to the wealth management industry, Craig publishes WTToday, a blog offering the latest insight on technology for wealth, asset, and investment management professionals. Craig is also the host of the Wealth Tech Today podcast, where he discusses, dissects, and debates the latest news and trends in wealth management technology. | |||
| Scale vs. Service: How Advisors can Utilize Tech to Focus on Outcome-Oriented Advice with Will Trout (Ep.3) | 13 Jul 2022 | 00:25:48 | |
Investment managers and advisors are all about balancing their clients’ needs while striving to provide a superior level of service. But, what role does technology play when it comes to providing clients with personalized, outcome-oriented advice? Managers must develop the agility to customize products and services without amplifying operational cost and complexity. In this episode, Will Trout, the Director of Wealth Management at Javelin Strategy & Research, joins Shannon Rosic to unpack the challenges and opportunities around personalized delivery of advice and how technology can augment the entire experience. Will discusses:
Resources: Connect with Will Trout: Connect with Shannon Rosic:
About our Guest: William Trout is a thought leader in North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise in platform automation; portfolio management and optimization tools; data capture, storage, and analytics; and robotic process automation and AI. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust. An authority on digital advice delivery, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and The Wall Street Journal. He is also a frequent speaker at industry conferences and client gatherings. Before joining Javelin, William led the wealth management practice at Celent, the research and advisory arm of Oliver Wyman. Previously, he was head of product and segment development for affluent and high-net-worth customers within BBVA USA, as well as a member of the BBVA Group’s global Private Banking management team. William holds an AB from Harvard College. | |||
| Tackling Technology Challenges Through Third-Party Integrations with Kartik Srinivasan (Ep.2) | 13 Jun 2022 | 00:29:41 | |
The use of technology has its challenges and opportunities for businesses. On one hand, you can leverage it to improve workflows. On the other hand, trying to get everyone to buy into the technology and make sure the platform you’re using is safe and secure, can be difficult. This week, Kartik Srinivasan, Director – Head of Third Party Integrations, Digital Advisor Solutions, at Schwab Advisor Services, joins Shannon Rosic to explain how technology has evolved over the years. They take a deep dive into the challenges and opportunities RIAs face when building their tech stack while highlighting Schwab’s approach to solving these challenges. Shannon and Kartik discuss:
Resources:
Connect with Shannon Rosic:
Connect with Kartik Srinivasan: About Your Host: Kartik Srinivasan is Head of Third Party Integrations, Digital Advisor Solutions, Schwab Advisor Services. He brings more than 15 years of experience in wealth and asset management and has demonstrated expertise in financial advisor technology including portfolio management, CRM and financial planning. Kartik is responsible for strategy, product management, relationship management and support for Schwab’s third-party integration offerings which include APIs, SSO, Trading, Data Delivery and Salesforce. Kartik is passionate about working with the third-party fintech community and helping independent advisors grow their firms and serve their clients by leveraging the right tech stacks and workflows for their business. Kartik previously worked at Morningstar where he spent time in various product-specific roles and moved into a partnerships and integrations-focused role. Kartik holds a Master of Business Administration in Economics, Entrepreneurship and Strategic Management from The University of Chicago Booth School of Business and a Bachelor of Business Administration in Finance and Economics from the Wisconsin School of Business at the University of Wisconsin-Madison. | |||
| Learn How Flyer Financial Technologies Can Help You Trade Smarter with Shannon Rosic (Ep.1) | 18 May 2022 | 00:18:49 | |
Flyer FT is all about delivering cloud-based trading tools that help execute your investment strategy faster — and the firm’s Vice President of Marketing, Shannon Rosic, is about to tell you all about it in this inaugural episode of In the Money. This week, Shannon unveils everything you need to know about her and her career in the FinTech industry. Shannon explores the biggest challenges and opportunities in financial tech, Flyer FT’s ideal client, what’s to come at the firm, and their mission to help advisors and asset managers understand how technology is transforming the WealthTech sector. Shannon discusses:
Resources: Connect with Shannon Rosic:
About Your Host: Shannon Rosic serves as Flyer Financial Technologies’ Vice President of Marketing. Shannon has spent her career in the Wealth Management space, specifically helping media firms and fintech companies grow their marketing initiatives. Known in the industry as “Gadget Girl” from her time at Investment News, her passion is storytelling and designing a cohesive brand experience through creative and innovative marketing efforts. | |||
| The Winning Edge: Private Equity’s Influence in Wealth Strategies (Ep. 14) | 10 May 2024 | 00:36:23 | |
What factors are driving the continuing evolution of wealth management? In this episode, we dive into the world of private equity with industry insiders! Explore the impactful role of private equity in the wealth management sector in this engaging episode of ‘In the Money,’ sponsored by Flyer Financial Technologies. Host Rusty Sommer sits down with Lori Hardwick, Strategic Advisor at Genstar Capital, and Noreen Beaman, Head of Leadership Development at East Bay Executive Coaching. They explore how private equity is reshaping the industry, enhancing business strategies to drive growth and efficiency. Key Highlights:
Connect with Lori Hardwick: Connect with Noreen Beaman Connect with Rusty Sommer:
About Lori Hardwick: Lori is a member of Genstar Capital’s Strategic Advisory Board and advises the firm in the financial services industry. She brings more than 25 years of experience of working in the financial industry as a prominent voice and is known for her intense passion for continuous improvement in the financial advisory industry. As CEO of WealthTech at RedRock Strategic Partners LLC, Lori works directly with C-suite level executives at some of the largest financial services companies, to help them create, and execute against, winning growth strategies and to improve the overall experiences for advisors and their clients. She has expertise in investment, technology, distribution and advisory solutions and is a regular speaker at industry events. Lori received a BA from The Ohio State University and graduated from the Executive MBA Program at the University of Chicago Booth School of Business.
About Noreen Beaman: Noreen D. Beaman is the Vice Chair of Orion’s Board of Directors. She most recently served as President of Orion Advisor Solutions following Orion’s 2020 merger with Brinker Capital. Prior to the merger, Noreen was CEO at Brinker Capital where she helped advisors and their clients build better outcomes for over 30 years. Noreen has received numerous accolades for her lasting impact on the financial advice industry including Philadelphia Business Journal’s Most Admired CEO, InvestmentNews’ 2017 Women to Watch, and Greater Philadelphia’s Entrepreneur of the Year, alongside Chuck Widger in the financial services category by EY. Noreen received her Bachelor of Science from Saint Peter’s University. She earned the CPA designation in New Jersey and is a member of the American Institute of Certified Public Accountants. As an industry leader, Noreen is passionate about supporting culture, women, and diversity in the workplace. She is a mentor for the Money Management Institute’s Leadership Pathway, which connects members of the next generation with industry veterans to further enhance the mentee’s knowledge and insights surrounding the investment advisory industry. Noreen is an active contributor and frequently participates in panels to discuss the importance of women and greater diversity, equity, and inclusion in wealth management. | |||
| The Winning Shot: Sports Wisdom in Wealth Tech (Ep. 13) | 06 May 2024 | 00:31:57 | |
How does the high-stakes world of sports mirror the world of financial technology and asset management? Discover this and more in the latest episode of ‘In the Money,’ sponsored by Flyer Financial Technologies. Host Rusty Sommer welcomes Steve Lewczyk, the esteemed Managing Director for Business Development at Flyer. With an impressive three-decade career in financial technology and services, Steve discusses leveraging technology for competitive advantage and innovating for the future of finance. Key Highlights:
Connect with Steve Lewczyk: Connect with Rusty Sommer:
About Steve Lewczyk: Steve is a leader in buy side technology, wealth management systems, trading platforms, and data management solutions. With over 25 years experience at leading fin tech and securities firms, Steve has worked at Fidelity Investments, Advent Software (SSNC), Envestnet and co-founded Nirvana Solutions. Steve’s expertise is in building and scaling successful sales organizations. In his role at Flyer, Steve is focused on buy side asset managers that require solutions that allow for integration, ease, scale and future proofing operations. | |||
| Tech-Savvy Wealth Management: Adapting to Industry Changes (Ep. 12) | 03 Apr 2024 | 00:30:16 | |
Can technology bridge the gap for smaller wealth management firms in a competitive market? Join Rusty Sommer and special guest Chuck Fialla from Sovereign Financial in this insightful episode of ‘In the Money,’ where they explore the pivotal role of technology in transforming small and mid-sized wealth management firms. Understanding the role of portfolio management and trading technology / automation allowed his firm to serve more clients successfully. With his rich background in financial planning and asset management, Chuck details his journey from a humble beginning as a cold caller to leading the successful RIA, Sovereign Financial. Key Highlights:
Connect with Charles “Chuck” Failla, CFP®: Connect with Rusty Sommer:
About Charles “Chuck” Failla, CFP®: Chuck understands the importance of working as a Fiduciary and uses those standards to oversees the financial planning and investment management work done at Sovereign Financial. As a Board Certified Financial Planning practitioner, Chuck understands that shepherding a client’s financial and retirement plan requires more than simply “picking investments”. Instead, he applies his experience as a CFP® professional to coordinate all aspects of a client’s financial picture: goals, investments, taxes, liabilities, and estate / legacy planning. By following this disciplined approach, he is able to ensure all aspects of a client’s financial and estate planning needs are properly coordinated and continuously monitored. In addition to working with clients, Chuck is a regular speaker and commentator on financial topics and has been featured in Forbes, The New York Daily News, Reuters, CBS Market Watch and numerous other media outlets. Chuck is also committed to the financial planning community and advancing the cause of financial literacy. To that end, he currently serves on the Board of Directors for the Financial Planning Association of Connecticut as the Chairperson of their Pro Bono / Public Outreach Committee. Chuck is also active in the National Financial Planning Association, American Mensa and other non-profits in the CT & NYC Metro area. Chuck received his degree in Finance from The University of Connecticut and completed his coursework for the CFP® certification with The American College. He resides in North Stamford, CT with his wife, two children and their Black Lab and cats. In his spare time, Chuck enjoys all things outdoors — on the weekends you will find him with his family hiking, camping, skiing, boating or just enjoying the trees while grilling in the backyard. | |||
| Innovation Unleashed: Wealth Tech’s New Era (Ep. 11) | 10 Jan 2024 | 00:28:21 | |
Is technology fundamentally transforming the wealth tech industry? Discover the groundbreaking insights with Rusty Sommer and special guest Verity Larsen from Versoft Consulting in a riveting episode of “In The Money,” presented by Flyer Financial Technologies. With over two decades in the field, Verity guides us through the evolving landscape of investment technology, cautioning against a one-size-fits-all approach. Are you ready for the change? Key Highlights:
Resources: Connect with Verity Larsen: Connect with Rusty Sommer:
About Verity Larsen: Verity is Versoft’s heart and soul. She co-founded the company in 2015 after spending 7.5 years as Team Lead and Senior Consultant at SS&C Advent. Prior to entering the consulting field, she worked as Assistant Director of Information Systems at a Portland-based asset management firm and has been in the investment management industry since 2000. Verity graduated with an A.A.S. in Computer Information Systems from Portland Community College. She also spent 3 years on the Board of Directors for The Exchange Network (formerly Advent Users Group) serving as VP and President in her 2nd and 3rd years. She’s committed to providing an exceptional consultative approach to every client and ensuring the work performed by the Versoft Team results in the highest level of customer satisfaction. Verity works to continue training and education throughout the Versoft team, passing on the knowledge she has gained being in this industry for so many years. She also spends time building and maintaining relationships with vendors so the Versoft team can remain knowledgeable on technology platforms and tools, IT hosting, and data and outsourced service providers. When she’s not doing CEO/Principal Consultant/Co-Founder things, Verity likes to spend time with family, including seven nieces and nephews and two great-nephews, in multiple states around the U.S. On rare occasions, she’ll hike around the Oregon Coast, Central Oregon, and other places throughout the Pacific Northwest. | |||
| Integrating Options in High Net Worth Portfolios with Brett Kunshek (Ep. 10) | 30 Oct 2023 | 00:25:32 | |
Join Rusty Sommer from Flyer Financial Technologies and Brett Kunshek of Mariner Wealth Advisors in this episode as they dive into the nuanced world of options. They cast away myths about its risks and highlight its potential, especially for high net worth clients. Discover how the wealthy use options as sophisticated financial instruments. Key points covered in the episode:
Connect with Brett Kunshek: Connect with Rusty Sommer:
About our Brett Kunshek: Brett Kunshek, CFA, leads the Options and Structured Notes division at Mariner Wealth Advisors. Before Mariner, he was at the helm of 440 Investment Group, a firm specialized in option investments, which Mariner later acquired. Brett has a history in risk management from his time at Protiviti and holds degrees from Pittsburg State University and the University of Kansas. He’s also an active member of both the CFA Institute and the Kansas City Society of Financial Analysts, blending hands-on practice with theoretical knowledge in finance. | |||
| Unlocking the Power of APIs: Building Scalable Ecosystems in Wealth and Asset Management with Randy Prager (Ep. 9) | 03 Aug 2023 | 00:25:39 | |
In this episode of In The Money podcast, we are joined by the CTO of Flyer Financial, Randy Prager. Join us as we dive into the API economy and learn how APIs are transforming the wealth tech sector, along with how forward-thinking firms are leveraging APIs to build their own specialized ecosystem within the wealth and asset management industries. Flyer Financial Technologies, known for the FinTech solutions that you love and use every day, has embraced an API-based approach that allows them to extend their multi-million dollar investments in trading networks, order management systems (OMS), and allocation platforms to a broader audience. Taking an API approach allows firms of all sizes to tap into Flyer’s expertise. Once tapped in, you focus on what you do best while leveraging the connectivity and trading capabilities provided by Flyer’s APIs. Listen in as Rusty and Randy discuss:
Connect with Randy Prager:
Connect with Rusty Sommer:
About our Guest: Randy Prager has spent his career delivering technology solutions to the financial services market, specifically in capital markets and trading. Before Flyer, Randy led software development and technology teams at both startup and big companies, including JPMorgan, MarketXT and Bloomberg. A graduate of Johns Hopkins University, he holds a double major in Economics and Electrical & Computer Engineering. | |||
| Defying Conventions: A Closer Look at DeFi with Lex Sokolin (Ep. 8) | 18 Jan 2023 | 00:41:04 | |
DeFi (Decentralized Finance) has gained much popularity over the past couple of years in FinTech discussions relating to cryptocurrency. Recent statistics suggest that over 70% of advisors suspect their clients are dabbling in crypto without engaging them in the process. In the wealth management world, is there possibly a disconnect between advisors and what their clients want? Where does DeFi fit into the crypto realm? In this episode we have Lex Sokolin, the Global Fintech Co-Head at ConsenSys to dissect the term DeFi and explain its impact on Cryptoeconomics. He gives us a closer look at the benefits, opportunities, and concerns within the crypto space. Lex discusses:
Resources: Connect with Flyer FT: Connect with Lex Sokolin: About Lex Sokolin: Lex is a futurist and entrepreneur working on the next generation of financial services. He is the Global Fintech Co-Head at ConsenSys, a blockchain technology company building the infrastructure, applications, and practices that enable a decentralized world. Lex focuses on emerging digital assets, public and private enterprise blockchain solutions, and decentralized finance and autonomous organizations. Lex is a contributor of thought leadership to the Wall Street Journal, the Economist, Bloomberg, FT, Reuters, American Banker, ThinkAdvisor, and Investment News, among others. He is a regular speaker at industry conferences such as Money2020, LendIt, Schwab Impact, In|Vest, T3 Enterprise Edition, and Consensus. His writing is publicly available at https://lex.substack.com. | |||
| The Future of TAMPs with Morningstar’s Daniel Needham (Ep. 7) | 16 Nov 2022 | 00:38:23 | |
From giving time back to advisors, to reaping the benefits of outsourcing, there’s no denying the advantages of a TAMP. As the industry’s gold standard for data and research, not to mention 2022’s top TAMP of the year, the team at Morningstar’s Wealth Management Solutions knows a thing or two about building a wealth management platform. In this week’s episode, Daniel Needham, president of Wealth Management Solutions, joins Shannon Rosic to discuss TAMP trends. Daniel shares some of Morningstar’s data, research, and insights with listeners so they can build investment solutions for their clients. Daniel discusses:
Resources: Connect with Daniel Needham: Connect with Shannon Rosic:
About our Guest: Daniel Needham, CFA, is the president of Morningstar’s Wealth Management Solutions. After the recent acquisition, he also oversees the U.K. and international business of Praemium and their core products, which were re-branded to Morningstar Wealth Platform and Wealthcraft, a Morningstar company. Prior to his current role, Needham served as president and global chief investment officer since 2015 for Morningstar’s Investment Management group. In 2013, Needham stepped into the global chief investment officer role for the Investment Management group, and he also assumed responsibility for Morningstar’s investment management operations in Europe. Previously, Needham was chief investment officer and managing director for Investment Management in Asia-Pacific. | |||
| How Technology is Shaping the Future of Wealth Management with Tony Stich (Ep. 17) | 15 Jan 2025 | 00:16:35 | |
Will AI transform wealth management overnight? In this episode, Rusty Sommer speaks with Tony Stich from MarketCounsel about the fascinating insights and key takeaways from the latest industry summit. Dive into the world of asset management as they explore how technology and AI are reshaping the industry, the significance of real-time curriculum changes, and the introduction of fresh faces and ideas in finance. Tony and Rusty discuss:
Tune in to gain a fresh perspective on the future of wealth tech and discover how the industry’s shifts can enhance your professional approach. Connect with Tony Stich: Connect with Rusty Sommer:
About our Guest: Tony is an industry speaker, consultant, trusted advisor, and active investor that specializes in GTM strategies — with a heavy emphasis on marketing — for financial services firms, RIAs, and FinTech companies. Published in numerous global outlets including the Journal of Financial Planning, Wealthmanagement.com, Investopedia, US News & World Report, and ThinkAdvisor as well as being featured on Reuters, FinTech TV, Financial Advisor IQ, Asset TV, and InvestmentNews, Stich is an award-winning thought leader in the FinTech space, providing compelling statistics, a thought-provoking perspective, and much-needed humor to a rapidly-evolving industry. He is currently Executive Managing Director of MarketCounsel — the leading business and regulatory compliance consultancy to the country’s preeminent independent investment advisers throughout all stages of their lifecycle. Before this, he spent most of his career in the WealthTech industry with his latest role serving as Chief Revenue Officer for Entrustody — a modern, digital-first custodial platform. Prior, he was at InvestCloud which acquired Advicent, the global financial planning software developer of NaviPlan, Profiles, and Figlo. There as Chief Operating Officer, he led North American Sales, Marketing, Professional Services, Customer Success, and Support ultimately netting him recognition by Wealthmanagement.com as Chief Marketing Officer of the Year (2021) and obtaining the inaugural ThinkAdvisor LUMINARIES Executive Leadership Award (2021). | |||
| Your Guide to Optimizing Portfolio Management with Advanced Reporting with Bill McFadden of GreenHill Investment Reporting (Ep. 25) | 14 May 2025 | 00:27:06 | |
How is cutting-edge technology reshaping portfolio management with advanced reporting? Join Rusty Sommer as he sits down with Bill McFadden, President and CEO of GreenHill Investment Reporting, to explore the evolving intersection of portfolio management and performance reporting, and its pivotal role in client trust and decision-making. Bill McFadden explores how investment reporting has evolved from a basic compliance requirement into a strategic asset, enabling deeper client engagement, clearer insights, and more informed wealth management decisions. With a key focus on leveraging data visualization and tech partnerships, the duo discusses the importance of customized, clear communication to tell compelling investment stories. Rusty and Bill discuss:
Connect with Rusty Sommer:
Connect with Bill McFadden: About Our Guest: Bill McFadden is the President at GreenHill Investment Reporting in the Greater Tampa Bay Area. He has over 25 years of experience as a Financial Services Executive and Entrepreneur. Bill is also the owner of Sixline, an investment advisory consulting firm. Bill McFadden was formerly the lead of Business Development for CGI. | |||
| The Rise of Alternative Investments: What Advisors Need to Know with Kartik Srinivasan (Ep. 24) | 25 Apr 2025 | 00:30:16 | |
What if your tech could read your client’s mind? In this episode, Rusty Sommer interviews Kartik Srinivasan about the technologies that are reshaping financial advising. They explore how advisors are navigating increasingly complex wealth structures, the role of AI in enhancing client relationships, and what the future holds for advisor-led innovation. Kartik and Rusty discuss:
Connect with Kartik Srinivasan: Connect with Rusty Sommer:
About our Kartik Srinivasan: Kartik Srinivasan is a seasoned financial technology executive with over 20 years of experience in the wealth management industry. He currently serves as President of Advyzon Institutional, a division of Advyzon dedicated to supporting financial advisors who work with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Kartik joined Advyzon in 2024 to lead the development of innovative tools and services tailored to the complex needs of these advisors and their clients. Before joining Advyzon, Kartik spent more than 12 years at Morningstar, where he played a major role in building portfolio management systems. He later served as Managing Director of Third-Party Integrations and Partnerships at Charles Schwab, where he helped oversee the integration of TD Ameritrade Institutional into Schwab Advisor Services. He holds a BBA in Finance and Economics from the University of Wisconsin–Madison and an MBA in Strategy, Entrepreneurship, and Economics from the University of Chicago Booth School of Business. Outside of work, Kartik enjoys traveling, skiing, and hiking with his family. | |||
| The Role of Human Connection in the Age of Algorithms (Ep. 23) | 10 Apr 2025 | 00:29:09 | |
What role does human connection play in the ever-evolving world of wealth management? In this episode, Rusty Sommer speaks with Kate Healy of AdvoKate IQ about the importance of personal interaction in an industry increasingly dominated by technology. Rusty and Kate navigate through the dynamics of integrating human elements with advanced technology, exploring cultural awareness, next-gen talent acquisition, and adaptable service models. Kate shares insights on:
This episode is a must-listen for those interested in understanding how to balance the digital transformation in finance with the critical human element. Don’t miss out, hit play! Connect with Kate Healy: Connect with Rusty Sommer:
About our Guest: Kate Healy is CEO and Founder of AdvoKate IQ, LLC, designed to help wealth management firms with their growth strategy, focusing on the intersection of organic growth and workforce development. Kate offers diverse leadership experience as a financial services industry executive and nonprofit leader. Develop and guide high-performing teams. Deliver innovative, client-first marketing. Embrace change and modernize leveraging technology and business intelligence. Lead with humor and empathy. | |||
| How Technology is Revolutionizing IRAs with Brian Hamburger (Ep. 22) | 21 Mar 2025 | 00:17:32 | |
Are you keeping pace with the rapidly changing landscape of independent financial advice? If your practice isn’t evolving, you might be left in the dust. In this episode, Rusty Sommer sits down with Brian Hamburger, JD, CRCP, President and CEO of MarketCounsel, to explore the ever-evolving world of independent advisors. Brian shares his insights on evolving business models, the impact of technology, and what advisors need to know about current industry trends. Tune in to find out how innovation is reshaping client relationships and what the future holds for regulatory changes. Brian discusses:
Connect with Brian Hamburger: Connect with Rusty Sommer:
About our Guest: Brian Hamburger, JD, CRCP, is the founder, president and CEO of MarketCounsel Consulting, the leading business and regulatory compliance consultancy to the country’s preeminent entrepreneurial independent investment advisors. Brian is also the founder and chief counsel of the Hamburger Law Firm, a boutique law firm with its practice in virtually all areas related to the investment and securities industry, entrepreneurial and employment matters. The MarketCounsel companies and the Hamburger Law Firm reflect Brian’s unrelenting entrepreneurial drive and genuine desire to provide an unparalleled combination of preeminent counsel and uncompromising service to the wealth management profession. Hamburger is also the president of MarketCounsel Productions, a company that has built community within the wealth management profession by hosting events such as The MarketCounsel Summit, MarketCounsel Supper Clubs and MarketCounsel After-Hours. The MarketCounsel Summit is the industry’s capstone event of the year and a forum for debate and dialogue on some of the most critical issues facing leaders of wealth management firms. | |||
| The Power of Partnerships in Wealth Management with Andree Mohr (Ep. 21) | 06 Mar 2025 | 00:32:33 | |
Are you ready to take center stage in financial advice? Discover what it takes to make true partnerships and community-building the cornerstone of your business strategy. In this episode, Rusty Sommer sits down with Andree Mohr, President of Integrated Partners, at the Market Counsel Conference in Las Vegas. They discuss the art of collaboration between financial advisors and CPAs, detailing how Integrated Partners is redefining success through strategic partnerships and community support. Andree shares insights on how they empower advisors to connect deeper with their clients, streamline operations with technology, and foster a vibrant, collaborative environment. As the conversation unfolds, you’ll learn about their innovative approach to advisor support, including leveraging AI for strategic planning and the power of community building. Rusty and Andree discuss:
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About our Guest: As the president of Integrated Partners, Andree Mohr serves as a driven leader, visionary, and implementor for the organization. Her mission is to bring simplification to the financial advice industry and create a sustainable path of success for financial advisors, their support staff, management teams, and CPA partners. Her adept workflows and nimble judgment have proven instrumental in creating a culture of innovation, efficiency, and collaboration. She skillfully leverages these capabilities to oversee Integrated’s day-to-day operations, drive the firm’s key objectives, and ensure the consistent and healthy growth of the organization. A particular passion of hers is helping Integrated’s entrepreneurial-minded financial advisors implement strategic operations that foster practice growth and optimization to bring their business visions to fruition. Through Integrated’s nationally renowned CPA Alliance program, she assists CPA partners in monetizing their most trusted advisor status while simultaneously aiding clients in their financial planning and tax needs. She is the co-author of the exclusive book Center Stage: How to Become the Star of Your Practice with colleagues Matt Ackermann and Paul Saganey. The book focuses on operational, team-building, and business processing efficiencies to help empower advisors to streamline their practices. The result: advisors have a roadmap to grow their business, leave a lasting legacy, and ultimately provide a boutique, concierge, and memorable experience for their clients. She graduated from Northeastern University, where she excelled in their experiential learning programs. She has been supporting advisors in various capacities for the last 13 years and truly enjoys watching them realize their goals. Outside of the office, her favorite pastimes include cherished moments with her husband and their twin daughters, passionately cheering on the New England Patriots, traveling to her favorite destinations, and supporting charitable causes that are important to her. For those interested in talking football or discussing what it’s like bringing advisors onto the most open-architecture, independent, growth-oriented advisor partnership platform in existence, she can be reached at andree.peterson@integrated-partners.com. | |||
| Today’s Technology Trends In Wealth Management with Joel Bruckenstein (Ep. 20) | 27 Feb 2025 | 00:18:52 | |
How will embracing technology today redefine financial advising tomorrow? In this episode, Rusty Sommer speaks with Joel Bruckenstein, a leading voice in financial technology, to explore the transformative power of today’s tech landscape. As the founder of the T3 conferences, Joel provides first-hand insights into technology trends reshaping financial advisory services. Dive deep into discussions on real innovation versus incremental evolution, and how these shifts impact the industry. Discover why staying ahead with AI and automation isn’t just beneficial but essential for growth and client satisfaction. Joel discusses:
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About our Guest: Joel P. Bruckenstein, CFP®, is a globally recognized authority in the field of applied technology for financial professionals. He is renowned as the Publisher of Technology Tools for Today (T3), formerly known as Virtual Office News and now known as the T3 Tech Hub. | |||
| Navigating the Future of RIAs: Insights from TradePMR’s Robb Baldwin (Ep. 19) | 19 Feb 2025 | 00:17:20 | |
What sparked the evolution of RIAs? In this episode, Rusty Sommer sits down with Robb Baldwin, CEO of TradePMR, at the Market Council Summit in Las Vegas. Together, they have a candid conversation on the history and evolution of the Registered Investment Advisor (RIA) sector and the current trends shaking up the landscape. From the entrepreneurial spirit that fuelled the RIA space to recent developments as Trade PMR joins forces with Robinhood, this episode provides a fresh perspective on where the industry is heading. Robb discusses:
Tune in to explore how these dynamics shape the future of wealth management and trading technology. Connect with Robb Baldwin: Connect with Rusty Sommer:
About our Guest: With over 30 years of experience in the brokerage and RIA industry, Robb Baldwin is the founder, president, and CEO of TradePMR, a technology and custodial services provider for RIAs. Robb is passionate about empowering advisors to achieve their true independence and deliver exceptional service to their clients. Robb founded TradePMR in 1998 after facing a challenging transition in his own RIA firm due to a merger of two major custodians. He saw the need for a better solution that would combine innovative technology, extraordinary support, and seamless workflow for RIAs. Under his leadership, TradePMR has grown to serve RIAs across the country, earning recognition for its award-winning Fusion platform and its customer satisfaction. Robb holds multiple securities licenses registered with TradePMR, and he continues to drive the firm’s vision and mission to provide the best technology and service in the industry. | |||
| The Future of Wealth Management: Predictions for 2025 (Ep. 18) | 05 Feb 2025 | 00:16:18 | |
What will shape the financial landscape by 2025? Join us as we dive deep into predictions for the future of wealth management. In this episode, Rusty Sommer dives into the future of wealth management with an exciting lineup of guests from the 2024 MarketCounsel summit: John O’Connell, Kartik Srinivasan, Oleg Tishkevich, Kate Healy, Andree Mohr, Bill McFadden, Brian Hamburger, Joel Bruckenstein, Robb Baldwin, Tony Stich, and Amy DeTolla. They explore the big predictions for 2025, like how AI co-pilots and personalized client apps are set to transform the industry, why mega firms driven by private equity are emerging, and how personalization will redefine client experiences. Discover insights on trends like mergers, private equity’s impact on growth, and the looming cybersecurity challenges. The dialogue is rich with insights about the continual evolution of technology, regulation impacts, and strategic industry shifts. Key Highlights:
Immerse yourself in this forward-looking discussion and get a head start on 2025’s transformative impact! Connect with Rusty Sommer: | |||
| Growth Through Strategic Partnerships with Dan O’Brien (Ep. 33 | Pt. 2) | 04 Mar 2026 | 00:17:46 | |
Growth is on every trust leader’s mind, but for many firms, scaling creates operational drag that pulls their best people away from client relationships. How do you build capacity for growth without sacrificing the service quality that defines your firm? How do you compete when talent constraints and market complexity make it harder to do everything in-house? In our third conversation from the Association of Trust Organizations annual conference, Rusty Sommer speaks with Dan O’Brien, Business Development Officer, Financial Institutions, at AssetMark, about the paradox facing today’s trust companies. Dan shares strategies for leveraging partnerships to unlock operational efficiency, explaining how firms can access institutional-grade investment solutions, reduce time spent executing business, and create capacity for advisors to focus on what matters most: building relationships and serving clients effectively. Dan discusses:
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About our Guest: Dan O’Brien is a dynamic financial services sales executive with extensive leadership experience, specializing in consultative sales strategies that create win-win scenarios for buyers and sellers. He is adept at strategic thinking, creative solutions, and effective communication, with a deep understanding of the financial intermediary, M&A, bank trust and retirement marketplace. Dan possesses a proven track record managing complex sales cycles, interfacing with C-suite executives, and leading cross-functional, geographically dispersed teams. His exceptional presentation and negotiation skills, coupled with a strong work ethic and entrepreneurial spirit, have consistently delivered solutions that achieve results. | |||
| Reclaiming Time and Clarity Through Better Technology with Trasha Schwendener (Ep. 32 | Pt. 1) | 14 Jan 2026 | 00:20:06 | |
Technology is meant to create space for deeper thinking, yet many firms feel more rushed than ever. Busy workflows, manual processes, and unclear priorities often crowd out time for clients and strategy. In this episode, Rusty Sommer speaks with Trasha Schwendener, Managing Director at F2 Strategy, at the American Trust Organization’s (ATO) annual conference about how trust organizations can rethink technology to give people time back. They explore where automation actually helps, why process matters more than tools, and how firms can define their identity as client expectations shift. The conversation also covers onboarding, communication, and how modern portals shape relationships across generations. Key takeaways:
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About our Guest: Trasha Schwendener is a proven relationship and sales leader with close to 20 years experience in client management, wealth management, and fintech solutions. Her primary focus has been sales, training, and developing strategic client and partner relationships. Trasha honed her expertise through roles with trust accounting software and private wealth management firms, where she worked with bank trust departments, independent trust companies, family offices, and foundations. She is passionate about working in a continuous learning environment and helping others grow professionally. In her personal time, Trasha enjoys being with her family and volunteering with Top of the Lake Rotary. She lives in Charlotte, North Carolina. | |||
| Operational Leadership with Matt Sonnen: Turning Practices into Enterprises (Ep. 31) | 09 Oct 2025 | 00:23:30 | |
Operations is the hidden engine that turns ambition into enterprise growth. Yet, for many firms, it’s overlooked until bottlenecks appear. In this episode, Rusty Sommer speaks with Matt Sonnen, Chief Operating Officer of Coldstream and host of the COO Roundtable podcast, about the pivotal role of operations in wealth management firms. Matt shares insights from his unique journey as a consultant and operator, the importance of community among COOs, and how process, people, and technology align for growth. Key takeaways:
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Connect with Matt Sonnen: About Our Guest: Matt Sonnen has over 25 years of experience in the financial services industry. As Chief Operating Officer, Matt manages all aspects of Coldstream’s operational platforms to identify opportunities to scale and systematize processes ensuring capacity for the firm’s continued growth. In addition, Matt will also oversee the firm’s Information Technology, Performance Reporting, Client Service, and CRM efforts. Before joining Coldstream, Matt was the Founder and CEO of PFI Advisors – a firm dedicated to consulting registered investment advisor (RIA) owners on best infrastructure and culture practices. Matt has been a thought-leader in our industry – publishing over 270 practice management articles, research papers, and podcasts. In June 2021, he launched The COO Society to create a community of RIAs centered around coaching operations professionals. Matt learned the ins and outs of the wirehouse model at Merrill Lynch in the late 1990s. Matt left Merrill in 2005, and a few years later, he was introduced to the RIA marketplace, helping build the infrastructure for Luminous Capital prior to its founding in 2008. As COO and CCO at Luminous, he navigated technology and compliance challenges as the firm grew from $1.7 billion in assets to nearly $6 billion in less than five years. Luminous Capital was sold to First Republic Bank for more than $100 million in 2012, after which Matt headed to Focus Financial Partners in New York City, where he helped partner firms streamline operations and improve back-office efficiencies. Matt graduated from the University of California, Los Angeles with a Bachelor of Arts in Economics. He currently resides in California with his wife, Reese (Larissa), and son, Luke. | |||
| Cutting Through WealthTech Noise with Chip Kispert (Ep. 30) | 18 Sep 2025 | 00:26:53 | |
Wealth management firms are drowning in technology, but which tools truly matter? In this episode of In The Money, host Rusty Sommer talks with Chip Kispert, Managing Partner of Beacon Strategies, about separating hype from value in AI, compliance, and alternatives. They explore how firms can scale effectively, adopt tech without fatigue, and prepare for the next wave of client expectations. Key Points:
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Connect with Chip Kispert: About Our Guest: Chip Kispert is the Founder and Managing Partner of Beacon Strategies, LLC. He has over 20 years of experience in the broker-dealer and asset management industries. Chip specializes in developing and implementing data management-centric supply strategies, focusing on infrastructure evolution. Before founding Beacon, he was the Vice President of Sales at Trust Company of America and held senior sales and business development roles at Fidelity Investments for four years. | |||
| Elevating Advisor and Client Experiences Through Wealth Tech Innovation with Benoit Fleury (Ep. 29) | 28 Aug 2025 | 00:28:11 | |
Wealth management is evolving rapidly, and technology is no longer just a support tool; it’s a driver of strategic growth. How can advisors deliver truly personalized client experiences while running more efficient businesses? How can tech stacks attract top talent and position firms for the future? In this episode of In The Money, Rusty Sommer talks with Benoit Fleury, Chief Product Officer and co-founder of d1g1t, about how open architecture, AI integration, and institutional-grade analytics are redefining wealth management. Benoit shares practical insights on personalization at scale, operational efficiency, and the secure use of AI to transform client and advisor interactions. Key highlights include:
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Connect with Benoit Fleury: About Our Guest: Benoit Fleury leads the design, development, and implementation of the d1g1t wealth management platform. A Fintech Entrepreneur and product guru with a passion for building advanced investment and risk management solutions, he brings over 20 years of experience in projects with over 100 financial institutions in North America, Europe, Latin America, and Asia, including investment banks, asset managers and hedge funds, insurance companies, exchanges, and wealth management firms. Benoit was a co-founder and the Head of R&D, Financial Engineering, and Products at R² Financial Technologies, acquired by S&P Capital IQ. Prior to R², He was at Algorithmics (acquired by IBM), where he led the development of its managed services and SaaS market, and credit risk platform. Benoit holds a Master of Science and Business Administration from the University of British Columbia and is a CFA charter holder. | |||
| Balancing Operational Efficiency with a Strong Brand Story for Growth with Randy Lambert and Joe Steuter (Ep. 28) | 26 Jun 2025 | 00:38:36 | |
Are you struggling to articulate your brand’s story or connect with clients in a meaningful way? Discover the art and science behind building a powerhouse brand that supports growth and client trust. In this episode, Rusty Sommer speaks with Randy Lambert and Joe Steuter from Intention.ly about transforming growth through strategic brand messaging. They explore the map to supercharge growth and build a cohesive brand narrative in the ever-evolving financial industry. The conversation highlights practical insights from decades of industry experience, emphasizing the balance between operational efficiency and compelling storytelling. Learn how understanding customer needs, simplifying your brand message, and maintaining internal alignment can differentiate your firm in a competitive landscape. Randy and Joe discuss:
We unravel the elements that make a brand powerful and trustworthy, both inside and out. Tune in and refine your own brand strategy! Connect with Randy Lambert: Connect with Joe Steuter: Connect with Rusty Sommer:
About our Guests: Randy Lambert is Intention.ly’s EVP and Head of RIA Solutions. With three decades in the Registered Investment Advisor (RIA) and FinTech space, Randy Lambert has a proven track record of scaling operational processes to manage elite-level growth. By comprehensively understanding the RIA operational process, Randy can enhance processes and provide value that creates a great client and employee experience. His passion is leading a talented team that supports our mission to help every client maximize their Orion experience. Their team does this by championing a proven process that empowers advisors to focus on their top priorities with the highest impact for the advisory firm. In business and in life, the art of the message matters most when building a connection. As the Chief of Communications at Intention.ly, Joe Steuter brings 20 years of brand consulting experience in message development, brand building, and communications strategy to inform, engage, and inspire action. Throughout the past two decades, his work has impacted financial services in varying degrees, from helping independent financial advisors mold their personal stories to building brands at the firm level and playing a central role in articulating brand messages for one of the country’s fastest-growing RIAs in the country. | |||
| Unlocking Data Superpowers for RIAs: Thrive in the Age of Information (Ep. 27) | 09 Jun 2025 | 00:29:46 | |
What if your financial data could talk? Would it reveal new secrets about your clients, business, and the future of wealth management? In this engaging episode of “In the Money,” host Rusty Sommer dives deep into the age of data with Oleg Tishkevich, the visionary founder and CEO of INVENT®. Together, they explore the transformative power of data integration in reshaping the wealth management landscape. Listen in as Rusty and Oleg discuss:
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About Oleg Tishkevich: Oleg Tishkevich is a visionary technology entrepreneur and the founder and CEO of Invent®, a cloud-native software development and consulting firm serving the wealth management and real estate industries. With a focus on systems design, data architecture, and digital experiences, Invent® helps enterprise firms and registered investment advisors (RIAs) modernize their technology infrastructures Prior to founding Invent®, Tishkevich established Finance Logix, a next-generation financial planning software company known for its engaging mobile planning app, Retire Logix. The app was recognized as the “Best Money Move” by Money magazine and voted the number one mobile app for advisors. Finance Logix was acquired by Envestnet in 2015, where Tishkevich served as Chief Technology Officer for Financial Planning. Throughout his career, Tishkevich has been instrumental in delivering custom firm-wide solutions for major companies such as Wells Fargo, Bank of America/Merrill Lynch, AssetMark, and Janney Montgomery Scott. His leadership continues to drive innovation in the financial technology sector, helping firms transition to cloud-native platforms and enhance their digital capabilities. | |||
| AI and Financial Advisors: Why 2025 Will Be a Turning Point with John O’Connell (Ep. 26) | 28 May 2025 | 00:33:54 | |
How is Artificial Intelligence reshaping the wealth management industry? In this episode, Rusty Sommer sits down with John O’Connell, CEO and Founder of The OASIS Group, at the bustling Market Council Summit in Las Vegas. Together, they explore how AI is rapidly transforming the way advisors serve clients, from streamlining workflows to enhancing personalization at scale. Their conversation highlights both the opportunities and challenges of integrating AI into financial services, while emphasizing the continued importance of human expertise in the process. Rusty and John discuss:
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About our Guest: John O’Connell has more than 30 years of leadership experience in both emerging businesses and mature, established organizations. He started his career designing and developing financial applications at Merrill Lynch and KPMG Peat Marwick. He was a member of the team for an IPO, sale of a firm, and packaging 2 other firms for sale. He held North American leadership positions at Oracle for over 8 years. He was the president of a FinTech firm and held C-level customer-facing roles at two global, publicly traded companies. John is the Founder and Chief Executive Officer for The Oasis Group. A firm specializing in helping wealth management and technology firms to solve their most complex challenges. The Oasis Group helps firms with technology selection and implementation, sales processes and strategy, and processes to attract, sell, propose, onboard, and service new clients. | |||