Your Guide to Optimizing Portfolio Management with Advanced Reporting with Bill McFadden of GreenHill Investment Reporting (Ep. 25)

Your Guide to Optimizing Portfolio Management with Advanced Reporting with Bill McFadden of GreenHill Investment Reporting (Ep. 25)

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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 …

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The Rise of Alternative Investments: What Advisors Need to Know with Kartik Srinivasan (Ep. 24)

The Rise of Alternative Investments: What Advisors Need to Know with Kartik Srinivasan (Ep. 24)

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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: …

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The Role of Human Connection in the Age of Algorithms (Ep. 23)

The Role of Human Connection in the Age of Algorithms (Ep. 23)

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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, …

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How Technology is Revolutionizing IRAs with Brian Hamburger (Ep. 22)

How Technology is Revolutionizing IRAs with Brian Hamburger (Ep. 22)

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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 …

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The Power of Partnerships in Wealth Management with Andree Mohr (Ep. 21)

The Power of Partnerships in Wealth Management with Andree Mohr (Ep. 21)

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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 …

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Today’s Technology Trends In Wealth Management with Joel Bruckenstein (Ep. 20)

Today’s Technology Trends In Wealth Management with Joel Bruckenstein (Ep. 20)

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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 …

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Navigating the Future of RIAs: Insights from TradePMR’s Robb Baldwin (Ep. 19)

Navigating the Future of RIAs: Insights from TradePMR’s Robb Baldwin (Ep. 19)

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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 …

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The Future of Wealth Management: Predictions for 2025 (Ep. 18)

The Future of Wealth Management: Predictions for 2025 (Ep. 18)

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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, …

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How Technology is Shaping the Future of Wealth Management with Tony Stich (Ep. 17)

How Technology is Shaping the Future of Wealth Management with Tony Stich (Ep. 17)

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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 …

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Advisor Growth Strategies: How Synergistic Partners Help You Achieve Your Goals with Joe Duran (Ep. 16)

Advisor Growth Strategies: How Synergistic Partners Help You Achieve Your Goals with Joe Duran (Ep. 16)

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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, …

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