Balancing Operational Efficiency with a Strong Brand Story for Growth with Randy Lambert and Joe Steuter (Ep. 28)

Balancing Operational Efficiency with a Strong Brand Story for Growth with Randy Lambert and Joe Steuter (Ep. 28)

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 …

Read More Read More

Unlocking Data Superpowers for RIAs: Thrive in the Age of Information (Ep. 27)

Unlocking Data Superpowers for RIAs: Thrive in the Age of Information (Ep. 27)

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 …

Read More Read More

AI and Financial Advisors: Why 2025 Will Be a Turning Point with John O’Connell (Ep. 26)

AI and Financial Advisors: Why 2025 Will Be a Turning Point with John O’Connell (Ep. 26)

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 …

Read More Read More

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)

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 …

Read More Read More

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)

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: …

Read More Read More

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

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

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, …

Read More Read More

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

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

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 …

Read More Read More

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

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

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 …

Read More Read More

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

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

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 …

Read More Read More

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)

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 …

Read More Read More