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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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: …
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, …