Leadership in Finance – In the Money

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

By In the Money | April 10, 2025

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:

(01:24) The irreplaceable value of human connection in client relationships and service
(02:56) How changing demographics demand adaptation in talent acquisition and cultural awareness
(08:57) Building scalable businesses while nurturing the next generation of financial talent
(10:47) Crafting a seamless and personalized client experience using modern technology
(20:57) Leadership lessons in empowering the next generation in finance

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:

LinkedIn: 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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

The Winning Shot: Sports Wisdom in Wealth Tech (Ep. 13)

By In The Money | May 6, 2024

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:

From Veteran to Visionary: Steve shares his journey in finance, emphasizing his diverse experience and innovative tech approach
Parallel Playbooks: Explore the similarities between sports, particularly basketball, and finance, highlighting teamwork and strategy
Tech-Driven Transformation: Discover how technology, like Advent Software’s early solutions, revolutionized asset management
Overcoming Market Hurdles: Learn how adapting sports strategies can inform financial market navigation
AI: Uncover AI’s impactful role in finance, its applications, and the need for reliable data
Revolutionizing Trading: See how a unified tech system can boost trader efficiency
Embracing Change: Understand the necessity of adaptability and innovation in finance, with lessons from asset management and sports strategy
Plus, many more insights!

Connect with Steve Lewczyk:

LinkedIn: 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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More