The Connected Advisor

Onboarding New Clients Made Easy

Lacey Shrum shares how Smart Kx streamlines the client onboarding process, optimizes fee schedules, and ensures accurate billing.

What It Takes to Formulate a Clear Strategy in 2024

Matt Reiner on the Pod, Navigating Alternative Investments as a Strategy for Growth, and Snoop Dogg Goes Smoke Free

The Power of User Stories in Wealth Management

Lacey Shrum on the Pod, Innovation Office Hours: Alternatives and AI Scandal

The Blueprint for Growing a Wealth Management Firm

Matt Reiner shares how delegation, innovation, and recognition of financial advisors' unique value drive growth in wealth management.

The Keys to Blocking Out Vanity Metrics While Building Your Firm on Substance and Reality

John Wernz on the Pod, Pressing the Easy Button on Holiday Preparations, and Milemarker on the Road

Finding Success in Organic Growth for Your Firm in 2024

John Wernz & Jud Mackrill answer advisor's top questions on how to achieve organic growth for your firm in 2024.

Empathy and Expansion: Crafting Client-Centric Growth in Wealth Management

Frazer Rice on the Pod, OpenAI’s First DevDay Recap, and Milemarker on the Road

The Power of User Stories in Wealth Management

Lacey Shrum on the Pod, Innovation Office Hours: Alternatives and AI Scandal

Jud Mackrilla day ago

Onboarding New Clients Made Easy

Lacey Shrum shares how Smart Kx streamlines the client onboarding process, optimizes fee schedules, and ensures accurate billing.

Kyle Van Pelt4 days ago

What It Takes to Formulate a Clear Strategy in 2024

Matt Reiner on the Pod, Navigating Alternative Investments as a Strategy for Growth, and Snoop Dogg Goes Smoke Free

Jud Mackrill8 days ago

The Blueprint for Growing a Wealth Management Firm

Matt Reiner shares how delegation, innovation, and recognition of financial advisors' unique value drive growth in wealth management.

Kyle Van Pelt11 days ago

The Keys to Blocking Out Vanity Metrics While Building Your Firm on Substance and Reality

John Wernz on the Pod, Pressing the Easy Button on Holiday Preparations, and Milemarker on the Road

Jud Mackrill15 days ago

Finding Success in Organic Growth for Your Firm in 2024

John Wernz & Jud Mackrill answer advisor's top questions on how to achieve organic growth for your firm in 2024.

Kyle Van Pelt18 days ago

Empathy and Expansion: Crafting Client-Centric Growth in Wealth Management

Frazer Rice on the Pod, OpenAI’s First DevDay Recap, and Milemarker on the Road

Jud Mackrill22 days ago

Delivering Strategic Wealth Planning Services for High-Net-Worth Clients

Frazer Rice talks through the role of family office services in managing the wealth and lifestyle of high-net-worth individuals and families

Kyle Van Pelt25 days ago

How Process Empathy Can Dramatically Transform Your Advisory Firm

Matt Morris on the Pod, Achieving Organic Growth for Your Firm in 2024 (Recap), and HubSpot's New Purchase

Jud Mackrilla month ago

Advisor-Driven Estate Planning Solutions

Matt Morris covers estate planning, the future of wealth management and the importance of advisors in providing comprehensive services to clients

Kyle Van Pelta month ago

The Not-So-Secret, Secret to Success

Penny Phillips on the Pod, Achieving Organic Growth for Your Firm in 2024, and Arnold Schwarzenegger’s Powerful Reflection on Hate

Jud Mackrilla month ago

Owning Your Advisory Practice Without CEO Responsibilities

Penny Phillips talks listeners through how advisors can outsource the running of their firms while still owning the business

Kyle Van Pelta month ago

Why You’re Not Really Connected with Your Client Portal — And How You Can Fix That

Matt Brinker on the Pod, SEC Examination Priorities, Trust > Surveillance

Jud Mackrilla month ago

The Keys to Successful M&A in Wealth Management

Matt Brinker shares upcoming opportunities for organic growth firms can capitalize on and the importance of building a differentiated client experience

Kyle Van Pelt2 months ago

The Future is a Synthesis — Finding a Framework for Your Advisor Technology

Kyle Wesley on the Pod, Achieving Organic Growth for Your Firm in 2024, Where You Can Find Us in October

Jud Mackrill2 months ago

Managing Technology in an RIA

This week, we're talking about the importance of integration in your tech stack

Kyle Van Pelt2 months ago

Taking Stock of Your (Tech) Stack — An Insight into Utilization, Satisfaction, and Licensing

Tyrone Ross on the Pod, Orion Workshop Recap, and My Productivity Hack

Jud Mackrill2 months ago

Regulation, Education, and Adoption of Crypto in Financial Advisory

This week, we delve into a topic that's shaping the future of financial advisory - the role of cryptocurrency

Kyle Van Pelt2 months ago

Perfecting Advisor Proposals - How You Should Be Thinking About Your Proposal Experience

Daniel Crosby on the Pod, How the Best Entrepeneurs are Great Sloganeers and a Musky Algorithm

Jud Mackrill2 months ago

How Behavioral Finance Transforms Wealth Management

This week, we talk about the increasing importance of behavioral finance in the wealth management industry

Kyle Van Pelt2 months ago

A Moment to Settle Down and Breathe

Taking this week to focus on life outside of work.

Jud Mackrill2 months ago

The Strategic Role of Managed Service Providers in Wealth Management

This week, we talk about how MSPs can help financial advisors create a better client experience

Kyle Van Pelt2 months ago

The Bad, The Good and the Memorable from the Mountains, the Beach and a Football Field

Aaron Jasper on the Pod, Forging the Future, and the AI Revolution in Wealth Management

Jud Mackrill3 months ago

How to Lead a Rapidly Growing Organization

This week, we talk about the need for personalized, relationship-oriented financial advice

Kyle Van Pelt3 months ago

Rethinking the New Account Process for Financial Advisors

Dave Alison on the Pod, Forging the Future, Phil Mickelson Demonstrates Your Value

Jud Mackrill3 months ago