In this episode of Realizing Revenues, Mary Morgan, President at Financial Shop Solutions chats with us about the changing needs of the financial industry, the importance of needs assessments and how banks can improve on educating and connecting with clients. Check it...
In this episode of Realizing Revenues, Mary Morgan, President at Financial Shop Solutions chats with us about the changing needs of the financial industry, the importance of needs assessments and how banks can improve on educating and connecting with clients. Check it...
2022 is wrapping up and we wanted to bring you clips from all of our Realizing Revenues interviews this year. Industry leaders are sharing their stories of how fintech is helping their companies and teams grow and evolve. [button...
In this episode David Lincoln, founder of WISE, chats with us about how his team conquers client retention, how the industry as a whole is working to improve and how firms can increase the revenue they are realizing in their relationships. Check it out to hear what...
In this episode, Don Seacrest, Senior Vice President of Operations at AMG National Trust chats with us about the complexities of integrating data from acquired businesses, using fintech to strengthen client relationships and the benefits of aggregating data. Check it...
In this episode, Scott Neff, President and CEO of The Glenview Trust Company talks with us about traversing through a digital ecosystem. Listen to this episode to hear how Scott and his team unify data using technology, overcome the challenges of fintech adoption, and...
In this episode, we chat with Linda Gu, the Executive Vice President of Sales and Marketing from Supernova Technology. Listen in to hear Linda discuss the benefits, misconceptions, and advantages of using a securities-based lending technology program. [button...
In this episode, Sal Marone, the EVP and Chief Administrative Officer of Fulton Private Bank chats with us about the ins and outs of private banking. Listen in to hear how Sal and his team leverage technology to create personalized client experiences, treat client...
In this episode, we chat with Troy Jordan, the Managing Director of Wealth and Retirement from INTRUST Bank. Listen in to hear how Troy and his team create hyper-personalized banking experiences for customers, and use technology to drive growth and bridge the gap...
While all firms would like to see their trust and wealth management business grow, we know from experience that taking care of our current client relationships has to be the number one priority—and sometimes, that can get in the way of business growth.  But business...
Learn why advisors should adopt new technologies, some challenges to client and employee adoption, and how to overcome these challenges.
Most financial advisors can complete a discounted cash flow analysis or rebalance a portfolio with a few clicks, but marketing and growth strategies may be completely foreign. Even if you know what you should be doing, you may have trouble deciding where to focus or...
Many advisors have dreamed of quitting their job and starting their own business, but actually doing it takes a lot of planning and dedication. The good news is that plenty of others have already made the decision to breakaway and you can learn a lot from their...
Discover nine technologies that holistic financial planners and advisors should embrace to keep up with the competition.
