#ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference
“I think too often in our industry it’s too “one size fits all”, treating clients like a number or just finding out what their financial capacity is but not really digging any deeper.” –Ryan Beach, COO, Orion Advisor The T3 Enterprise Conference is an annual gathering of CEOs, CTOs, COOs, CCOs (and direct support staff) from […]
#ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces
“There is a large and growing stakeholder group of fee-only advisors that are locked in a battle with every custodial platform to game the custodians’ commission system for the benefit of their clients because that’s how you look good as a fee-only advisor.” — Michael Kitces, Publisher, Nerd’s Eye View Michael Kitces began his career […]
#ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights
“In the U.S. over the last six months, Acorns has been absolutely dominant driving Twitter impressions amongst consumers. Not a single incumbent wealth firms even makes the top 10.” — Josh Book, CEO, Parameter Insights Josh Book is the Founder and CEO of Parameter Insights, a data, research, and advisory services firm focused on delivering […]
