#ItzOnWealthTech Ep 36: 4 Reasons Why Transparency is Good for Business with Seth Johnson
“Fee transparency should be every firm’s goal. Make sure that anybody working with you knows how their fees have been calculated and knows what they’re being charged for. Provide a good client statement that has all of the right data on it. That’s just good business.” — Seth Johnson, CEO, Redi2 Technologies Seth Johnson has […]
#ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center
“The ones that will really excel in the next 10 years are those people getting back to that Socratic selling and skillsets that many of us grew up in the industry learning about because the tech was so bad. But now that the tech is getting so good, the hard part is putting it all […]
The Jedi Masters of Client Experience
In our industry, enterprise tools are archaic and hard to use, so the bar is set very low. There’s tons of opportunities for new entrants that can deliver better advisor experience. — Mike Sha , CEO, SigFig David Canter, Executive VP, Head of the RIASegment, Fidelity Clearing & Custody Solutions, and Mike Sha, CEO and […]
11 Most Excellent WMToday Blog Posts from 2019
Well, the extended family has finally headed home and you’re debating whether to take down the holiday decorations or wait until the neighbors start complaining. It must be the end of another year! It also means it’s time for our annual top 10 list of the most popular Wealth Management Today blog posts. As a […]
