Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace
“We talk about avoiding adverse outcomes from regulatory scrutiny, and that’s important and that does cost money. But the other side of things is we have to help our clients build a process that is convincing, and that when FINRA looks in they have comfort and confidence that it’s being managed. So one of the […]
Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante
“Healthcare expenses is the leading cause of bankruptcy in this country. And 95% of the people in our survey do not have any idea how much they’re going to spend on healthcare. Our goal is to help financial advisory firms to bring this cause in front of their clients so they can plan their financial […]
#ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood
“What we believe we’ve been able to do is make our industry more fun, because there was a huge missing layer. We have all this data on user profiles and company profiles that cuts out the first ten conversations between any two parties because most of the questions they were going to ask are already […]
