#ItzOnWealthTech Ep 36: 4 Reasons Why Transparency is Good for Business with Seth Johnson

“Good fee transparency is always a good business. Making sure that anybody that working with you knows how the fees have been calculated, knows what they’re being charged for. It has a good report, a good statement that has all of that data on it. That’s just good business.” — Seth Johnson, CEO, Redi2 Technologies […]

#ItzOnWealthTech Ep 34: Optimizing Advisor Experiences at InvestWest

“When you look at how businesses are run, how decisions are made, what we optimize for, oftentimes that’s not the case. And then you look at the core mantra about how our businesses are evolving, and oftentimes they start with the business needs, the advisor needs the revenue growth needs, whatever it is. But we’re […]

advisor technology

#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 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data

“No one buys insurance because it’s on sale; you buy insurance because you bought something, you broke something, or you created something.” — Robert Kirk, InterGen Data, Inc. Robert Kirk is a financial services industry executive with over 28 years of experience in wealth management, clearance and settlement, and brokerage. Throughout his career, he has […]

digital marketing

#ItzOnWealthTech Ep 26: Reanimating Lifeless Brands with April Rudin, The Rudin Group

“Today’s messaging is more about strengthening relationships between advisors and their clients and less about financial expertise or market returns that were value props in the past.” — April Rudin, The Rudin Group Founder and President of The Rudin Group, April Rudin is widely acknowledged as a top marketing strategist for the financial-services and wealth-management […]