#ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt

“I think the most common question recently is, can you look at my tech stack and is it good enough? One, can I sustain, two, can I grow? And three, where am I at economically? There’s some cost to all of this technology and it’s fair to say in this economy, can I skimp on […]

#ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter

“If you’re focused on helping people and in a business networking setting, you get attention back when you give attention. Those are universal truths regardless of what social media platform you’re on. It’s always valuable to pay attention to people.” — Jay Palter, Chief Engagement Officer of Jay Palter Social Advisory Ten years ago, Jay […]

#ItzOnWealthTech Ep. 43: Female Leaders in Technology

“Women are over mentored and under sponsored. Mentors are just a nice relationship. But a sponsor is the one who’s going to move the needle for you. We need more sponsors to ensure women are ready to be promoted to their next position.” — Christina Townsend, Head of Platform Strategy for Advisor Solutions, BNY Mellon […]

#ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference

“I think in year one and year two really what we were trying to do that was different was bring advisors together, not with the salespeople who sell technology, but with the people who actually develop technology. The whole premise of T3 was bring your developers to the booth. Don’t bring your salespeople.” — Joel […]

#ItzOnWealthTech Ep. 41: Highlight Reel #2 from the T3 Advisor Conference

“What we’re trying to do is help firms streamline the development process so they can create unique experiences at scale. Think of it as personalization at scale, not just for large firms, but leveling the playing field for smaller firms like RIAs to be able to create a unicorn experience. Paint the picture, if you […]

#ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo

“We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their own. A majority of advisors don’t choose a platform like ours, end up just doing everything themselves and here they are a year or two later, their hair is still […]