Head of Digital Content @Lifeworks_RIA | 2020 ScratchWorks winner | Co-creator of award-nominated The Future of Advice™ Podcast 🎥 | All tweets are my own
OUT NOW: Ben Carlson (@awealthofcs). The Future of Advice® podcast.
Ben and the team at @RitholtzWealth have been revolutionary for firms who are thinking about creating their own content.
Our conversation about how to drive value with content 👇
https://t.co/8yr4KMizZT
OUT NOW: What do we do with crypto? For clients? For advisors?
Ron Bullis (@ronbullis) and Chris King (@cjking711). The Future of Advice™ podcast.
How advisors should think about crypto, where fintech is headed, and how to win the future 👇
https://t.co/vel11vcQyc
Is charging only for asset management a dying method?
"...The world is certainly moving to a pay-for-service model."
Doug Fritz (@dougofritz) tackles the reality that most advisors will face in their careers
(on The Future of Advice™ podcast with Ron Bullis)
Big news 👇
Spotify has approved Lifeworks as part of a small group of creators across the country to be the first to use its video podcasting feature.
Now, every The Future of Advice™ episode on Spotify will have both full video and audio 🔥
Wealth management firms aren't spending money on marketing.
"They're woefully behind." says Megan Carpenter (@megan_ficomm), CEO of @FiCommPartners
(on The Future of Advice™ with Ron Bullis (@ronbullis)
#wealthmanagement#marketing
We asked Steve Lockshin (@OpenAdvisor) – what's the future look like?
Here's his 3 predictions for the future of our industry:
1. Fiduciary / Non-fiduciary clarity
2. Major improvements in tech
3. Automation will take over mundane tasks
#thefutureofadvice#fintech
Start your week with some advice from Colony Group CEO Michael Nathanson (@Nathanson_MJ) -
"If your primary stakeholder is you – you might be in for a rude awakening."
#wealthmanagement#fintech#finserv
Ben Carlson (@awealthofcs) came on The Future of Advice™ today to talk about creating content in this industry with Ron Bullis (@ronbullis)
Excited to share in a few weeks!
This was a fun one. If you don't know Gavin Spitzner (@gspitzner), it's time.
He's been a consultant to the biggest firms in wealth management.
His advice for advisors, firm leaders, and evolving client needs on The Future of Advice™ 👇
https://t.co/0vZC8BrSCb
"The future of financial advice involves a lot more crying."
- Gavin Spitzner (@gspitzner) on The Future of Advice™ with Ron Bullis (@ronbullis)
Fantastic podcast dropping tomorrow at 10AM ET.
(Subscribe w/ link in my bio)
#fintech#wealthmanagement
Facet Wealth (@FacetWealth) has made some headlines.
@ronbullis sat down with @andersjones to talk about the changing needs of today's wealth management clients and how to break old models to deliver new value.
See the full conversation here 👇
https://t.co/KcWTnzRwSx
Incredible quote from Anna Wintour on in-person work:
“I’m not a social scientist. I don’t study productivity….what I can tell you is that the sense of community - is real, sustaining and not replaceable through our screens.”
Taking this from an email from @FeldmanEquities 👇