COMPANY

The Insider

Find the latest and greatest thought leadership content from Invent® industry leaders on buisness, technology and marketing strategy.

  • About Us

    Learn more about us, our story, and our team.

  • Careers

    Come invent with us and build great iDeaS™ together!

  • The Insider

    Here you will find content developed by our Elite team.

  • Press

    Read more about what other industry experts are saying about us.

Invent® Elite
Consultants & Contributors

Timothy Welsh
Nexus Strategy
Marketing strategy, content development and public relations advice, guidance and implementation from industry veteran, Timothy Welsh, CFP®. With over 25 years experience in the wealth management industry, Nexus Strategy is uniquely positioned to provide end-to-end advice, consulting and guidance.
Suzanne Siracuse
Suzanne Siracuse Consulting Services
Business strategy, advocacy initiatives and marketing and branding support from the former Publisher and CEO of InvestmentNews. With over 20 years experience in Financial services, Suzanne will be focusing on, for Invent® Elite. Helping firms and advisers serve even more clients by effectively leveraging the latest technology to provide the scale they need to grow and improve the client experience.
Gavin Spitzner
Wealth Consulting Partners
Gavin Spitzner brings over 25 years of experience working at the intersection of wealth management business strategy and technology to help organizations design and deploy solutions that drive profitable revenue growth.
Mark Hollingsworth
Wealth Consulting Partners
Mark Hollingsworth is a passionate and innovative executive who brings over 30 years of experience in financial services. Having worn many hats, Mark is focused on helping advisory firms adopt cutting edge technology and helping technology vendors go-to-market with rapid and large-scale adoption.

Thought Leadership & Industry Advocacy

Suzanne Siracuse Moves Podcast To ‘Financial Advisor’ Platform
Suzanne Siracuse Industry trends

Suzanne Siracuse has moved her podcast series “The Big Reveal,” to Financial Advisor magazine’s podcast platform.

Read More
Future Proof spent ‘millions’ and got a ‘gazillion permits’ in 2022 and the VC-backed ‘Reformed Broker’s’ festivus is on track for 10,000 attendees by 2025
Tim Welsh Industry trends

Future Proof was all that and more. It was sort of a farmer’s market with celebrities, musicians, fun parties and good content. Although all of the…

Read More
T3 2022 Conference Roundup: A Farewell to Zoom
Tim Welsh Industry trends

The pandemic has proved a boon and accelerator for efforts at advisor digitization, but if the turnout at this year’s T3 Advisor Conference is any indicator,…

Read More
Fidelity’s Advisor Platform Gets Major Update
Industry trends Digital Advice Executive Leadership

Fidelity Institutional announced major updates to its technology offerings on Thursday that include enhancements to its Wealthscape advisor tech platform and a new digital empowerment tool…

Read More
FSI rallies brokers in Dallas with an old battle cry — access, access, access — and a stated desire to deal with aging members– 62% are older than 55
Tim Welsh Industry trends Digital Advice Executive Leadership

The big news story for the Financial Services Institute (FSI)  is it’s getting both. Its new focus is on diversity, equity and inclusion. It even has its…

Read More
5 Big Wealth Management Trends for 2022
Tim Welsh Industry trends Digital Advice Executive Leadership

This year is shaping up to be even more evolutionary as various macro-trends continue to collide, accelerating change for advisors, clients and the ecosystem that…

Read More
The Big Reveal Podcast Series

Get a unique peek into the human side of some of the industry’s leaders, innovators, and influencers with The Big Reveal Podcast Series, from Suzanne Siracuse, in partnership with Invent®.

Now in its third season, Suzanne leads lively discussions, that not only focus on the guest’s personal and professional journeys, but also incorporates their perspectives on news items, hot topics, and industry trends.  And, at the end of each episode, Suzanne dives deep to have her guests share something they’ve never revealed before, hence the title, The Big Reveal.

Season 03 Episode 01: Oleg Tishkevich: His Visionary Take on the Future of Wealthtech
In Episode One of Season Three, the CEO of Invent discusses his vision for solving our industry’s technology integration problem, why data is the "heartbeat' of your business, what most firms get wrong when it comes to advisor tech adoption and how a scene from a 2002 movie may hold the secret to the future of wealthtech.

He also shares the advice Jud Bergman, the co founder of Envestnet, gave to him that he uses every day in business and how his experience in coming to America at age 18 shaped who he is as a business leader today.
FOLLOW US
SHARE
Season 03 Episode 02: Marguerita Cheng: Her Advice on everything from building her practice from scratch and becoming referrable to the importance of empathy, ethics and risk.
In this episode, the CEO of Blue Ocean Global Wealth shares how she used her own life experience to jumpstart her career as a planner, the keys to making yourself referrable, and the undeniable power of empathy.

She also shares practice management tips, why she teaches ethics, and her methods for communicating with clients during uncertain times.

Plus: Her Big Reveal is certain to leave an impact
FOLLOW US
SHARE
Season 03 Episode 03: Bob Oros: His Take on The Perfect Deal, Why Culture and Technology are Key and Making an Impact
In this episode, The Hightower CEO discusses the present state of M&A deal flow and his advice for sellers now, how culture is taking center stage at his firm, the important role technology plays in a firm’s growth strategy and why making an impact has become a priority.

He also shares what made him choose wealth management as a career, his role in advancing the InvestmentNews 40 under 40 initiative, and a Big Reveal that, up until a short time ago, he would not have revealed.
FOLLOW US
SHARE
Kristi Rodriguez: Her Unorthodox Career Path From Def Jam Records to Leading Nationwide's Retirement Institute
In the Season 2 opener, in addition to sharing her amazing career journey, Kristi discusses the many tools and resources now available to assist advisors in their holistic approach to planning with their clients as well as how they can...
FOLLOW US
SHARE
Jamie Price: How his experience at 1800 DOCTORS gave him his "Aha!" moment
In this episode, Jamie shares how he leverages his past experiences in leading Advisor Group today, the importance of embracing your inner creative and why he’s investing so much into top talent and technology to ensure his advisors are set up for success in the future. And you won’t want to miss his surprising Big Reveal!
FOLLOW US
SHARE
Ron Carson: Why the RIA GIANT is placing his bets on Data, AI and AQ
In this episode, Ron provides his thoughts on what advisors absolutely need to be thinking about regarding the tech stack of the future, how specialized planning tools are allowing advisors to anticipate a client's needs even before they do, and why you need a high AQ (adaptability quotient) to be successful in the future. Ron also discusses his vision for his completed 200,000 sq ft headquarters...
FOLLOW US
SHARE
Joel Bruckenstein and Bob Veres: From WealthTech’s effect on Advice to Survival of the “Most Authentic”
In this episode, The industry legends share top insights and learnings from their recently released Technology Survey and how they impact industry trends overall, provide guidance to advisors of all sizes on how to best evaluate tech tools and software, and discuss what important traits the Financial Advisor of the Future must have to survive. You’ll also hear not one… but TWO Big Reveals in this episode.
FOLLOW US
SHARE
Drew Propson: Head of Technology and Innovation in Financial Services at the World Economic Forum
In this episode, Drew provides her global perspective on how technology is shaping the future of wealth management, which tech driven solutions have been overhyped, and which are underrated! She also demystifies all things AI, explains why she thinks it will have the biggest impact on the financial planning process...
FOLLOW US
SHARE
Carl Richards: Defining Advice, Defending “the PLAN” , Imposter Syndrome and everything in between!
In this episode, the NYT’s “Sketch Guy “ shares his best advice for those providing advice, why our industry needs to stop selling certainty, how to reposition financial advice to your current and future clients and where creative thinking fits into an advisor’s workflow! Plus, which of his famous sketches was the most popular...
FOLLOW US
SHARE
Stephanie Bogan: Lessons Learned from a Successful Deal, Her Obsession with Mindset and what drove her to “Unretire”!
In this episode, the “queen of practice management” shares why MINDSET is the biggest factor that contributes to success, how advisors can differentiate their offering and why when your vision is clear, your decisions are easy!...
FOLLOW US
SHARE
Dani Fava: Her candid take on game-changing Trends, the Importance of Inclusion, and how her DAUGHTER influenced her career in fintech!
In this episode, Dani shares several ways firms can approach inclusion, where AI will provide the biggest assist for advisors, and why Embedded Finance is the next big thing! AND how a panel with ME lead her to Envestnet. Plus...
FOLLOW US
SHARE
James Poer: The Importance of Firm Culture, Hiring and Retaining the Best People, also is Private Equity a Friend or Foe?
In this episode, the Kestra Holdings CEO shares his critical components essential to achieving a successful and positive firm culture, his advice to anyone looking to buy or sell their practice and his thoughts on whether private equity investment...
FOLLOW US
SHARE
Carolyn McClanahan: What influenced this medical doctor to become a financial planner, how health and wealth are linked and tips for having tough conversations with your clients
In this episode, Carolyn shares how being a medical doctor influenced her decision to operate a holistic based and flat fee practice, and why healthcare costs...
FOLLOW US
SHARE
Samantha Russel: Her Top Tips for Advisors on all things Digital Marketing
In this episode, the social media star shares why not having a well thought out website is like showing up in pajamas to a meeting, how being authentic and embracing the real you is critical for effective marketing, what her essential components are for an impactful social media strategy and whether you should or should not have a “face” of your brand. Plus, a Big Reveal that is sure to surprise…
FOLLOW US
SHARE
Tyrone Ross Jr.: How He Is Using His Leadership Platform to Educate, Inspire and Provide a Voice for the Voiceless
In the Season Two Finale, the OnRamp Invest CEO discusses why advisors need to get educated on cryptoassets in order to truly act in their clients’ best interest, a fun and effective way on how to engage in the discussion with them...
FOLLOW US
SHARE
Bill Crager: From a card table in SOHO to CEO
Suzanne Siracuse asks the questions nobody else asks, as influencers and interviewer collide in her new and truly unique podcast series The Big Reveal. Get an exclusive view into the human side of some of the financial services industry influencers and thought leaders and listen and learn as they discuss the latest news and industry trends and at the end, find out why the series is called, The Big Reveal.
FOLLOW US
SHARE
George Nichols: a Man With a Plan to Address Inequality
President and CEO of The American College of Financial Services, George Nichols, reflects on a life and career full of firsts, looks forward to the future of women in the wealth management industry, and gets candid on what the industry can do to address racial inequality in America.
FOLLOW US
SHARE
Clara Shih: The Social Media Guru Reflects on Her Career, the Hearsay-Salesforce Deal and Achieving Balance
In this episode, Clara tells us how she helped blaze the trail for social media’s marriage to financial services—and why she decided to take a break. Plus, advice for setting goals and defining success as a woman in the industry.
FOLLOW US
SHARE
Michael Kitces: From Fees, Trust and the Nerd’s Eye View
“What have you done for me lately?” Michael Kitces explores how the question that drives financial advisorship also makes for better financial media. Plus, the crisis of confidence and the truth about defining success as a wealth management advisor.
FOLLOW US
SHARE
Turning the Tables on the Industry’s Top Journalists
In this episode, Suzanne hosts a roundtable discussion with some of the industry’s top editors and reporters. Bruce, Evan, and Brooke chat about how they got to where they are today, what they’d be doing if they never found journalism, and more. Plus, not one but three Big Reveals.
The roundtable includes Bruce Kelly - Senior columnist with InvestmentNews, Evan Simonoff - Co-founder and editorial director of Financial Advisor magazine...
FOLLOW US
SHARE
Neesha Hathi: From Acquisitions and Digital Advice to Risk Taking and Finding your Confidence
In this episode, Neesha Hathi, executive vice president and chief digital officer at Charles Schwab, discusses recent acquisitions and building the platform of the future. She also predicts future industry trends and gives advice for other professionals balancing work and motherhood. To cap it all off, she reveals a particularly “big” Big Reveal.
FOLLOW US
SHARE
Taxes, China, a Biden Presidency: What it means to advisors and investors
BlacRock's Mark Wiedman caps off season one of The Big Reveal Podcast Series with truly interesting insight into taking advantage of market swings, how he's handled the new normal, and his current views on the market.
FOLLOW US
SHARE
Request a Demo
Job application form
Please fill in all the required fields, and submit the form.

    What is your availability preference?

    250 Character Limit