COMPANY
The Insider
Find the latest and greatest
thought leadership content from Invent®
industry leaders on buisness, technology and marketing strategy.
Invent® Elite
Consultants & Contributors
Timothy Welsh
Founder/CEO of 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 through Invent® Elite.
Suzanne Siracuse
CEO, Suzanne Siracuse Consulting Services
Business strategy, advocacy initiatives and marketing and branding support are the areas of focus, the former Publisher and CEO of InvestmentNews, brings to Invent® Elite. With over 25 years’ experience in financial services, Suzanne helps 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 1965-2023
Invent Elite Consultant Emeritus
In January of 2023, we lost Gavin Spitzner, a legendary wealthtech consultant and a founding member of the Invent Elite Team. Gavin brought 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. His ideas, industry knowledge and work ethic were just a few of the traits that we will miss. We pay tribute to him by bestowing the Emeritus title to him as he will always remain a part of our team. RIP Gavin.
Mark Hollingsworth
CEO, AssetGro
Mark Hollingsworth, a passionate and innovative executive, brings over 30 years of experience in financial services to the Invent Elite team. 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
The Riskalyze CEO has three businesses, an expanding list of copycats, 600 close friends and a rah-rah message: Fearlessness
Tim Welsh, founder of Nexus Strategy and a moderator at the upcoming WealthManagement.com Executive Forum in New York City, discusses the biggest stories in wealthtech.
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.
SHARE
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.
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.
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
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
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.
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.
In this episode, Dr Cherry discusses the critical role psychology plays when talking to clients about money, the number one mistake that can derail any marketing plan, his must ask questions to prospects and why he’s betting on Gen X to fuel his practice.
He also shares what the financial planning students he teaches are the most curious about and what drew them to their major.
Plus: Vinyl Record collection musings and a Big Reveal that we all can “read” about next year!
He also shares what the financial planning students he teaches are the most curious about and what drew them to their major.
Plus: Vinyl Record collection musings and a Big Reveal that we all can “read” about next year!
In this episode, The Cambridge CEO and self-described adrenaline junkie, shares the important role an “internship” played in her journey into the financial services industry,
what she always asks herself before taking a risk, the topic that keeps many advisors up at night and why crisis management skills can make or break a great leader. Plus her views on the importance of creating inclusive cultures, and a BIG Reveal that may cause many to rethink their hiring criteria.
what she always asks herself before taking a risk, the topic that keeps many advisors up at night and why crisis management skills can make or break a great leader. Plus her views on the importance of creating inclusive cultures, and a BIG Reveal that may cause many to rethink their hiring criteria.
In this episode, The Orion CEO shares what inspires the creation of Orion’s many offerings, who has most impacted his leadership style, and how trust played a pivotal role in a critical acquisition.
He goes on to discuss his views on the importance of AI and Behavioral Finance in wealth management and why he’s so bullish on direct indexing.
Plus, his heartfelt Big Reveal that is a love letter to the industry.
He goes on to discuss his views on the importance of AI and Behavioral Finance in wealth management and why he’s so bullish on direct indexing.
Plus, his heartfelt Big Reveal that is a love letter to the industry.
