The Insider
Invent® Elite
Consultants & Contributors
Thought Leadership & Industry Advocacy
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…
Attendees made the trek to the Fontainebleau Hotel Resort amid health precautions to high-five flesh and do a very in-person reality check
Ask any advisor and they’ll tell you the No. 1 complaint they have about their technology solutions is that they don’t work well together and, as…
In my last article, Independent Digital Ecosystems Are the Future of Wealth Management, I described the benefits and use cases for a new approach to advisor technology…
Gavin Spitzner, president of Wealth Consulting Partners, details the many ways in which financial technology is growing, even as advisors and wealth managers are underutilizing…
The fast success and outsized growth of the independent advisor segment attracted larger technology players and private equity investors eager to get in on the…
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.
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.
SHARE
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
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 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!
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.
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.
