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
It’s not rocket science, but it does require a tight game plan to address seven key business areas.
INVENT CEO Oleg Tishkevich moderates the Enterprise CTO Panel at the 2021 T3 Virtual Summit. Panelists include Nelson (Nick) Graham, with Cambridge Investment Research, Ed…
By Oleg Tishkevich, CEO of INVENT As the calendar (finally!) flips over to the New Year, we wanted to take this retrospective opportunity to thank…
In the kick-off episode of The Big Reveal, Suzanne chats with Envestnet CEO Bill Crager about the industry, personal tragedy, and tips on growing a dream…
The right financial technology investment can be a huge boon for advisory firms, while the wrong choice could add unnecessary complexity to your tech stack,…
Pairing wealthtech firms and top RIA investors brings suspense and cements the event’s biggest deal to date
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.
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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...
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!
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...
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.
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...
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...
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!...
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...
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...
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...
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…
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...
