Thought Leadership & Industry Advocacy
Here you will find the latest, greatest and most compelling thought leadership and industry advocacy content, developed by the veteran, experienced industry luminaries of the INVENT Elite consulting team.
INVENT Elite
Consultants and Contributors
Female Leaders in Technology podcast on Wealth Management Today
Diversity is one of the most important issues in our industry and one that does not get enough attention. This changed at the T3 Advisor…
Women in the Financial Services Industry Masterclass with Suzanne Siracuse
Women play a critical role in the success of the financial services industry, and several leading firms are working on best practices for bolstering diversity…
The W-Factor Video Series
We all know how important it is to have a diverse portfolio. But you can actively build a more diverse practice by understanding the role…
Wealth Management Today Podcast: Consultant’s Roundtable on RIA Technology with Craig Iskowitz, Kristin Schmidt and Gavin Spitzner
As Founder of RIA Oasis, a tech strategy and implementation consulting firm, Kristen Schmidt sees the real-time hurdles firms face when it comes to technology,…
Aaron Klein sells against fear and risk in San Antonio — and hits back at competitors
The Riskalyze CEO has three businesses, an expanding list of copycats, 600 close friends and a rah-rah message: Fearlessness
“The Future of Advisor Technology” – Feature Story on wealthmanagement.com
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.