Advisor Innovations

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Highlights

Advisor Innovations: Live Oak’s James Hughes on Underwriting RIA Growth

Jul 14, 2022

Live Oak Bank's James Hughes provides a bird's eye view of the RIA industry.

Advisor Innovations: Shirl Penney on The Modern Independent Advisor

Jun 28, 2022

The president and CEO of Dynasty Financial Partners discusses the history and ecosystem of the independent...

Advisor Innovations: Robert Sofia on Bringing Digital Marketing to Advisors

Jun 14, 2022

The founder of Snappy Kraken discusses how technology has changed everything about how prospective clients see...

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Advisor Innovations: Jason Wenk on Scaling Advisor Technology the Right Way

Jun 07, 2022

The founder and CEO of Altruist explains why the current state of advisory technology needed a kick to bring it closer to what advisors, and clients, expect.

Advisor Innovations: Dr. Daniel Crosby on Understanding a Client’s Money Mindset

May 31, 2022

Dr. Daniel Crosby discusses how to translate traditional advice into effective tools for financial planning.

Advisor Innovations: Brian Portnoy on Helping Clients Rethink Wealth

May 10, 2022

The founder of Shaping Wealth explains why the true definition of wealth should be 'funded contentment,' or the ability to live a life of purpose and meaning.

Advisor Innovations: Carter Gibson on Planning for the Future of Your Firm

Apr 29, 2022

LPL's head of advisor M&A discusses what is driving the recent frenzy in mergers and acquisitions, what to look for in buyers or merger partners, and the best post-transaction practices to ensure a successful integration.

Advisor Innovations: Max Schatzow on the SEC’s New Rules for Advisor Marketing in 2022

Apr 15, 2022

The founder of RIA Lawyers dissects the new rules and compliance regulations surrounding marketing for advisors.

Advisor Innovations Podcast: GeoWealth’s Colin Falls

Mar 11, 2022

GeoWealth President Colin Falls on the firm's growth trajectory and how technology can ease the tension for RIAs between model...

Advisor Innovations: Merit Financial’s Kay Lynn Mayhue on Plotting an Aggressive Growth Trajectory

Mar 04, 2022

Merit Financial Advisors President Kay Lynn Mayhue describes the firm's 'hub and spoke' approach to acquisitions, what kills a...

Advisor Innovations: First Ascent's Scott MacKillop on TAMP Technology Changing The Onboarding Process

Feb 23, 2022

First Ascent CEO Scott Mackillop discusses the value of TAMPs for advisors and clients.

Advisor Innovations: Facet Wealth’s Anders Jones

Feb 15, 2022

Facet Wealth’s Anders Jones on building a hyper-efficient financial planning firm for the mass affluent.

Advisor Innovations: CAIS’ Matt Brown on Connecting Advisors to Alternative Investment Managers

Jan 31, 2022

CAIS CEO Matt Brown discusses the role of alternative investments within the current market and the importance of education as investing continues to evolve.

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