Nitrogen

Penny Phillips, president and co-founder of Journey Strategic Wealth, explains the importance of understanding your unique value proposition.

Sean McGilvray, CEO of Kingsview Partners, discusses how technology is streamlining the ways financial advisors interact with clients.

Laurie Schultz, board chair of Riskalyze, talks about the variety of tools at wealth managers’ disposal to support good decision making.

Devon Drew, founder and CEO of DFD Partners, discusses meeting clients where they are.

Bill Crager, co-founder and chief executive officer of Envestnet, explains how investing can bridge the gap between a person’s financial reality today and their dreams for the future.

Brian Hamburger, president and CEO of MarketCounsel and the Hamburger Law Firm, explains how firms can set themselves up for long-term growth.

Brian McLaughlin, president of Orion Advisor Technology, discusses how advisors and broker/dealers can more easily comply with SEC regulations around text messaging.