Posts by Alejandra Slatapolsky
“The riches is in the niches”
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Scott Carson is a great example of a financial services company that has truly gained its success from grass roots, thought leadership marketing. On this episode we discuss why every company is a media company, and how to take a marketing first approach, no matter what your firm does. Scott is the owner and managing…
Read More“Talk to your customer before having a product”
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Hall Martin is an angel investor and has launched a platform to connect startups with investors around the county. In this conversation, we go over the key factors that startups should have in mind before looking for funding, as well as the key KPIs investors should look at when investing in startups. From evaluating teams…
Read More“Everyone has a plan until they get punched in the face”
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Chris belongs to the new generation of financial planning. But he hasn’t taken on all of the new vices they have. He knows the value of relationships and isn’t afraid to focus his business on them, or his huge personality. He also isn’t afraid to say that whoever focuses on performance, sooner rather than later…
Read MoreA traditional thinker that ends up being a contrarian
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Jeremy believes that just by educating clients they will make better decisions. He also believes that the AUM based fee should not go away, and that clients will not be using technology any time soon. All of these thoughts seem somewhat contrarian at this point in the wealth management industry. We explore why they should…
Read MoreGoal based portfolios: is this the future for advisors?
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Jeff Mount thinks goal based portfolios, including timing and specific key investor life milestones are the key.
Read MoreThe difference between big and small budgets? The access to data
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Whether it is gathering key data points from your organization or communicating in a simple way, Renee Brown knows that successful people and organizations are able to summarize complex information to convert them into actionable points.
Read MoreHow do you grow a solo advisory firm?
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Over the years financial advisors have been re-inventing themselves. But currently they are at a cross roads. Now that you can work with anyone in the world, offer any product, determine your own value proposition, and use technology to serve your clients, what is the opportunity? Sarry Ibrahim discusses with us how he approaches the…
Read MoreAsset Managers shouldn’t get into Blockchain
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Lorenzo Delzoppo has helped many blockchain and fintech startups to launch their products. He is a true compliance veteran in the industry. Among many other ideas, he thinks asset managers should not be using crypto currency as an investment tool, as it was ideated as a transactional one.
Read MoreFees or no fees: that is NOT the question anymore
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In this chat with veteran Daniel Canel, we spoke about his vision for the future of wealth management: one in which companies focus on launching niche products that are highly personalized for the needs and interests of their clients.
Read MoreThe forgotten one in technology projects
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Jaime is a veteran of the identity verification and AML technology industry that is for once, paying the same attention to the client as he does to the back office.
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