Challenges, Rumblings and Evolution of the Wealth Management Industry
We talk to veterans, new comers, innovators and everyone in between about the evolution, future and struggles of the wealth industry.
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“Everyone has a plan until they get punched in the face”
- Alejandra Slatapolsky |
- December 28, 2021|
Podcast: Play in new window | Download (40.1MB)
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…
A traditional thinker that ends up being a contrarian
- Alejandra Slatapolsky |
- November 8, 2021|
Podcast: Play in new window | Download (22.6MB)
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…
Goal based portfolios: is this the future for advisors?
- Alejandra Slatapolsky |
- October 25, 2021|
Podcast: Play in new window | Download (29.1MB)
Jeff Mount thinks goal based portfolios, including timing and specific key investor life milestones are the key.
Podcast: Play in new window | Download (37.6MB)
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.
How do you grow a solo advisory firm?
- Alejandra Slatapolsky |
- August 18, 2021|
Podcast: Play in new window | Download (24.9MB)
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…
Asset Managers shouldn’t get into Blockchain
- Alejandra Slatapolsky |
- August 12, 2021|
Podcast: Play in new window | Download (41.5MB)
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.
Fees or no fees: that is NOT the question anymore
- Alejandra Slatapolsky |
- July 26, 2021|
Podcast: Play in new window | Download (31.6MB)
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.
The forgotten one in technology projects
- Alejandra Slatapolsky |
- June 25, 2021|
Podcast: Play in new window | Download (14.8MB)
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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Alejandra Slatapolsky
For more than 18 years, Alejandra has designed successful marketing and communications strategies drawn from her background in financial technology, marketing, online strategies, journalism, public relations and event planning. Her career spans diverse industries, including financial services, technology, education, publishing and event planning in the U.S. and Latin America.
Slata has supported dozens of financial services firms with strategies that combine traditional and digital marketing, product development, journalism, public relations and event planning to land more and better clients, increase brand awareness and improve profitability.
