The Connected Advisor Por arte de portada

The Connected Advisor

De: Milemarker
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  • The Connected Advisor is a podcast about bringing together the people and technology shaping the wealth management industry. Brought to you by Milemarker and Turncast.
    Copyright © Milemarker Inc.
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Episodios
  • Resilience, Mentorship, and the Power of Persistence with Lori Van Dusen

    Resilience, Mentorship, and the Power of Persistence with Lori Van Dusen
    Jul 16 2024
    Episode 052: Successful advisory firms recognize that having the right people is an investment in the organization's future. But it's more than simply filling seats. It's about cultivating a team that is passionate about the industry, thrives in a collaborative environment, and is genuinely enthusiastic about contributing to its success. In this episode, Kyle talks with Lori Van Dusen, Founder and CEO of LVW Advisors. An advocate of client-focused strategies, Lori provides comprehensive, integrated solutions to a fragmented financial services industry. She is the author of the Wall Street Journal bestselling book Running with Grace: A Wall Street Insider's Path to True Leadership, a Purposeful Life, and Joy in the Face of Adversity. Lori talks with Kyle about what it takes to build a successful advisory firm. She discusses the importance of mentorship, succession planning, and investing in the right people. Lori also shares insights from her book, highlighting resilience and overcoming adversity. In this episode: [03:06] - Lori's money moment [06:06] - Lori's thoughts on going independent [10:12] - What motivated Lori to start her advisory firm [12:16] - What it takes to build a successful firm [16:50] - Why failure isn't a threat [18:39] - The inspiration behind Lori's book, Running with Grace [22:31] - Key takeaways from Running with Grace [25:16] - How technology plays a role in running a business [28:12] - Lori's outlook about the future of the industry [30:02] - Why many people fail to plan for succession [33:18] - Lori's Milemarker Minute Key Takeaways Investing in people is investing in the future of the organization. Great people, a great team, and a mindset dedicated to giving back to the industry drive business success. Building a successful advisory firm begins with building a strong and culture-focused team. Succession planning and strategic business development ensure long-term sustainability and growth. Similarly to stress testing a portfolio, stress testing a business allows businesses to operate seamlessly. Quotes [14:10] - "You have to study each client base that you're serving and say, 'What is it that they need that's not out there?' Then you have to find people you can partner with so it is seamless to solve problems." ~ Lori Van Dusen [13:04] - "Our whole business is based on understanding the client's unique situation, the problems they're having, and the implications of those problems, and then solving for that." ~ Lori Van Dusen [15:38] - "The rankings or recognitions we've got simply come back to having great people, a great team, and the mindset that you're not only wanting to solve problems for clients but also giving back to the industry." ~ Lori Van Dusen Links Lori Van Dusen on LinkedIn LVW Advisors Running with Grace Morgan Stanley Merrill Lynch Salesforce eMoney Advisor Envestnet | Tamarac Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.
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    37 m
  • A People-Centric Approach to Wealth Management with Lisa Crafford

    A People-Centric Approach to Wealth Management with Lisa Crafford
    Jul 9 2024
    Episode 51: In this episode, Kyle talks with Lisa Crafford, Managing Director & Head of Advisory at Constellation Wealth Capital. Throughout her career, Lisa has worked for small family-owned businesses, large retail franchises, non-profits, and Fortune 500 companies across Australia and the U.S. At Constellation Wealth Capital, Lisa leads the advisory team and works alongside partner firms to help them grow and strengthen their business. Lisa talks with Kyle about the importance of people in the wealth management industry. She highlights the value of internships and the need for firms to invest in their employees. Lisa also discusses the impact of technology, data, and professionalization in shaping the future of the financial industry. In this episode [01:57] - Lisa's money moment [05:25] - What netball is and how it works [07:58] - What makes Constellation different from other capital partners [12:40] - Why the wealth management industry has become a target for investors [16:04] - Why financial planning extends far beyond retirement planning [19:08] - The impact of data on RIA valuation [23:40] - The industry's trend toward professionalization [27:38] - Why many firms struggle to answer the growth question [32:24] - The value of internships [39:23] - Lisa's Milemarker Minute Key Takeaways Wealth management is fundamentally a people's business. It is important to focus on client relationships and people across all roles, including advisors, operations, technology, marketing, and compliance​. Constellation Wealth Capital provides tailored capital solutions for large and rapidly growing advisory firms, emphasizing simplicity and effectiveness in their investment approach​. Technology is more than just having the latest tools. It is also about ensuring that existing technology is utilized effectively to drive firm growth and integration. Financial planning goes beyond retirement planning. It includes comprehensive wealth management that addresses clients' overall well-being, including psychological and behavioral aspects related to money. Internship programs are a great way for advisory firms to invest in the future. The financial industry provides a lot of opportunities, and it's a great place to be. Quotes [14:49] - "Our work makes a difference in people's lives. It's not just about making rich people richer. It's really about helping people understand their wealth, share and create a legacy with their wealth, and make the world a better place through what they've created with their money." ~ Lisa Crafford [21:01] - "Having the data and technology is really important. But what are you actually doing with that data? How are you using it to give your clients a better experience? There's having data, and there's using data. There's having tech and actually using it properly." ~ Lisa Crafford [30:06] - "If the employees of your firm feel connected to the mission and feel like they can contribute to that, that's a game changer in culture and morale and how the firm operates on a day-to-day basis." ~ Lisa Crafford Links Lisa Crafford on LinkedIn Constellation Wealth Capital Karl Heckenberg Captrust Addepar Wealthbox Michael Kitces Matt Sonnen Pershing Rianka Dorsainvil The Castle Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Google Podcasts Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.
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    44 m
  • How Compliance Fuels Sustainable Growth with April Turch

    How Compliance Fuels Sustainable Growth with April Turch
    Jul 2 2024
    Episode 050: In this episode of The Connected Advisor, Kyle talks with April Turch, Chief Compliance Officer at Wolf Group Capital Advisors. April has more than 20 years of experience specializing in financial planning and wealth management operations. She manages and oversees firm-level projects that impact the firm's success, team performance, and overall client experience. April is also responsible for helping the firm scale its operations through technology, processes, systems, and people. April talks with Kyle about compliance and growth in wealth management. They discuss why compliance should not hinder growth, how advisors can leverage compliance to build a world-class company, the role of technology in reshaping the industry, and the regulatory challenges that AI and cryptocurrency present. In this episode: [01:58] - April's money moment. [07:19] - What makes a great operator. [08:39] - What it takes to build a great team. [10:14] - Attracting the best people. [12:38] - Helping clients plan their wealth. [14:15] - Creating valuable content. [17:21] - Why compliance should not slow growth. [19:32] - April's thoughts about the future of the industry. [20:41] - Compliance challenges with AI. [25:03] - April's Milemarker Minute. Quotes [08:58] - "When your firm has a great culture, a great vision, and a great purpose, you naturally attract the people you want to hire. I think it's a combination of seeking and being found." ~ April Turch [12:56] - "We really take a lot of time getting to know the client and understanding what makes them tick, their thought processes, their values, their challenges, and what they are trying to achieve. Taking that time allows us to customize the things they need to get on their journey." ~ April Turch [17:46] - "We want to do what's in the client's best interest, whatever that may be. And so I help people have a compliance mindset when making those decisions on the front end so that it's not so scary on the back end." ~ April Turch Links April Turch on LinkedIn Wolf Group Capital Advisors Financial Planning Association Bob Len Are We There Yet? Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Google Podcasts Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com. Disclosure The Connected Advisor and Wolf Group Capital Advisors are not affiliated entities. The views expressed on this program are not necessarily the views of Wolf Group Capital Advisors. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognition Past performance is not a guarantee of future results. (edited)
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    29 m
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