Doug Fritz, Scott Lamont and Jaclyn (Klabunde) Stanton attended INSITE earlier this month. Doug and Jaci broke down a few of our takeaways from the experience: https://lnkd.in/eQMF5j3s #wealthmanagement #wealthtech #fintech
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Senior Copywriter at F2 Strategy | SKY Marketing Consultants Alum #HighTechMeetsHighTouch
Catch the short lil video in the article! #organicgrowth #wealthtech #leadgenmarketing
Doug Fritz, Scott Lamont and Jaclyn (Klabunde) Stanton attended INSITE earlier this month. Doug and Jaci broke down a few of our takeaways from the experience: https://lnkd.in/eQMF5j3s #wealthmanagement #wealthtech #fintech
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In case you missed it, our LinkedIn newsletter featuring Jed Maczuba, Mat Mathews, Sheryl Rowling, and Scott Reddel is out now! Subscribe and read now: https://lnkd.in/gbpq5m3r #ICYMI #LinkedInNewsletter #TopTrends #FinTech #WealthManagement
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While the easy wins for RIAs might be increasingly harder to come by, TradePMR believes major opportunities await those willing to put in the effort, switch up their mindset, and hone their skills. TradePMR CEO Robb Baldwin and Joe Duran, managing partner of Rise Growth Partners took the stage at #SYNERGY24 to outline four steps for advisors who want to outcompete their peers. Missed out on #SYNERGY24 and this exclusive fireside chat? TradePMR's latest blog has you covered! https://hubs.li/Q02BWCC10 #RIA #FinancialAdvisor #FinTech #WealthManagement
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Is 2024 the inflection point for data-first trading in the London market? That is the focus of the next presentation of the day by Anthony Siggers of Marsh. #GINS24 #InsurTech #FinTech
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Members from our Technology team, Managing Director Joseph Watson, CFA and Director Max Schramm, will be in Las Vegas October 22-25 for Money20/20 2023. Let us know if you’d like to connect! #Money2020USA #fintech #dataanalytics #GRC #financialdata #informationservices #financialservices #networking #financialadvisory #technology #mergersandacquisitions #privateequity #venturecapital
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Join me virtually from Oct. 16 - 18 at the 2023 eMoney Summit as I present this breakout session “Delivering a High-Touch White-Glove Planning Experience” to help you go Beyond the Plan by identifying clients' expectations and what value the financial professionals must offer to keep pace with clients' needs. For more #eMoneySummit23 information, please visit us and register for your space today: https://lnkd.in/eCKhqBQU eMoney Advisor #emoneyadvisor #financialplanning #fintech #financialsoftware
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Have you seen these familiar faces yet? 🤔 This year we are once again present at #SIPUGday and our colleagues Thomas and Juerg are there to represent us! They are excited to meet with you and discuss the role of data in finance, as well as TTMzero's approach to that. 🙌 #datadriven #fintech #capitalmarkets
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Have you saved your spot at our November webinar with John O'Connell, MBA of The Oasis Group? Click here: https://lnkd.in/gJDhtwmt #techstack #fintech #financialadvisor #wealthmanagement
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While the easy wins for RIAs might be increasingly harder to come by, TradePMR believes major opportunities await those willing to put in the effort, switch up their mindset, and hone their skills. TradePMR CEO Robb Baldwin and Joe Duran, managing partner of Rise Growth Partners took the stage at #SYNERGY24 to outline four steps for advisors who want to outcompete their peers. Missed out on #SYNERGY24 and this exclusive fireside chat? TradePMR's latest blog has you covered! https://hubs.li/Q02BWbFn0 #RIA #FinancialAdvisor #FinTech #WealthManagement
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President BNY Pershing X
1moF2 Strategy a great 2 min summary. Organic growth is indeed the problem our industry has to solve, as you highlighted and as you know BNY Pershing believes the solution lies in large part with advisor/homeoffice productivity. No one wants to enter data in 8 places. Time for a revolution.