Tag Archives: #FinancialServices

Episode 106 – Financial Services Continues to be a Winning Industry – With Gino DeRango

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Gino DeRango is the Senior Vice President, National Sales Manager at Axos Advisor Services, a hybrid custodian and financial services company with powerful integrated custodial and banking solutions that enable RIAs to offer a wider range of services to their clients.

Doug and Gino talked about the current environment of the financial services industry and the opportunities that are in front of advisors.

They also discussed:

  • The major changes in financial advising over the last two decades
  • How the industry can better focus on the end investor to ensure people are getting educated
  • Why Gino feels that Axos Advisor Services is going to be successful
  • What has him excited about joining the company
  • How the industry can become winners

Resources: Axos Advisor Services 



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Episode 105 – Delivering High Level Services to Clients – With Carla Barry

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , ,

Carla Barry is head of Operations at Axos Clearing, a full-service clearing firm focused on the success of introducing broker-dealer and registered investment advisor correspondents.

Doug and Carla talked about her coming from outside the financial services industry and what she believes goes into creating a great service model.

They also discussed:

  • What gets her excited to come to work every day
  • How she keeps her staff motivated at a high level
  • Her rating of the service her team currently provides to broker dealers
  • Using the strategy of teaching combined with problem solving
  • The way the feedback she is getting from clients has changed over the year she has worked there
  • What she would tell a prospect who is considering the service and support of Axos
  • Why Axos makes sense for her and what gets her excited about the future

Resources: Axos Clearing 



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