Tag Archives: #WealthManagement

Episode 140 – Sanctuary Wealth Oasis: Passion Under the Hood of Portfolios – With EJ Kahn

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

EJ Kahn is the Founder and Managing Partner at SLK Private Wealth. SLK offers distinctive wealth management solutions for individuals and families who seek a partner who can provide all-encompassing financial expertise founded in genuine care for their success. 

Live from the Sanctuary Oasis Conference in Las Vegas, Doug and EJ discuss the principles behind SLK Private Wealth and the attributes that have contributed to the firm’s consistent growth.

They also discussed:

  • Why Kahn was drawn to the vision behind Sanctuary Wealth and its management team
  • The principles the practice is originally centered on and how they have shifted over the years
  • What Kahn attributes to the firm’s consistent growth since joining the team 
  • The decision behind remaining an active manager as a practice 
  • Navigating volatility in the markets this year
  • How Kahn’s team is differentiated on both sides of the balance sheet

 

Resources: 

Sanctuary Wealth

SLK Private Wealth

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Episode 139 – Sanctuary Wealth Oasis: How to Foster an Enduring Enterprise – With Mark Tibergien

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

Mark Tibergien has been a leader in the financial services industry for many years, most recently having retired in 2020 from Pershing where he served as the CEO. Mark continues his contributions to the industry by now working as a consultant, speaker, or board member with other enterprises that are going through a dynamic transformation.

Live from the Sanctuary Oasis Conference in Las Vegas, Doug and Mark discuss the challenges industry business leaders are facing, and ways advisors can evolve to better serve their clients in the long run.

They also discussed:

  • Some of the recent changes in the IRA industry and the transformation we are experiencing
  • What the rapid industry consolidation means for advisors
  • The characteristics of an enduring business that advisors can take into account when considering their own challenges
  • How an advisor can evolve from building a book of business to creating an enduring enterprise
  • Asking the question “how are advisors being prepared to help clients navigate their lives?”
  • Why custody matters so much beyond being a requirement to hold the assets somewhere

 

Resources: 

Sanctuary Wealth

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Episode 129 – NYC Pop-Up Podcast: Retirement is Only the Starting Line  – With Steve Gresham

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

Steve Gresham is the Founder and CEO of The Execution Project, a consulting firm providing tools, training, and adoption strategies in support of better “retirement.” 

Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Steve explore The Execution Project’s initiatives of wealth management and retirement while also examining industry trends from different perspectives. 

They also discussed:

  • Financial Wellness and monetizing peace of mind
  • The keys to successful execution for companies
  • The Execution Project’s industry initiative being all over retirement
  • The baby boomers and how the wave has yet to hit the beach
  • The new bull market being about protection
  • The “Holistic wealth management” push in the big firms
  • A view on the industry’s lost focus on the end investor from a retail perspective
  • How people can take advantage of The Execution Project

Resources: 

The Execution Project



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Episode 120 – Empowering & Inspiring Confident Outcomes with Scott Enger & Steve Sullivan

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

Logicly is a comprehensive web-based analytics and portfolio management platform for advisors to automate their day-to-day portfolio management workload. Doug is joined today by Logicly’s chief revenue officer, Scott Enger, and head of marketing Steve Sullivan. They discuss their respective journeys to Logicly, and how the platform can help advisors empower & inspire confident outcomes. They also discuss

  • The big idea behind Logicly
  • How the company expanded from serving ETFevolution to serving financial advisors
  • Why they think Logicly is an evolution of the advice model that advisors can use to help make their clients’ portfolios stronger
  • Recent partnerships with Syntax and 401 Financial and how they help make the platform stronger for advisors
  • What the future holds for Logicly

Resources: Logicly



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Episode 111 – Technology and its Impact on Wealth Management – With Raj Bhattacharyya

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

Raj Bhattacharyya is the CEO of Robertson Stephens Capital, a privately-held, boutique wealth management firm servicing entrepreneurs, business owners, executives, family offices and institutions.

Doug and Raj talked about how Robertson Stephens Capital is evolving to keep pace with changes across the  wealth management industry, with the goal of helping advisors better serve their clients. 

They also discussed:

  • How innovation plays a key part in the future of wealth management
  • What type of technology Robertson Stephens is adopting to better serve their clients
  • How wealth management has changed over the years and how advisors have improved the quality of their services
  • The three different personas Roberston Stephens uses in their business
  • How advisors can build customized portfolios incorporating active and passive products

Resources: Robertson Stephens Capital



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Episode 99 – Moving Technology from the Why to the How – With Craig Ramsey

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

Craig Ramsey is the Chief Operating Officer at AdvisorEngine, a pioneer in digital wealth management technology that supercharges advisor growth with its powerful and intuitive digital platform.

Doug and Craig sat down at the T3 Advisor Conference and talked about how financial technology can get closer to the level of technology utilized in other industries. They also discussed:

  • What technology advisors are going to be able to implement for their clients
  • Why Craig chose to acquire Junxure and the challenges faced in the acquisition
  • Craig’s outlook on being acquired himself and how he views the results
  • The excitement for AdvisorEngine and the platform mentality
  • How they are helping advisors make their investors successful
  • Craig’s path to where he is now

Resources: AdvisorEngine

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