Our second stop in Charlotte, North Carolina is with Anthony Valente, Vice President of Business Development for Portfolio Pathway.
We picked up a hot dog and a soda before sitting down to talk about how Anthony first connected with Portfolio Pathway and why he works hard to support financial advisors.
(Watch FPPad Tech Tour Season 1 Episode 2 with Anthony Valente on YouTube)
FPPad Tech Tour is brought to you by the following Back Stage Sponsors:
Envestnet|Tamarac: http://www.tamaracinc.com
Orion Advisor Services: http://www.orionadvisor.com
Redtail Technology: http://corporate.redtailtechnology.com
CHAPTER MARKERS:
0:14 FPPad Tech Tour Intro
1:07 Anthony’s connection with Portfolio Pathway
2:03 How has Portfolio Pathway stayed competitive?
3:00 Why do you work on technology that supports financial advisors?
3:51 What’s your typical day like when working with advisors?
5:36 How accessible are you for advisors?
6:33 How to you maintain balance in your day-to-day life?
8:36 Why the baseball glove?
8:57 Support for the Foundation for Financial Planning
