In a follow up to our first stop on FPPad Tech Tour, we reconnected with LPL CIO Victor Fetter to tour the finished Carolinas campus complex in Fort Mill, SC.
Fetter gives us an overview of the spaces created to encourage collaboration and innovation, all in support of the tens of thousands of financial advisors who work with LPL Financial.
For our final stop in Washington DC, we connected with Rich Ellinger, founder of Wealthminder, in the shadow of the Washington Monument on the National Mall. Hear how Ellinger is using his background in engineering and startup growth to make quality financial advice accessible to everyone.
(Watch FPPad Tech Tour with Wealthminder’s Rich Ellinger on YouTube)
Donate to the Foundation for Financial Planning and view more FPPad Tech Tour content online at http://www.fppadtechtour.com/
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
0:10 FPPad Tech Tour Intro
0:41 Rich Ellinger introduction
2:35 What was the draw to found Wealthminder?
4:50 How do you balance your work outside of Wealthminder?
5:54 How can technology help make advisors better at what they do?
7:16 Describe the evolution of Wealthminder as more and more advisors use the solution
8:57 Support for the Foundation for Financial Planning
Podcast: Play in new window | Download | Embed
Subscribe: RSS
For our final stop in Washington DC, we connected with Rich Ellinger, founder of Wealthminder, in the shadow of the Washington Monument on the National Mall. Hear how Ellinger is using his background in engineering and startup growth to make quality financial advice accessible to everyone.
This is an audio-only podcast of the FPPad Tech Tour interview with Rich Ellinger of Wealthminder. Click here to view the full video.
Our second stop in Washington DC is a visit with Alex Murguia and John Wotowicz of inStream Solutions.
Hear how the need for a different approach to financial planning inside McLean Asset Management expanded to a dedicated wealth management solution for all financial advisors.
(Watch FPPad Tech Tour with Alex Murguia and John Wotowicz of inStream Solutions on YouTube)
Donate to the Foundation for Financial Planning and view more FPPad Tech Tour content online at http://www.fppadtechtour.com/
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:
0:10 FPPad Tech Tour Intro
0:43 inStream introduction
4:27 What prompted the move to make inStream a product for all financial advisors?
6:28 What are the important personal attributes of Alex Murguia?
7:20 Introducing John Wotowicz
9:38 How John applies his passion to the growth of inStream
11:20 How will inStream push the envelope of financial planning software in the future?
13:14 inStream announces match for contributions to the Foundation for Financial Planning
Podcast: Play in new window | Download | Embed
Subscribe: RSS
Our second stop in Washington DC is a visit with Alex Murguia and John Wotowicz of inStream Solutions. Hear how the need for a different approach to financial planning inside McLean Asset Management expanded to a dedicated solution for all financial advisors. .
This is an audio-only podcast of the FPPad Tech Tour interview with Alex Murguia and John Wotowicz of inStream Solutions. Click here to view the full video.
As we make our way up the east cost, we could not turn down the opportunity to meet with Michael Kitces, a prolific contributor to the financial planning industry. We met at his home to talk about what drives him to create so many educational and business resources for financial advisors.
(Watch FPPad Tech Tour with Michael Kitces on YouTube)
Donate to the Foundation for Financial Planning and view more FPPad Tech Tour content online at http://www.fppadtechtour.com/
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:
0:10 FPPad Tech Tour Intro
1:05 Tell me about your passion for supporting and educating financial advisors
3:46 Why have you created so many businesses to help advisors?
6:20 What’s a typical day like at Nerd HQ?
8:00 The official Kitces blue-shirt uniform back story
8:58 THE BLUE SHIRT VAULT REVEAL!!
11:48 On the way to the airport talking about balancing business demands
13:04 What’s part of your future in this industry?
15:40 Why do you create SO MUCH content?
17:47 Your support for the Foundation for Financial Planning
Podcast: Play in new window | Download | Embed
Subscribe: RSS
As we make our way up the east cost, we could not turn down the opportunity to meet with Michael Kitces, a prolific contributor to the financial planning industry. We met at his home to talk about what drives him to create so many educational and business resources for financial advisors.
This is an audio-only podcast of the FPPad Tech Tour interview with Michael Kitces. Click here to view the full video.
We left Charlotte, North Carolina behind and hit the road for Raleigh Durham, where we connected with Blane Warrene at the American Tobacco Campus. Blane’s involvement in financial services technology came quite by accident, so I asked him to tell me more about that over a cold glass of lemonade.
(Watch FPPad Tech Tour Season 1 Episode 3 with Blane Warrene 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:
0:08 FPPad Tech Tour Intro
0:44 What’s your back story?
3:10 Why are you an advocate for financial advisors?
4:30 Was Arkovi created intentionally, or was it a happy accident?
6:16 What happened after RegEd acquired Arkovi?
7:03 Why do you focus on cybersecurity issues for advisors?
8:34 What are you looking to do in your future?
9:58 Tell me something advisors don’t know about you.
11:04 AWESOME FLASHBACK PHOTOS!!!
11:57 Support for the Foundation for Financial Planning
13:29 Could I interest you in a music throwdown?
Podcast: Play in new window | Download | Embed
Subscribe: RSS
We left Charlotte, North Carolina behind and hit the road for Raleigh Durham, where we connected with Blane Warrene at the American Tobacco Campus. Blane’s involvement in financial services technology came quite by accident, so I asked him to tell me more about that over a cold glass of lemonade.
This is an audio-only podcast of the FPPad Tech Tour interview with Blane Warrene. Click here to view the full video.
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
