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.
This is an audio-only podcast of the FPPad Tech Tour interview with Anthony Valente, VP of Portfolio Pathway. Click here to view the full video.
Note: Treat this video as you would treat a TV show. FPPad Tech Tour is committed to telling the stories of people who are working hard to support financial advisors. These stories can’t be told in a two-minute video. So fire up your Apple TV, Chromecast, or your smart TV, kick off your shoes, and enjoy this up-close-and-personal video series.
Our first stop on FPPad Tech Tour is in Charlotte, North Carolina, where we met up with Victor Fetter, CIO of LPL Financial to learn about what attracted him to manage LPL’s technology solutions for the nation’s largest independent broker dealer.
CHAPTER MARKERS:
0:16 FPPad Tech Tour Intro
1:10 How did your career bring you to LPL Financial LLC?
2:55 How do you accommodate and respond to the needs of a diverse group of financial advisors?
4:55 Victor speaks about candid conversations with financial advisors
6:29 What’s your typical day like? How much do you interact with financial advisors?
7:53 Victor talks about connections with LPL Financial advisors beyond the business setting
8:43 One secret not many people know about you
11:14 How do you feel about automated investment services, aka robo advisors?
12:38 What are you telling advisors to do about automated investment services?
13:09 Where do you get your best information on where the industry is headed?
14:40 We take a drive to Fort Mill, South Carolina to view the construction site of the new LPL Financial facility
15:45 What investments are you and LPL Financial making for the future of financial advisors?
Our first stop on FPPad Tech Tour is in Charlotte, North Carolina, where we met up with Victor Fetter, CIO of LPL Financial to learn about what attracted him to manage LPL’s technology solutions for the nation’s largest independent broker dealer.
This is an audio-only podcast of the FPPad Tech Tour interview with Victor Fetter, CIO of LPL Financial. Click here to view the full video.
Where have I been and why has FPPad been so quiet lately?
I just finished a three-week road trip up and down the eastern United States, not only for a great summer experience with my family, but to also launch the FPPad Tech Tour campaign for you.
FPPad Tech Tour is a new campaign I’m conducting with my executive producer Steve Biermann to collect the stories of people who are delivering technology solutions for your business.
We met with a dozen technology providers and filmed video with them learning more about the passion behind the work they perform each day.
Over the next few weeks, I’ll be posting the full video interviews online so you, too, can get a sense of why others are working so hard to help you build a better business and deliver better advice to your clients.
In the meantime, I hope you enjoy these short recap videos of week one and two on FPPad Tech Tour with some of the lighter moments experienced on tour.
Week One
Week Two
But wait, there’s more!
FPPad Tech Tour is not just a campaign about financial adviser technology, it’s also a campaign to raise money and awareness for the Foundation for Financial Planning.
Please support the Foundation for Financial Planning and the grant writing they perform to support the growth of pro-bono financial planning nationwide.
